Client Routing Tree

In order to connect the potential client with the person best to help them, follow this routing tree: Age limit7 and older: Get the background information on the situation first then check in with Shannon and let her decide . This will help Shannon make a better...

Scheduling for Cascade Hypnosis Center

Looking for Remote (Zoom) Scheduling? Click hereSelf-SchedulingClients can request their own FREE Consultations here:https://cascadehypnosiscenter.com/schedule/Once requested, clients will receive a confirmation email.  A copy of this email will be delivered into...

Prosperworks Task Pane

Copy the “Name” (text to the right of the ‘Done’ marker) into the “Related To” field. This will group ALL related Tasks together as a “Lead”.If the ONLY Tag is “New VM”/”New Email”/”New Call” then Assume No Action has been taken. Remove those Tags and Apply the...

Prosperworks Terminology

TASK – The individual item that requires action. When possible, change the Task Name to the actual First and Last Name of the ClientAssign a “LEAD” to the Task’s “Related To” field so that all associated Tasks are grouped together.Example: You have two...