STEP 1: COMPLETE CLIENT ONBOARDING FORM 👇

Medi Launch Onboarding Form

Full Name *

Phone *

Email *

The information on this specific intake, will be used to create software user accounts for your team.

Please list the names, numbers, and email addresses of those who should receive access to the video training platform and lead management CRM. *

What is your practice's name? *

What is the practice's phone number? *

Your Practice's Website *

Facebook Page Url *

Instagram Handle *

Street Address *

City *

Province / State *

Country *

Postal code *

Which med spa services are we promoting first? (Maximum 2 services to start, each with their own ad budget.) *

Regarding the 1-2 services we'll be advertising, give brief details on the machines or products you're using. Include general pricing, if applicable. *

Select your daily Facebook ad spend? (Each service receives their own budget) *

What city/area should we call out in the advertisements? *

Which email would you like us to sends client opportunities notifications to? *

What phone number would you like us to sends client opportunities notifications to? (SMS notifications are optional)

Double confirm, which phone number you want lead calls forwarded to (Leave blank if using ai voice features)

Who will be responsible for following up with leads to book appointments? *

What is your availability to take appointments? *

What is the average length of an initial appointment? *

What software do you use to book appointments and manage clients? *

Facebook Access Details (For Account Connection)

To streamline your onboarding process and avoid delays, please provide the login credentials for your Facebook account. Our team will use this solely to connect your business assets to our Medi Launch Business Manager and ensure everything is properly set up on the backend. Please double-check that the information is correct, as incorrect details can slow down your onboarding process.

Facebook Email Address: *

Facebook Password: *

Is Two-Factor Authentication enabled on your Facebook account? *

You're all set 🚀

STEP 2: COMPLETE PHONE SYSTEM REGISTRATION FORM 👇

How To Submit Onboarding Forms?

STEP 3: COMPLETE CALL CENTER REGISTRATION FORM 👇

Only complete this form if you are using our med spa call center

CALL CENTER REGISTRATION FORM

Full Name *

Email *

Give the lead an overview of your parking situation. *

Give the lead an overview of the spa's surrounding areas *

How would you pitch your med spa to a potential client who is thinking about booking? (15 Second Pitch) *

TEAM INFORMATION

If a lead ask, who owns the practice, how should we respond? *

List the lead aesthetician or nurse of the med spa *

List Any Other Key Staff (Names & Roles)

CLINIC OPERATIONS

Does your clinic require new clients to leave a deposit when booking appointments? *

Give the lead an overview of your appointment cancellation, no show, and or rescheduling policy *

Please select any alternative payment methods you'd like to enable as backup deposit options for your appointments (select all that apply): *

If you've selected an alternative deposit option, please provide details on how you’d like us to handle it during the booking process (Instructions for Clients, Link, or Username)

CLINIC OPERATIONS

If a lead absolutely refused to leave a deposit, but ensured they would show up to the appointment would you be okay with our team booking the patient rather then disqualifying them? *

Yes, its okay to book this person

No, do not book this person

If available, leave a direct link to your online appointment booking (Public new client view)

Do you want our system to send an appointment reminder sequence after an appointment is booked? *

Select all languages your clinic can service clients in? *

SPECIFIC TREATMENTS & SERVICES

List your most popular treatments, just in case a lead ask. *

Anything Else?

If there are any questions potential patients usually ask your front desk, list them below.