Desk
When is the correct time to stand up at the desk?
Every time a client is in front of you or your other deskie!!
How many ways can I create an invoice, and where are they?
2 places!
On the schedule- hover over their appointment
In their chart in the invoices tab
How are injection appointments scheduled/ what is the correct timing on the schedule?
We book on the hour, 20 and 40 minutes.
*Make sure we are booking appointments back to back so we avoid those little 10 minute gaps*
When is it appropriate to use a paper membership form?
*bonus, what do you do with the paper after the client has filled it out*
Never!!
jk, only use them when they want to use banked money or the estie is offering a discount that we don't have a code for.
*give it to me or Ashton*
What time should you arrive to your opening shift as a deskie?
Gives you time to prep numbers and get logged in
Name 2 things you could be doing during your shift when you're not busy.
Restocking products, drinks, mints, menus
Sweeping/ mopping - if the floors are gross
Double checking the led mask is charged
Cash count, tidying up
What is the first thing you should do/check when creating an invoice and adding products & treatments?
Check that the seller and provider are correct!!
A client, that has been in before, calls in asking to book a botox appointment, what are some things you would ask them?
Do you have a preferred injector
Specific dates/ times that work best for them
Specify if they just want botox or if they want to add on anything else
Sell me on a Haus Membership/ tell me all the details
Discounts!
Banked money to put towards treatments/ products
6 month commitment, rolls month to month after
First month is an annual fee ($199), after a year the fee goes down to $99- they will pull $298 on their year mark
How often should you check and work on medstar?
All day everyday!
Reminder to text in the online inquires group me letting everyone know where you left off.
If a client is walking up with their provider and the phone is ringing, who takes priority and why?
The client on the phone!
The client that is with their provider is already here getting treatments and loves us!
If someone is paying for their friends facial on their account, what would the invoices look like?
Charge the friend for the treatment at their cost, change the invoice to a prepaid (if their paying in advance), and leave notes in the invoice/ sticky note saying they are purchasing for their friend.
The client that got treated will also have an invoice made with a zero'd out treatment and notes saying you redeemed it from their friends account.
When someone calls in inquiring, what is the first thing you do?
Add them into the system!!
A client's checks in for their appointment and the notes say 'pa delinquent' - how do you make their membership current?
Update the card on file - under contract info, billing, view eft
Back to home page, club payment, select correct card and push it through
If someone refers a friend, how much do they earn and where can we find it?
$25 in award points
You can find the award points in their chart under the invoices tab
Walk me through a gift card invoice.
Gift card is it's own invoice type, it prompts you to enter in the code (on the back of the card), select 'all patients', enter in the amount and take payment.
Walk me through an invoice of a client that wants to use Care Credit.
Look them up on the care credit website, wait for them to fill out the form on their phone. Complete the transaction on PN, PRINT THE RECEIPT AND HAVE THEM SIGN IT!
We need to scan it into their account.
When someone is booking a consultation (injection or skincare) what types of questions would you ask?
What treatments have they tried and liked/disliked
How many times have they done that service
Any hesitations/ concerns they have
What are the next steps after a client has filled out the ipad membership form?
Make sure it went through on PA, push the $199 through as 'Paramount Payment' and push it through as cash.
Give them a goodie bag, make sure they know that PA will bill them not Haus.
Name all of our high ticket items!
*hint, there's 10*
TNS, lipid serum, firming serum, inhance (large), lumivive, procedure enhancement system, nectar, restorative skin complex, TNS recovery, nutrafol
What are the the C's?
Create excitement, credential, close!
What does ABC stand for?
Always be credentialing
What does laser stand for?
Light amplification by stimulated emission of radiation
212, because it doesn't boil at 211 - just 1 degree can make a huge difference!
Go the extra mile!
Always be elevating!
Name as many haus pets as you can
Kenny, oscar, oliver, scarlet, loki, odin, ollie, izzie, teddy, tilly, tim, herbie, winnie, bean, moose, Beni, Ozzie, nacho