SENDING NO APPOINTMENT BOOKED TEXT 

Task 

1. Starts by logging into Domo and clicking on “shared”
2. Opens card labeled “In-Person Graduated Acne Program Contacts WITH NO appointments booked for the future”
3. Sorts using the funnel icon in the top right-hand corner
   • Click funnel
   • Click “add filter”
   • Type “last” and select “last appointment date”
   • Set the filter to “is” rather than the default selection
4. Uses funnel to select clients to contact
   • Begin 2 months and 2 weeks from the current date
5. Sends texts from “no appointment booked” script
   • Copy and paste the phone number into the texting app
   • Copy and paste the script into the texting app
   • Personalize with client name and date of the last appointment
6. Makes a note in IS
   • Note that the client has been sent a no appointment booked text
   • Add initials to note
   • Tag Jessi
7. Uses funnel to repeat previous steps to contact the following groups of clients
   • 2 months and 3 weeks from the current date (1 week from the last date texted)
   • 3 months and 1 week from the current date (2 weeks from the last date texted)
   • 4 months from the current date