Course curriculum

  • 1

    I. Welcome To GeNCORR & Logging In

    • How To Access?
    • Introduction to GeNCORR
  • 2

    II. Basics

    • How To Get Help & How To Add New People
    • Providing us with lists
    • Understanding The Dashboard
    • Setting up your calendar
  • 3

    Opportunities

    • Filters for opportunities
    • Overview | How To Work Leads and Move Them In GeNCORR
    • Confirming appointments
    • Update appointment status
    • Individual Opportunities | Contact Details | Adding Tags
  • 4

    Calendar

    • Appointment Status | Creating Appointments
  • 5

    Campaigns

    • Lead Nurture Automations
  • 6

    Custom Values

    • What Are They? How To Use Them!
  • 7

    Setting up and using our GOAT Program Correctly

    • Overview
    • Understanding the goat program
    • Managing Opportunities
    • Setting up Stripe for taking payment
    • Keeping your appointments accurate
    • Required updating of appointment status showed/no-showed
    • Setup Correct Calendar Availability
    • How to keep calendar availability accurate if you use a 3rd party software EHR
    • How to keep calendar availability accurate if you are syncing with google