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Strengthening Client Engagement

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Written by SaaSy

What is Client Engagement?

  • Client engagement includes all the efforts clients make towards change, inside and outside of sessions, throughout the course of care.

  • It involves attendance, participation, application and reflection and completion of care.

  • Engagement starts from the outset, continues throughout, and is dynamic, changing with circumstances.


Why is Engagement Important?

  • Engaged clients are more involved, motivated, and more likely to see results.

  • Engagement is associated with improved satisfaction, symptom reduction, and goal achievement.

  • Strong engagement benefits both clients and practitioners.


What Influences Engagement?

  • Engagement is influenced by various factors:

    • Client characteristics: Demographics, motivation, beliefs, symptom severity, external circumstances.

    • Therapist characteristics: Warmth, empathy, optimism, experience, flexibility, responsiveness.

    • Intervention factors: Therapeutic/coaching relationship, content (following the evidence-base), dose, method and quality of the delivery.


How to Strengthen Engagement

  • Before the First Session:

    • Offer instant booking and short wait times.

    • Send a personalized message

    • Review client information (reason for booking, PHQ-9, GAD-7, work-impact measures).

  • During the First Session:

    • Acknowledge: anxiety and ambivalence, and normalise.

    • Praise for taking the first step and instill hope.

    • Encourage: questions throughout, family/friend support.

    • Assess: timing, approach, modality, barriers, dose.

    • Explain: what to expect through the sessions, confidentiality, your role, their role and how to make the best use of sessions.

    • Agree: meaningful goals and next steps.

  • Throughout Care:

    • Build a supportive and collaborative relationship

    • Empower the client

    • Be culturally sensitive and aware

    • Follow the evidence-base

    • Personalise sessions

    • Regularly reflect on progress and goals together

    • Actively seek and use feedback

    • Set actionable tasks and take-aways

  • Practical Considerations:

    • Discuss and problem-solve potential barriers to engagement

    • Set consistent session times but be flexible when needed

    • Remind clients of session limits and cancellation policies

    • Check-in between sessions (if appropriate)

    • Use supervision and self-reflection


Managing Late Notice Cancellations, Lateness, and No-Shows

  • Late Notice Cancellations:

    • Approach with empathy and respect

    • Explain the loss of a session credit.

    • Agree on another time and reiterate the cancellation policy.

  • Lateness and No-Shows:

    • Reach out, check in, and encourage rebooking.

    • Follow up if there's no response.

    • Reflect on own practice and the previous session

  • Consecutive Issues:

    • Do not rebook after three consecutive late cancels or no-shows.

    • Make use of supervision

    • Understand the root cause

You can have a read through our Attendance & cancellation policy here.

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