The make-or-break step
Most prospective clients are gained or lost at intake, based on speed of response and how smoothly they are screened and booked. Automating intake means every inquiry is answered instantly and converted into a booked session.
Definitions fact sheet
What is client intake?
Client intake is the process of taking a prospective client from first inquiry to booked first session: answering questions, screening for fit, collecting insurance and logistics, and scheduling. It is where most practices win or lose new clients.
Inquiry to first session, won or lost here.
By the numbers
inquiry→session
the intake span
screen
fit and logistics
where
clients are won or lost
Never miss another client inquiry
Frontdesk answers every call, text, and web inquiry 24/7. It runs new-client intake, answers insurance and cost questions, books sessions, and routes clinical matters to you. Built for therapists and group practices.
Go deeper
Related therapy facts
It is where inquiries become clients. Slow or clumsy intake loses people who were ready to start.