First Visit AI Assistant · For Jane App™ clinics

A patient for life starts with a perfect first impression.

The moment a new patient books their first visit, the clock starts on their experience of your clinic. Rebookly's First Visit AI Assistant sends a warm, personalised welcome sequence within minutes — with everything they need to feel prepared, calm, and genuinely excited before they ever walk through the door.

Triggers within 5–30 minutes of booking in Jane App™
Personalised to the specific treatment they booked
Email and SMS — richer content than Jane can send
Videos, links, prep guides — all customisable per treatment type
Sent 8 min after booking
First visit · Physiotherapy
Intake form completed
Patient ready for tomorrow
Welcome Email · First Visit · Physiotherapy
Valley Physiotherapy & Wellness
We're so glad you booked, {{ first_name }} 👋
Here's everything you need to know before your first visit with {{ practitioner_name }}.
👕
What to wear
Comfortable, loose-fitting clothing. We may ask you to move and stretch.
💧
Before you arrive
Stay hydrated and bring a list of any current medications or supplements.
📋
Intake form
Please complete your intake form before your visit — it helps us make the most of your time.
Watch before you arrive
A quick 2-minute introduction to what your first physiotherapy assessment looks like.
View Your Appointment in Jane →
✨ Personalised by AI · Sent automatically
👋First Visit AI Assistant
Sends within 5–30 minutes
Email + SMS
Treatment-specific prep
Videos & custom links
Jane App™ integrated
First impression automation
Works alongside Jane reminders
👋First Visit AI Assistant
Sends within 5–30 minutes
Email + SMS
Treatment-specific prep
Videos & custom links
Jane App™ integrated
First impression automation
Works alongside Jane reminders
Why the first impression is everything

The booking is just the beginning. What happens next determines whether they come back.

A patient who books their first visit and hears nothing back until a standard reminder is already forming an impression of your clinic. That impression is being shaped right now — whether you're intentional about it or not.

The window most clinics miss

Between the booking and the first visit, a patient is forming their entire impression of your clinic.

They booked with you — but they're still a little uncertain. Will this be worth it? Will I know what to do when I get there? Am I going to the right place?

A warm, well-timed welcome message doesn't just answer those questions. It tells the patient that this clinic is organised, thoughtful, and genuinely invested in their experience before the visit even begins.

That confidence — built in the first few minutes after booking — is what turns a first visit into a long-term patient relationship.

💡
What Jane sends — and what this replaces

Jane App™ sends a booking confirmation email — and it does that job well. But Jane's confirmation is standardised. It can't include a video introduction to your clinic, prep instructions specific to a physiotherapy assessment versus a naturopathic consultation, links to your intake guide, or a personalised message from your team.

The First Visit AI Assistant is a richer, more personalised layer that runs alongside Jane — not instead of it — giving your patients an experience that feels genuinely considered.

Jane confirmation
✓ Date, time, location
✓ Practitioner name
✓ Cancel / reschedule link
✕ Prep instructions
✕ Videos or custom links
✕ Treatment-specific tips
✕ Warm personalised tone
+ First Visit AI Assistant
✓ Personalised welcome message
✓ Treatment-specific prep tips
✓ Videos & custom links
✓ What to wear, bring, expect
✓ Intake form reminder
✓ In-person, phone, or virtual prep
✓ Fully branded to your clinic
How the sequence works

Automatic. Personalised. Sent before your front desk even looks up.

From the moment a first visit is booked in Jane to the moment the patient walks in — the First Visit AI Assistant runs entirely in the background.

01
Within 5–30 minutes of booking · Email
📨

The welcome email arrives

A rich, personalised email lands in the patient's inbox within minutes of their booking being confirmed in Jane. It greets them by name, references their practitioner, and includes everything tailored to the specific treatment they just booked — prep tips, what to bring, what to expect, and any videos or links your clinic has configured for that visit type.

Personalised by name + treatment Videos & custom links supported Treatment-specific prep content Intake form reminder included
02
Shortly after booking · SMS
💬

A warm SMS follows

A short, friendly text message follows up on the welcome email — a brief, personal check-in that confirms the visit, points them to the email for full prep details, and opens the door for any questions. Short, warm, and human in tone.

Brief and conversational References the email for full details Invites questions via two-way SMS
03
24–48 hours before the visit · Optional prep reminder

A prep reminder closer to the visit

An optional reminder goes out in the 24–48 hour window before the appointment — distinct from the standard confirmation reminder in the Appointment Confirmation AI Assistant. This one is specifically about preparation: a nudge to complete the intake form, re-read the prep tips, or any last-minute instruction relevant to the treatment type.

Optional add-on to confirmation flow Intake form nudge Last-minute prep reminder Treatment-specific timing
🔗
Works alongside the Appointment Confirmation AI Assistant — not instead of it
Jane's standard reminders and Rebookly's Appointment Confirmation AI Assistant continue to run as normal. The First Visit AI Assistant is an additional layer that delivers richer, more personalised pre-visit content specific to the treatment type — something neither Jane nor the standard reminder system can provide.
Customised per treatment type

A physiotherapy exam needs different prep than an IV drip. Your welcome messages should too.

The First Visit AI Assistant uses Jane App™ treatment data to send the right prep content to the right patient — automatically. Each treatment type gets its own tailored welcome sequence, configured once with your account manager.

