What is a tag?
FAQs
Which appointment types impact member status?
Any unexpired credit assigned to a client or any scheduled appointments for that client.
What happens when I had appointments and all credits expire/are used?
Like plans, the client would become an ex-member unless they also have a plan that makes them retain a different member status.
What happens to existing appointment types that have no client status is set?
They will continue to “count” as a non-member until they are edited and a specific status is selected for the appointment type.
Does a client status have to be selected for an appointment type?
Yes, this is now a required field.
Grow Impact FAQs
Updating a group of "Non-Members" to "Member" could result inclients getting tagged as such in Grow.
Currently, no Lead, member or non member messaging workflows will trigger as clients will need to specifically route these workflows similar to plan name or category. Admins/staff need to specifically add a branch to check the field "appt type" to enter any messaging workflows.
The only Potential negative is the "Ex member workflow" > Once the client runs out of credits on appointments, they immediately turn into an ex member. This will apply the tag and trigger the ex-member workflow. The ex-member workflow will remove them from any other workflows they're currently active in.
Filters should be added to prevent clients who use their allocated credits from being added to the ex-member workflow.
Set Up:
The client status field is displayed when creating or editing an appointment type. Apply the appropriate member status for the appointment type. Member status types: Member, Non-Member, & Lead:
Help
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