1

I. Welcome To GeNCORR & Logging In

• How To Access?
• Introduction to GeNCORR

2

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
• IMPORTANT REMINDER!!! [DO NOT SKIP]

3

II. Basics

• How To Get Help & How To Add New People
• Providing us with lists
• Understanding The Dashboard

4

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

5

Calendar

• Appointment Status | Creating Appointments

6

Campaigns

• Lead Nurture Automations

7

Custom Values

• What Are They? How To Use Them!