SOP-V-2003 Adding a Note in an IS Contact
Adding a Note in an IS Contact Standard Operating Procedure Department: NAC SOP ID: SOP-V-2003 Date: 2/2/2021 Sign Off: JG Procedure / Policy Overview How to accurately view and take a client note in IS. Policy - Adding…
Making Client Notes in InfusionSoft
MAKING CLIENT NOTES IN INFUSIONSOFT Policy * All Phone Call Communication, Voicemails, Appointment No-Shows, Order Credits and Client Information is Documented in InfusionSoft Notes InfusionSoft Notes is how we communicate with each other and store important client information. If other team members may need t…
How to Make a Client Note in Zenoti
How to Make a Client Note in Zenoti Policy * All messages left with a client via voicemail, returned phone calls, thank you notes and esthetician follow-up calls are to be documented in the Guest Profile under "notes". Failure to document voicemail and important conversations may result in disciplinary action. …
