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Policies & Paperwork

43 Lessons

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If This, Then What? [Email Swipes]

20 templates for tricky situations that usually have us squirming. Includes referenceable templates, guidance AND the Cancellation Policies course.

Intro

Starter

3 Lessons

A Note From Me

Welcome

Contents

Collection A: All About Fees

Starter

6 Lessons

Collection A: Guidance

Website Fees Page

Incremental Fee Increase for existing Clients

Opt in fee increase for existing Clients

Annual notice of increase for existing Clients

Fee Increase for Returning Clients

Collection B: Enquiry Response Sequence

Starter

6 Lessons

Collection B: Guidance

Invitation to Book an Introductory Call

Confirmation of Introductory Call

Referral Recommendation

Follow Up and Invitation to Book Intake

Not Taking New Clients

Collection C: If a Client does not attend a session

Starter

6 Lessons

Collection C: Guidance

Reminder when a Client is late/does not attend

Follow Up After Session and Invitation to Re-Book

Follow Up if There is Risk Concern

Break Confidentiality to Next of Kin

Break Confidentiality to Emergency Services/Doctor

Collection D: Cancellation Policy Implementation

Starter

6 Lessons

Collection D: Guidance

Cancellation Policy Script

Cancellation Policy Wording

Response to Late Cancellation Request

Reminder of cancellation fee after non-attendance/late cancellation

Notice of Changes to Cancellation Policy

MINI COURSE BONUS+++

Starter

3 Chapters

All About Cancellation Policies

More on Cancellation Policies

Step by Step to your Ideal Cancellation Policy

What is a Cancellation Policy?

Ethical Guidelines

1. Your Clients’ Needs

2. Your Needs

3. The Therapeutic Alliance

Define Your Own Terms

Options

Challenges for Clients

Challenges for Therapists

Exceptions

Covid-19 Cancellation FAQs

Tamara's Examples

Tamara’s Experience

Why we should NOT charge for cancellations

Tamara’s examples

Thank you

Ready to learn?

Tamara Howell

Tamara is an integrative psychotherapist in private practice based in London and Paris. She helps therapists build heart-centred, value-driven practices through courses, coaching and community building.