Acuity Sync

When an appointment is created or changed in Acuity, we sync it with HubSpot. For details regarding this integration, check out the Acuity Calendar Sync section of the Development Notes. 

Wait List 

First Time Appointments 

This is an image of how this generally works - we're just catching any errors or cancellations, and making sure they get to the right place. 

Sales Process

Qualification Calls

When a new appointment is booked, we will try to qualify them as quickly as possible. There are a couple of views that we have created to help manage this (Nashville & Louisville). 

For accountability purposes, there will be additional reports on dashboards that provide a list of deals that have been around for more than a week but have not yet been qualified. 

Confirming Brides

This stage is relatively simple. There are two views (Nashville & Louisville) that show Next Week's Appointments. The expectation is that the team is calling these brides the week before their appointment. For accountability purposes, we have a report available that shows appointments that are less than 7 days in the future (or in the past) that have never been confirmed. 


Follow Up Appointments

Purchases

No Purchases






First Time Appointments and Adorn Now Appointments are very similar, although they do run through slightly different workflows. 
Adorn Now Workflow is located here: https://app.hubspot.com/workflows/6291049/platform/flow/253593607/edit
First Time Appointment is located here: