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Client Information

Do you prefer a voicemail greeting?
YesNo

Please provide your script:

During/Lunch Hours Instructions:
(please explain & check how you want your messages delivered for routine and urgent calls and any contact information for emergencies, if voicemail is reached would you like us to leave a complete message or would you like us to leave a message for the on-call/contact to return our call to clear message? How many times would you like us to try on-call/contact before trying back-up etc.).

Services offered for routine messages:
HoldCall backlineFax or email at specific timeFax/email as takenRefer to call backOther

How to handle emergency calls during hours:
Call backlineText/SMSOther

Details: (Please include contacts' names, numbers, if text provide cellphone provider, order and any interval follow up if voicemail is left.)

After Hours Instructions:
(please explain & include how you want your messages handled after hours, and any protocol to follow when processing after hour emergencies.)

Routine calls after office hours:
HoldFax or email at specific timeRefer to call back during office hoursFax as come inOther

What is considered an emergency and requires us to reach you for after business hours (please list them)?

How to handle Emergency calls after hours: (check all that apply)
CallTextOther

If more than one is checked, list order preference:

Details (Please provide contact's name and number. If text is checked list the cellphone provider as well.)

Download the credit authorization form.