3 Modules Training
Profile Module, Sales Module, Service Module
Profile Module, Sales Module, Service Module
- Putting it together as 3 'modules' = Profile / Sales / Service Modules = Great Results & More Sales
PROFILE MODULE
PROFILE
• Left / Middle / Right Column
• Profile Photo & Consent (waiverking)
• Email address, Phone Number, Referral Type, Billing Information
VERY IMPORTANT POINTS
• Text communication box, Photo, Consent, Referral Type
• Lookup and Add New clients (active, inactive etc.)
• Contact log Follow up sequence (see document library)
• Always have a contact log
• Looking up another client later OR ‘cleaning up’ Profile
• Especially update client Index and Staff alerts
PROFILE
• Left / Middle / Right Column
• Email address, Phone Number, Check ‘yes’ to text communication boxes
• Profile Photo, Referral Type & Consent (under Documents tab)
• Staff Alert
VERY IMPORTANT POINTS
• Text communication box, Photo, Referral Type & Consent
• Lookup and Add New clients (active, inactive etc.)
• Contact log Follow up sequence (see document library)
• Always have a contact log
• Looking up another client later OR ‘cleaning up’ Profile
• Especially update client Index and Staff alerts
How to check Profile for 100% accuracy
PROFILE
• Left / Middle / Right Column
• Profile Photo & Consent (waiverking)
• Email address, Phone Number, Referral Type, Billing Information
VERY IMPORTANT POINTS
• Text communication box, Photo, Consent, Referral Type
• Lookup and Add New clients (active, inactive etc.)
• Contact log Follow up sequence (see document library)
• Always have a contact log
• Looking up another client later OR ‘cleaning up’ Profile
• Especially update client Index and Staff alerts
PROFILE
• Left / Middle / Right Column
• Email address, Phone Number, Check ‘yes’ to text communication boxes
• Profile Photo, Referral Type & Consent (under Documents tab)
• Staff Alert
VERY IMPORTANT POINTS
• Text communication box, Photo, Referral Type & Consent
• Lookup and Add New clients (active, inactive etc.)
• Contact log Follow up sequence (see document library)
• Always have a contact log
• Looking up another client later OR ‘cleaning up’ Profile
• Especially update client Index and Staff alerts
How to check Profile for 100% accuracy
SALE MODULE
• How to Process a Sale in Retail Section
• Purchase Tab
• Account Detail Tab – Including Autopay Schedule & Autopay History
• Documents Tab – eg for Greensky signed doc photo thru RxPhoto, Groupon Redeemed Photo
• Contact log Tab
• Home Tab
• How to Process a Sale in Retail Section
• Purchase Tab
• Account Detail Tab – Including Autopay Schedule & Autopay History
• Documents Tab – eg for Greensky signed doc photo thru RxPhoto, Groupon Redeemed Photo
• Contact log Tab
• Home Tab
SERVICE MODULE
• Schedule
• Visits
• Account Detail
• Contact log
• Document
• Home
• Profile
• Book a single appointment
• Override tx time – ‘add on’ other procedure for same time slot
• Booked - Confirmed – Arrived - Check in – check out
• Reschedule – cancel – No show – Early cancel
• Schedule
• Visits
• Account Detail
• Contact log
• Document
• Home
• Profile
• Book a single appointment
• Override tx time – ‘add on’ other procedure for same time slot
• Booked - Confirmed – Arrived - Check in – check out
• Reschedule – cancel – No show – Early cancel