Leads from your booking platform now automatically generate referral-based tags using Static Client Lists.
This works with:
Mindbody’s “Referred By” field
ClubReady’s “Referral Type” field
Each time a new client is added via those platforms, they’ll be tagged based on their referral source and added to a corresponding Static List.
This unlocks smarter segmentation without extra work:
Build lists based on referral source (friend, social media, local event, etc.)
Target campaigns or automations without manual work
Keep your team aligned on where leads are coming from
How It Works:
Auto-Tagging
As new clients come in through Mindbody or ClubReady, the system reads the referral field and adds it as a Tag on the Client Profile.
Auto-List Creation
Loyalsnap automatically creates a Static Client List for each referral source and adds the client to the list.
Example:
A client referred by “Instagram” will receive the tag Instagram
They’ll be added to the Static List: Instagram
How to Use These Lists
Target a Message or Promotion
Go to Email or SMS Blasts
Choose “Static List” and select a referral-based list
Write a message just for that group (e.g., “Your friend sent you. Here’s $25 off your first month.”)
Add to an Automation
Go to Automations > Find a Section to Edit
Select an Automation from the list
In the filters section at the bottom, target or exclude a Static List
Example: Exclude “Referred by Staff” from new member sequences
View or Manage Lists
Head to Client Lists > Static
You’ll see all referral-based lists (and any you’ve created manually)
You can still add/remove clients as needed, even on auto-created lists