Decide whether to go ahead after a first-visit Intake

On a first home visit you get two buttons after checking in: Proceed, or Not the right fit. You never have to explain why.

Prerequisites

  • • The service must be set up with a first-visit Intake by your studio.
  • • You must have checked in — the buttons only appear once you have arrived.

• Role: Instructor

1

You will see one visit, not two

A first visit with an Intake is one card on My Appointments, showing the whole time from the start of the Intake to the end of the session. Check in once when you arrive, as usual.

2

After the Intake, choose

Once you have checked in, the card shows "Proceed" and "Not the right fit". Take as long as you need — nothing happens until you tap one.

3

Proceed

Tap Proceed to go ahead with the session, then confirm "Go ahead". The extra tap is only there so a brush against the screen cannot start a session for you. Everything continues as normal; check out when you leave.

4

Not the right fit

Tap "Not the right fit" if you would rather not go ahead — for any reason, including one you would rather not name. A panel opens with three optional reasons you can tap ("Not a good fit", "Health concern", "Space wasn't suitable") and a box for anything else. None of it is required. To finish, slide the bar across; to stay, tap "Stay with this visit". The visit ends there, you are checked out automatically, and you can leave.

Tips
  • • You do not have to give a reason. The reasons and the box are optional, and blank is a complete answer — this is how your studio designed it.
  • • Ending the visit is a slide, not a tap, so it cannot happen by accident while the phone is in your hand. Staying is always a single tap.
  • • The reasons are worded so that none of them says anything awkward if the client happens to see your screen.
  • • Anything you do write goes to your studio owner only, in an email. It is never stored on the client record, and the client never sees it.
  • • The client is not charged when you refer a visit back, and the email they receive says only that the studio will be in touch — it does not say you declined.
  • • You are checked out automatically when you refer a visit back, so nobody will call you 30 minutes later asking whether you are safe.
  • • You are never shown anything about payment while you are in a client home. Money is handled by your studio afterwards, and you are credited for the visit either way.

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