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Pelle Medical Spa - www.pellemedicalspa.com - EM

https://pellemedicalspa.com = This is for a client who already has a website - we are doing Website Design + Development & Campaign Set- Up Service
Chris Zelig, MedstarIsaac Klausnser, MedstarHector Mota, Operations Manager at MedstarJonnamae Jumawan, MedstarShane Quast, MedstarCharmae Arcayan, MedstarVania J, MedstarKamie Allen, Content ManagerSelena Vujatov, MedstarAlyssa Workman, MedstarIvonne Ackerman, MedstarElizabeth RuffaBrittany Redding, Digital Marketing Manager at MedstarJenna Maschino, Senior Support Specialist at MedstarJudi Vallano, Medstar +2 others
From the list: Front Desk Support

✔ Change automation - no email in Booking Confirmed Status

Nicol R. added this on
Completed by Isaac K.
Assigned to
Isaac Klausnser, Medstar Isaac K.
Notes
Isaac Klausnser, Medstar Isaac , Good Morning -

Can you please check and see if there is an automation in the Booking Confirmed status that sends out an email?
If there is, can you please show me where that is found and disable this function?

Thank you!
Screen Shot 2023-09-18 at 11.37.21 PM.png 1.02 MB • Download

Comments & Events

Isaac Klausnser, Medstar Isaac Klausnser
Nicol Razon, Medstar Nicol - There was a credit card text set up to go out when the lead is moved to this stage. I have now disabled it. You can find it under the workflows.
Notified 2 people
Emily, Medstar Emily
Nicol Razon, Medstar Nicol  do you still want that text going out? 
Notified 2 people
Nicol Razon, Medstar Nicol Razon
Emily, Medstar Emily no- they do not want any automations going out for 'booking confirmed' right now.  Please include customizations on the opportunities board as a part of their upcoming training on October 17, 2023.
They stopped using the pipeline because of the "booking confirmed glitch" but didn't tell us about it nor, suspected we could customize this. 


Thank you for disabling this Isaac Klausnser, Medstar Isaac !
Emily, Medstar got it! thanks
Notified 2 people
Alyssa Workman, Medstar Alyssa Workman
Isaac Klausnser, Medstar Isaac  did this get handled? If so, please close this task to confirm. Thank you!
Isaac Klausnser, Medstar DONE
Notified 3 people
Isaac Klausnser, Medstar
Isaac Klausnser completed this to-do.