Intro calls are your opportunity to speak to the customer, build a rapport with them, and demonstrate that you are the right therapist to work with them before they book any services.

You will receive an email notification when a parent books a call, which asks you to Confirm the booking.

You can also view and manage all of your intro calls via your Intro Calls page which provides a list of your scheduled calls with potential new customers, with status filters and customer search.

Once you have confirmed a call, we automatically send you the full casenotes from the parent consultation call we have already carried out, by email and Slack direct message. If you don't receive them, contact Selena.

Note: It's important to manage these calls, including any reschedules, using the Saltroad booking management system and not to arrange these outside of systems.

Saltroad automatically handles things like sending a calendar invitation to the customer, email reminders on the day before and day of the call, and reschedule / cancel options.

For some guidance and a structure to use to help you get the most out of intro calls and secure as many ongoing bookings as possible, please see the Intro Call Cheat Sheet.

After an intro call, you record how it went using the Log Outcome action on the booking.

There are four outcomes:

These are an internal record that helps the Saltroad team follow up appropriately, logging an outcome doesn't trigger anything automatic to the customer.

The one exception is marking a No Show, which sends the customer a reschedule-invite email.

We will send you several reminders to log your intro call outcomes after the time and date for the call has passed.