Is there a way to rate clients so I can create a priority list without them seeing any such flags? But, so it’s really easy to see, like, as soon as we bring up their file it would be like a red/yellow/green or something like that?
I’m trying to figure out a way to have my assistant prioritize my vip clients and easily see which black listed clients are, well, black listed. With limited amount of time I’m trying to free up a couple days of the week for emergencies and my regulars who I adore but seem to never have time for anymore because of such a tight schedule. Since my assistant doesn’t know one from the other, I’m trying to figure out a way to easily label .
I’m trying to figure out a way to have my assistant prioritize my vip clients and easily see which black listed clients are, well, black listed. With limited amount of time I’m trying to free up a couple days of the week for emergencies and my regulars who I adore but seem to never have time for anymore because of such a tight schedule. Since my assistant doesn’t know one from the other, I’m trying to figure out a way to easily label .