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Showing articles from online coach tag

Accurately Reflecting OAC Conversion For Clients that Accept Program Later

Any clients from previous months can be copy/paste to the current month if there is a converted month and they can be included in that month's conversion. For example, if a customer made OAC in August is converted in October, they will go towards the October numbers.

SOP-V-2014 Checking and Responding to Messages in CC

Checking and Responding to Messages in CC Checking and Responding to Messages in CC Standard Operating Procedure   Department: NAC SOP ID: SOP-V-2014 Date: 2/3/2021 Sign Off: JG Procedure / Policy Overview How to ac…

SOP-2012 Planning and Prioritizing Your Day

Planning and Prioritizing Your Day Standard Operating Procedure   Department: NAC SOP ID: SOP-2012 Date: 2/3/2021 Sign Off: JG Procedure / Policy Overview How to efficiently plan and prioritize your day. Policy - Ad…

SOP-2154 Charging a Client Invoice for Auto-Bill (pay-as-you-go clients)

Charging a Client Invoice for Auto-Bill (pay-as-you-go clients) Charging a Client Invoice for Auto-Bill (pay-as-you-go clients) Standard Operating Procedure   Department: NAC SOP ID: SOP-2154 Date: 2/17/2021 Sign Off: J…

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