211739
Description
Mind Map by fertony.rodrigue, updated more than 1 year ago
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Created by fertony.rodrigue
over 10 years ago
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how to KBI
- Client comes in for consultation
Annotations:
- Client comes in for consultation
- Fills our Par-Q, signs waivers
- Decides what program they will be participating in
- Fills out personal and billing information on MindBody
- Trainer fills out consultation tab and new program tab so the client is placed into the correct category
- Melissa (Manager) sends an email of who to add to which program on Google Drive and to the KBI
- Recount the number of members in Fitness Modules/Private coaching/Small group coaching on Google drive just to double check the number is correct.
- After completion, email to the appropriate person (manager)
- After completion, email to the appropriate person (manager)
- Recount the number of members in Fitness Modules/Private coaching/Small group coaching on Google drive just to double check the number is correct.
- Melissa (Manager) sends an email of who to add to which program on Google Drive and to the KBI
- Trainer fills out consultation tab and new program tab so the client is placed into the correct category
- Fills out personal and billing information on MindBody
- Decides what program they will be participating in
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