Fortify Client Relationships with a Simple Question

Tweet It:  “Building solid client relationships is just as important as setting appointments.” @checkAppts

If you found yourself waiting in a line before, but eventually found out you were in the wrong line, you might have thought that it would have been more helpful if someone were providing instructions to help with the flow of the queue.

Strengthen client relationships

In a similar way, if you’re a business owner or manager, your clients might find it more helpful if you provide appointment screening questions to help him or her with with the services or classes you provide.

For example, online appointment screening can be helpful for salon stylists desiring for clients to complete a consultation prior to scheduling a service.

Screening Question:

“Have you completed a service with one of our stylists here before?”

The stylist’s clients can then choose an answer that is equivalent to either “Yes” or “No”. Based on their answer, the client will either be allowed to proceed with scheduling the Service that he or she has chosen, or will be prohibited from proceeding with scheduling the Service.

What are the benefits you ask?

Benefit for the Stylist: Prevent clients from scheduling appointments without first speaking with a fellow stylist of the salon prior to the service. A stylist can head off problems in the long-run such as avoiding misunderstandings and client dissatisfaction. On the other side of the coin, stylists can receive good reviews from clients because he or she will have taken the time to better understand their needs and also have a better opportunity at performing an awesome service.

Benefit for the Client:  Have a greater chance of sharing your beauty concerns with the stylist prior to the Service. This can help ensure that you will receive the treatment or style that you are looking for, or help you to decide whether or not the stylist is a good match for you. In the long-run, you might have found a stylist who is genuinely interested in your care and is willing to take the time to listen to your concerns.

I’ll demonstrate how stylists can set up a Screening Question for their clients with our appointment scheduler:

Create Your Screening Question

1. Go to the “Setup” tab > click the “Screening Questions” option

"Setup" tab > "Screening Questions"


2. Click the “Add New Screening Question” button

Add a new screening question


3. Fill in the appropriate information  > click the “Preview” button to simulate the question  > click the “Save” button to save

Fill in the appropriate information and click "Save"


Add Screening Question to Your Service

1. Go to the “Setup” tab > click the “Services” option > choose the appropriate Service

Go to the "Setup" tab > "Services"

Go to the "Setup" tab > "Services"

Choose the appropriate Service


2. Choose your new Screening Question for the “Select a screening question” drop-down

Choose your screening question you've just created

3. Scroll down and click the "Save" button

Click the "Save" button


See Your Screening Question in Action

1. Go to your appointment scheduling website > choose the Service you’ve added the Screening Question for > Click "Next"

Choose the appropriate Service and click the "Next" button


2. See your Screening Question

See your screening question

Direct your clients to the right queue with a Screening Question that will guide them in the appropriate direction to enhance their experience with your business. *Remember, building solid relationships with clients is just as important as encouraging them to set up an appointment with your business.

What are some tips you recommend for strengthening client relationships in 2016? Know any new technological advancements that can help fellow business owners? Share your ideas and expertise with us in the Comment Box below.