
Jacqueline Leonard
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Articles
Recent activity by Jacqueline Leonard-
Viewing Previous Campaigns
This article will walk you through the steps on how to view previously sent campaigns. Navigate to Connect > Campaigns. Click Previous Campaigns. From here, you are able to select the Copy ic...
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Archiving Templates
This article will guide you through archiving templates such campaigns or conversations. Archiving campaigns can help manage and organize your previous campaign list. This can be utilized to remove...
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Forgot Password?
This article will guide you through how to reset your password at the moment of signing up. The login page will allow staff to enter their username and password. If the staff does not know their...
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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...