• Staff Permissions for Member Communication

  youtubeThis document outlines the process for configuring permissions for staff regarding member communication. The goal is to ensure that staff have the appropriate level of access, whether it's read-only, utility, or administrative, to interact with members while maintaining brand control over the communication process. Step 1 Begin by understanding the importance of assigning different permissions to staff, allowing them either read-only access or utilitSome readers

• Setting Automated Appointment Reminders

  his process enables administrators to configure automated appointment reminders for members. The feature allows sending notifications through WhatsApp, email, or SMS. Reminders can be configured to alert both members and staff prior to appointments, ensuring preparedness and effective time management. Step 1 To begin setting a reminder for members before their appointment, navigate to the automation settings at the admin level. This feature is accessible throughFew readers

• API to Integrating Member Communication Preferences From External Website or App

  Updating Client Details via Partial PATCH Requests This document explains how to review the API documentation for performing partial updates to a client resource using JSON Patch operations, including understanding the required path parameters and the structure of the request body. Step 1: Review Required Path Parameters Locate the API documentation section that describes partial client updates (PATCH endpoint for client resources). Identify and review the path parameters needed to targeFew readers

• Automated Event Reminder Setup for Club Members and Staff

  his document provides a step-by-step process to automate reminders for events or appointments, ensuring seamless communication with club staff members and prospects. By setting up these configurations once, notifications will be sent automatically according to your preferences. Step 1 To effectively communicate event or scheduled reminders to club staff and prospects, begin by setting up a configuration that enables these reminders. Once configured, the reminderFew readers

• Automating Member Communications and Staff Follow-Ups

  this process, you will learn how to automate member touchpoints and communications using an automation platform. You will configure these automations based on specific triggers and set up follow-ups or tasks for club staff. This involves creating new automations, setting communication schedules, and crafting messages for clients and staff. Step 1 Begin by accessing the automation platform to manage all automations. Navigate to the main menu and select the automFew readers

• Classifying and Managing Promotional vs Transactional Communication

  his document outlines the process of differentiating between promotional and transactional communications within the software. The classification occurs at an event or action level and influences how communications are managed according to member preferences. Follow the steps below to understand the setup and functionality of this process. Step 1 Begin by understanding that the software classifies every communication as either promotional or transactional at an eFew readers