I have a system that confirms the intitial contact, appointment date and time, links to educational material, sends an intake information form, and than follows up with a phone and email reminder the business day before each client meeting. The reminders are an opportunity for staff to follow up on any client "homework" and to identify issues that may need to be addressed during the next meeting. Clients who prefer to meet virutally but are uncertain about using the technology get to a "practice" zoom session with staff so it is less of a worry on the day of the appointment.