PATRICK FOR MASSAGE

Your therapists are with clients.
I’m working on their next bookings.

I’m Patrick. I turn inquiries into bookings, make repeat visits easy, and follow up on openings across your team. I remember each client’s preferred therapist and offer alternatives when they’re open to it.

Follow Casey’s next session Open the full board
ALSO ON MY BOARD · SAMPLE DAY

A great session. An invitation to return.Front desk · Thoughtful check-in ready

Morgan has an opening tomorrow.Patrick · Offer to clients who want an earlier visit

01 Short, simple intakes 02 Client conversations & service 03 Keep every therapist booked 04 Develop the team
THE CLIENT RELATIONSHIP, WITH PATRICK

From the first message
to the next visit.

Client relationships
powered by Flow Director

03 / RELATIONSHIP & RETENTION

A good session.
A relationship worth keeping.

A thoughtful check-in makes room for the client’s reply. When Casey is ready for another session, Patrick makes the next booking feel familiar and easy.

patrick.Flow Director
INTERACTIVE EXAMPLE · FICTIONAL CLIENT
  1. 01Stay connected
  2. 02Remember & confirm
  3. 03Choose a time
  4. 04Booked
Casey JordanReturning client · Last session with Taylor
PATRICK · APPROVED CHECK-IN

Hi Casey, thanks for visiting us. How was your session with Taylor?

CASEY

It was just what I needed. I’d like to book with Taylor again next week.

This client has opted into follow-up. Your practice sets the timing; clients can pause messages or ask for no further outreach.

Illustrative workflow only. No messages are sent or appointments booked. Your practice sets outreach and booking rules; actions depend on setup and supported integrations.

03 / BETWEEN SESSIONS

One team of therapists.
Every schedule gets attention.

Patrick works across your therapists’ schedules: new inquiries, repeat visits, confirmations, and openings after a cancellation. He matches the session length, availability, and client’s preferences to your booking rules—so filling the next slot still feels personal.

patrick.Flow Director
PRODUCT PREVIEW · SAMPLE DATA
YOUR PRACTICE AT A GLANCE

Every therapist’s next booking in view.

Example practice day

Taylor 2

Alex Morgan

10:30 AM

First massage · 60 minutes

Taylor · Preferences received

Ready for arrival
Casey Jordan

Thursday · 4:30 PM

Returning client · 60 minutes

Requested Taylor again

Repeat booking prepared

Morgan 1 opening

Jamie Lee

11:00 AM

60-minute massage

Morgan · Confirmation pending

Patrick following up
Tomorrow · 5:45 PM

60-minute opening · Morgan

Offer to clients requesting an earlier visit

Jordan 1

Sam Rivera

Checked in · 10:05 AM

90-minute massage

Jordan · Massage therapist

Next: offer a return visit

New bookings, repeat visits, and openings across three therapists. Client preferences and your booking rules guide each next step.

Explore the planned workspace. These screens are illustrations; available workflows depend on your practice’s setup and integration.

01 / SHORT & SIMPLE INTAKES

Two quick questions.
A more personal session.

What would they like from the session? What pressure do they prefer? Patrick collects the basics so your therapist can start with the person in front of them.

patrick.Before the session
SHORTENED EXAMPLE · SAMPLE DATA
  1. 01Session goal
  2. 02Pressure preference
  3. 03Ready for your therapist

Step 1 of 3

Session goal

Alex MorganFictional client · 60-minute session with Taylor
PATRICK

Before your massage, what would you most like us to focus on?

Choose a sample reply:

Choose an answer above.

Fictional responses. No personal information is collected in this walkthrough.

02 / WHEN A CLIENT NEEDS YOU

Own the conversation.
Put the client first.

From the first inquiry to an appointment change, Patrick takes responsibility for keeping inbound client conversations moving. He listens, answers the questions your practice has equipped him to answer, and makes the next step clear.

When a message needs a therapist’s judgment, a billing review, an exception, or a person’s attention, he brings the right team member in with the conversation and the unresolved question.

  • Helpful, respectful service throughout the conversation.
  • Clear escalation rules set by your practice.
  • A handoff with context and someone responsible for the reply.
Jamie LeeClient conversation · Flow Director
EXAMPLE

I think I was charged twice after my last visit. Can someone check?

Billing review assigned to your teamConversation attached · Awaiting staff response
PATRICK

I’ve sent your question to the billing team to review. They’ll check the charges and reply here, with this conversation in front of them.

Illustrative handoff. Your practice defines who handles each escalation and how it is followed through.

RELATIONSHIP & RETENTION

Keep the relationship. Bring clients back.

A warm check-in after a session. Help finding another time when the client is ready. Patrick follows your practice’s timing and consent rules, and respects a client’s preference to pause.

See the open loops on the board

OPENINGS ACROSS YOUR TEAM

Turn an opening into someone’s next session.

When a slot opens, Patrick can offer it to clients who have asked for an earlier visit or are ready to return, following your contact and consent rules. He checks the session length and therapist preference, offers alternatives with the client’s agreement, and keeps the next step moving across your team’s schedules.

Follow Casey’s next booking
Coach Patrick
THE DEVELOPMENT LOOP
  1. 01 Work through a situation.
  2. 02 Explain your thinking.
  3. 03 Get feedback from Patrick.
  4. 04 Try again with new facts.

04 / ONGOING TEAM DEVELOPMENT

Better every week.
More ownership over time.

Patrick keeps development part of the workweek: practical situations, feedback, another attempt, and a next step to carry into the job.

A culture of constant improvement grows through those everyday habits. Coach Patrick helps people notice what needs attention, explain their thinking, keep their commitments, and learn from what happens next.

That is agency in practice: taking a thoughtful next step without waiting to be told, and knowing when to ask for help. Your leaders reinforce the habits; Patrick helps keep the practice moving.

  • Regular development that fits into the workweek.
  • Practice in reasoning, communication, and ownership.
  • Follow-ups that help leaders support continued improvement.
Explore the Coach Patrick team demo
01 / COMMUNICATION

Make the next step clear.

Practice client explanations, useful handoffs, and difficult conversations. Work on what to say, what to ask, and how to check that the other person understood.

02 / WORKING MEMORY

Hold the details. Use them.

Optional short exercises ask learners to hold, update, and use information as it changes—practice for keeping track of the details in front of them.

03 / LEADERSHIP

Set direction. Follow through.

Work through setting expectations, giving feedback, and honoring commitments. Practice deciding what to own, what to delegate, and when to step in.

04 / TEAM DYNAMICS

Help the whole team work.

Practice shared priorities, role boundaries, and resolving friction. Work through the handoffs between the front desk, therapist, and checkout.

COACH PATRICK DEMOS

Next, meet the coach
who develops your team.

Explore the team-development side of Patrick. Try a practice situation, then see how a leader can support the person learning.

COACH PATRICK · LEARNER EXPERIENCE

Try a situation.
Meet your coach.

Make a choice and explore Patrick’s feedback.

Try the coaching demo COACH PATRICK · TEAM EXPERIENCE

See the team.
Find the next step.

Explore practice, responses, and prepared follow-ups.

Try the team demo

Explore both scheduling walkthroughs

PATRICK, WORKING ALONGSIDE YOUR TEAM

A stronger practice.
More freedom for you.

I help keep your therapists booked, your clients connected, and your team developing.
Let’s start with the work that keeps landing back on your desk.

Talk about your practice