Scheduling check-in appointments with your clients can help you reconnect with your clients and make sure they're set up for a healthy and happy 2024. See below for a few templates to make the outreach easier.
The easiest way to see your clients without upcoming appointments is using the Clients tab within the provider portal.
Client Email Template A
Subject: Elevate Your Wellness in 2024 – Let's Plan!
Dear [Client's Name],
As we wrap up 2023, I wanted to reach out and applaud your commitment to health. Let's ensure you step into 2024 feeling your absolute best!
How about a quick end-of-year check-in? We'll..
Celebrate Your Wins
Evaluate Progress
Adjust for Optimal Results
Set Fresh, Attainable Goals
Your dedication is inspiring, and I'm here to fine-tune your plan for the next year. Let me know a time that suits you, or schedule directly today. My schedule is filling up for the remaining weeks of the year, and I’d like to prioritize time with you.
Cheers to a healthy and vibrant 2024!
Best,
[Your Name]
Client Email Template B
Subject: Let's Catch Up and Plan for a Healthy 2024!
Hi [Client's Name],
Hope this message finds you well and enjoying the end of year buzz! ✨
As we're gearing up for the new year, I thought it'd be awesome for us to touch base and check-in on your health goals.
We can:
1. Reflect on the Wins - Because every achievement, big or small, deserves a shout-out!
2. Check-In on Progress - Let's see what's been working amazingly and if there are any tweaks we can make.
3. Create 2024 Goals - Let's make a plan!
What do you say? Let me know your availability, and we'll make it happen.
Looking forward to catching up and setting the stage for a healthy and happy 2024!
Cheers,
[Your Full Name]
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