Setting up and preparing White Glove /HQOE for your event when using paper forms is a quick and easy process through CORE
Before we can enable Order Entry services for your account, email whiteglove@candid.com to request White Glove services for your account.
Events must utilize Candid's preferred product offers, email campaigns, and recommended processes.
All services are subject to approval and must be scheduled in CORE at least 2 weeks before they will be sent to us in order for proper scheduling. We will do our best to accommodate events scheduled late when possible, however, late fees would apply and extended turnaround time may result.
Event Setup in CORE
When creating a new event in CORE, insure that the White Glove/HQOE Add-On Feature is enabled. Once this box is clicked, the page should expand with additional information fields regarding the services you'd like to schedule.
Select the level of service you would like completed. If you are unsure which level is right for you, click here to view the different levels of service.
Once the service level has been selected, more fields will appear. Fill out each field accurately to allow for adequate scheduling of your event. We will need to know the Estimated # of subjects, the date scans will be sent to CCS (this is important as we use this date and time to schedule staff), your shipping option (If submitting order forms) to let us know how you would like orders mailed (eg. straight to the parent/address on the form, or returned to your office), and which Order Form/Information Card Layout Template will be used.
Photographing Event and Completing Forms
Forms must be filled out completely and accurately. Folder and Image names but be entered on forms exactly as they are uploaded to CORE. All image IDs on forms must be uploaded to the event (no culling can be applied to images or, if culled, those IDs must be removed from forms).
After You Photograph the Event
Once your event has been photographed, click the link to the article below for instructions on uploading scans of your information cards/order forms into CORE and transmitting them to us to complete your event.
Sending information cards and/or order forms for White Glove/HQOE Services
Disclaimer -
All images and data must be uploaded via CCS Uploader (no 3rd party image transfer, file sharing, or physical external drives physically delivered or mailed with the exception of prequalified Graduation event only). Must use Candid's preferred offers and email campaigns unless otherwise approved at least 2 weeks in advance. We will do our best to work with custom requests but cannot guarantee they will be accommodated and may extend turnaround time.