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

create new workflow for "Booking Confirmed" stage

Assigned to
Isaac Klausnser, Medstar Isaac K.
Due on
Notes
Isaac Klausnser, Medstar Isaac hi! can we create a new automation/workflow- when a lead gets moved into "booking confirmed" stage, the text template called "credit card" should immediately go out to the contact. The reason I want a workflow and not a trigger is that we may add more text events to the automation in the future. 

The text template:
"Credit Card"
Great! I have you booked in for that appointment! We do require a credit card to hold it. It is not charged; it simply holds your place. We have a 24-hour cancellation policy and any further notice is always appreciated. You can call us at 603-627-7000 or text us that information as it is secure. Thank you, Pelle

Comments & Events

Isaac Klausnser, Medstar
Hi Vania J, Medstar Vania - DONE
Alyssa Workman, Medstar
Alyssa Workman completed this to-do.