Money backvia Not recordedWaiting on the client · 6dnot confirmed as a complaint yet
$50
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.
Christian England
Natalie Hayes
Dallas
Elly R
—
2026-09-14
$50
$100
$50
6d ago
6d ago
Not recorded
crm-note
What has happened so far
Natalie Hayes complained on 2026-09-14 — 6 days ago. They signed for $50 and have paid $100. Nobody is holding it.Nobody has recorded reading it. We answered last, 6 days ago. The ball is with them.
2026-09-14Elly RMom was not having it from the beginning, she pulled me aside very concerned with the reviews. I explained everything I could to ease her. She decided to move forward with shoot but once she
2026-09-14intake scanlogged on the desk
2026-09-08Ronnie KClient called to confirm /// Forward to booker Ronnie K - 09/08/2026 12:53 - Changed confirmed from No to Full
2026-09-03Corban AMom works at a prison 4 days on, 4 days off Client is aware pkgs start at $399 and to be prepared to make a financial decision the day of the shoot.
2026-09-03Corban ASuper skeptic, Mom looked at reviews online I was very straightforward in letting her know "we do offer portfolio services that can be as much as a few thousand depending on experience level
Refund
…6 15:14 Mom was not having it from the beginning, she pulled me aside very concerned with the reviews. I explained everything I could to ease her. She decided to move forward with shoot but once she was in the office she immediately flipped back to reviews and stated she was told to come in to "have fun and deposit is refunded anyway". She was not going to do anything from the beginning and I probably should not have move forward with her for the shoot but wanted to not have another negative review concern. Please do not have her come back in future, she stated she had a friend that would do his images
Evidence gathered 2026-09-19
How they pay
No payment schedule on file for this reference.
Square has taken $00 payments
Agrees with the CRM.
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 4
Elly R2026-09-14 15:14
Mom was not having it from the beginning, she pulled me aside very concerned with the reviews. I explained everything I could to ease her. She decided to move forward with shoot but once she was in the office she immediately flipped back to reviews and stated she was told to come in to "have fun and deposit is refunded anyway". She was not going to do anything from the beginning and I probably should not have move forward with her for the shoot but wanted to not have another negative review concern. Please do not have her come back in future, she stated she had a friend that would do his images
Ronnie K2026-09-08 12:53
Client called to confirm
/// Forward to booker
Ronnie K - 09/08/2026 12:53 - Changed confirmed from No to Full
Corban A2026-09-03 16:55
Mom works at a prison 4 days on, 4 days off
Client is aware pkgs start at $399 and to be prepared to make a financial decision the day of the shoot.
Corban A2026-09-03 16:54
Super skeptic, Mom looked at reviews online
I was very straightforward in letting her know "we do offer portfolio services that can be as much as a few thousand depending on experience level"
She thinks he is a good looking kid & can do well with modeling
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 2026-09-14
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