Administrative Process & Procedure Audit request
Name
First Name
Last Name
Email
example@example.com
Program Website
Who is your website host?
Programs Social Media Accounts
Step by step, what is the enrollment process to get into you program? If you don’t have one yet, thats alright!
What ways do you allow prospective clients to contact you when they are looking to get into your program? Select all that apply.
Social Media message
Text message
Email
Phone call
Show up at your barn
What ways do you allow your CURRENT clients to contact you? Select all that apply.
Text
Email
Phone Call
Social Media Accounts
Do you have a separate work phone number & email for clients only?
Yes
No, I give them my personal phone and email.
If You need to get a message out to all of your clients at once, how do you do this? Select all that apply.
Mass Email
Mass Text
Social Media Accounts
Message Board at the barn
What system do you use to schedule your clients? Select all that apply
Scheduling App/Website
Paper Scheduling Book
Text
Email
Verbal Confirmation
No System
If the system is electronic, what system is it?
How do you invoice and collect payment?
When do you require payment be made?
How do you keep track of payments? Select all that apply.
Paper Book Ledger
Electronic Payment System
I do not keep track
Does your method allow for both you and your client to keep track together?
Yes
No
What forms of payment do you accept? Select all that apply
Credit Card/Online Payment?
Cash
Check
Payment App (Cashapp, Venmo etc.)
How do you keep track of cancellations and reschedules from clients? Select all that apply.
Scheduling App/Software
Paper Ledger
Text/Emails
I don’t keep track.
When you need to make a cancellation from your end with a client, how do you do it? Select all that apply.
Text
Email
Cancel Via Scheduling App
Phone Call/Voicemail
Message through social
Do you have a way for both you and your client to keep track of cancellations and reschedules?
Yes
No
If yes, how? If no type N/A
How do you keep track of all of the students on your roster and their guardians?
What is the process for clients/students to continue riding with you each month? How do they renew their lessons?
What is the un-enrollment process for clients?
Do you have all of your clients contact information in one single place?
Yes
No
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Admin. Process & Procedure Audit
$
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Payment Methods
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