Five Forks Family Eye Care - www.fffeyecare.com - Katharine

This is for a client Prepaid CYNOSure client. I will get info from Chris later.

Set Up Front Desk Training + Set up High Level

Assigned to
Emily, Medstar Emily
Notes

Comments & Events

Alyssa Workman, Medstar
Emily, Medstar Emily will you please help schedule a FDT on behalf of Judi? This client is not A2P approved yet, we will place a toll free number if needed. Thank you for your help!
Katharine A., CSM at Medstar
Hey  Emily, Medstar Emily  just checking in to see if we sent out FDT for them yet. Thank you 
Emily, Medstar
Katharine A., CSM at Medstar Katharine  yes! I am going to send them a reminder email right now since they still haven't booked
Katharine A., CSM at Medstar Thank you!
Emily, Medstar
Isaac Klausnser, Medstar Isaac this client was trained. you can make their app live once you connect everything! 

also, fyi I attached a photo to the first automated text template

Let me know if you have any questions, thanks! 
Isaac Klausnser, Medstar
Emily, Medstar Emily - DONE. The photo attachment looks good. Thank you for confirming.
Emily, Medstar thank you!!
Emily, Medstar
Alyssa Workman, Medstar Alyssa  I am not closing this task out yet since they are not A2P verified yet
Alyssa Workman, Medstar
Emily, Medstar Emily they are A2P verified now 🥳 

I'll get the team to update the phone numbers on the LPs. We can have Isaac make this live. 
Emily, Medstar thank you!!
Alyssa Workman, Medstar
Isaac Klausnser, Medstar Isaac  please make these live when you can. Thanks
Isaac Klausnser, Medstar
Alyssa Workman, Medstar Alyssa - The campaigns are LIVE.
Alyssa Workman, Medstar Thank you!
Alyssa Workman, Medstar
Alyssa Workman completed this to-do.