735

Active People Last 30

+7%

294

Leads Last 30

-3%

56%

Utilization Last 30

+25%

356

Members 

-3%

Follow-Up Buckets for
Action Another action Something else here

This area serves as your command center for following up with clients according to the client journey specifications

First Class Tomorrow
7
Completed One Class
3
Single Class Follow-Up
25
Completed One Class
3
Completed One Class
3
Completed One Class
3
First Class Tomorrow
7
Completed One Class
3
Single Class Follow-Up
25
Completed One Class
3
Completed One Class
3
Completed One Class
3
First Class Tomorrow
7
Completed One Class
3
Single Class Follow-Up
25
Completed One Class
3
Completed One Class
3
Completed One Class
3
Recent Conversations
Jimmy Denis How are you ?
Chad Ok, Thanks !
John Doe Ready for the meeting today with...
Today's Appointments
Jimmy Denis Today, 11:30am
Chad Tomorrow, 11:45am
Talha 5/22/19, 10:30am
Talha 5/22/19, 10:30am
Talha 5/22/19, 10:30am
Talha 5/22/19, 10:30am
Talha 5/22/19, 10:30am
Talha 5/22/19, 10:30am
Talha 5/22/19, 10:30am
Talha 5/22/19, 10:30am
Talha 5/22/19, 10:30am
Talha 5/22/19, 10:30am
Talha 5/22/19, 10:30am
Talha 5/22/19, 10:30am
Action Another action Something else here
Chad (555) 556-9090  |  E-Mail
...
Chad, this is Wendy at Bright Dental. Your next appointment is Thursday, June 20 at 9:30am. Please reply with 'C' to confirm. See you then!
Julie Lastra
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Monday, April 15, 2019 at 1:03pm
Chad
C
Thanks. Can I make an appointment for my wife as well?
Monday, April 15, 2019 at 1:03pm
...
Yes, we will just need her name, birthdate, and social security number. This conversation is being made secure for you to submit those three things.
...
You can now submit the information and this conversation will be private.
Monday, April 15, 2019 at 1:03pm
Chad
Ok, thanks. Her name is April Smith. Her dob is 7/31/69. Her social is 413-44-4444.
Monday, April 15, 2019 at 1:03pm
Chad Butler confirmed his appointment on August 1
Monday, April 15, 2019 at 1:03pm
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