--000000000000c26fed0620c2866e Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Looping in +Laszlo Kovacs to assist with the below request. *Chad Everitt* President- East Division & Canada Mobile: 202.262.8318 [image: TheKey] On Tue, Aug 27, 2024 at 12:42=E2=80=AFPM Timothy Thomas wro= te: > Hi Audra, > > I need to know how to handle Lifeguard leads in SF. Especially when it > comes time to convert them to clients. Do we want them in wellsky? Is tha= t > how we will invoice our monthly subscription dues? Perhaps for ease of us= e > we create a Lifeguard Caregiver in CC and assign them to the schedule on > the sign up date and make one shift for the full monthly fees, > recurring monthly? > > We have a pre-care client coming on board shortly. > > Thanks > -- > > *Tim Thomas* > Head of Midwest & Canada Divisions | *TheKey* > Mobile: 514.591.9387 > [image: TheKey] > --000000000000c26fed0620c2866e Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Looping in=C2=A0 +Laszlo = Kovacs =C2=A0to assist with the below request. = Chad Everitt = President- East D= ivision & Canada Mobile= : 202.262.8318 On Tue, Aug 27, 2024 at 12:42= =E2=80=AFPM Timothy Thomas < tt@thekey.c= om > wrote: Hi=C2=A0Audra, I need to know how to = handle Lifeguard leads in SF. Especially when it comes time to convert them= to clients. Do we want them in wellsky? Is that how we will invoice our mo= nthly subscription dues? Perhaps for ease of use we create a Lifeguard Care= giver in CC and assign them to the schedule on the sign up date and make on= e shift for the full monthly fees, recurring=C2=A0monthly?=C2=A0 = We have a pre-care client coming on board shortly. Thanks -- = Tim Thomas Head of Midwest & Canada Divisions |=C2=A0 TheKey Mobile: 5= 14.591.9387 = </tr=