SOP 1 · Module 0, Start here
Before you begin
What this is for
Five accounts run the whole system. Get all five working before you build anything. If one is missing, you will get stuck in module 2 and lose a day.
The five accounts
| # | Account | Why you need it | What "working" means |
|---|---|---|---|
| 1 | GoHighLevel | Where every lead lands, where texts go out, where the calendar and pipeline live. On the Screen to Scan System, you already have it. | You can log in. |
| 2 | Stripe | Takes the deposit when a patient picks a time. | You can log in, and the account is fully activated (bank account and EIN entered). |
| 3 | Meta Business account with a Facebook Page | Runs the ads and the Instant Form. | You can log in to business.facebook.com and see your clinic's Page. |
| 4 | A business phone number | Sends the texts. This number comes from GoHighLevel in SOP 5. Do not buy one anywhere else. | Skip for now. SOP 5 covers it. |
| 5 | One screening you can offer | The thing a stranger says yes to on their phone. | Written down. SOP 2 helps you pick. |
Do this
- Open a note on your phone or computer called "Screen to Scan logins."
- For each account above, log in once. If you had to ask someone for the password, write down who has it and get your own login.
- Stripe: if you do not have one, go to stripe.com and open one. It is free. You need a bank account number and your EIN. It takes about ten minutes.
- Meta: if you have a Facebook Page but no Business account, that is normal. SOP 10 walks you through it. For now, just make sure you can log in to the Page.
Done when
You can log in to GoHighLevel, Stripe, and Meta without asking anyone for a password, and your screening is written down.