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Script text
[Name], I have you all set for [Date] at [Time] — you're officially on the books!
Since this is your first time with us, I want to make sure the experience is seamless from start to finish. I'm going to be your point of contact, so if you have any questions before you arrive, you can call or text me directly at [Number].
I'm sending over a brief intake form right now — it takes about 3 minutes to complete. The reason I'd love you to fill it in today rather than when you arrive is so that when you walk in the door, you can head straight into your [Session, Appointment, or Consultation] without spending any time in the lobby doing paperwork.
[Provider Name] will be reviewing your form before your appointment so they're fully prepared for you before you even sit down.
A couple of quick things to know:
[Preparation detail 1 — e.g. Please arrive 5–10 minutes early]
[Preparation detail 2 — e.g. Bring your insurance card or photo ID]
[Preparation detail 3 — e.g. Park in Lot B, parking is validated at reception]
Is there anything specific you're hoping we can help you with, or any questions I can answer before you come in?
[Listen and note any concerns for the provider.]
We're looking forward to meeting you, [Name]. See you on [Date]!