DWDana Whitfield

Open tasks

1. Send three sample reminder messagesDue tomorrow

   Friendly, short, signed by the practice.

   Task · Sam · Online booking and reminders

History

1. Dana asked about the reminder wordingOct 30, 11:20

   Wants reminders to sound like the front desk, not a robot. Agreed to send three sample messages.

   Call · Sam · Online booking and reminders
2. Sent the booking proposalOct 23, 15:05

   Two options: booking only, or booking with reminders. Recommended the second.

   Email · Sam · Online booking and reminders
3. Discovery call with Dana and OmarOct 16, 09:30

   They lose about six appointments a week to no-shows. Reminders by text matter more than the booking page.
   Omar signs off on anything over $5,000.

   Meeting · Sam · Online booking and reminders