Office Resources
Datasheet/Guideline with Membership Link Generator for Existing Clients
Use this form to generate the custom link for clients who are looking to change their homecare membership tier. This does not automatically send them a message, invite, or e-mail. It simply generates a link for the office to share.
The Membership Link Generator is usually used when existing clients request a narrower arrival window.
Alternatively, you can navigate to the contact’s conversation in GHL, click on trigger links, and search for “Existing Client Homecare Memberships” which will automatically create the link for you. However, this will only work inside GHL and not anywhere else.
