Initial phone call
Offer a short conversation about practical service and appointment details.
Initial consultation scheduling
Arrange a first conversation without requesting a clinical history.
Offer selected times and collect contact preferences while keeping sensitive information outside the booking form.
Create this booking page freeFree during early access · No credit card required
www.tefez.com/s/your-name
Product proof
A deliberately minimal appointment template.
This workflow coordinates timing only. It does not provide clinical intake, medical records, emergency support, or compliance certification.
- Editable duration, availability, and breaks
- Questions tailored to the appointment
- Confirmation and booking-management links
Where it fits
Three appointments worth making easier.
Administrative consultation
Schedule a non-clinical call about availability, format, or location.
Individual appointment
Send an existing client a direct event link when appropriate.
How it works
From a useful template to your own booking link.
- 01
State the boundaries
Explain that the booking page is for scheduling and not for emergencies or clinical disclosure.
- 02
Keep fields minimal
Collect name, email, phone, and preferred contact method only when needed.
- 03
Review local obligations
Confirm the page and your own process meet the rules that apply to your practice.
Editable Tefez templateInitial Consultation
20 min
A short first conversation about practical service and appointment details. Do not share clinical or emergency information in this form.
01Your NameRequired
02Your EmailRequired
03Phone numberOptional
04Preferred contact methodOptional
You review the details and availability before publishing.
Clear boundaries
Useful because it is honest about what it does.
- Not a clinical record or patient-management system.
- Not for symptoms, diagnoses, histories, emergencies, or crisis messages.
- No HIPAA or other regulatory-compliance claim.
Product questions
Before you create the page.
Can clients describe symptoms on the form?
They should not. Keep the form limited to contact and scheduling information.
Is Tefez for emergencies?
No. Tefez is an appointment-scheduling tool and not an emergency or crisis service.
Does Tefez claim healthcare compliance?
No. Tefez makes no HIPAA or healthcare-regulatory compliance claim.
Editorial owner: Tefez product team · Last updated 2026-07-16