Money backvia Not recordedDirection not recordednot confirmed as a complaint yet
$3,200
nobody is holding this
Who are you?Pick your name so this desk can record that you read it and what you did.
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.
Pick your name above and these become clickable.
Catherine Hoff
Catherine Hoff
Dallas
Elly R
2026-08-31
2026-09-01
$3,200
$605
$3,200
19d ago
19d ago
Not recorded
crm-note
What has happened so far
Catherine Hoff complained on 2026-09-01 — 19 days ago. They signed for $3,200 and have paid $605, with no instalment plan started. Square has actually taken $50 — $555 less than the ledger shows.Nobody is holding it.Nobody has recorded reading it.Nothing on file says who spoke last.
2026-09-01Natalia GranadoPlease disregard the previous message regarding the issued deposit refund—it was intended for another client / --------------------------- Recurring set.
2026-09-01Mariana Nno answer lvm
2026-09-01Natalia GranadoIssued deposit refund
2026-09-01David MStudio-1: Your images have been sent and are now available in your Portal! Please sign into usa-models.com/login to view your dashboard and download the images. Your username is the email us
2026-09-01intake scanlogged on the desk
2026-08-27Jill SShe is not sure if she can make it earlier because she is coming from class. But she said she will try her best to come earlier if possible. Jill S - 08/27/2026 16:16 - Changed confirmed fro
2026-08-25Lauren W5'3 green eyes....no past experience....done some photoshoots....work full time 3 jobs...nursing school...aware not agency and 399
No instalments scheduled — finance has not started. $605 taken up front, $2,595 outstanding.
never
0of 0 · $0
0
$605
$2,595
—
Square has taken $501 payment, 2026-08-25 to 2026-08-25 · 1 scheduled, not charged
The CRM shows $605 — Square is $555 lower. 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
Natalia Granado2026-09-01 11:40
Please disregard the previous message regarding the issued deposit refund—it was intended for another client /
---------------------------
Recurring set.
Mariana N2026-09-01 11:19
no answer lvm
Natalia Granado2026-09-01 11:07
Issued deposit refund
David M2026-09-01 10:02
Studio-1: Your images have been sent and are now available in your Portal! Please sign into usa-models.com/login to view your dashboard and download the images. Your username is the email used to sign up with us. Use the "Forgot Password" option if you do not know your password. Please note that the files may take up to an hour to populate from the time this message is sent out.
Jill S2026-08-27 16:16
She is not sure if she can make it earlier because she is coming from class. But she said she will try her best to come earlier if possible.
Jill S - 08/27/2026 16:16 - Changed confirmed from No to Full
Lauren W2026-08-25 15:36
5'3 green eyes....no past experience....done some photoshoots....work full time 3 jobs...nursing school...aware not agency and 399
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 2026-09-01
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