Steph
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An error occurred while saving the comment Steph commented...but what if the person comes in again in 6 months when they receive a new promo piece? I'd suggest that the way you got their name (as a Lead) should be the Lead Source, while each promo you send out would be best tracked as a Session Promotion. Hope this helps! (And if I can assist, or you want to sign up for extra email tips, just let me know! ~ Thanks, Steph Lesser, Authorized StudioPlus Consultant. Stephanie@ProSolutionsPlus.com (561) 809-1031
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An error occurred while saving the comment Steph commentedOther users can be added to unlinked appointments. Just double-click to open the appointment, then in the lower right, click Advanced Calendar Options. This gives you a tab (right next to General) called Calendar. Go to this tab, and at the bottom, check to select as many users as you want to! Another cool thing you can do is display multiple calendars, then right click to copy and paste an appointment. Hope this helps! (And if I can assist, or if you'd like to sign up for emails tips, just let me know! ~ Steph Lesser, Authorized StudioPlus Consultant. Stephanie@ProSolutionsPlus.com (561) 809-1031)
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....an easy work around: Type the Extension in the Label field to the left of the phone number field. For example, if it says 'Work Phone', you can overtype/add to that so for this client record, the field will display as you type it...something like: 'WORK EXT 12'
Hope this helps! ~ Steph Lesser, Authorized StudioPlus Consultant