Priorly for coaches | Booking system made for coaches

Gather important information

With Priorly’s customisable forms, you can collect vital information from clients before appointments. Whether it’s background information or if they have received previous counselling the forms are fully adaptable to suit your requirements. You will have all the details you need ahead of time, helping you deliver more personalised care and streamline your workflow. The gathered data is securely stored, easily accessible, and can be exported as needed for further use or compliance. You can create your own forms or use one our templates to get started quickly.

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Customer information

First name:

Jake

Last name:

Black

Email:

[email protected]

Contact Number:

07812321321

Address Line One:

5 Test Avenue

Address Line Two:

City:

Example City

Postcode:

T3 5ST

Booking information

Date and time:

Location:

123 Main Street, Anytown, Oakshire, AB1 2CD

Service:

Length of appointment:

Buffer time before:

Buffer time after:

Staff Member:

Currently paid:

£45.00

Total cost of service:

£45.00

Answered Questions

What is your date of birth?

1/01/1970

What sex were you assigned at birth?

Male

What is your primary goal for this coaching session?

To reduce stress and feel more in control.

Have you practiced mindfulness before? If so, what methods do you use?

Yes, I meditate and practice deep breathing

What are the current challenges or stressors in your life?

Work deadlines and family responsibilities

How do you typically react to stressful situations?

I tend to feel overwhelmed and anxious

Is there a particular area of your life where you feel stuck or overwhelmed?

I feel stuck in my career

How do you typically take care of your mental and emotional well-being?

I exercise, journal, and try to get enough sleep

What are you hoping to achieve through mindful coaching?

A better sense of balance in my life

Is there anything else you would like to include?

Notes

0 / 10,000

Grow your revenue

Offer online payments and take bookings around the clock, no more wasting time on the phone. With marketing tools like coupon codes and client reminders, you can encourage repeat business with loyalty discounts and attract new clients with new customer promotions. You can generate payment links before, during or after the booking for any service that has not been fully paid for.

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Minimise last minute cancellations and no shows

Priorly’s automated notification system helps reduce cancellations and no-shows by sending timely reminders via email or SMS. You can also take deposits and set your own no show, cancellation and rescheduling policy, stopping last minute cancellations and no-shows.

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Keep your client data safe

All data is sent via encrypted channels and you can assign different permissions to your staff members so data can only be viewed by those who are authorised to view it. Any chat messages sent cannot be viewed by anyone other than the people in the chat and the audit member (if one has been added).

Minding My Mindset uses Priorly to create beautiful forms and provide encrypted chat & video calls.

Minding My Mindset is an online life and mindset coach based in the UK and operates internationally.

The challenge

They required a form to collect data and a way to provide a video consultation after a booking. As it involves potentially sensitive information they required a system that used encrypted chat and video. It should also be seamless, with minimal friction to improve conversions and should work for clients based both in the UK and worldwide.

The solution

Minding My Mindset chose Priorly as we offered them end-to-end encrypted chat and video, upon completion of a booking the client receives their room password, they can then join the room on the date of their booking to complete the consultation. This stops the client needing to download 3rd party apps and keeps them all on one system. They also made se of the custom forms to collect information about the person before booking and gauge their expectations of what they hoped to achieve from the session.

"With Priorly we can customise our page and forms to collect important information about the person before they attend their appointment."

Expert help

Need help getting started, or moving from another platform? Contact us and we will help with any query you may have.

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