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Front Desk Administration Procedures
Front Desk Administration Procedures
Sub Sections
Administrative Duties
Inbound & Outbound Calls
Product Knowledge
Zenoti - Check In Client
Zenoti - Check-Out Client
Zenoti - Scheduling
Zenoti Overview
Articles
Accepting Cash & Checks Policy & Procedure
Answering the Phones
Bagging Retail Items
Booking a Complimentary Consultation
Checking and Listening to Voicemails
Checking out a Clear for a Year (CFAY) Membership
Checking Out a Client With a Package
Checking out a Client with CareCredit
Checking Zeonti for Open Invoices
Cleaning Front and Back Office
Clinc Acne Program In-Program “No Appointment Booked” Report and Reminders
Clinic Acne Program Client "No Appointment Booked" Report and Reminders
Clinic Clear Connection Overview for Front Desk Coordinators
Clinic Gift Card Link
Closing the Office
Converting a Clinic Client to the Online Program
Coordinate Receiving Clinic Clients HQ & PH Submissions for New Acne Clients
Coordinate Receiving Online Clients HQ & Pics to Clear Connection
Creating a Clear for a Year (CFAY) Membership
Creating an Order in InfusionSoft
Creating New Task and Procedure Outlines
CREATING & PRINTING BEFORE AND AFTER PHOTOS
Downloading, Saving, & Deleting Zoom Recordings
Ending a Client's Program in Clear Connection
Filing Invoices
Front Desk Policies
Greeting Clients
Handling Appointment No Shows
How to Access Virtual PBX Phone Recordings
How to Cancel a Clear for a Year
How to Delete Virtual PBX Phone Recordings
How to Find and Edit an InfusionSoft Subscription
How to Make a Client Note in Zenoti
How to Place a Phone Order in Shopify
How to Process Clinic Laundry
How to Update a Credit Card on a Coaching Fee Subscription
How to View Face Reality Quarterly Maintenance Subscription in IS
Identify Areas of Improvement & Bring To EOS Meeting
Leaving Your Shift Mid-Day
Manually Entering Credit Card Into InfusionSoft
Office Etiquette
Opening the Office
Packaging Orders
Printing and Filing Client Paperwork Folders
Printing Client Paperwork
Procedure Template
Processing Clinic Laundry SOP
Processing & Settlement of the Daily Close Report on the Credit Card Machine
Putting a Credit Card on File in Keap
Receiving ALCAT Results for Virtual Client
Report Customer Service Issues to Management
Selling a Predefined Gift Card in Zenoti
Sending and Receiving Text Messages in Zenoti
Sending No Appointment Booked Text
Signing Up a Client to Complete a Care Credit Application
Snow Removal and Salting Sidewalks
Stocking Client Bathroom
Stocking Inventory
Stocking Retail Shelves
Taking Phone Orders for in-Office Clients
Taking Phone Orders for Virtual Clients
Turning on Sonos
Use Trello Front Desk Board to Manage Daily Tasks
Using Dropbox
Using Trello Task Manager
Virtual PBX Troubleshooting: