Client Management Dashboard

• Follow-up Tasks
• Portal Search
• Edit Dashboard Category Scripts
• Dashboard Categories: Views and Filters
• Dashboard Category Descriptions
• Client Management Dashboard Overview

Client Details Page

• ClubReady Notes Sync
• Add or Remove a Client from Loyalsnap
• Pause Client Automations
• Remove Client From Dashboard Category
• Client History
• Add a Note on a Client’s Account

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Automations

• Client Birthday Automations
• Google Review Link
• My Automations are Disabled
• Associate/Exclude Packages from an Automation
• Change/Preview an Automation Template
• Change an Automation Subject Line

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SMS and Texting

• Template for Terms and Conditions
• Response Templates: Streamline Your Client Communication
• Multimedia Messages (MMS)
• Business Information Requirements (US Only)
• Clicksend/TextMagic Integration
• Loyalsnap Inbox Mobile App

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SMS Blasts

• SMS Blast Keyword Auto-Response and Link Tracking
• Creating a New SMS Blast
• Opting-In Clients for SMS Blasts
• SMS Blasts Overview

Email Blasts

• Email Blast Overview
• Send a Test Email Blast
• Upload Email Blast Unsubscribes
• Email Blast Reporting
• View and Edit Estimated Email Blast Recipient Lists
• Understanding Recipient Lists

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Templates

• Add Social Media Icons to Templates
• Delete Templates
• Duplicate Templates to Other Studios
• Including Links in Text (SMS) Templates
• Add a Preheader Email Text
• Upload an Image/Gif in a Template

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Client Lists

• Dynamic Client Lists
• Client List Tags
• Using Client Lists in Email Blasts
• Delete a Client List
• Remove Clients from Client Lists
• Create a Static Client List

External Leads

• Facebook Lead Ad Forms Integration

Reporting

• Reporting Activity Tab
• Automations Reporting Tab
• Revenue Tab
• Reporting Overview Tab