What happens when a client requests an initial call?

If you've enabled phone consultations, then clients have the option to request a free, 10-min phone call with you to learn more about your practice.

• You will get an email notifying you when a client requests an initial phone consultation. The email address notifications are sent to is that which is indicated on your contact preferences here.
• To find details about the call, click the "View call details" button in the email. This will take you into the Zencare Members portal to a page providing more details about the client and their contact information.
  • From here, you can message the client or reschedule/cancel the appointment as needed.
• All upcoming phone consultations will appear in your call calendar.
  • You can also view a list of all upcoming, past, and canceled calls below the call calendar. Upcoming calls are also displayed on your dashboard as soon as you log in.
• You should call the client at the number they indicate as close to the requested time as possible. Here are more tips on how to ace the initial call!

Note: When your profile is first published, our support team will also send you a test phone consultation to show you what the process looks like! :)

Here, you can read about phone consultations from a client's experience!