People

All Lists This list is for all users who have taken one class. Thank them and initiate a soft ask about booking a second class. Mention the new client 10-pack or founders V.
Name Location # of People System Synced Last Updated Last Synced Action
Brentwood - Inactive Patients Brentwood 2,513 Campaign Monitor 5/10/2019 at 10:30am 5/10/2019 at 10:30am View
Cool Springs - Inactive Patients Cool Springs 3,213 Campaign Monitor 5/12/2019 at 10:30am 5/13/2019 at 10:30am View
Brentwood - Inactive Patients Brentwood 2,513 Campaign Monitor 5/10/2019 at 10:30am 5/10/2019 at 10:30am View
Cool Springs - Inactive Patients Cool Springs 3,213 Campaign Monitor 5/12/2019 at 10:30am 5/13/2019 at 10:30am View
Brentwood - Inactive Patients Brentwood 2,513 Campaign Monitor 5/10/2019 at 10:30am 5/10/2019 at 10:30am View
Cool Springs - Inactive Patients Cool Springs 3,213 Campaign Monitor 5/12/2019 at 10:30am 5/13/2019 at 10:30am View
Brentwood - Inactive Patients Brentwood 2,513 Campaign Monitor 5/10/2019 at 10:30am 5/10/2019 at 10:30am View
Cool Springs - Inactive Patients Cool Springs 3,213 Campaign Monitor 5/12/2019 at 10:30am 5/13/2019 at 10:30am View
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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