Client Tickets

6 Tickets

Re: Daily Report — 2 new appointments

14m

Johnathan Sorel · [email protected]

Hi — quick one, can we move the 2pm appointment to Thursday? Also want to confirm the order…

Open Billing Urgent

Invoice discrepancy on January batch

52m

Marisol Vega · Vega Insurance Grp

The total on invoice #BI-71 doesn't match the 25 appointments we agreed on…

Open Billing

Portal login not sending the code

2h

Travis Johnson · TJ Financial

Thanks, that worked after I cleared the cache. Appreciate the quick turnaround!

Pending Support

Can we add a second territory?

5h

Priya Nair · Summit Life Co.

We're seeing great close rates in TX — would love to expand into Arizona next month.

Open Sales

Recording quality on call #4821

Yesterday

Daniel Okafor · Okafor & Co.

Perfect, the re-uploaded recording is crystal clear now. Closing this out — thank you!

Resolved Support

Update billing contact email

2 days ago

Elena Brooks · Brooks Wealth

Got it, updated to [email protected] on our side. All set.

Resolved Billing

Re: Daily Report — 2 new appointments

#14

Open · Johnathan Sorel · Order #508 · 3 messages

Today
JS
Johnathan Sorel Sorel Media 9:42 AM

Hi team — thanks for the daily report, looks great. Two quick things:

1. Can we move the 2:00 PM appointment (the one with the Henderson lead) to Thursday afternoon? Something came up on our end and the agent won't be available.

2. I want to double-check the order portal link you sent — is app.nexus.io/p/508 the right one? Want to make sure my team is looking at the correct order before our Monday sync.

Appreciate it!

HK
Hussam Karim Account Success 9:55 AM

Hi Johnathan, happy to help! 👋

On the reschedule — no problem at all. I can move the Henderson appointment to Thursday. Do you have a preferred time window, or should I aim for 2–4 PM to keep it consistent? I'll confirm with the agent and send you an updated calendar invite.

And yes — app.nexus.io/p/508 is exactly right. That's your live portal for Order #508, and it'll show all 25 appointments as they're booked and confirmed.

JS
Johnathan Sorel Sorel Media 10:08 AM

Perfect, 2–4 PM Thursday works great. And thanks for confirming the portal — that's a relief. One more: will the rescheduled appt still count toward the 25 on this order, or does it reset anything on the billing side?

Awaiting your reply
To: [email protected]

Hi Johnathan — great question. The rescheduled appointment |

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