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SKINNEY Medspa - CZ/IA

https://www.skinneymedspa.com
Chris Zelig, MedstarIsaac Klausnser, MedstarHector Mota, Operations Manager at MedstarJonnamae Jumawan, MedstarShane Quast, MedstarL MJill Jarocki, designerCharmae Arcayan, MedstarVania J, MedstarKamie Allen, Content ManagerSelena Vujatov, MedstarGisell FirpoAlyssa Workman, MedstarIvonne Ackerman, MedstarElizabeth Ruffa +10 others
From the list: Skinney Web Development - www.skinneymedspa.com

✔ Expand Highlevel to Katie and Zasha

Chris Z. added this on
Completed by Hector M.
Assigned to
Isaac Klausnser, Medstar Isaac K.
Notes
Will send details in an email. Need to set up two accounts

Zasha - try to find a New York number or something close to it
Katie - find a Houston number.

Send them limited access. They shouldn't be able to see all the leads. We will send lists that you can upload and assign to them. We will need to set up a few campaigns but lets at least get the accounts started 

Comments & Events

Chris Zelig, Medstar Chris Zelig
Isaac Klausnser, Medstar Isaac  - can you also set up an account for dasha@skinneymedspa.com - all three girls need unique Twillo phone numbers. Try to find a New York number for Zasha, Houston number for Katie and a Miami number for Dasha. 
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Isaac Klausnser, Medstar Isaac Klausnser
Chris Zelig, Medstar Chris

DONE

Login URL: https://app.medstarmedia.com
Username: dasha@skinneymedspa.com
Password: YoureCool032021#$

Try to find a New York number for Zasha, Houston number for Katie and a Miami number for Dasha. 

DONE
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Chris Zelig, Medstar Chris Zelig
Isaac Klausnser, Medstar Isaac  - can you please let me know the best way to set up a calendar for the Houston location and one for the Miami location. We also need to build out two separate campaigns for Houston and Miami, One campaign for CoolSculpting and Emsculpt. Also, is there anyway if someone books an appointment or we move something in the high-level pipeline that we can update it's status in salesforce. if someone make an appointment through high-level anyway to update that in mindbody.
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Isaac Klausnser, Medstar Isaac Klausnser
Chris Zelig, Medstar Chris -

I have now set up new calendars for both locations.
Screenshot 2021-09-28 at 12.27.49 PM.png 15.9 KB • Download
Also, is there anyway if someone books an appointment or we move something in the high-level pipeline that we can update it's status in salesforce.

Yes, it's possible.

if someone make an appointment through high-level anyway to update that in mindbody.

Yes, it's possible through Apiant.

We also need to build out two separate campaigns for Houston and Miami, One campaign for CoolSculpting and Emsculpt.

So in total, do we need to create 4 separate campaigns? Do we have the automated text/email content ready?
Notified 1 person
Vania J, Medstar Vania J
Hi Isaac Klausnser, Medstar Isaac  I tried a few of these logins and it says user does not exist
Notified 2 people
Vania J, Medstar Vania J
Isaac Klausnser, Medstar Isaac  the login URL is different. That's what the issue was
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Hector Mota, Operations Manager at Medstar
Hector Mota completed this to-do.