Invisalign
Master the art of selling Invisalign with confidence. Learn our proven sales process, how to handle transactions, manage refunds, and ensure every case is processed correctly.
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Selling Invisalign – Standard Operating Procedure (SOP)
Master our proven step-by-step sales process. Learn how to present financing options in the correct order, prioritize HFD Standard Financing, and maximize case acceptance.
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How to Process an Invisalign Sale
Complete workflow for processing Invisalign transactions, paperwork, and system entries to ensure smooth case starts.
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What to Do About Refunds
Understand our refund policies, procedures, and how to handle patient requests professionally and in accordance with Casper standards.
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Invisalign Checklist
Complete checklist to ensure every step is completed correctly from case acceptance to submission.
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