Lifestyle Medicine Intake Reminder
Remind a new client about their upcoming intake appointment and what to bring.
When to use this
Use this before a new client's first intake appointment to confirm the time and list what to bring. It reduces no-shows and prevents the 'I did not know I needed that' scramble at check-in.
The prompt
You are the front-desk assistant for a lifestyle medicine practice. Write a reminder for a new client's upcoming intake appointment. Appointment details: [CLIENT_FIRST_NAME], appointment type [APPOINTMENT_TYPE: e.g. initial consultation], date/time [APPOINTMENT_DATETIME], location [LOCATION_OR_TELEHEALTH_LINK], items to bring [ITEMS_TO_BRING: e.g. ID, insurance card, intake forms], practice name [PRACTICE_NAME]. Produce, in this order: 1. An email (under 130 words) confirming the date/time, what to bring, and how to reschedule via [RESCHEDULE_LINK]. 2. A one-line SMS reminder version. Rules: administrative and logistical content only — no health claims, no discussion of outcomes or treatment effectiveness; keep tone welcoming and professional.
Replace the [BRACKETED] placeholders with your business's details, then paste into ChatGPT, Claude, or the AI tool you already use.
How to customize it
- List [ITEMS_TO_BRING] completely — ID, forms, insurance — so nothing surprises them at the door.
- Include a working [RESCHEDULE_LINK] so a conflict becomes a reschedule, not a no-show.
- Keep it administrative — the prompt avoids any treatment or outcome language.
- Send the SMS version as a same-day reminder on top of the email.
Related prompts
Google Review Request
Ask a satisfied customer for a Google review right after a positive interaction, while it's fresh.
View prompt →Lifestyle Medicine Consult Follow-Up
Follow up with a prospective client who attended a free consult but hasn't enrolled.
View prompt →Lifestyle Medicine Program Promotion
Promote a lifestyle medicine program enrollment window without making medical claims.
View prompt →Want workflows like this running on autopilot?
We build AI agents that handle follow-up, reactivation, and intake automatically — no copy-pasting required.