New Client Record Creation

To register a new client's information for future contact or invoicing, send them a registration link by copying and pasting the below link:

[<https://singinglad.com/register>](<https://singinglad.com/register>) 

When advised of a new registration entry:

• View submissions via Google Sheets:

<https://docs.google.com/spreadsheets/d/1qoT9p1Ac8Y5nYc-nT8-lxwmn5zfYsIbGUzIvJULkW50/edit?usp=sharing>

• Use details entered to enter new customer information into
  • Zoho Books (Automated via Make)
  • HNRY (Automated via Zapier)
  • Google Contacts (Automated via Make)
• Welcome Email template sent to email address entered into webform automated with Jotform (Automated)
• 2 setup items to be actioned….
  • Create new Google Classroom (with custom header), and invite client using email address entered into form.
  • If not already activated, in Zoho Books, activate the client portal from the new client's 'Customer' screen.

Fig 1 - To activate the client portal invitation, click the link as is circled above.

Book Lesson Time

Note - When OnceHub booking service is active, the client is able to book their lesson time at the time of registration. If service is inactive, follow the below steps.

• After communicating with the client via phone/SMS/email/chat, agree upon a suitable time for the client's lesson (remembering to ensure that bookings are in line with options on 'Pricing' page)

• Create a new event on the Google Calendar calendar titled 'Singing Lad'.

• In the New Event window, ensure that the following details are completed:

  • The 'Event Title' should contain the client's full name. Recommended format is 'Lesson - [First Name] [Last Name]'
  • The 'Date' and 'Time' must be completed to reflect the agreed upon time as per your prior conversation
  • The 'Location' must be competed as correctly as possible directing the client to the planned lesson location
  • The client email must be entered under 'Guests' so that the event information is sent as an invitation.

  

  Fig 2 - The new event window must be filled out as above

  • After clicking 'Save', locate the event on the calendar.
  • On the right side of the screen, in the toolbar, click the icon for 'SMS Reminders', this will slide out the SMS Reminders window.
  • While this menu is open, select the relevant event, the menu updates with adjustable options for the event.
  • Toggle the switch next to the event title to turn on reminders for this event (update phone number if necessary)

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