1. Ideas
  2. Reports
  3. Ideas
0
Completed

First Visit Report - a way to see a first visit so that we are sure to follow up on the sale

Stacey Joslin 4 years ago in Reports • updated by Tim Owens 3 years ago • 4
ClientFirst VisitVisit LocationService CategoryVisit TypePricing OptionBooking MethodReferral TypeStaff# Visits since First VisitPhoneEmail
C, Aaron11/6/2021Bay AreaSaratoga Future StarsFuture StarsSaratoga Future Stars 8 packOtherUnassignedGorin Coaching Staff0(940) 297-9033[email protected]
Checherina, Natalie11/2/2021Bay AreaWalnut CreekWalnut CreekDrop In RateOtherUnassignedAlejandro0[email protected]
Chen, Albert11/11/2021Bay AreaSaratoga Tourna TrainingSaratoga Tournament Training UniversalSaratoga Tournament Training Drop-inOtherUnassignedGulnara0(408) 472-1390[email protected]
Chen, Anthony11/9/2021Bay AreaSaratoga Tourna TrainingSaratoga Tournament Training UniversalSaratoga Tournament Training Drop-inBusiness ModeUnassignedGorin Coaching Staff0[email protected]
Chen, Kavan11/2/2021Bay AreaSaratoga Tourna TrainingSaratoga Tournament Training UniversalSaratoga Tournament Training Drop-inBusiness ModeUnassignedGorin Coaching Staff0(208) 340-5493[email protected]
Hsiao, Warren11/6/2021Bay AreaSaratoga Tourna TrainingSaratoga Tournament Training UniversalUnpaid Saratoga Tourna TrainingOtherUnassignedGorin Coaching Staff0(415) 509-2680[email protected]
Hwangbo, Sophia11/11/2021Bay AreaSunnyvale High PerformanceSunnyvale High PerformanceUnpaid Sunnyvale High PerformanceOtherUnassignedAnastasia0(503) 924-9267[email protected]
Jiang, Yifan11/11/2021Bay AreaSaratoga Tourna TrainingSaratoga Tournament Training UniversalDaily Drop InOtherUnassignedKonstantine1(408) 203-0055[email protected]
Jiang, Yifan11/11/2021Bay AreaSaratoga Tourna TrainingSaratoga Tournament Training UniversalDaily Drop InOtherUnassignedGulnara1(408) 203-0055[email protected]
Jiang, Yiting11/11/2021Bay AreaSaratoga Tourna TrainingSaratoga Tournament Training UniversalDaily Drop InOtherUnassignedGulnara1(408) 203-0055[email protected]
Jiang, Yiting11/11/2021Bay AreaSaratoga Tourna TrainingSaratoga Tournament Training UniversalDaily Drop InOtherUnassignedKonstantine1(408) 203-0055[email protected]
Lee, Carrie11/10/2021Bay AreaSaratoga Tourna TrainingSaratoga Tournament Training UniversalSunnyvale Drop-inBusiness ModeUnassignedGorin Coaching Staff0(408) 421-2681[email protected]
Under Review
Tim Owens 4 years ago

Love this -We will add a parameter to the MEMBER REPORT for FIRST SEEN FROM AND TO dates so then you can report on it, then even send an email if you like! 

Accepted for Future Development
Tim Owens 4 years ago
In Progress
Tim Owens 4 years ago
Completed
Tim Owens 3 years ago
Commenting disabled

Customer support service by UserEcho