a session counts once its time has passed ·
Completed vs Cancelled, from ABC event status
Read from the booking's status, not ABC's attendedStatus — that field reads
"Did Not Attend" on completed sessions too, so it cannot be trusted. Sessions still marked Pending
after their time has passed are counted as not-shown and shown separately; they are usually a club
that hasn't closed the appointment out.
Does confirming them help?
Show-up: confirmed vs not
confirmation clubs only
Show-up by session type
Session type
Completed
Cancelled
Show-up %
Pipeline
Where members are, agent by agent
Stage
Agent
Members
Scope
Status
Club league table
Club
Completed
Cancelled
Not closed out
Show-up %
Touches by day
Warm intro · day-before · 2 hours before
live sends only — dry-run rehearsals excluded
Per club, per touch
Club
Touch
Messages
Members
intro fires ~2h after the booking is made (ABC createdTimestamp), and only for
bookings under 24h old so switching a club on doesn't message everyone who booked last week ·
day_before goes out in the 10am–6pm club-local window the day before ·
hour2 ~2 hours before the session. Every send is re-checked against ABC immediately
beforehand and dropped if the booking has been cancelled or moved.
Calls by hour (ET)
Clubs
Club
Queued
Called
Reached
Booked
On Sat
Book % of reached
Texted
Replied
Declined / DNC
Showed
Bought PT
Recent conversations
Calls where the member actually spoke, newest first. Click one to read it.
When
Member
Club
Attempt
Secs
Outcome
Booked
Summary
Text replies
Last reply
Member
Club
Status
Last message
Call outcomes
Outcome
Calls
Bookings by trainer
Club
Trainer
Sessions
On Sat
Member journey
phone, member id, or name
Assembled from our own tables — ABC keeps no history, so reschedules and cancellations are
reconstructed from abc_event_state, the trail we started recording on 14 Aug 2026.
Bookings older than that show their current state but not the path they took to it.
Trends
Bookings & Calls by Day
Call Outcomes
–calls resolved
Performance by Group
Bookings by Region
Kickoff Type (booked)
–booked
Disputes
Disputes by Region
Top Salespeople — Disputed Sales
Salesperson
Club
Region
Disputes
Club Detail
Region
Club
Ingested
Called
Picked up
Avg talk
Booked
Conv %
Declined
Disputes
Still Unscheduled
Booked = status scheduled with booking in range · Called = last call attempt in range ·
Conv % = booked ÷ called · Still Unscheduled = current live members (pending / no-answer / sms-pending, unexpired) ·
Disputes = members flagged escalate (purchase dispute). Attempts cap: 3 calls — two on day 0, one the next morning.
Cadence Beats
Due today vs sent — per beat
due = active members whose current beat this is, not yet received
SMS Activity by Day
Messages, replies, opt-outs & bookings
Replies and opt-outs are only recorded from Aug 5 2026 onward —
inbound messages were not logged before then, so earlier days read zero rather than unknown.
Contacts
Every texted member — click a row for the full conversation
Member
Club
Out
In
Replied
Booked
FAQ
Dispute
Opted out
Last activity
Message Log
All messages in range
Time
Member
Club
Touch
Dir
Message
Every KPI above counts unique members, never messages, and uses the selected date range.
A member who gets several beats counts once. A bare STOP is an opt-out, not a reply. Rates divide by members texted,
so ten texts to ten members with one booking is 10%, not 100%. Booked after Text counts anyone who booked by any route
once we'd texted them, app or front desk included, provided the booking landed after our first message; Booked by Kylie
is the subset the agent booked itself · dry-run test sends excluded everywhere.
Kickoff Recovery Cadence — what happens to a member, day by day
When
Channel
What happens
Day 0 · morning
call
Purchase ingested overnight → Kylie calls at 11am club time (attempt 1)
Day 0 · +2h after miss
text
If the call was missed: "sorry I missed you earlier! I'd love to get your Kickoff session scheduled" (d0_miss) — never sooner than 2h after the attempt
Day 0 · 2pm
call
Evening retry at 2pm (attempt 2 of 3)
Day 2
text
Follow-up (d2): "Just checking in on your Kickoff session - want me to find you a spot this week?"
First Saturday (day 4+)
text
Saturday-morning nudge (sat): "Weekends are a great time for your Kickoff session"
Day 1 · morning
call
Final call (attempt 3) → member moves to text-only (sms-pending); texts carry it from here
Day 10
text
Reminder (d10): "still waiting for you. It's an hour with a trainer to map out your plan"
Day 14
text
First urgency (d14): "your Kickoff session is expiring soon and I'd hate for you to miss it"
Expiry − 5 days
text
Countdown (exp5): "expires in X days" → "expires tomorrow!" — outranks every other beat
Rules that govern every touch
· Max 1 cadence text per member per day; each beat fires once; a late entrant gets the most advanced beat only (no history replay)
· Quiet hours: texts 9am–8pm club time; calls & texts obey state rules (FL/OK 8–8 & 3-attempt cap, TX Sunday noon–9, LA no Sundays/holidays) + federal TCPA 8am–9pm
· Member replies → all calls and cadence texts pause 48h; Kylie's conversation owns the thread
· Books (either channel) → everything stops instantly; confirmation email sent by ABC
· "Reply STOP to opt out" appears on a member's first text only; STOP at any point → permanent do-not-contact across calls and texts · Dispute ("I never bought this") → selling stops, leadership emailed automatically, flagged on this dashboard
· Post-expiry bookings allowed once as an exception, flagged & emailed
