Setup

Initial Customization
In you're software, you'll need a fully set up account including Assigned phone number with the "Trust" set up Assigned email add...
Thu, 31 Oct, 2024 at 7:21 PM
Guest Intake Form and Booking
Once your Custom Values are entered, your guests will see your logo, colors, and details on the Intake Form, Booking, and Thank You page. Next, you'...
Thu, 31 Oct, 2024 at 7:23 PM
Guest Prospecting Calls
Calls are set up as tasks in the following workflows to follow up and meet the goals at a higher rate. The Guest Concierge (Assistant) can make these cal...
Thu, 31 Oct, 2024 at 7:25 PM
Note Cards
Sending Note Cards has been a special touch that has helped us book some pretty amazing guests in the past. Like the phone calls, these are added as Ta...
Thu, 31 Oct, 2024 at 7:25 PM
4 Things You'll Need to Optimize Conversions
To make the emails fully functional, you need some additional marketing materials. They should be saved as a PDF and uploaded to ConvertDash or HighLev...
Thu, 31 Oct, 2024 at 7:26 PM
Update Custom Values
This can be done using the Custom Values Entry Survey Once the domain is assigned to your funnels and the 4 Marketing Optimization Items are created and ...
Thu, 31 Oct, 2024 at 7:27 PM
Outbound Emails and Texts
Editing Emails All email and text templates that go to CONTACTS can be reviewed and edited in Marketing > Snippets They are numbered to correspond ...
Thu, 31 Oct, 2024 at 7:28 PM
Guest Terms and Conditions
Guests and Potential Guests are given links to the Guest Terms and Conditions througout the process. Here is how to craft them just how you want them. ...
Thu, 31 Oct, 2024 at 7:29 PM