Money backvia Not recordedDirection not recordednot confirmed as a complaint yet
$3,900
nobody is holding this
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What are you doing about it?
Calling themToday, on the number on file.Emailing themReplying in writing.Making an offerA reduction or a revised plan — record it below.Checking something firstThe account, the product, the contract. Not with the client yet.Passing it onIt belongs with another team — hand it over below.Waiting on themThe ball is with the client. Set a date to chase.Leaving it for nowA deliberate decision to do nothing yet. Needs a reason and a date to look again.It is finishedNothing outstanding — close it below.
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Elyse Harrison
Alamaze Harrison with Reelexperiences
Dallas
Lauren B
2026-08-29
2026-08-29
$3,900
$900
$3,900
22d ago
22d ago
Not recorded
crm-note
What has happened so far
Alamaze Harrison with Reelexperiences complained on 2026-08-29 — 22 days ago. They signed for $3,900 and have paid $900, with no instalment plan started. Square has actually taken $1,150 — $250 more than the ledger shows.Nobody is holding it.Nobody has recorded reading it.Nothing on file says who spoke last.
2026-08-29Lauren Bmodel start booking deposit was refunded at earlier date so we have no deposit on file parents are separated and dad will be putting money down as well soon, please adjust the monthly paymen
2026-08-29intake scanlogged on the desk
2026-08-24Alecia HTexted Alecia H - 08/24/2026 14:26 - Changed confirmed from No to Attempted Alecia H - 08/26/2026 17:16 - Changed confirmed from Attempted to Full
2026-08-10Maddy Brefunded Bari M - 08/12/2026 16:25 - Changed confirmed from Full to No
2026-08-09Lauren Bleanne said refund 50, - note for maddy
2026-08-09Reception DallasMia fired, asked them to come back $150 rescheduled gift discount
2026-08-06Alecia HElyse, Full time Student, Mother works as full time as a Manager, Mother will call bac once she get a break. With more information Alecia H - 08/06/2026 12:23 - Changed confirmed from No to
Wants cut, Refund
Lauren B - 08/29/2026 13:45 model start booking deposit was refunded at earlier date so we have no deposit on file parents are separated and dad will be putting money down as well soon, please adjust the monthly payment to reflect his portion once added.
Evidence gathered 2026-09-19
How they pay
No instalments scheduled — finance has not started. $900 taken up front, $3,000 outstanding.
never
0of 0 · $0
0
$900
$3,000
—
Square has taken $1,1502 payments, 2026-08-29 to 2026-08-31 · 3 scheduled, not charged
The CRM shows $900 — Square is $250 HIGHER. Check before quoting a balance to this client.
Correspondence with the client 0 — emails and anything quoted back, in full
No email or quoted message on this account.
Email AI
Nothing here is tagged as Email AI — and it would not be:
no note in the CRM carries an AI marker, and there is no automated author among the 246
people who write notes. So this cannot yet tell you whether Email AI handled this client.
The moment Email AI stamps what it writes (anything will do — an [AI] prefix),
its messages appear here and every past thread re-sorts on the next gather.
Internal notes 6
Lauren B2026-08-29 13:45
model start
booking deposit was refunded at earlier date so we have no deposit on file
parents are separated and dad will be putting money down as well soon, please adjust the monthly payment to reflect his portion once added.
Alecia H2026-08-24 14:26
Texted
Alecia H - 08/24/2026 14:26 - Changed confirmed from No to Attempted
Alecia H - 08/26/2026 17:16 - Changed confirmed from Attempted to Full
Maddy B2026-08-10 12:18
refunded
Bari M - 08/12/2026 16:25 - Changed confirmed from Full to No
Lauren B2026-08-09 15:40
leanne said refund 50, - note for maddy
Reception Dallas2026-08-09 13:57
Mia fired, asked them to come back $150 rescheduled gift discount
Alecia H2026-08-06 12:23
Elyse, Full time Student, Mother works as full time as a Manager, Mother will call bac once she get a break. With more information
Alecia H - 08/06/2026 12:23 - Changed confirmed from No to Attempted
Alecia H - 08/07/2026 17:17 - Changed confirmed from Attempted to Full
What happens next
Read the evidence and decide the positionCustomer service
Decide the outcomeManagementmust be done to close
Confirm with the clientCustomer servicemust be done to close
Who has had it
intake scan logged 2026-08-29
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