What Can Senior Place Premium Do for Me?

Senior Place's standard package includes everything you need to manage the placement processes; however, for those of you who are looking to take your placement business a step further, Senior Place Premium might be for you!

Let's dig into some of the top features Senior Place Premium includes:

Automated Workflows

Have you ever wondered if there's a way to offload the work of creating recurring emails or tasks? Workflows enable you to do just that. All you need to do is set up the initial Workflow automation - after that, you can use the countless hours you save for higher-priority work!

Here are eight types of Workflows you can create:

• Referral source follow-up email - One use for this Workflow is to send thank-you emails to a referral source after your client has been placed.
• Move-in follow-up email - This Workflow is great for when you send follow-up information to your clients/contacts after a move.
• Create task on client status changes - This Workflow has endless uses. One potential use is to have it create a "Send Invoice" task whenever a client reaches the Moved status.
• Send email on client status changes - One use for this workflow is to send a series of intake questions to your client when they are added to Senior Place.
• Create task to Re-Engage with Inactive Client - This Workflow will automatically create a task to re-engage with clients where the line of communication has gone cold.
• Create a task for Clients that haven't been worked on recently - This workflow will ensure your clients aren't being forgotten about. If they haven't been worked on in a certain period, we'll automatically create a task for your team.
• Send email when a Client reaches their Check Back Later Date - Rather than manually email clients when they've reached the Check Back Later Date you set, simply set up this Workflow to do that for you!
• Create Task when a Client reaches their Check Back Later Date - If you need a reminder to follow up with Clients when they reach the Check Back Later Date you set, this Workflow will automatically create a task for you to do so.

As you can imagine, Workflows have numerous possible uses - the great news is that you can create an unlimited number of them!

Email & Link Open Tracking

Knowing that your clients, referrals, and communities open your emails and links can be valuable knowledge when it comes to running your placement business! That's why we've added per-recipient email and link open tracking for Senior Place Premium Customers.

Customizable Client Statuses

With Premium, you can customize Client Statuses to fit the exact wording, order, and situations your agency has. In the image above, you can see the Custom Status we added after New.

Custom User Permissions

For those of you who want more control over your user permission levels, Senior Place Premium allows for Custom user permissions. This gives you more granular control over the access that each of your users has in Senior Place.

Unlimited SignWise Templates

While the two SignWise templates* that are included in our core package work for many of our customers, you may find that you need three, four, or even ten SignWise templates to support the work you do!

If that's you, Senior Place Premium enables you to create unlimited SignWise templates.

*Templates refer to the signature template you create before sending it to a client, community, or referral. This could be a contract, disclosure agreement, NDA, or something else entirely.

Custom Hosted Intake Form

Senior Place's core package includes hosted intake forms; however, they are limited to the default fields. With Senior Place Premium, you can customize the hosted intake form to your heart's content!

Unlimited Saved Custom Reports

In Senior Place's core package, every user can save a single Custom Report; however, with Senior Place Premium, you can save as many Custom Reports as you'd like! Rather than take the time to rebuild the report you need, you can simply create it once and save it for future use.

Custom Report Downloading & Scheduling

Along with unlimited saved Custom Reports, with Premium, you can easily Download Custom Report results and Schedule them to be sent out to you or your team on a regular basis. This is a great way to ensure important reports are timely and never get forgotten.

Integrations

With our Direct QuickBooks Online (QBO) integration, your team can more effectively keep Senior Place and QBO invoice records in sync, further reducing the need for invoice review and the chance of duplicate entries.

Additionally, you can connect indirectly with a variety of other applications through Zapier!

How do I get started?

If you're interested in seeing a live demo of Senior Place Premium features or would like to try them yourself for a limited period, let us know by emailing support@seniorplace.io!

Will Senior Place Premium continue to get more features?

Yes! We're dedicated to building valuable features for our core package as well as Premium. Whether you choose to get Premium or not, you can rest assured that you won't be left out.😁

Have more questions? Feel free to reach out to us at support@seniorplace.io!