Front desk

Leads and activities

Track leads through pipelines and turn them into clients.

2 lessons Counts toward the Patient coordinator and Marketing certificates

Course content

2 lessons

01 Core lessons 2 lessons · count toward the certificate

What a lead is, pipelines, creating and completing activities, and converting a lead into a client.

Patient coordinator Marketing

Create clients, book appointments and check people in.

Take payments, deposits and invoices at the Point of Sale.

Sell packages, memberships, gift cards and add-ons at checkout.