Products
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Scheduling Mastery
CourseLearn how to organize your schedule for efficiency, prevent no-shows, guidelines for doctor and technician appointments, and best practices for online scheduling tools. Includes cancellation/no-show/late policy. (2 hours CE credit)
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Phone Skills Mastery
CourseLearn to engage callers, manage call time, and what to say when callers challenge you. Packed with scripts, get must-have skills for CSRs and cross-trained staff. (2 hours CE credit)
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Core Skills For Receptionists: 12 Courses
BundleCore Skills for Receptionists includes 12 one-hour courses on phone skills, scheduling, client service, difficult clients, and financial conversations.
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The 6 Best Courses for CSRs
BundleImprove phone skills with courses on how to triage calls, handle challenging callers, and scripts for confident conversations. Learn how to schedule exams and procedures. Discover 60 ideas to create amazing client experiences.
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Everything You Need to Know About Scheduling
CourseLearn when to send reminders and confirmations and what they should say. Get guidelines for doctor and tech appointments. Organize appointments for efficient flow. Use a point system to book procedures. (1 hour CE credit)
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Be a Client Service Superstar
CourseLearn client-centered phone skills, manage scheduling calls, confirm appointments, have welcoming greetings at check-in, show value at checkout, and follow up with callbacks. Non-CE eligible
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Missed Opportunities Over the Phone
CourseGet solutions to 10 common phone mistakes including rushed greetings, failing to ask price shoppers to book appointments, giving free advice over the phone, mismanaging hold time, and not engaging callers. (Non-CE eligible)
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Creating Great First Impressions for New Clients
CourseLearn to efficiently schedule exams, book 30-minute exams to allow time for bonding, provide welcome gifts and tours, follow up with handwritten cards and reminders, and track sources for marketing.
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Secrets to Effective Scheduling
CourseLearn the right appointment length based on the reason for visit, use urgent care slots, scheduling methods to keep doctors on time, manage emergencies and work-ins, and use a surgical and dental point system. (Non-CE eligible)
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10 Phone Skills Every Receptionist Should Know
CourseLearn how to answer the phone with a smile, place callers on hold, juggle multiple lines, take messages, and connect calls to the medical team. Get tips on scheduling calls, confirming exams and surgeries, and turning price shoppers into new clients.
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4 Easy Steps to Turn Price Shoppers Into New Clients
CourseA trained and confident CSR could generate $6,000 per month in new business. Learn how to ask caller and pet names, ask questions to determine needs, explain services before prices, and ask for the appointment. (Non-CE eligible)
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Take Control of Scheduling Calls
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