Team Engagement Checklist
Growing a med spa is a team sport! This is why we designed our program to be implemented as a team.
Complete the checklist below to ensure everyone on your team is aligned with our program, knows their responsibilities, and has the resources needed to execute.
Step #1: Add Team Members To our Software Suite
To add new software users, click the “Invite Team Members” button in your software homepage.
Step #2: Hold A Team Meeting
The purpose of this team meeting is to:
- Align your team with our program
- Delegate responsibilities
- Ensure everyone has their required resources and knows how to access support
Meeting Agenda
- Go through the START HERE module. This will give your team a quick introduction to our program.
- Ensure all relevant team members are added to Skool
- Review and delegate the core responsibilities. Listed below:
Key Team Roles
Marketing Coordinator: In smaller clinics, this will most often be the owner-operator. This person is responsible for the overall implementation of the Forever Booked program.
Appointment Coordinator(s): Responsible for calling/texting leads generated from Forever Booked campaigns, collecting pre-payment, and scheduling appointments.
Treatment Consultant(s): Responsible for performing consultations and closing packages. In many clinics, they will also be performing treatments and carrying out treatment plans.
Providers: Responsible for performing treatments and carrying out treatment plans.
Step #3: Grant Software Accounts To Relevant Team Members
Upon signup, the purchaser of our program was sent a login for our software located at app.foreverbooked.com. If you cannot find this login, please email us at support@foreverbooked.com.
We recommend creating a software account for each Appointment Coordinator to track their activity.
To add new software users, click the “Invite Team Members” button in your software homepage.
You can also create accounts for Treatment Consultants & Providers so they can follow up with clients and track sales outcomes.