HOW TO HANDLE CSDS NO SHOWS IN OnceHub and Keap

Coach should accurately reflect client no-show in the following places:

1. Once Hub
2. Infusion Soft
3. Consult Log

ONCE HUB

• Click "Activity" on left hand side (clock icon)
• Click "All Activity" (3 wavy lines icon)
• In the "Filter with free text" search bar search client (paste email listed from appointment in Google Calendar)
• Click three black dots for "More Actions"
• Click "Set to No-show"
• Click "Cancel/request reschedule"
• Select "Cancel the booking and send a reschedule request for the same Event type"

Infusion Soft

• Search (paste) client's name/email
• Go to "Forms" tab
• In the "Internal Forms..." drop-down menu, select "CSDS- Call Report"
• Click "Fill Out Form" Button
• Select the coach who the call was scheduled with
• Select either "CSDS Zoom Call" or "CSDS Phone Call" 
• Select "No Show" under "Choose One"
• Select "No" under "Send Offer"
• Select "No" under "Send OAC Link"
• Click "Save" at the bottom of the form 

Update Consult Log accordingly.