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Waters Edge Medical Clinic - www.watersedgemedicalclinic.com - HM

Chris will discuss details during CAG
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
From the list: Website Development

✔ Create a booking link from the homepage pop up

Hannah added this on
Completed by Hannah
Assigned to
Brittany Redding, Digital Marketing Manager at Medstar Brittany R. Isaac Klausnser, Medstar Isaac K. Ivonne Ackerman, Medstar Ivonne A.
Notes
Ivonne Ackerman, Medstar Ivonne Brittany Redding, Digital Marketing Manager at Medstar Brittany  
Can you please create a booking link? The home page will have a New Client Special 15% pop-up. Once they fill it out it would go to a confirmation page with a booking link that would tie to GHL. 

Thank you both so much!

Comments & Events

Ivonne Ackerman, Medstar Ivonne Ackerman
Isaac Klausnser, Medstar Isaac  can you please help create a booking calendar for this client in GHL? We'll place it on the homepage confirmation page.
Notified 3 people
Isaac Klausnser, Medstar Isaac Klausnser
Ivonne Ackerman, Medstar Ivonne - Sure. Can we please ask the below to the client?

# Does the client want this calendar to be connected to their Google Calendar?
# What will be the appointment hrs each day?
# What will be the slot duration and interval? Will there be any buffer duration between each appointment?
# On what email address they want to receive notification for the new booking?
# Will they be manually confirming the new appointments or want the GHL to auto confirm it?

Maybe we should set up a Google forms for these type of requests from the clients? For eg. GHL appointment calendar, Products on WOOcommerce etc. so that we can get this done in one go instead of going back and forth with the clients. Let me know your thoughts.
Notified 3 people
Ivonne Ackerman, Medstar Ivonne Ackerman
Isaac Klausnser, Medstar Isaac yes, thank you for advising! 

Brittany Redding, Digital Marketing Manager at Medstar Brittany can you please create a google form in support email that we can send to clients with the questions Isaac is asking here?

Hannah, Client Success Manager at Medstar Hannah since this is urgent for this client, can you please ask the client these questions?
Isaac Klausnser, Medstar 👍
Brittany Redding, Digital Marketing Manager at Medstar emailed it 2 you
Notified 3 people
Hannah, Client Success Manager at Medstar Hannah, Client Success Manager
Isaac Klausnser, Medstar Isaac Ivonne Ackerman, Medstar Ivonne
1. Does the client want this calendar to be connected to their Google Calendar? No- They don't use google calendar. Connected to the GHL calendar is fine.

2. What will be the appointment hrs each day?
Tuesday, Wednesday, Thursday: 9am - 4pm EST
Friday: 9am - 1pm EST

3. What will be the slot duration and interval? Will there be any buffer duration between each appointment?
30 Minute Slots, No buffer time, 2 people per slot.
4. On what email address they want to receive notification for the new booking?
drvidapuodziunas@gmail.com

5. Will they be manually confirming the new appointments or want the GHL to auto confirm it?
Want GHL to auto confirm
Notified 3 people
Hannah, Client Success Manager at Medstar Hannah, Client Success Manager
Isaac Klausnser, Medstar Isaac - Dr. Vida has approved. Can you please add it to the website homepage confirmation page? Thank you!
Notified 3 people
Hannah, Client Success Manager at Medstar Hannah, Client Success Manager
Isaac Klausnser, Medstar Isaac  -Dr. Vida is wondering if we can change the booking link so that clients can only book 1 week out. Is that possible?
Notified 3 people
Isaac Klausnser, Medstar Isaac Klausnser
Hannah, Client Success Manager at Medstar Hannah - Do you mean the minimum scheduling notice to avoid last min appointments?
Hannah, Client Success Manager at Medstar Yes
Notified 3 people
Hannah, Client Success Manager at Medstar
Hannah completed this to-do.