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Jill Rodriguez

3 Ways Forward-Booking Benefits Your Practice

Updated: Sep 26

Running a successful veterinary practice depends heavily on how full you keep your appointment book. There are lots of ways to get more visits on the calendar, from offering promotions to sending out reminders. One highly effective way to ensure that your practice is operating at maximum capacity and generating high profits is to focus on forward-booking.


Even if you haven’t necessarily heard the term, chances are that you’re already familiar with the practice of forward-booking. Think about the last time you visited the dentist. While you were checking out, the receptionist likely asked to get you on the schedule for your next cleaning.


This is standard practice for health care providers, and for veterinarians, it can be a game changer as well. Let’s take a look at three specific ways that forward-booking can benefit your practice.


Increased Revenue – The obvious benefit of keeping your calendar booked to capacity is that you’ll be able to maximize revenue. And while not everyone will agree to book a future appointment on the spot, nor will every forward-booked appointment stand, the portion of clients who will book and keep those future appointments make it a profitable strategy to implement.


Client Satisfaction – Your clients live busy lives. Keeping track of when their pets are due for their annual checkups or vaccinations might be the farthest thing from their minds. By offering to book those services at the time of checkout, you essentially alleviate that burden for your clients. As a result, they’ll appreciate the extra effort and be more likely to stay engaged with your practice.


Better Patient Care – You chose the veterinary field because you wanted to improve the health of animals. By investing your time and resources (or that of your team) into forward-booking, you’ll be better able to achieve that goal. Preventative care will become more consistent and proper follow-up care will be ensured, which means healthier, happier pets.


Now that you know the main benefits of forward-booking, here are a few tips for how to implement it in your practice:

  1. Have your front desk agent ask clients who are checking out whether the same day/time works for their next appointment. By incorporating this into the checkout process, it will eventually become the norm for clients. That means they’ll be more likely to follow suit and schedule a future appointment.

  2. If your front desk team is large, designate just one or two employees who will handle all forward-booking appointments. This will allow you to maintain consistency and track your success. Over time, other team members can be trained so they’re able to fill in if the designated employee is out.

  3. Begin the process by segmenting just a small portion of your clientele. For instance, clients with senior pets who need more frequent wellness visits are a good place to start. Once you’ve got a process in place and everything is running smoothly, you can begin to forward-book with the rest of your client base.

If you’re searching for new ways to fill your open appointments, forward-booking can be the ideal solution. Not only will you be able to deliver better, more consistent care and service to your patients and their owners, but you’ll be able to maximize your profits at the same time.


Our Advice on How Forward-Booking Can Benefit Your Practice in 2024


What specific strategies can be employed to overcome client objections or hesitations to forward-booking?

To overcome client objections to forward-booking, practices should emphasize the convenience and benefits for the pet's health. Clearly explain how scheduling future appointments ensures timely preventive care and reduces the risk of missing important checkups. Train staff to address common concerns by highlighting flexibility in rescheduling if needed. Offering incentives, such as a small discount or priority booking for forward-scheduled appointments, can encourage participation. Providing reminders through email or text further reassures clients, making the process seamless and stress-free, ultimately leading to higher acceptance rates.


What role can technology play in streamlining the forward-booking process?

Technology plays a crucial role in streamlining the forward-booking process by automating appointment scheduling and reminders. Utilizing practice management software allows for seamless booking of future appointments during checkout. Automated reminder systems, such as email and text notifications, ensure clients remember upcoming visits and reduce no-shows. Online booking portals give clients the flexibility to manage their appointments at their convenience. Additionally, integrating data analytics helps track forward-booking success rates and optimize strategies, ultimately enhancing efficiency and client satisfaction. This technological integration simplifies the process, making forward-booking more effective and manageable.


How can practices balance the benefits of forward-booking with the need for flexibility and adaptability?

Practices can balance the benefits of forward-booking with the need for flexibility by implementing a robust scheduling system that allows easy rescheduling and cancellations. Clear communication with clients about the flexibility to change appointments as needed ensures they feel comfortable booking in advance. Offering online portals for clients to manage their appointments provides convenience and adaptability. Additionally, maintaining a waitlist can help fill unexpected openings, ensuring optimal schedule utilization while accommodating clients' changing needs. This approach maximizes the advantages of forward-booking without compromising flexibility.


How can practices measure the impact of forward-booking on key performance indicators?

Practices can measure the impact of forward-booking on key performance indicators by tracking metrics such as appointment adherence rates, revenue growth, and client retention. Analyze data on the number of forward-booked appointments versus traditional bookings to assess trends. Monitor no-show rates and compare them to historical data to evaluate improvements. Additionally, gather client feedback on the booking process to understand satisfaction levels. Regularly reviewing these metrics helps practices gauge the effectiveness of forward-booking strategies and make data-driven decisions to optimize scheduling and enhance overall practice performance.


How can practices continuously gather feedback from clients and staff to assess the effectiveness and acceptability of forward-booking initiatives?

Practices can continuously gather feedback on forward-booking initiatives by implementing regular client and staff surveys. Use digital tools like email surveys or feedback forms sent after appointments to collect client opinions on the booking process. Encourage open dialogue during visits, asking clients for their thoughts directly. Staff should hold periodic meetings to discuss their experiences and gather suggestions for improvements. Additionally, monitor online reviews and social media comments for unsolicited feedback. Analyzing this data helps refine forward-booking strategies, ensuring they meet the needs and preferences of both clients and staff.


For more practice management tips, tricks and expert advice, be sure to bookmark our blog and check back often for new content.

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