When a client matches with you, they're expressing genuine interest in working with you. They may also be exploring matches with other practitioners to find the right fit for their needs. This means your thoughtful, timely responses help create the best possible experience—clients are naturally drawn to practitioners who engage with care and enthusiasm.
Review the Wellness Profile First
Before you reply, take a moment to view the client's wellness profile. This contains valuable information they've shared about their wellness background, health history, goals, and preferences. It goes beyond their care request and gives you important context about who they are and what matters to them. Use these insights to personalize your response.
Be Responsive, Thoughtful, and Genuine
Reply within a day or two when you can. A warm, genuine response shows respect for their time and signals that you're someone who listens and cares. If they don't respond to your first message, a gentle follow-up shows you're interested without being pushy. Throughout your conversations, let your authentic self shine through—this is how they get to know the real you.
Connect Through the Built-In Messenger
Every match includes the client's phone number and access to our platform messenger—a natural, personal way to get to know each other. Keep your conversations here so you both have a comfortable record of what's been shared. The messenger makes it easy for them to ask questions and for you to share your availability and approach.
Getting to Know Each Other: Build Real Connection
As you message back and forth, you're beginning a real relationship. Take your time to understand who they are and let them get to know you too.
Ask Curious Questions
Refer back to their wellness profile and care request. Ask thoughtful questions about their health history, what they've tried before, and what they hope to experience with you. Show that you've genuinely reviewed their information and that you care about their unique situation. Curiosity builds trust naturally.
Share How You Work
Tell them about your approach, what a typical session looks like for you, and how often you usually recommend meeting. Share what drew you to this work and what you love about it. Let them know about any preparation they might want to do before your first session. The more they know about you and your way of working, the more comfortable they'll feel.
Respect Their Stated Preferences
They may have requested virtual sessions, a specific time frame, or particular days. Honor those preferences from the start. If you can't accommodate them, be upfront about it rather than creating friction later. A client who feels heard in these early conversations is far more likely to book with you.
Moving Toward Your First Session: Nurture the Connection
When the conversation feels natural and you both sense a good fit, it's time to talk about meeting for your first consultation. This is exciting—it means they're ready to take the next step.
Invite Them to Your First Session
When it feels right, gently suggest scheduling your first consultation. You might say something like, "I think we'd work really well together—would you like to schedule a time to meet?" Let your natural enthusiasm shine through. When you genuinely believe in the fit, that confidence comes across naturally.
Make Scheduling Easy and Comfortable
Share a few times that work well for you, so they can choose what feels right. If you use a scheduling tool, that's perfect too. The goal is to make it easy for them to say yes without creating any friction. Simple is always better.
Show Up Fully for Your First Session
Once they've booked, send a warm confirmation and let them know if there's anything they can do to prepare. When the session arrives, be ready a few minutes early and bring your full presence. Listen deeply, ask genuine questions, and let your care for their wellbeing shine through. That first session is where the real relationship begins—and when you show up authentically, lasting partnerships naturally follow.
Learn More
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