Jump to:

• Location Toggle
• Contacts
• Growth
• Reactivation
• Insights
• Chat Log

Nearly everything you need to access lives at the top of your screen in the Utility Bar.

Location Toggle

• If you have multiple locations, you can switch between them here. 

Contacts

• Easily see contacts in specific phases: Leads, Free Screens, Initial Evaluations, Patients, and All contacts.
• The Follow-Up page lives here and is where your lead converter will do most of their work. You want to check this page every day!

Growth

• Review all current or previous workshops and their registrants. 
• Schedule new Workshops or CAWs
• Filter by workshop type, date, or location

Reactivation

• Schedule/Edit current or previous monthly campaigns
• Preview campaign content
• Schedule/Edit Email Broadcasts
• Schedule/Send SMS campaigns

Insights

• Review data on email performance, follow-ups, and workshop success

Chat Log

• Listen to call recordings 
• Confirm your Tracking Number
• Send texts to contacts based on their phase or workshop registration
• Reply to unread texts