CourseForge Studio

CourseForge Library

Front Desk & Client Intake Excellence for Small Teams

CourseForge Controlled Version v1.0

Build a repeatable front desk system any new hire can run: first contact, intake, scheduling, privacy, and clean handoffs. You finish with a Front Desk Playbook of real scripts, checklists, and rules.

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CourseForge
Modules5
Lessons8
Resources0
Assessments0
Live Sessions0
Target Audience Teams, learners, and client workspaces
Primary Outcome Build a repeatable front desk system any new hire can run: first contact, intake, scheduling, privacy, and clean handoffs. You finish with a Front Desk Playbook of real scripts, checklists, and rules.
Estimated Duration 25 min
Plan Availability Workspace plan access
Credential Completion record
Direct sale

Workspace plan

Individual learners can buy or enroll from the public offer attached to this master course.

Tenant catalog

Attach by reference

Client workspaces can show this course without receiving an editable copy of the master curriculum.

Source control

CourseForge Library

CourseForge controls updates from the source workspace.

Curriculum Preview

What learners will see

8 lessons

Start Here

1 lesson

  1. Introduction: What You're About to Build

System 1 — The First Impression

2 lessons

  1. The First 30 Seconds
  2. Intake That Doesn't Miss

System 2 — The Follow-Through

2 lessons

  1. Scheduling & Confirmations That Prevent No-Shows
  2. Accurate Records & Client Privacy

System 3 — The Handoff

2 lessons

  1. Knowing Your Lane — Boundaries & Escalation
  2. Clean Handoffs

Capstone

1 lesson

  1. Building Your Front Desk Playbook