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👜 DAY 3: Tools of the Trade (Systems, Payments & Bullet Scripts)

Students

Last Updated: Aug 10, 2025

Categories: Appointment Angels

About Course

You can’t enter the quest without your toolkit. Today is all about mastering our systems, understanding money flow, and getting your first taste of the bullet point script.

Course Content

🏡 Welcome to Tools of the Trade (Systems, Payments & Bullet Scripts)

🏠 Introduction to Today
🎯 Today’s Goals
🗓️ Today’s Schedule

📅 Booking Systems Overview

❓ When Can We Book a Client Appointment
☎️ Booking & Ending a Call
📅 WIX – Walkthrough
📅 ACUITY – Walkthrough
📅 JENA – Walkthrough
📅 That time – Walkthrough
📅 Book in Beautiful – Walkthrough
📅 Powerdiary – Walkthrough
📅 Slick – Walkthrough
📅 Treatwell – Walkthrough
📅 Ovatu (Location) – Walkthrough
📅 Ovatu (Domain) – Walkthrough
📅 Timely – Walkthrough
📅 Google Calendar – Walkthrough
📅 Fresha – Walkthrough
📅 Booksy – Walkthrough

📝 Client Cheat Sheets & Daily Tools

📈 Daily Workflow & KPIs

💰 Deposits & Payments

☎️ Dialler Setup & Navigation

❓ Dispositions & Troubleshooting

📚 Dispositions Guide (When to Use Each One)
❓ FAQ: Dispositions Have Disappeared
❓ FAQ: Laptop Ringing During a Call
❓ FAQ: Updating My Call Sheet
❓ FAQ: Completing Patient Intake Form
❓ FAQ: Log into the CRM
🔨 Expected Dialler Issues & How to Handle Them
🔒 Claiming ”Your” Leads
🕵️‍♀️ Someone Took My Lead!

📃 Bullet Point Scripts

🏁 Wrapping Up Today