Sante - Mind Body Beauty - www.santembb.com - 🔴 SEO client 🔴 - Katherine

Website Design + Development * Service Page Content * Digital Marketing Set Up (One-Time Fee) * Digital Marketing Monthly Management

Booking Set Up

Assigned to
Isaac Klausnser, Medstar Isaac K.
Notes
Hi Isaac Klausnser, Medstar Isaac On Sante's site, we set up on the navigation menu a Booking link. There are two options: one for New Patients and one for Existing Patients. The new patient form, which you can see below, has a dropdown asking how they heard about Sante. Would the patient's answer to How did you hear about us? show up on the lead sheet or GHL?


Comments & Events

Ivonne Ackerman, Medstar
Isaac Klausnser, Medstar Isaac can you please make sure this field is in GHL and connected to the leadsheet?

For some reason when we filled out the form, thewhere did you hear about us did not show up leadsheet it also did not show up in GHL
Ivonne Ackerman, Medstar
Isaac Klausnser, Medstar Isaac  this is currently on the new patients page. Can you please also add it to the new patients form on homepage and the contact us page. Thank you!
Isaac Klausnser, Medstar
Ivonne Ackerman, Medstar Ivonne - Currently this information only goes to the client's email notification. I will update the connection so it also goes to GHL and the sheet.
Brittany Redding, Digital Marketing Manager at Medstar
Isaac Klausnser, Medstar Isaac Can you also add an area of interest box to the form fill for this page?

https://santembb.com/new-patient/
Isaac Klausnser, Medstar
Ivonne Ackerman, Medstar Ivonne Brittany Redding, Digital Marketing Manager at Medstar Brittany - DONE
Brittany Redding, Digital Marketing Manager at Medstar
Isaac Klausnser, Medstar Isaac  Can you send me a screenshot of where the "How did you hear about us" shows up on GHL?
Ivonne Ackerman, Medstar
Isaac Klausnser, Medstar Isaac  this is on the leadsheet right? What about GHL?
Isaac Klausnser, Medstar
Ivonne Ackerman, Medstar Ivonne - Yes. Above screenshot is from the leadsheet.

In GHL. This information will show up in the "NOTES" tab. Please see the below screenshot.

Ivonne Ackerman, Medstar
Isaac Klausnser, Medstar Isaac  perfect. thank you! 
Ivonne Ackerman, Medstar
Ivonne Ackerman completed this to-do.