Click the link below for a quick walkthrough of the task

• Book Procedures

  • Book Procedure

• Communication Themes

  • Adding contact to Information Series

• Communications

  • Filtering Chat Messages
  • Sending Text Message
  • Sending an Email

• Consultations

  • How to Correctly: Move Lead → Consult & Consult → Procedure
  • How to Handle a No Show
  • Booking Virtual Consultation: From Opportunity Pipeline
  • In-Office Booking Consultation – Contact Details
  • Booking Virtual Consultation – From Contact Page
  • Booking Consultation – Through Opportunity Pipeline

• Contact

  • Updating Contact info -phone number only contacts
  • Update or Add Email Address
  • Finding Customer by Phone Number
  • Create New Customer
  • Adding notes to contact
  • Adding Notes to a Contact via Opportunities Page
  • Adding additional numbers
  • DND – From Contact Page
  • DND – From Conversations Page

• General

  • Changing Date Range on Dashboard
  • Download Mobile App

• Interface

  • View Appointments
  • View Calendars

• Reporting

  • Viewing Call Durations
  • Reports: Facebook
  • Audit Phone Calls
  • Reports: Google

• Reviews

  • View all Reviews
  • Practice Reputation Dashboard

• Scenarios

  • Let me think about it: Virtual
  • Let me think about it: In Office
  • Add back to initial lead handling

• STOP

  • Stop outbound communication
  • Stop Incoming Calls
  • Block Known Spammer