🦴

Physiotherapy Assessment

Wear comfortable, loose-fitting clothing
Bring any imaging or past diagnoses
Arrive 10 minutes early for paperwork
Be prepared to describe your pain and symptoms
📹 What to expect video 📋 Intake form link
🌿

Naturopathic Consultation

Bring a list of all current medications and supplements
Eat normally before your visit — no fasting required
Think about your health goals and primary concerns
Any recent blood work is helpful to bring along
📹 Meet your naturopath video 📋 Health history form
💉

IV Drip Therapy

Stay well hydrated before your appointment
Eat a light meal beforehand — don't come fasted
Wear short sleeves or loose-fitting clothing
Plan to relax for 45–60 minutes during your drip
📹 What happens during your IV video 🔗 FAQ guide link

Aesthetics Consultation

Arrive with a clean face — no heavy makeup
Bring photos of results you're inspired by, if you have them
Be prepared to discuss your skincare routine and history
No obligation — this is a conversation, not a commitment
📹 What to expect in your consult 📋 Skin history intake form
💆

First Massage Therapy Visit

Arrive 5–10 minutes early to complete your intake
Let your therapist know your pressure preferences
Avoid heavy meals in the hour before your visit
You'll be draped throughout — just bring yourself
📋 Intake & health history form 🔗 Clinic location & parking guide
💻

Virtual Appointments

Your video link will be sent by Jane App™ before your visit
Test your camera and microphone beforehand
Find a quiet, private space with good lighting
Have any relevant documents, notes, or photos ready
📋 Intake form reminder 🔗 Tech check guide
⚙️
Every treatment type is configured once — then runs automatically
Your account manager sets up a tailored welcome sequence for each treatment type in Jane. From that point on, every new patient booking that treatment receives the right content automatically — no manual work, no one-size-fits-all messages.
Beyond what Jane can send

More personalisation. More content. More impact.

Jane's confirmation system is built for reliability. The First Visit AI Assistant is built for impression. Here's what becomes possible when you move beyond the standard confirmation.

📹

Welcome videos

Embed a video introduction to your clinic, a walkthrough of what the first visit looks like, or a personal message from the practitioner the patient is seeing. Video builds trust before the appointment even begins.

🔗

Custom links & guides

Include links to your parking guide, FAQ page, virtual appointment tech-check, pre-treatment care guide, or any resource your clinic has created — tailored to the treatment type they booked.

✍️

AI-written, clinic-toned copy

Every welcome email is written in your clinic's voice — warm, professional, and specific to the treatment type. AI handles the copywriting; your account manager sets the tone and content guidelines.

🎯

First visit detection from Jane

The sequence only fires when Jane confirms it's a patient's first visit for that specific treatment type. A returning patient who is trying a new service for the first time gets the same tailored welcome as a brand new patient.

Why this matters for retention

Patients who feel prepared and welcomed on visit one are far more likely to return for visit two.

The first visit sets every expectation a patient will carry forward. A thoughtful, specific, timely welcome message signals something important — that this clinic pays attention.

😌

Reduces first-visit anxiety

Many patients — especially for physiotherapy assessments, naturopathic consultations, or aesthetics procedures — feel uncertain about what to expect. A clear, warm welcome removes that uncertainty before it becomes hesitation.

📋

Better prepared patients = better appointments

When patients arrive knowing what to wear, what to bring, and what to expect, the appointment starts faster and delivers more value. Practitioners spend less time on administrative intake and more time on care.

🏥

Makes your clinic look professional before day one

A personalised, well-crafted welcome email signals that your clinic is organised and detail-oriented. That perception carries into the visit — and makes patients more likely to trust the care they receive.

🔄

Sets the foundation for long-term retention

Retention starts at the first contact — not at the first treatment. A patient who receives a thoughtful welcome before their first visit already has a relationship with your clinic before the appointment begins.

Common questions about first visit automation

Everything you need to know.

The First Visit AI automatically sends pre-visit preparation messages when a new patient books their first appointment in Jane App. After the visit, it follows up to check how the experience went and guides the patient toward booking their next appointment.
Patients who return for a second visit are significantly more likely to become long-term regulars. A timely professional follow-up after the first visit reinforces the relationship before the patient has a chance to drift away.
Yes. When a patient responds positively to the post-visit follow-up, Rebookly checks Jane App availability, offers appointment times, and books the return visit directly through the SMS conversation.
Yes. Pre-visit messages are customised during setup to include your clinic specific instructions — what to wear, how to prepare, intake form reminders, parking, and anything relevant to the first visit experience.
No. The First Visit AI handles communication and logistics around the appointment — not clinical intake. It works alongside Jane App intake workflows rather than replacing them.
What clinics say

Real results from real clinics using Jane App™.

★★★★★
“I run a busy med spa, and Rebookly reactivated clients we hadn’t seen in months — some even came back the same week we launched it. Highly recommend to any spa using Jane.”
Phil — Calgary, AB
Med Spa
★★★★★
“Our massage clinic had a long list of patients who had gone quiet. Rebookly brought so many of them back without us having to make a single call. It just runs and fills gaps in our schedule.”
Allison — Calgary, AB
Massage Therapy Clinic
★★★★★
“As a naturopath, my patients need consistent follow-up between visits. Rebookly handles that automatically and in a way that feels warm and professional — not like a robot. My rebooking rate has improved noticeably.”
Michelle — Calgary, AB
Naturopathic Clinic
★★★★★
“We run six physiotherapy clinics in Ottawa and keeping follow-up consistent across all of them was a constant challenge. Rebookly standardised everything. Every missed call gets followed up, every past patient gets a check-in. It scales exactly the way we needed.”
Andrew — Ottawa, ON
Physiotherapy — 6 Clinics
Ready to make the first impression count?

Your next new patient deserves a welcome that works for you.

Book a demo and we'll show you exactly how the First Visit AI Assistant connects to your Jane App™ data, what a welcome sequence looks like for your specific treatment types, and how it works alongside your existing confirmation flow.