Weight loss consultants: booking first assessments online

How weight loss consultants can let new clients book a first assessment online: a longer first-visit service, what to say in the description, privacy, the follow-up plan.

5 min read

The first assessment sets the tone for everything after it: goals, habits, measurements and a plan. Let new clients book it online as its own longer service, explain in the description what happens and what to bring, and keep personal details for the meeting itself. New clients book when they feel ready, you have the time the first visit needs, and the follow-up sessions are booked before they leave.

A longer first-visit service

On Book, each service has a name, a price and an optional description shown on your public page, and each slot belongs to one service, sits within one day and has its own capacity.

ServiceExample slotPlacesExample price
First assessment1 h1€60
First assessment by video45 min1€50
Follow-up session30 min1€35
Small group support session1 h8€15

Durations, places and prices are examples: set your own.

What the description says

  • what happens: a conversation about goals and habits, then a plan;
  • how long it lasts and where;
  • what to bring, such as a few days of food notes if you work that way;
  • that it doesn't replace medical advice, according to the rules that apply to you.

Privacy in the booking

The booking form takes first name, last name, email and phone, plus an optional note that reaches you in the new booking email and also appears in the client's calendar file. Ask for a one-line goal at most, and keep weight, health and personal details for the assessment itself.

In person or by video

Offer the video version as its own service. Book doesn't create video links: send yours by email after the booking.

Booking the follow-up plan

At the end of the assessment, book the next sessions from your bookings list at the rhythm you agree, such as every two weeks. First and last name are enough; if you enter the client's email, they get a confirmation with a calendar file for each date. Slots repeat each week on the weekdays you choose until an end date, so follow-up times stay open for weeks ahead.

Group support

A small group session with several places can sit alongside one-to-one follow-ups. Each online booking takes one place, and a full session leaves your page.

Changes

Clients can't move or cancel online: they contact you and you move the session. Book doesn't take payments or send reminders. Book costs €5/month, everything included: unlimited services and bookings, no commission, no contract.

Should the first assessment be longer?
Give it its own service with the time the first visit needs.
Should clients write their weight or health details in the note?
No. The note appears in their calendar file; keep details for the assessment.
Can the assessment be done by video?
Yes. Create a video service and send your link by email.
How do I book follow-ups?
From your bookings list at the end of the assessment.

Guides for weight loss consultants