Ever been on the phone with a client, struggling to find the right cost within their budget? Say goodbye to those stressful, drawn-out conversations! The Pre-Session Payment Plan Calculator simplifies pricing discussions with its intuitive interface and quick calculations. Easily provide the perfect payment plan, whether your client has a specific budget or a set session date. This tool ensures everything is wrapped up about 4 weeks before the session, making your booking process smoother and more efficient.

CRM Integration for Enhanced Efficiency

To integrate the Pre-Session Payment Plan Calculator with your CRM system (such as GHL, Rarity, LeadSavage, Elevate, HeyNikki, etc.):

With Setup (what’s included):

• Add Deanna Kelbaugh as Staff: Within 14 days, add Deanna to your CRM staff using the email [email protected]. This setup links the calculator to your dashboard.

• Automation Setup: Deanna will configure workflows so results integrate directly into client profiles — all payment details, session info, and client contact data will auto-fill into contracts.

• Processing Time: Allow up to 10 days for the integration to be finalized (you can still use the code manually during this time).

• Testing to ensure everything runs smoothly before you launch it with clients.

Without Setup:

• You’ll need to calculate payment plans manually for each client

• You’ll have to enter client details into your CRM by hand — no auto-fill

• Payment details won’t auto-populate in contracts, increasing the chance of typos

• Clients won’t see an instant, polished payment plan during booking

Next Steps:

1. Email Notification: After adding Deanna, email [email protected] with the subject "Order - CRM Access" to start setup.

2. Focus on What You Do Best: We’ll handle the technical details so you can concentrate on capturing beautiful moments.