Front Desk & Client Intake Excellence for Small Teams
The front desk is where a client forms a first impression of your business, and where a small team can earn the rest. Fifteen lessons, each a researched written lesson with its sources and a narrated video, show a small team how to run a desk any new hire can learn. You make the first thirty seconds count, at the counter and on the phone, and see the desk from the client's chair. You build intake that doesn't miss, forms people can finish, and a smooth path from check-in to check-out. You keep one book with clear rules, send reminders that keep the appointment, and handle no-shows, late arrivals and the waitlist. You make sure messages don't get lost, hand work off cleanly, take payment at the desk, mind what the waiting room can hear, and treat the desk as the business's memory. You finish by building your own Desk Guide. Where the law comes in, with fees, card surcharges, consent to record calls or send texts, and disability access, the course says the rules exist and points you to the owner, the payment processor and the business's attorney; health-practice privacy rules belong to the client data privacy course. This course is not legal or financial advice.
