✔ Clients without Call Rail
Completed by Hector M.
- Assigned to
-
Chris Z.
- Notes
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Please peek through and have hector set up the clients that have agreed to let us set up call rail for them. ( look at dates of last audit-call rail column)
Also any lead sheets for Jonnamae to set up
https://docs.google.com/spreadsheets/d/1a36lofCZNAlbZNBjCrel_lhiLVaVq5dYg7i17NqxvSM/edit?usp=sharing
All Smiles Dental (Alla Dorfman)
Balance Wellness Center
C.I. Medspa
Dr. Moran---
Nu Image
Truth and Beauty Spa
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I DO NOT have CallRail access to any of these mentioned.
Balance Wellness Center - we need to set up
Bloom.Health - pending
C.I. Medspa - we need to set up
Dr. Moran--- Set up under chris@medstarmedia.com (mailto:chris@medstarmedia.com)
Laser & Cosmetic Surgery Specialist -YourFaceMd.com - hold off
Island Laser - Set up
MyBella Vita - set up
Nu Image - they have their own system - securing access
Truth and Beauty Spa - client needs to setup their own account.
Sea Mist Medspa - hold off.
Hector do me a quick favor and draft an quick email that I can send to client telling them how to set up callrail (essentials plan $45) and to send us the login info. I want them to go to the link, sign up for the trial, input their billing info and then send us the login.
I will walk you through a setup of some of these accoounts.
No problem. I will do this as soon I finish eating some lunch. I am finishing taking care of the Fourseasons OBGYN callrail audit and Secret shopper test lead report before this for you though. I will then move on to this task for you. That is unless you, Melissa or Whitney have something more pressing for me to do first.
Please let me know.
here is the email for the clients to set up their CallRail accounts.
When do you want me to begin setting up the other accounts?
I know the basics, which means I can create them and then you can edit and/or add other essentials later.
The only part that needs editing is
All Smiles Dental =
Which visitors to track? All Visitors
Not sure which one you wanted ticked or checked.
I also used this email
Email used - smile@caringdentaloffice.com
Password = Alla101@smiles4
That was the second thing I did.
If you they are already sheets for them, then please send me access to them so I can update their information.
All Smiles Dental (Alla Dorfman)
I was going to keep creating other accounts but Chris told me to hold off until tonight when he plans on doing a conference with me to go over several things.
Thanks
I went ahead and created Call Rail users for the following clients:
All Smiles Dental
Individual Client login - Yes -
Email - smile@caringdentaloffice.com
Password - SMILE$347@123
Island Medical Laser
Individual Client login - Yes -
Email - info@islandlaser.com
Password - Laser@55#516*
Bloom Health
Individual Client login - Yes -
Email - info@bloom.health
Password - CJBloom@248*$
Individual Client login - Yes -
Dr. Merlo
Email - drmerloweb@gmail.com
Password - CSQueen*@609*
Individual Client login - Yes -
Dr. Moran
Email -info@drmoran.co
Password - Spa#617*Moran%
Individual Client login - Yes -
MyBella Vita Med Spa
Email - bellavitamedspaweb@gmail.com
Password - Vita@630*Bella$1
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I will update the spreadsheets next to reflect the new information here.
Please let me know if there is anything you would like me to change or undo.
Chris, will do. I am on it this morning.
Individual Client login - Yes -
Email - wertheim@islandlaser.com
Password - Island2019$
CR Logins updated as well.