Accepting Cash & Checks Policy & Procedure Answering the Phones Bagging Retail Items Booking a Complimentary Consultation CREATING & PRINTING BEFORE AND AFTER PHOTOS Checking Out a Client With a Package Checking Zeonti for Open Invoices Checking and Listening to Voicemails Checking out a Clear for a Year (CFAY) Membership Checking out a Client with CareCredit 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 New Task and Procedure Outlines Creating a Clear for a Year (CFAY) Membership Creating an Order in InfusionSoft 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 Create a Prepaid Card for CFY Moving to VIP in Zenoti 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 Client Paperwork Printing and Filing Client Paperwork Folders Procedure Template Processing & Settlement of the Daily Close Report on the Credit Card Machine Processing Clinic Laundry SOP 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 No Appointment Booked Text Sending and Receiving Text Messages in Zenoti 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 Virtual Clients Taking Phone Orders for in-Office Clients Turning on Sonos Use Trello Front Desk Board to Manage Daily Tasks Using Dropbox Using Trello Task Manager Virtual PBX Troubleshooting: