Unused massage coverage booked before the plan year ends
Many plans reset on January 1, and a lot of clients find out on December 20th, when every therapist is booked. The agent calls them in November, while there's still room.
The plan year is ending and a client with direct billing on file has had few sessions this year.
Reminds them coverage often resets, offers sessions while there's room, books them.
December books filled early, instead of a scramble the week before Christmas.
How it works
- Builds the list in the fall
Clients with a plan on file and fewer sessions this year than usual. Your rules pick who is on it and when the calls start.
- Calls with a gentle reminder
Plans often reset in January, so it's worth checking what's left. It never says how much they have; that's between them and their plan.
- Offers room before the rush
Openings across your RMTs through November and December, starting with their usual therapist.
- Books one or a few
Some clients want two or three sessions before the year ends. It books them spaced out, not all in one week.
- Mentions gift cards when asked
A client shopping for someone else hears how your gift cards work and gets the link by text.
- Reports the season
Calls made, sessions booked and how full each therapist is through December.
Example call
- AI agentHi Shauna, it's Emma from Bluewater RMT in Sarnia. Quick one: a lot of benefit plans reset in January, and I see we bill your Manulife plan. Want to get a session or two in before then?
- CustomerOh, good thinking. I haven't been since the spring.
- AI agentTheo has openings now, before December fills up. How about Wednesday the 18th at 4, and another one early December?
- CustomerYes, both. Is it still 60 minutes?
- AI agentSame as before, 60 minutes of Swedish with Theo. The second one could be Thursday, December 3rd at 4. Does that work?
- CustomerPerfect.
- AI agentBoth booked and billed to your Manulife like last time. Do check with them how much you have left. I'll text you both dates.
After the call: Theo's book shows Shauna twice before year end, both set to direct-bill Manulife. The season report counts the sessions, and December's last week still has openings for new callers.
What your team gets
- Sessions booked in November and early December, before the rush
- Clients reminded without anyone quoting their coverage
- Bookings spaced out, not crammed into one week
- A season report of calls, bookings and each therapist's book
Questions
Does it check how much coverage a client has?
No. It reminds them that plans often reset and suggests they check with their plan. It books the sessions; the plan decides what it pays.
When do the calls start?
When you choose. Many clinics start in early November so December isn't a scramble.
Can it skip clients who come often anyway?
Yes. Your rules decide, such as only clients with fewer than a set number of sessions this year.
Hear it on your phone
Request a demo call and the agent phones you, set up for massage therapy like yours.