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From the list: Front Desk Support

✔ New Business Name

Emily added this on Oct 31, 2023
Completed Nov 06, 2023 by Emily

Assigned to: Isaac K.
Notes: Hi Isaac this client changed their name to Bloom Aesthetics and Wellness. How do we go about changing their name on GHL? Are they going to have to go through the a2p verification process again?

I asked them for their new EIN letter but they don't have it yet.

Let me know, thanks!

Comments & Events

Isaac Klausnser

Emily

- I have now changes both of this client's sub-account names to

Main Sub-account: Bloom Aesthetics and Wellness - Formerly Coastal Carolina Internal Medicine PA

Text Blast sub-account: Bloom Aesthetics and Wellness - Formerly Coastal Carolina Internal Medicine PA - Text Blast

Let me know when they need us to change the name in the automated text and missed call text and I will update.

For the A2P. No we don't need to do it again.

Nov 01, 2023 at 5:12 AM Notified 1 person

Emily

Isaac

yes, please! I updated everything in the templates with (formerly Coastal Carolina Aesthetics)

Nov 02, 2023 at 7:03 PM Notified 1 person

Isaac Klausnser

Emily

- Got it. I just updated the name in missed call text and FROM name in the email settings.

thank you!!

Nov 03, 2023 at 7:58 AM Notified 1 person

Emily

Isaac

so we don't need them to give us an updated EIN letter?

Nov 03, 2023 at 8:13 PM Notified 1 person

Isaac Klausnser

Emily

- No, they don't.

thank you!!

Nov 04, 2023 at 11:17 AM Notified 1 person

Emily completed this to-do.

Nov 06, 2023 at 8:56 PM