After setting up your Ruh Care account, and learning how to engage with Clients you can learn to optimize your workflows for success. Having the right workflows in place helps to ensure that you're streamlining your operations, and creating the best client experience possible. This guide outlines 5 best practices to make the most of the Ruh Care platform.
1. Set Up a Free Intro Call
Many therapists select to offer a free 15-minute intro call that can be used to assess fit for further work, with prospective clients. Ruh Care makes it easy for you to create your intro call.
To do this, simply add availability for these calls to your calendar, and clients will be able to book the call when they go to your booking page. When a potential client books a call, you’ll be notified. You can adjust your notifications from Settings > Notifications.
For calls that are booked as a phone session, you will be required to call your client at the phone number they’ve provided. Their phone number will be visible in your calendar appointment details and in your client’s profile.
For video calls, your client will receive an email after booking prompting them to create a Ruh Care account. They’ll need to log into their Ruh Care client portal to launch your virtual session. No additional plugins or downloads are required unless it's a Zoom call.
2. Customize Notifications That You and Your clients receive
The Ruh Carez platform automatically sends you and your clients' emails and push notifications to keep you updated on client activity, account activity, and business needs.
Email notifications are sent to your email address on file.
These notification preferences can be customized to meet your preferences. As you continue familiarizing yourself with the platform, we recommend running through notification options within your account, to ensure that they meet your expectations.
If there are any customizations you'd like to make, you can message the client care team directly on the platform's chat or via WhatsApp with your suggestions.
3. Set Expectations with Your Clients
As you introduce the online suite of services that you offer to clients as part of working with them, it's important to set expectations around how you will leverage online features, and appropriately, draw boundaries around when and how you will respond to chat messages received.
For example, you may want to communicate how often you plan to respond to chat messages. Leverage the Chat Autoresponder tool to help clients know when they can expect to receive a response to a Chat that they send.
4. Identify How You Will Use Reports
Reports make it easy for you to pull information related to:
Client information & activity
Client metrics & health outcomes
Appointment history and statuses (incl. no-show rates, most common appointment types, credits, etc)
Payment information
Quick tips
Use free intro calls to assess fit with prospective clients.
Set clear expectations with clients regarding communication and response times.