Click to Call lets you phone clients right from Loyalsnap — no dialing by hand, and every call is logged for your whole team to see.
On Desktop
On desktop, click the Call button (green phone icon) next to the client's phone number at the top of their profile. A menu opens where you choose how to place the call:
Via browser
Call straight from your computer using its microphone and speakers. Best if you're at your desk with a headset.
Via phone (we call you first)
Loyalsnap rings your phone first, and once you pick up it connects you to the client — so you talk on a real phone instead of through the computer. Pick which number Loyalsnap should ring:
- Studio number — your studio's Loyalsnap number.
- My account number — your own phone. If you haven't saved one, click Add number to add it.
On Mobile
In the Loyalsnap mobile app, open the client's profile and tap the Call button — the call is placed right in the app. The desktop menu for choosing browser vs. phone or picking a number isn't part of the mobile app; mobile simply places the call for you.
After the Call
When you wrap up, pick a call result from the list (for example: Reached, Left a voicemail, No answer, Not interested, Booked a visit) and add any notes. Loyalsnap saves it so your whole team has the context:
- Client history — the call and its result show on the client's profile timeline.
- Notes — your notes are saved to the client's record.
- History tab — a studio-wide page listing calls and their results, so managers can review outreach at a glance.
Troubleshooting / FAQs
Q: I don't see the Call button.
A: Click to Call has to be enabled for your studio. If you don't see the green phone icon on a client who has a phone number, reach out to your Loyalsnap rep.
Q: The browser call has no sound, or the client can't hear me.
A: Check that your browser has permission to use your microphone, and that the correct input/output device is selected in your computer's sound settings.
Q: "My account number" is empty.
A: Click Add number in the desktop call menu to save your personal number, then choose it when you call.
Q: Can I pick which number to call from on mobile?
A: No — choosing the method and number (Via browser, or Via phone with your studio or personal number) is a desktop feature. The mobile app places the call directly.
Q: Where do my call results and notes go?
A: To the client's history and notes, and to the studio-wide History tab.
If you're still running into issues, reach out to your Loyalsnap rep or contact support@loyalsnap.com