CRM Tool
A reportable field that our team could fill in with the next outreach date, a drop-down of why we need to reach out (rebook, membership, customer service are the general drop-downs that come to mind).
Report on clients without a future appointment scheduled including name, home studio, last appointment date, type of service, dates of last outbound message sent and last inbound message received through Boulevard
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Thom Herits
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