Follow Ups (Lists) -
- No-Sale Consults
- No-Show Consults
- No Sale Treatments – Upsell attempt Groupon Client Treatments
- No Sale Treatments - Upsell attempt - Package Clients Treatments
- Hair Free Form – 2 leads (Client and Referral)
- Bday Facial Form – 2 leads (Client and Referral)
- Greensky open balance
No-Sale Consults
List = Run the Formsite Report for Post-Consult Form > Download to excel
Run Sch @ Glance Report in MB just for Consultations > Completed > Tag New > (need details) > Download to excel
No-Show Consults
Run Sch @ Glance Report in MB just for Consultations > No Shows > Download to excel
Another Method = Run the Formsite Report for Post-Consult Form > Download to excel (sort for No Show only)
List = Run the Formsite Report for Post-Consult Form > Download to excel
Run Sch @ Glance Report in MB just for Consultations > Completed > Tag New > (need details) > Download to excel
No-Show Consults
Run Sch @ Glance Report in MB just for Consultations > No Shows > Download to excel
Another Method = Run the Formsite Report for Post-Consult Form > Download to excel (sort for No Show only)