Jacqueline Leonard
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Articles
Recent activity by Jacqueline Leonard-
How-to: Block and Reinstate an Unknown Number
This article will guide you through the steps on how to block an unknown phone number and reinstate a blocked number. Please Note: The option to block a number is limited to "Unknown Numbers" com...
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How-to: Add Staff Profiles to Connect
As the primary account holder, you are the only user that can access and add staff to the ClubReady Connect platform. Read on to learn how to create staff profiles within Connect. Please Note: It...
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How-to: Add or Edit Templates
Discover how to manage your templates within Connect with this comprehensive guide, which includes both video tutorial and written instructions. Please Note: At present, the system does not...
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Best Practices: Steps to Getting Started
Step 1 – MANAGE LOCATIONS Make sure that all your master templates, per studio, are setup correctly. Master Templates are the SMS scripts that are available for staff to use when sending messages. ...
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Drag and Drop Attachments
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Adding Attachments
This article will guide you through adding attachments. Adding Attachments on the Campaigns page is identical to the Conversations page. Select the paperclip icon > Select the file you wish t...
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Location Usage Report
This article will guide you through understanding the Location Usage Report widget. 1. Add or Remove the Widget Navigate to Dashboard > Manage Widgets > select the toggle next to Location Usage ...
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Unknown Number (Adding a New User)
This article will guide you through the steps on how to manage a message that has comes in from an unknown number (number that is not attached to a profile in your ClubReady site). This feature is ...
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Creating a Reminder/Follow Up Template
This article will guide you through creating a reminder and follow up template. PLEASE NOTE: This template can be used when manually scheduling an appointment reminder/follow-up OR setting thes...
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Manually Opting In Individual(s)
This article will guide you through the steps on how to manually opt out a user to stop receiving future messages. If the prospect/client was manually opted out by a staff in the system, the stu...