Understanding Different Call Types and Providing Scheduling Link
The Clear Skin Discovery Call (CSDC) and Clear Skin Discovery Session (CSDS) are the same call, but they maintain slightly different naming conventions for marketing purposes. If you are messaging with a customer, and they are inquiring about booking a call, you can provide this link and they can select a tim…
How to Handle CSDS No Shows
HOW TO HANDLE CSDS NO SHOWS IN OnceHub and Keap Coach should accurately reflect client no-show in the following places: * Once Hub * Infusion Soft * 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 …
