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Guest Invites

What It Does​

When a client books an appointment and adds a guest (a name + email — a partner, a friend they're bringing), that guest now gets two things automatically: a branded invite email with a calendar file so the appointment lands on their calendar, and a spot in the clinic's leads list as a captured lead. It turns "I'm bringing someone" into both a real invitation for the guest and a warm lead for the practice — no manual follow-up.

Who uses it: clients (add the guest when booking) and the practice (the guest shows up as a lead to follow up with). It works from every booking surface — the mobile app, the client portal, and staff booking in Ready Practice.

How It Works​

  1. A client books and adds one or more guests (name + email) on the booking screen (app, portal, or staff booking drawer).
  2. On booking, each guest with an email is emailed a branded invite (in the clinic's branding) with a calendar invite attachment for the appointment.
  3. The same guest is captured as a lead in the clinic's leads list, so the practice can nurture them like any other lead.
  4. Guests added without an email are still recorded on the appointment but aren't emailed or turned into a lead.

FAQ​

  • What happens when a client brings a guest? The guest is emailed a branded invite with a calendar file, and is added to your leads list to follow up with.
  • Does the guest get a calendar invite? Yes — the email includes a calendar attachment.
  • Where do guest leads go? Into your leads list, tagged as an event guest.