Overview:
This SOP outlines the step-by-step process for adding a form link to Chef Tai's calendar events. This ensures that all relevant information is easily accessible for scheduled events, streamlining the workflow for upcoming bookings.
Step 1: Verify Payment and Contract
- Check if the client has successfully completed payment and signed the contract:
- Navigate to the "Upcoming Events" section in Dubsado.
- Confirm that the client’s status is updated to Paid and the Contract is signed.
Step 2: Locate the Client’s Form Link
- Go to the Forms section within the client’s Dubsado project.
- Click on the Proposal Form and select View.
- Copy the form link to your clipboard for use in the calendar event.
Step 3: Access Chef Tai’s Calendar
- Open Chef Tai’s Google Calendar or the designated calendar system being used (Morgen).
- Locate the specific event for the client:
- Use the client’s name and event date to ensure you are selecting the correct calendar entry.
Step 4: Add the Form Link to the Event
- Open the calendar event and locate the Description field.
- Paste the form link into the Description section.
- Optional: Remove any unnecessary links, such as the Invoice Link, as it is not relevant at this stage.
- Save the updated event to ensure the changes are applied.
Important Notes:
- Automation: Unfortunately, this step cannot be automated and must be completed manually.
- Double-Check: Always verify that the correct form link has been added to avoid any errors.
Troubleshooting:
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If you cannot find the calendar event:
- Check Dubsado for the event details and confirm the date and time.
- Revisit Chef Tai’s calendar to locate the corresponding entry.
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If the calendar does not sync properly:
- Ensure that the client’s project is correctly linked to the calendar.
- Refresh the calendar to confirm the event appears.
Final Steps:
- Ensure the form link is saved and visible in the calendar event.
- Notify the relevant team members if additional updates are needed.