When you have a free consultation with a client who is referred to you through Headway, you'll be asked if the consultation was completed. After the appointment ends, a task will appear on your homepage and in the appointment pop-up on your calendar. You will have 3 days to notify Headway whether a free consultation occurred, so we can better support you and your clients with next steps.
Sharing the consultation status
After the free consultation ends, you'll be asked to share the status manually. Here's how it works:
Sharing the consultation status
After the free consultation ends, you'll be asked to share the status manually. Here's how it works:
Step 1: In-product prompt
After the appointment time ends, a task will appear on your Sigmund homepage and in the appointment pop-up on your calendar. You'll be asked whether the free consultation occurred.
Step 2: Text message (24 hours later)
If you haven't shared the free consultation status, you'll receive a text reminder. We ask that you share the status within three days of the consultation.
After that, the window closes and the consult status is recorded as unknown. Once the window closes or the status has been updated, the status can't be edited. Not sharing the status of your free consults may affect your ability to receive referrals in the future.
Group practices
Right now, free consultation confirmation is available for solo providers only. Support for group practices is planned for the future.
If you run into issues with the consultation phone line or have questions about recording the status of a free consultation, contact us.