What should happen between “yes” and the first session?
Five things, in order: the client accepts your terms and pays, gets a confirmation with the time and the place or link, answers your one intake question, gets a reminder the day before, and arrives knowing what to bring. If any of it needs you to remember, it’ll be missed on a busy week.
- Step 1
Terms accepted, payment taken.
Before anything else, so the rest is about the work.
- Step 2
A confirmation.
The time in the client’s words, the address or the video link, and how to move it.
- Step 3
One intake question.
Asked at booking, so you can read the answer before you meet. Which question?
- Step 4
A reminder the day before.
The same link, the same way to move it. It saves more no-shows than any policy.
- Step 5
What to bring.
A document, a laptop, comfortable clothes. One sentence, in the confirmation or the reminder.
On WorkWith, the first four happen by themselves: the booking takes the agreement and the payment, the confirmation goes at once, the intake question is on the booking sheet, and the reminder goes from you the day before with the video link.
Checked 2026-10-11.