--000000000000cdc1b30620c56252 Content-Type: multipart/alternative; boundary="000000000000cdc1ae0620c56251" --000000000000cdc1ae0620c56251 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thanks for pulling me in here, Chad. Currently the only recurring subscription model customer base is billed through/for CareTree. I=E2=80=99d suggest we have an alignment call with Kr= isty from the billing team so we can make sure we decide on a process that works out the gates instead of having to pivot in production and under the gun. *From:* Chad Everitt *Sent:* Wednesday, August 28, 2024 1:28 PM *To:* Timothy Thomas ; Laszlo Kovacs *Cc:* Audra Williams *Subject:* Re: Lifeguard Clients Looping in +Laszlo Kovacs to assist with the below request. *Chad Everitt* President- East Division & Canada Mobile: 202.262.8318 [image: Image removed by sender. 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 that how we will invoice our monthly subscription dues? Perhaps for ease of use 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 --=20 *Tim Thomas* Head of Midwest & Canada Divisions | *TheKey* Mobile: 514.591.9387 [image: Image removed by sender. TheKey] --000000000000cdc1ae0620c56251 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thanks for pulling me in here, Chad. =C2=A0 Currently the = only recurring subscription model customer base is billed through/for CareT= ree. I=E2=80=99d suggest we have an alignment call with Kristy from the bil= ling team so we can make sure we decide on a process that works out the gat= es instead of having to pivot in production and under the gun. =C2=A0 From: Chad Everitt < chad.everitt@thekey.com > = Sent: Wednesday, August 28, 2024 1:28 PM To: Timothy Thomas &= lt; tt@thekey.com >; Laszlo Kovacs &l= t; laszlo.kovacs@thekey.com &= gt; Cc: Audra Williams < a= udraw@thekey.com > Subject: Re: Lifeguard Clients =C2=A0 Looping= in=C2=A0 +Laszlo Kovacs =C2= =A0to assist with the below request. =C2=A0 <span style= =3D"font-size:10.0pt;font-family:"Verdana",sans-serif