Meevo 2 Bottons

Question 1

When Checking In a client what’s the first thing you do?

Answer 1

See if the client has filled out thier Wavier. If its blue, its blue. If its white they have not filled Wavier.

Question 2

When Checking in a Client what’s the second step?

Answer 2

If thier name is BLUE, click CHECK IN.
Make sure the Yellow Check Mark by thier name shows they officially checked in by the computer.

If thier name is WHITE, than hand them a PAPER WAVIER. Explain what it is. As the sign it. Type “Pre-Forum,” in the Appointment Then CLICK CHECK IN!

MAKE SURE A YELLOW ARROW APPEARS!
OR THEY ARE NOT CHECKED IN!

Question 3

Why do we do Waviers before Check In?

Answer 3

Because once you check in a client you can NOT add a Wavier! So it becomes a liability on YOU!

Question 4

Rule of Thumb for Meevo 2?

Answer 4

NEVER actually Click on anything UNLESS you intend to. Or else you might mess up ANYTHING!

Question 5

Can you Drag/Move Appointments?

Answer 5

Yes, you can Drag/Move Appointments across the scree. Just only let go once you hit a EMPTY Time Bar, or you might accidently go over a FILLED Time Bar and mess up someone else’s appointment

Question 6

When you finish making a NEW CLIENT Appointment over the phone, what do you do?

Answer 6

Write down in NOTES that

1. If they do or do NOT have medical condition, allergies.
2. Cancelation Policy
3. Show up 10-15 minutes early

Question 7

Why do you write down in NOTES everything you explained to a NEW Client?

Answer 7

So if the new client either

1. Shows up late or NOT 10-15 early to fill out forums. You can show that you DID explain this to them. No denial.
2. If a client cancels on the day of appointment or do NOT show up. You have proof you explained the charges.

Question 8

With Appointment Reminders Calls, Text, Emails… What do we do when a clients Profile says “Opted Out of Calls/Texts/or Emails.”?

Answer 8

Call, Text, Email.