It can be easy to dismiss a Client Consultation. You know how it goes, you're scheduled back to back, your client is late, they don't see the point of it, maybe you know them well; like friends... of course they'd tell you if anything changed... what could possibly go wrong?!!!
But if you want to present professionally, build trust with clients and protect yourself and the business you work in you must stay focused where client consultations are concerned. We put together a list of 7 critical things to consider to help you! Enjoy!
Critical Element No.1:
Critical Element No.5:
Allergies & Preferences
It 's also important to remember that clients can become allergic to ingredients which they were previously not allergic to. The body can build up a resistance to substances over time, and it can happen at any time - even with those products we know and love! So we should be ever vigilant to make sure we spot this at the earliest possible moment.
Clients may also have preferences and lifestyle choices which affect their treatment. It could be something on the basis of diet; for instance we would not wish to use products with animal derivatives in them for our vegetarian clients or dairy derivatives for our vegan clients.
There might also be preferences on religious grounds or simply their personal taste; smell, colour, touch etc. It is important to make sure we are fully aware of such preferences and do our best to accommodate them with a big smile on our faces!
Critical Element No.6:
Aspirations & Expectations
It's easy to read exaggerated stories and case studies on the internet these days. Our job is to honestly and accurately set expectations for what can be achieved BEFORE taking our clients' money. It's important to ask:
- What does our client wish to achieve? What is the reason for their visit?
- What are their expectations of our treatments?
- What timeframe are they looking at?
- Are their expectations realistic?
Critical Element No.7:
Signature & Dated Disclaimer
The client should sign above a disclaimer which states that they have provided full and accurate information and that they understand we cannot be liable for information currently unknown or undivulged. This is an important protection for yourself and the business. Each signature line should also contain a space for the date which can be added by yourself or the client.
Our Client Consultation refresher course comes with Consultation form templates and disclaimer wording if that would be helpful! Click Here to take our consultation refresher course
Happy Consulting Everyone!
Welcome to Evolution School's blog. Our blogs are written mostly by our team and occasionally, through invitation, by industry experts. If you have something you think will be awesome for our new graduates and our wonderful established therapists & small business owners to read please get in touch. Our aim is to help therapists everywhere feel and be their absolute best.
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