Simple New Client Welcome Email Template
A clean, minimal welcome email for first-time clients that sets expectations without overwhelming them.
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Subject: Welcome to {{business_name}}! Here's what to expect
Hi {{client_name}},
Welcome to {{business_name}}! We're thrilled to have you as a new client.
Your first appointment is scheduled for:
π
{{date}} at {{time}}
π {{location}}
What to expect:
β’ {{expectation_1}}
β’ {{expectation_2}}
β’ {{expectation_3}}
To prepare, please:
1. {{preparation_1}}
2. {{preparation_2}}
Need to reach us? {{phone}} or {{email}}
We can't wait to meet you!
Warmly,
{{your_name}}
{{business_name}}How to Use This Template
Copy the Template
Click the copy button above to copy to clipboard
Replace Variables
Swap {{variables}} with your business info
Send or Automate
Use manually or automate with SchedulingKit
Variables to Replace
{{business_name}}{{client_name}}{{date}}{{time}}{{location}}{{expectation_1}}{{expectation_2}}{{expectation_3}}{{preparation_1}}{{preparation_2}}{{phone}}{{email}}{{your_name}}π‘ Pro Tips
Send immediately after first booking
Include parking/directions if applicable
Set clear expectations for first visit
Make them feel valued and welcomed
Perfect For
When to Use This Template
Send immediately after a first-time client books. For clients who have visited before but haven't booked in a while, a re-engagement email with a personal touch works better.
β Best Practices
Include a short FAQ section answering the top 3 questions new clients typically ask
Add a direct contact number for pre-visit questions so they don't have to hunt for it
Mention your cancellation policy briefly with a link to the full version so expectations are set early
β οΈ Common Mistakes to Avoid
Sending a welcome email that reads like a terms-of-service document instead of a warm greeting
Not differentiating the welcome email from the standard booking confirmation
Skipping preparation instructions that could prevent a wasted or inefficient first visit
Frequently Asked Questions
Can I customize this email template?
Absolutely! This template is designed to be fully customizable. Simply copy the template and replace the {{variables}} with your specific business information, branding, and messaging. You can also adjust the tone, add or remove sections, and personalize it for your audience.
When should I send this email?
For best results with simple new client welcome email template, timing matters. Send immediately after first booking Many businesses automate this email to trigger at the optimal time using scheduling software.
How do I automate this email template?
You can automate this template using SchedulingKit's workflow feature. Once set up, the system will automatically send personalized versions of this email to the right clients at the right timeβno manual work required. This ensures consistency and saves hours of administrative work.
What makes a good email for appointments?
Effective appointment emails should be clear, professional, and include all essential information (date, time, location). Include parking/directions if applicable Using email templates ensures you don't miss important details.
Explore More Resources
Further Reading
- HubSpot: Free Business Templates β Curated collection of professional business templates.
- SCORE: Technology Resources β Free mentoring and guides for small businesses.
Automate This Template
Stop copying and pasting. SchedulingKit automatically sends personalized messages at the right time, every time.
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