← Back to Tours

Tour Briefing

Follow-up Task

Task reason: General follow-up
No follow-up scheduled.




Stage

Current stage: Tour Scheduled (tour_scheduled)

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

Cindy Lara View Lead Details

Phone: +19084486253
Email: cindylara78@yahoo.com
Source: meta_leadform | Stage: Tour Scheduled (tour_scheduled) | Location: sp
Child:
DOB:
Start date:
Schedule: days /

Lead Notes (History)

[2026-04-13 16:02:43] Staff updated: Parentname "Cindy" → "Cindy Lara"

[2026-04-13 16:02:57] NOTE: Child Age: 2

[2026-04-13 16:03:26 UTC] STAFF BOOKED NEW TOUR (NEW RECORD): 2026-04-20 11:00 AM (America/New_York) | stored_utc: 2026-04-20 15:00:00 | Notes: via ScaleDaycare

Tour

Scheduled: 2026-04-20 11:00 AM
Status: scheduled
Tour Notes / History
via ScaleDaycare

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.
2026-04-20 11:00 AM
scheduled

Scheduled Reminders

2026-04-18 10:00 AM  —  EMAIL  —  queued
#39
Rule: Tour reminder email - 2 days before at 10 AM  |  Tour ID: 70
2026-04-20 08:00 AM  —  SMS  —  queued
#40
Rule: Tour reminder SMS - 3 hours before  |  Tour ID: 70

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 #198
2026-04-20 08:00 AM
To: +19084486253
Hi Cindy, just a reminder that your Greatstart tour is today at 11:00 AM. Reply here if you need anything or need to reschedule.
View details
outbound email queued #197
2026-04-18 10:00 AM
To: cindylara78@yahoo.com
Subject: Reminder: your Greatstart tour is on 2026-04-20 at 11:00 AM
Hi Cindy, This is a reminder that your Greatstart tour is scheduled for 2026-04-20 at 11:00 AM. If you need to reschedule, please reply to this email or text us back. Warmly, Greatstart Admissions
View details
outbound sms sent #418
2026-04-13 05:35 PM
To: +19084486253
Subject: Greatstart Tour Info - Cindy Lara
Good afternoon Cindy. Thank you so much for your interest. This is Johanna from Greatstart. Your tour is confirmed for Monday, 4/20 at 11am. We are excited to meet you. Please let us know if you have any questions before then.
View details
outbound sms sent #236
2026-04-13 05:31 PM
To: +19084486253
Subject: Greatstart Tour Info - Cindy Lara
Good afternoon Cindy. Thank you so much for your interest. This is Johanna from Greatstart. Your tour is confirmed for Monday, 4/20 at 11am. We are excited to meet you. Please let us know if you have any questions before then.
View details
note staff_message_queued #12064
2026-04-13 05:31 PM
Queued sms to +19084486253 | subj: Greatstart Tour Info - Cindy Lara
View details
note staff_note #12011
2026-04-13 08:02 AM
Child Age: 2
View details
note staff_update #12010
2026-04-13 08:02 AM
[2026-04-13 16:02:43] Staff updated: Parentname "Cindy" → "Cindy Lara"
View details
note lead_intake #11988
2026-04-10 08:00 PM
note lead_intake #11987
2026-04-10 07:50 PM
note lead_intake #11986
2026-04-10 07:48 PM