The notes sync feature with ClubReady keeps your Loyalsnap client communication inside ClubReady. Once it's on, your inbound and outbound SMS — and the calls you log in Loyalsnap — are added as notes on the matching client in ClubReady, so your team sees the full outreach history in one place.
How Does It Work?
- Once activated, sent and received SMS through Loyalsnap are instantly added as notes in the relevant client's ClubReady account.
- Calls you log in Loyalsnap (from the dashboard or a client's profile) are also added as notes in the client's ClubReady account, alongside your SMS notes.
- Loyalsnap notes are categorized under Fitness in ClubReady — you can filter to the Fitness type to view them.
- For texts, you can tell whether the SMS was sent to or received from the client, and see the message content and sender.
- Staff members with accounts in both Loyalsnap and ClubReady (matched by email) have their name attached to the messages they sent. Syncing occurs every hour.
How to Access Notes in ClubReady
Notes Tab
- Navigate to the client's profile within ClubReady.
- Click the Notes section.
- Optional: apply a filter to display only notes of the type Fitness.
WorkIt
- Access the client's profile within ClubReady.
- Click WorkIt.
- Select the All Notes tab.
Troubleshooting / FAQs
Q: Is this available for all studios?
A: This feature is currently available to ClubReady studios only.
Q: Do logged calls sync to ClubReady too?
A: Yes. In addition to SMS, calls you log in Loyalsnap are pushed to the client's ClubReady notes.
Q: Which SMS are added as notes?
A: All SMS — transactional (automations and manual texts) and marketing (SMS blasts).
Q: How are staff names shown?
A: If a staff member has accounts in both ClubReady and Loyalsnap with the same email, the note shows that they sent the message. Marketing and automation SMS show as being from Loyalsnap rather than a staff member.
Q: What about clients with multiple accounts sharing a phone number?
A: Records appear in both accounts, except automations — automation notes appear only in the corresponding ClubReady account.
If you're still running into issues, reach out to your Loyalsnap rep or contact support@loyalsnap.com