scheduling clients out long term

FREE INFORMATIONAL WORKSHOP

I’ve been successfully scheduling my clients out 12 months for several years. Yep - the whole year, crazy right?? Every time I talk about it, I get a ton of questions + lots of curiosity.

This informational video about why + how I book out months in advance will maybe inspire you to do similar. Note: I choose to book out 12 months, but this is also applicable to those wanting to book out for less than that. The video is 30 min long - watch it for free. There are downloads available for purchase to provide additional support.

👉Watch the FREE video here.

Want to schedule a 1:1 call to talk about implementing long-term booking unique to your practice? I’d love to help!


Downloads that compliment the video: (there’s a code at the end of the video to get the Scheduling client out long term- support at a promotional rate as a thank you for watching).

Bolsties get the downloads for free inside the group.


Scheduling clients out long term support
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Scheduling clients out long term support
US$38.00

The follow up downloads to my free video (found under WORKSHOPS) where I talk about how I’ve scheduled my clients out long term, successfully, for several years. The video is free - no investment until you’ve decided you want to implement this - then these downloads are here to make that a little easier. Watch the video for a code to get $16 off

  • The Google Form I use to gather info every time I schedule clients out

  • The Google Sheet I use to organize all that info

  • How I walked thru setting up the schedule the first time - when it’s the hardest (aka scheduling Jenga)

  • Ideas + scripts for conversation with NEW clients

  • Ideas + scripts for conversation with EXISTING clients

  • Text/social media caption - it’s almost time to schedule {time period}

  • Text/social media caption - appts for {time period} have been sent out

  • Text response for when someone needs to reschedule

  • Text/email check in to see if schedules have changed or there are any events coming up

  • Email for the REGULAR client: going to start booking out farther

  • Email for the NEW client: going to start booking out farther

  • Email for the every now + then client: going to start booking out farther

Rebooking Template Bundle
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Rebooking Template Bundle
Sale Price: US$29.00 Original Price: US$59.00

Everything your heart desires around the rebooking conversation. I’ve thought of (hopefully) just about every scenario where you want to invite someone to come back + book again. In this bundle you receive:

  • 9 email templates

  • 10 convo scripts

  • 14 text templates

  • advice + guidance around rebooking


Simple, complete templates to help you connect with clients — all from the lens of being gentle, not pushy, with sales. 


The ROI is high on this one! You’ll probably make your investment back with one booking. And chances are, that’s going to happen pretty quickly. As these scripts help you get better at rebooking clients - everything after that is just money in the bank!

Here is a detailed list of what’s inside:

(10) Post session conversation scripts

(1) quick email to rebook (instead of in office)

(10) Quick text templates - reminder to book (inc. 4 seasonal texts)

(1) text template - follow up after 1st session

(3) emails - didn’t rebook after 1st session

(2) haven’t seen you in awhile text

(1) haven’t seen you in awhile email

(1) haven’t seen you in awhile email with promo

(1) haven’t seen you in a REALLY long time email

(1) last reminder email

(1) last reminder text

(2) Schedule is filling up - please book in advance emails