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Peter test overwrite info ⌄

Tour Scheduled SP SP_Walkin_Inquiry_ 7326476151 hpbstuff@gmail.com
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Overview Tour Communications Timeline Lead Notes
Follow-up
Child
Phooebe · 16 months
Desired Start
2026-06-01
Schedule
— days / —

Follow-up Task

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




Callback / Open Tasks

No open callback / operational tasks.

Stage

Current stage: Tour Scheduled (tour_scheduled)

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

Peter test overwrite info View Lead Details

Phone: 7326476151
Email: hpbstuff@gmail.com
Source: SP_Walkin_Inquiry_ | Stage: Tour Scheduled (tour_scheduled) | Location: sp
Child: Phooebe
DOB: 2024-12-26 (16 months)
Start date: 2026-06-01
Schedule: days /

Lead Notes (History)

[2026-05-09 04:01:22] test comments

---
Child DOB: 2024-12-26
Desired start date: 2026-06-01
Heard about us: Schedule tour
[2026-05-09 19:31:58] System update (dedupe by phone): parentname "Peter - from schedule tour" → "Peter test overwrite info"; marketing_source "self_schedule" → "SP_Walkin_Inquiry_Form"
[2026-05-09 19:31:58] test if same contact already exists

---
Toured: S

Tour

Tour Dashboard
Scheduled: 2026-05-15 11:00 AM
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.
2026-05-15 11:00 AM
SCHEDULED

Scheduled Reminders

2026-05-13 10:00 AM  —  EMAIL  —  failed
#77
Rule: Tour reminder email - 2 days before at 10 AM  |  Tour ID: 13
2026-05-15 08:00 AM  —  SMS  —  cancelled
#78
Rule: Tour reminder SMS - 3 hours before  |  Tour ID: 13

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 cancelled#473
2026-05-15 08:00 AM
To: 7326476151
Hi Peter, 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 failed#852
2026-05-13 10:00 AM
To: hpbstuff@gmail.com
Subject: Reminder: your Greatstart tour is on 2026-05-15 at 11:00 AM
Hi Peter, This is a reminder that your Greatstart tour is scheduled for 2026-05-15 at 11:00 AM. If you need to reschedule, please reply to this email or text us back. Warmly, Greatstart Admissions
View details
outbound email failed#472
2026-05-13 10:00 AM
To: hpbstuff@gmail.com
Subject: Reminder: your Greatstart tour is on 2026-05-15 at 11:00 AM
Hi Peter, This is a reminder that your Greatstart tour is scheduled for 2026-05-15 at 11:00 AM. If you need to reschedule, please reply to this email or text us back. Warmly, Greatstart Admissions
View details
note walkin_inquiry_submit#14321
2026-05-09 03:31 PM
[2026-05-09 19:31:58] System update (dedupe by phone): parentname "Peter - from schedule tour" → "Peter test overwrite info"; marketing_source "self_schedule" → "SP_Walkin_Inquiry_Form" test if same contact already exists --- Toured: S
View details
note lead_intake#14319
2026-05-09 12:01 AM
test comments --- Child DOB: 2024-12-26 Desired start date: 2026-06-01 Heard about us: Schedule tour
View details