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Home > Technology Support > How to Create Automated Esthetician Task Trello Cards
How to Create Automated Esthetician Task Trello Cards
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When a new Esthetician is going into the clinic, the Technical Support Specialist will set-up the automated Trello cards for the Esthetician. First, the Clinic Manager will request that the Tech Support Specialist setup the rules and will send them a list of automations with names, population date and due date. Here is an example of what would be sent via slack or HF:

 

  • Delete photos from tablet, populate on Thursdays, due at 6pm on the following Friday
  • Clean out email, populate on Thursdays, due at 6pm on the following Friday
  • Deep clean treatment room, populate on Wednesdays, due at 8pm on Thursdays
  • Send thank you notes and follow-up emails, populate on Thursdays, due at 7pm on Fridays
  • Add issues to Esti EOS board, populate on Fridays, due at 7pm on Mondays
  • Esthetician Closing Checklist, populate on Tues, Thur at 4pm, due at 8pm
  • Esthetician Closing Checklist, populate on Sat at 3pm, due at 5pm
  • Esthetician Opening Checklist, populate on Sat at 8am and due at 9am

 

 

 

For the Technical Support Specialist, here is a how-to video:

 

 

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