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Onboarding Plan - Essential Includes: - 1 Configuration - 1 Delivery Call - 1 Full Reconfiguration - 2 Implementation Calls (3-month limit) Meeting link: https://us02web.zoom.us/j/4302742743?pwd=Ffj4s2Lx6ExtRx3jKgXPypBmVvAHgt.1
Multi-Account Setup For businesses managing multiple locations or accounts, our team will help configure your accounts so they work together properly. This includes: - One Account Health Review to discuss your business model - Follow up workflow configurations that support multi-location operations - Syncing calendars across accounts - Setting up scheduling rules - Reviewing reporting and data visibility This setup helps ensure your business runs smoothly across multiple teams or locations. Call will be held at this Zoom link: https://us02web.zoom.us/j/2954795992
Onboarding Plan - Migrator Includes: - 1 Configuration - 1 Delivery Call - 1 Operations Video (minor edits) - Full Data Import (3-month limit) Meeting link: https://us02web.zoom.us/j/4302742743?pwd=Ffj4s2Lx6ExtRx3jKgXPypBmVvAHgt.1
Onboarding Plan - Pro Includes: - 1 Configuration - 1 Delivery Call - Multiple Reconfigurations - Unlimited Implementation Calls (3-month limit) - 1 Year of White Glove Service Meeting link: https://us02web.zoom.us/j/4302742743?pwd=Ffj4s2Lx6ExtRx3jKgXPypBmVvAHgt.1
Onboarding Plan - Elite Includes: - 1 Configuration - 1 Delivery Call - Multiple Reconfigurations - Unlimited Implementation Calls (3-month limit) - Full Data Import - 1 Year of White Glove Service Meeting link: https://us02web.zoom.us/j/4302742743?pwd=Ffj4s2Lx6ExtRx3jKgXPypBmVvAHgt.1

Summary