Medical Spa Snapshot Setup Guide
Create Account
Click “Add Account” button
Enter/Find client (or add manually if you can’t find them)
Select “Industry Template - Medical Spa” snapshot from Snapshots dropdown
Fill out client info
Save
Configure General Settings Tab:
Switch into new client account (Switch To An Account Dropdown at top)
Settings > Company tab
Add Company Logo
Set company email
Confirm time zone is correct
Setup Twilio Phone Number:
Settings > Phone Number Tab > Add Number
Create New Number
Be sure to enter/save the “call forwarding number” (the main office number)
Turn on call recording and call recording notification message
Build A Funnel
Set up the URL path for each funnel and page
In the $250 Gift Card Funnel > be sure to set the form button used in the Pop Up to direct to either the Booking Page or Thank You Page
Update Custom Values
Settings > Custom Values > Twilio Number > Pencil Icon > Enter new Twilio Number
Settings > Custom values > Claim TY Page > Pencil Icon > Enter Claim Thank You Page url
Settings > Custom values > From Email > Pencil Icon > Enter the email address that should be shown as the “from” address (usually contact@yourclient.com)
Settings > Custom values > Notifications Email For Client > Pencil Icon > Enter the email address of your client that notifications should go to
Settings > Custom values > Twilio Number In link Form > Pencil Icon > Replace the 5s in the following example with the Twilio number (tel:+15555555555)
Settings > Custom values > Logo Link > Pencil Icon > Enter the url for your client’s logo
Settings > Custom values > Your App URL > Pencil Icon > enter the url where clients log into your HighLevel app
Settings > Custom values > DR Offer > Pencil Icon > enter your database reactivation offer (like 1 free private yoga lesson)
Setup Mailgun
Agency Account > Settings > Mailgun
Copy main API key at top and paste in client field (be sure to hit return then click save button that appears)
Select the subdomain you set up from the dropdown in the domains column for this account
Review Pipeline Stages
Settings > Pipeline > Edit the name of your Pipeline
Setup campaigns: A-1 OR A-2 & A-3 depending on campaigns you’re running
Client account > Marketing > Campaigns > select A-1 OR 2 & 3) > Configuration dropdown > set From email address > enter Client Business Name in from name field and review other settings
Update Email Titles
Review the timing of each item
Update placeholders in voicemail script, record & upload file
Be sure that the campaign is published (not draft mode)!
Repeat steps above for additional A campaigns if necessary
Example Voicemail Script: Hi this is [client name/spa owner] from [spa name] calling to thank you for signing up for claiming your [offer]. The next step is to schedule a time to come in for your free consultation appointment. Please give us a call back at [Twilio Number] at your convenience to book a day and time that works best for you. We look forward to seeing you!
Optional → Connect Your Facebook Lead Ad And Map Fields
In your agency account, go to Settings > Integrations
Follow steps in our Direct Facebook Lead Ad Integration tutorial video
Be sure to add the Claim Thank You Page (Survey Page) url from the funnel as the redirect link in your Facebook Lead Ads form
IMPORTANT → If you’re using Facebook Lead Forms instead of the landing pages and High Level forms you will need to update all your #1 Triggers to Facebook > Facebook Lead Form Submitted > In form > Correct form you’re using on Facebook
Activate Trigger #1-A OR 1-B depending on campaigns you’ve turned on (Offer - Add to Free Week Claim Nurture - Create Opportunity in New Lead stage - Notify Client):
Review & Activate
Activate Trigger #2 depending on campaigns you’ve turned on (Offer Reply - Move opportunity to Hot Lead stage - Notify Client):
Review & Activate
Setup the Review Request Outreach Email:
Settings > Email Tab
Set Positive Answer: Leave A Review
Set review link: https://search.google.com/local/writereview?placeid=PASTEHERE (replace PASTEHERE with client’s ID). ID Finder: https://developers.google.com/places/place-id
Copy link
Save!
Setup the Review Request Outreach Text Message:
Settings > SMS Tab
Paste review link from the previous step
Save!
Setup the Review Request Outreach Timing:
Settings > Customize Communications tab. Set Email to 'immediately' and SMS to ‘After 1 Hour’
Configure campaign B) No Show Nurture:
Client account > Marketing > Campaigns > select B) Now Show Nurture campaign > Configuration dropdown > set From email address > enter Client Business Name in from name field > Save!
Review each item in the sequence and their timing
Activate Campaign
Edit Booking Request Calendar Settings:
Settings > Calendars > Booking Request > Pencil Icon
Set notification Email
If a client has a Google Calendar > Create a user for them, have client login and go to Settings > Integrations > Connect their Google account then go to Settings > Calendar Tab > Open Free Consults calendar and configure
Set the BOOKING Thank You Page URL in "Thank You Redirect URL" field
Save!
Activate Trigger #3 (Appointment Status is No Show - Add to No Show Nurture Campaign):
Review & Activate
Activate Trigger #4 (No Show Nurture reply - Move to Hot Leads in YOUR PROMOTION Pipeline - Notify Client):
Review & Activate
Activate Trigger #5 (No booking & no reply in A campaigns - Tag - Add to Campaign Not Yet Ready):
Review & Activate
Activate campaign C) Not Yet Ready:
Client account > Marketing > Campaigns > select C) Not Yet Ready campaign > Configuration dropdown > set From email address > enter Client Business Name in from name field > Save!
Make sure it’s Active!
Marketing > Campaigns > A) Core campaign > Config dropdown > Next Campaign dropdown > Select Not Yet Ready > Save
Activate campaign D) Booking Requested Reply
Marketing > Campaigns > select D) Booking Requested Reply campaign > Configuration dropdown > set From email address > enter Client Business Name in from name field > Save
Review & Activate
Activate Trigger #6 (New Booking Request - Move to Booking Requested pipeline stage - Notify Client)
Review & Activate
Activate campaign E) Appointment Reminders
Marketing > Campaigns > select E) Appointment Reminders campaign > Configuration dropdown > set From email address > enter Client Business Name in from name field > Save
Turn off "Stop On Reply"
Review all items
Activate
Activate Trigger #7 (Appointment Status Confirmed - Add to Appointment Reminders campaign)
Review & Activate