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MRS Claims | Verifying Client Dashboards SOP

Objective: This SOP outlines the process for Royal Executive Assistants to verify and ensure client dashboards are set up correctly in SuiteDash. Step 1: Log into SuiteDash ...

Chef Tai | Sending Menu Proposals

Purpose This SOP outlines the process for sending menu proposals to clients for Chef Tai, ensuring accuracy, consistency, and professional communication. Steps to ...

Chef Tai | Weekly Updates

Purpose This SOP outlines the process for managing weekly updates for Chef Tai, including tracking leads, ensuring payments, and keeping Chef Tai informed about upcoming e ...

City Wide Courier | Blog Creation

Purpose This SOP outlines the step-by-step process for creating and publishing blog posts for City Wide Courier on Wix, ensuring SEO optimization and accurate formatting. ...

Chef Tai | Applying Payment

Purpose To document the step-by-step process for applying payments to Dubsado for Chef Tai when clients do not pay directly through the platform. Step-by-Step Process ...

MRS Claims | Adding Videos to LMS Training Course

Purpose: This SOP provides step-by-step instructions for Royal Executive Assistants on how to add videos to the Learn section for Mrs. Claims. Step 1: Access the Account ...

Chef Tai | Holiday Menu

Overview: This SOP outlines the step-by-step process for managing Chef Tai's Holiday Menu, from updating the menu and form to ensuring all workflows, emails, and systems are ...

Martin Curry | Scheduling and Managing Appointments in Oryx

Purpose To provide a structured guide for scheduling and managing patient appointments using the Oryx system. Step-by-Step Procedure 1. Logging into the Oryx System Open ...

Chef Tai | Rescheduling an Appointment

Purpose This SOP provides the step-by-step process for rescheduling a client appointment in Dubsado and ensuring all calendars are updated accordingly. Step-by-Step Pro ...

Chef Tai | Adding Form Link to Calendar

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 ...