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Automations (moved)

Who uses it Owner and managers

An old address for the automations list. It sends you to the Automations tab of Messaging.

What you can do

• Open the old link to land on the Automations tab of Messaging.
• Find the list of automated journeys there.

Module Automations and messaging

Related Messaging

Broadcasts (moved)

Who uses it Owner and managers

An old address for sending a message to a group. It sends you to the Broadcasts tab of Messaging.

What you can do

• Open the old link to land on the Broadcasts tab of Messaging.
• Send a message to a group from there.

Module Automations and messaging

Related Messaging

Communications (shortcut)

Who uses it Owner and managers

This address has no screen of its own. It sends you to message templates in Messaging.

What you can do

• Open Messaging on its Templates tab, where message templates are kept

Module Automations and messaging

Related Messaging

Leads

Who uses it Owner and managers

The sales pipeline for enquiries: a board of columns that leads move through from first contact to a membership, plus saved audiences for messages.

Tabs Pipeline, Saved audiences

What you can do

• Read the summary strip showing open leads, hot leads and leads joined this month
• Add a lead with contact details, interest, source, value, owner, column and status, or import leads from a spreadsheet if your role allows imports
• Move a lead to another column on the board, or on a phone pick a column from the buttons along the top
• Filter leads by search, status, owner, source, interest, score, value and created date
• Open a lead to change its column, score or owner, add a team note, send an email or text, send a signup link, or delete it
• Select several leads to assign an owner, move them, delete them, or send them a message
• Check the message preview to see who is left out, as only leads who opted in to marketing are included when consent is enforced
• Create a board, rename it, add or remove columns, mark columns Won, Lost or folded, choose each column's actions, or delete the board
• Create or delete a saved audience of everyone with a chosen tag, for broadcasts and marketing
• Delete a lead from its card on the board or from the lead drawer

Module CRM and leads

Related Leads notes and activity, Inbox, Member record

Saved replies and links

Who uses it Front desk, managers and owner

The saved replies used in the inbox, and tracked links that count how many people click them.

What you can do

• Write a saved reply once with a title and message, then reuse it in any conversation
• Insert details into a reply, such as the member's name
• Find a saved reply by its title
• Create a tracked link with a name, the full web address it goes to and a short web address
• Copy a tracked link, and see how many clicks each has had
• Edit a saved reply or tracked link, if your role can manage them

Module CRM and leads

Related Inbox, Inbox notes and activity

Messaging

Who uses it Owner and managers who run automations

Set up automatic messages, send one off broadcasts and keep the message templates that supply the wording for both.

Tabs Automations, Broadcasts, Templates

What you can do

• Add an automation with the Add automation button.
• Compose a broadcast, or open a saved draft to edit it or send it.
• Create a message template on the Templates tab for use in automations and broadcasts.
• See how many automations, broadcasts and templates you have from the tab counts.
• Use the Broadcast and Add automation buttons at the bottom of the screen on a phone.

Module Automations and messaging

Related Messaging notes and activity

Reviews

Who uses it Owner and managers with reviews access

Read member reviews, choose which show on the website, send them to Google or keep them internal, tag them and ask members for new ones.

Tabs All reviews (with a count), Request a review

What you can do

• Filter reviews by search, rating, source, shown or hidden, comment and date received.
• Turn a review on or off for the website with its Public or Hidden switch.
• Choose Send to Google or Keep internal for internal reviews.
• Tag a review by author, discipline and, if Meet the coaches is on, coach.
• Remove a review. You confirm first and it cannot be restored.
• Read the average rating, the breakdown by stars and counts of public and hidden reviews.
• Import reviews from Google by entering a Google Place ID.
• Check whether Google is connected from the card.
• Ask a member for a review by email, text if set up, or WhatsApp, using your review request message.

Module Reviews and reputation

Related Reviews notes and activity, Member record, Coach profiles

Trials

Who uses it Front desk and managers who manage leads

Runs the club's free and paid trial classes from start to finish. It shows who has booked, upcoming sessions, trial page visitors and the prices charged for trials.

Tabs Trial bookings, Upcoming sessions, Trial page visitors, Trial prices

What you can do

• Book a trial for a family or an adult, choosing the people, children, class session and any promo code.
• See today's trial sessions at the top and open a session's register from there.
• Filter bookings by Booked, upcoming, Tried a class or All trials.
• Open a booking's lead or person record from the table.
• Follow up people in the Tried, not joined panel.
• Filter upcoming trial sessions by branch, martial art, audience and dates, then open one to take the register.
• Choose which visitors to list: everyone, those who never left contact details, or those who became a lead.
• Open a visitor's activity or lead from the visitors list.
• Add, edit, retire or bring back trial prices, if you can manage classes.

Module Free trials

Related Trials notes and activity, Trial session register, Trial price, Leads, Classes and timetable, Club settings