1. Check the gmail email inbox. Forward APPOINTMENT REQUEST emails to the appropriate staff member. 

1. Check the phone for voicemails/texts – respond as needed.

2. Answer the phone and take client questions. 

3. Text Tracy with immediate client concerns. Note non-urgent concerns in the legal pad tagged for Tracy.

4. Check the TASK APP in WL + the UNIFYD platform for client calls that need to be made. 

5. Welcome clients: Check them in for their appointment. Check that their waiver is signed.

6. Session Orientation: Please review the directives prior to each session even for returning clients.  ASK IF THEY NEED SALTS.

7. Walk clients back to the session room. Ensure that they can use the chair + that they are comfortable.

8. During sessions: Monitor the session via the security cameras.

9. Get any requested juices out of the freezer + thaw in a cup with warm water. 

10. Create FOLLOW UP CALL TASKS for all first time visitors + for all canceled new client sessions.

11. End the session by playing the chimes.

12. After Session: Water + Detox Reminder. Book a next session. Provide the Conscious Observation Form to the new clients - stand + review the talking points with them. 

13. Clean the chairs after each use. 

14. Sell Merchandise: Assist clients in choosing + purchasing salts, medallions, and bracelets.

15. Check the Bathroom. Tidy up.

16. Restock medallions and bracelets.

17. Prior to closing:

    1. Empty all trash cans + wipe the outsides of the cans

    2. Clean the mirrors + vanity tops + toilets

    3. Windex the marks on the doors + windows

    4. Wipe down all the glass tables in the session room

    5. Straighten blankets on the chairs - they hang on the left arm of the chair

    6. Vacuum all rooms + hallways

    7. Restock coffee/tea, cups, napkins on the hospitality table

    8. Tidy the merchandise + wipe off dust

    9. Check for salt bags in center shelf

18.  Message Tracy (text or legal pad) with any product needs or concerns

19. Please keep the front sidewalk clear of snow. 

Your work schedule is in the WORKFORCE APP but you will still need to log your hours at the end of each shift you work.

1 Tap the TRACK TIME at the bottom of the screen

2 Tap TIMESHEETS in the top bar

3 Click the three dots in the top right corner and select ADD TIMESHEET

4 Add the deets:

Fill in clock in and out times – tap SAVE

Select PAYROLL for customer

Select YES for billable

Choose HOURS for the service item

5 Click ADD to finish

Note that you will not be able to enter times that are ‘in the future’. Just wait until the end of your shift to enter your hours.

All entries will be approved before processing.

Let Tracy know of any issues/mistakes.

Please provide all clients with the following information prior to their session:

The EESystem is creating both a biophoton field and a scalar wave energy field. This energetic current will relax you. (See the full script posted on the desk.)

You may find that you need the bathroom. Just exit and reenter quietly.

Please do not use your phone in the room.

We recommend that you rest. Eyes closed.

You might have an intention but remember that the system is prompting your body to heal itself and your body has its own intelligence.

(Note if others will be entering or exiting during their session time.)

The chimes will sound at the end of your session. Please check that you have all of your belongings as you leave.

And most importantly: Do not touch the EESystem.

FIRST TIME CLIENTS: Review the Conscious Communication Form

RETURNING CLIENT REMINDERS:

Drink plenty of water and remember to do your detox:

A thirty-minute soak in the bath salts is recommended. Please use ALL of the salt in one tub full of water. If you cannot do the full bath, a thirty-minute foot soak is fine. Use HALF of the salt in one foot soak tub of water.

Would you like to schedule a next session?

Thank you so much for coming in today.

We do offer OVERNIGHTS!

Here’s what you need to know:

Overnights are an 8 hour session and are offered monthly.

The Unlimited Access Pass does not include overnights.

Private overnights are available by appointment. Please speak to Tracy.

Monitor the room via the security cameras.

If clients are scrolling on their phone, please go back and politely remind them of our NO SCREEN policy.

As clients complete their session, please go into the room quietly. Clean the chair + fold the blanket so that the room stays neat for the next clients.

UNIFYD Healing sends us leads through their Client Management System.

Each client gets an immediate text from Tracy thanking them for their interest and letting them know that we will be calling.

The client is then set up for a FIRST CALL during which we are going to answer their questions + offer them a complimentary first visit.

(The client will get up to THREE CALLS).

Please indicate the following for each client as you make these calls:

Notes: What did you do? Please initial the note.

Task: Check off the task that you completed and schedule the next task. (Calls are scheduled 48-72 hours apart.)

Status: Change the status of the client: First Call, Second Call, Third Call, Booked, Abandoned.

