Session Onboarding Form
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Match the highlighted date/time fields to their labels and Submit
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Create Session
CONTACT FIELDS UPDATED
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Calendar Date:
[Day], [Month] [Numeric Day], [Year]
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[Start Time]
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Divider Text
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Select...
Session Open
No Active Session
SESSION STATUS
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Client: [firstname] [lastname]Email: Session Type: [f1430]Location: [f2837]Timezone: Campaigns: [campaigns]Title: Duration: [Duration]Host: [Host+First+Name] [Host+Last+Name]Start Time: [Start+Time]End Time: [End+Time]Day of the Week: [Day]Day: [Numeric+Day]Month: [Month]Year: [Year]Location:
Open Session Notes
SESSION CREATED
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Session Date:
[Day], [Month] [Numeric Day], [Year]
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Divider Text
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[Start Time]
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Session Title (required)
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Select...
In Progress
Waiting to Close
Complete
Deferred
Session Status
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Select...
1. Client Booked
2. Consultation Booked
3. Ready for Edit
4. Ready for Ordering
5. Viewed - Email/SMS for Review
6a. *Unpaid - Waiting for Order
6b. PAID - Waiting for Order
7. Submitted to Lab
8. Packaged & Delivered
9. Gift + Partner Welcome Delivered
10. Promotion & Portfolio Update
Done
Session Pipeline
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Location
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Client: [firstname] [lastname]Email: Session Type: [f1430]Location: [f2837]Timezone: Campaigns: [campaigns]Title: Duration: [Duration]Host: [Host+First+Name] [Host+Last+Name]Start Time: [Start+Time]End Time: [End+Time]Day of the Week: [Day]Day: [Numeric+Day]Month: [Month]Year: [Year]Location:
Notes
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