← Back to Tours

Tour Briefing

Follow-up Task

Task reason: General follow-up
Due: 2026-04-13 05:35 PM (OVERDUE)
Last contacted: 2026-04-13 05:35 PM




Stage

Current stage: Tour Scheduled (tour_scheduled)

Moving stage will log workflow history and enqueue any “stage_enter” notification rules for the destination stage.

Shana O'Mara View Lead Details

Phone: 8622198866
Email: shanaf822@gmail.com
Source: SP_Walkin_Inquiry_ | Stage: Tour Scheduled (tour_scheduled) | Location: wm
Child:
DOB:
Start date:
Schedule: days /

Lead Notes (History)

[2026-04-13 21:29:39] Child Age: 19 months. via ScareDaycare

---
Toured: S

[2026-04-14 13:23:52] Staff updated: Location "sp" → "wm"

Tour

Tour Dashboard
Scheduled: 2026-04-21 12:00 PM
Status: scheduled
Tour Notes / History
Tour scheduled via intake form.

Tip: choose date/time, then Save Reschedule.


Book New Tour (New Record)
Creates a new tour entry and keeps this one intact for no-show/completion analytics.



Tour History
Click a tour to view/update that record.
2026-04-21 12:00 PM
scheduled

Scheduled Reminders

2026-04-19 10:00 AM  —  EMAIL  —  queued
#41
Rule: Tour reminder email - 2 days before at 10 AM  |  Tour ID: 71
2026-04-21 09:00 AM  —  SMS  —  queued
#42
Rule: Tour reminder SMS - 3 hours before  |  Tour ID: 71

Communications

This queues messages into notification_queue. The sender cron processes queued items automatically. Scheduled reminders created by the scheduler will also appear below under Scheduled Reminders.


Tip: for SMS use E.164 format like +19085551234


Conversation Timeline
outbound sms queued #235
2026-04-21 09:00 AM
To: 8622198866
Hi Shana, just a reminder that your Greatstart tour is today at 12:00 PM. Reply here if you need anything or need to reschedule.
View details
outbound email queued #234
2026-04-19 10:00 AM
To: shanaf822@gmail.com
Subject: Reminder: your Greatstart tour is on 2026-04-21 at 12:00 PM
Hi Shana, This is a reminder that your Greatstart tour is scheduled for 2026-04-21 at 12:00 PM. If you need to reschedule, please reply to this email or text us back. Warmly, Greatstart Admissions
View details
note staff_update #12082
2026-04-14 05:23 AM
[2026-04-14 13:23:52] Staff updated: Location "sp" → "wm"
View details
inbound sms received #420
2026-04-13 05:35 PM
From: +18622198866
[to +19088889797] I wanted a tour at the west milford facility, I am sorry. I need to cancel.
View details
outbound sms sent #419
2026-04-13 05:35 PM
To: +18622198866
Subject: Greatstart Tour Info - Shana O'Mara
Good afternoon Shana. Thank you so much for your interest. This is Johanna from Greatstart. Your tour is confirmed for Tue, 4/21 at 12pm. We are excited to meet you. Please let us know if you have any questions before then.
View details
outbound sms sent #237
2026-04-13 05:32 PM
To: +18622198866
Subject: Greatstart Tour Info - Shana O'Mara
Good afternoon Shana. Thank you so much for your interest. This is Johanna from Greatstart. Your tour is confirmed for Tue, 4/21 at 12pm. We are excited to meet you. Please let us know if you have any questions before then.
View details
note staff_message_queued #12065
2026-04-13 05:32 PM
Queued sms to 8622198866 | subj: Greatstart Tour Info - Shana O'Mara
View details
note walkin_inquiry_submit #12063
2026-04-13 05:29 PM
Child Age: 19 months. via ScareDaycare --- Toured: S
View details