At the clients first session:

• signature on the waiver

• introduction of how the EESystem works

• explanation of why the detox is important

• demonstration of how the chairs work.

After the client’s first session - before they leave the center:

Review the Conscious Communication Form:

• The technology heals across all dimensions: body, mind, soul. Be a sensitive + compassionate observer of your experience.

• Consistency is Key - it takes more than one visit. The data indicates 8-12 hours for a notable difference + up to 300 hours to recover from serious illness like cancer.

• Lifestyle changes are suggested. We have supplemental services to support you.

Calls to clients are of high priority as this is both client care + marketing.

Please check both UNIFYD + WL for TASKS due TODAY at the beginning of your work shift.

As indicated, new leads entering via UNIFYD get three calls to answer questions + offer the complimentary first session. As you complete these tasks, please indicate NOTES + TASK + STATUS in the client’s UNIFYD profile.

AFTER their first complimentary session, clients get three calls to check on detox, offer a next booking + follow-up to offer next booking. Please set up these calls in the client’s WL profile by clicking TASK and indicating the Task + the Due Date. Do not assign to team member.

Any NEW CLIENT CANCELLED sessions will receive two calls to rebook. Please set up these two calls in the client’s WL profile by clicking TASK and indicating the Task + the Due Date. Do not assign team member.

Additional instructions are available in the staff manual.

Clients who have not had an appointment in the past 6 months will be set up with a CALL BACK TASK.

These clients will be offered 20% off of their next booking appointment - offer good for 2 weeks from the call.

Ongoing clients are ready for additional talking points:

Ask them for a testimonial. They get 10% off of their next visit for a 60 second video testimonial of their experience.

Ask for a 5 star GOOGLE review. There is a QR code on the sign in the lobby - help clients scan and tap 5 stars. They can leave a few kind words as well.

Recommend Supplemental Services such as Access Bars, Life Empowerment Sessions + Health + Nutrition Coaching.

Point out the medallions + bracelets. These support the energetic frequencies that they are experiencing in the system.

Chat it up about the Sound Bath Meditation + the Somatic Breathwork Sessions.

The monthly special events + deals are posted - point them out!

There is a helpful Client Journey spreadsheet posted next to the desk and available in pdf below.

It’s helpful to know the big picture of how we would like to guide clients through our services.

Please note the STAFF INTERACTIONS on the bottom of the form.

You may encounter folks who have concerns or issues regarding their health + question the use of the EESystem. We want to stay within our scope of practice when answering questions and providing guidance.

Here are some comments that may be helpful:

“People have all different kinds of experiences. And a detox is a pretty common experience.”

“Sometimes a detox can feel like aches + pains, foggy head or headache, flu-like symptoms and general tiredness. Some people experience moods or memories. This usually lasts just a day or two. If your detox lasts longer or is uncomfortable, we suggest another detox bath. “

“Taking a 30 minute detox bath or foot soak is recommended. In fact, Dr. Michael considers it REQUIRED and is very specific about what the detox bath ingredients should be. (Baking soda, borax and sea salt - not epson salts.) “

“I don’t know about that. We recommend what Dr. Michael recommends. “

“You can repeat the detox bath the day after your session or daily for a few days or whenever you are not feeling well. “

“If you have concerns, please contact your healthcare provider. “

Do not give medical advice:

“I can’t be sure about that. Everyone’s experience is different. “

“I know that a detox is typical but I would not be able to answer much beyond that. “

“It can definitely take a few days but if you’re concerned, call your healthcare provider. “

“I’m not familiar with that. But if you’re worried, you can call your healthcare provider.”

“That’s interesting. I see. If you’re concerned, you should reach out to your healthcare provider. “

“If this is an emergency, please dial 911. “

Do not make promises:

“The EESystem is a wellness tool. The testimonials are very convincing and we do hope you have good results. But everyone is on their own healing journey. “

“You can look at the testimonial page. There are testimonials by category and you can see what others have experienced.”

“We just don’t know. But I will hold hope with you.”

We also ask that desk staff keeps the center clean.

Please check the bathrooms: no ring in the toilet, trash can empty, hair in the corner, splashes on the mirror, drips around the sink - PLEASE TIDY UP. 

The floor in the lobby will need more attention in the winter when salt comes in on the shoes. 

There are sweepers in the back closet to keep the rugs free of debris. 

The session room gets very dusty - and that’s hard to see. Please use the Tineco and move the chairs and tables to keep the dust bunnies from gathering. 

We would like the glass tables + the front lobby glass/mirrors free of fingerprints and smudges.
Please check at every shift you work - if everyone does a little, the center stays fresh + clean.