Getting started with Fons Set up and Onboarding Current and New Clients is easy. Below are some suggested best practices for starting Fons with current clients and new clients.
Remember:
Set up is different when you are first getting started with Fons, because you are in Setup Mode. Check out how to set up Fons while in Setup Mode
Once your account is live, there are a few different workflow for bringing clients on board. Check out how to onboard clients when your account is Live.
Setting up Fons for the first time with your current clients:
Our Setup Tour ensures you are getting everything set up properly before going live and sending out communications.
(note: no emails will go out to clients until you Go Live)
When setting up families - enter the parents information first, then add family members.
Always set up billing under the student, even though the parent is paying.
The family manager (parent) will get the emails to set their preferred payment and all receipts.
You will be given an opportunity to review each client facing communication before going live.
All families will receive one unified email containing information for all family members.
If you would like to send out an email of your own prior to taking your account Live check out these email templates.
Pro Tip: schedule a connection with a Fons team member to review your set up and ask questions.
Onboarding New Clients once your account is Live
(no longer in Setup mode)
Best Practices when Onboarding New Clients
Set your Meet & Greet - why a meet and greet and not just have new clients signup on their own for classes? Case studies show if you send a potential client to signup for classes on their own over 50% of them will never go back to the signup site and complete the process, resulting in lost clients.
To find out if the client is a right fit
Placing the client with the right staff member and class for their needs
White gloving the new client through the signup process for a personal touch
Pro Tip - when you have a potential client in a meet and greet and they are ready to begin working with you, enter them into system, setup their billing, and book an appointment while you are meeting with them. Don't rely on them going back to your website to signup. Data shows close to 50% of clients fail to follow-up if they have extra "To-do" items after their meet and greet.
There are a few workflows you can take when onboarding new clients once your account is live. Choose the path that is right for your situation...
For the most intuitive experience in Fons complete client set up in the following order:
Step 1: Add clients (click this link to learn how to create a client)
If the client registered for a Meet and Greet they are already in your client list; however you many need to add additional family members.
If adding parents and children - enter the parent first, then add family members.
Optional: Send new clients who have chosen to work with you an email thanking them for choosing your studio and explaining Fons to them.
Step 2: Set the students up to attend their appointments (click the link to learn about our 3 automated payment processing models)
Always set up billing under the person attending the lesson (this is often a child, even though the parent gets the bill)
If you don't add a CC and approve billing for your clients this step will initiate an email from Fons asking them to join your org and enter their preferred payment information.
If you do add a CC and approve billing this step will send them a receipt.
In the case of children, all payment requests and receipts go to the family manager (parent)
Setting up billing sends out a notification to the client (This is what onboards them and invites them to join Fons)
Step 3: Schedule Appointments (click this link to learn how to create an appointment)
If you don't confirm the clients attendance this will send them an email asking them to confirm the appointment.
Only a verified organization can confirm appointments for clients (see our article on how to get verified)
Clients can not confirm appointments unless they have a payment method on file.
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