All People on {ListName} 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 Phone Email Last Visit Visits ClassPass? Packages $ Action
Houghton, Jamie (615) 555-1234 emailaddress@clientdomain.com 08/19/2019 8 Y $85 View Profile
Patel, Maria (741) 813 7993 maria_patel@example.com 08/22/2019 13 N $125 View Profile
Harvey, Sean (813) 571 7217 sean_harvey@example.com 03/10/2018 22 Y $45 View Profile
Wells, Julia (615) 345-9986 julia-wells@example.com 08/19/2019 5 N $360 View Profile
Torres, Scott (723) 285 6293 scotttorres@example.com 08/19/2019 35 Y $155 View Profile
Walters, Deborah (317) 783 1985 deborah92@example.com 08/19/2019 15 N $90 View Profile
Foster, William (335) 163 8361 william-91@example.com 08/19/2019 2 Y $65 View Profile
Chad (555) 556-9090  |  E-Mail
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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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