Client Management
How do I manage client's system preferences?
You can easily manage client preferences by going to the client page and searching, filtering, and viewing client profiles. Information such as client name, mobile phone, email, birth date, membership status, prospect type, and referral type is displayed. You can also communication preferences (e.g., Email, SMS, Phone Call).
How do I update a client's name, address, or phone number?
To update a client's information, you need to make the changes directly in your CRM. The updated data will automatically sync with the system within a few minutes, ensuring that the latest information is reflected across all relevant platforms.
How can I view and manage client notes?
You can create, view, and manage client notes through the client profile page. When creating a note, you can choose whether it should be visible to the AI. Notes marked as visible to the AI will influence the AI's responses when interacting with the client. You can also delete notes if necessary.
How do I track class utilization?
Class utilization can be tracked by viewing the occupancy percentage for each class. The "Bookings" and "Occupancy" fields display the number of participants and the percentage of available spots filled for each class. This helps you assess class popularity and manage resources effectively.
How do I manage stacks for prospects?
Stacks are predefined workflows that group prospects based on specific traits or actions (e.g., class scheduling or missed sales). You can view prospects within each stack, manage their status (active, paused, or completed), and track the automated tasks performed for each prospect. You can adjust the prospect's position in the stack or remove them entirely using the available actions ("Pause," "Stop," "Move").
How can I track performance metrics for my business?
You can track key performance indicators (KPIs) such as sales, revenue, client engagement, and class utilization. Metrics like prospect trends, class occupancy, and task completion provide valuable insights into your studio’s performance. Adjustable date ranges allow you to analyze trends and performance over short or long periods. Key metrics also help in understanding how your marketing efforts are impacting business growth.
Communication
What should I do if a text message fails to deliver?
If a text message fails to deliver:Verify the recipient's phone number: Check for accuracy in the phone number.
Confirm opt-in status: Ensure the recipient has opted in to receive messages.
Review campaign details: Track delivery failures in the campaign details to identify any trends or issues.
Consider alternative methods: Follow up with the recipient using other communication methods if necessary.
If the issue persists, please contact the support team for further investigation.
What happens if a client responds to a campaign?
If a client responds to a campaign, the conversation will appear in the inbox. Campaign messages are typically not shown in the inbox unless there is a response. Staff can then engage with the client directly through the messaging system, assisting them based on the context of the response.
Can I jump into conversations with clients?
Yes! Just pause Hailee’s message reply before engaging.
Where do my campaign messages go?
Campaign messages do not appear in the inbox unless the client responds. Once they do, Hailee will continue the conversation.
What is the difference between Stack Outreach and Message Reply?
Stack Outreach: AI initiates conversations based on stack assignments.
Message Reply: AI responds to incoming client messages.
Both can be paused or activated as needed.
How do I re-subscribe a client who opted out of texts?
The client must text ‘START’ to opt back in.
Tasks & Performance
How do I monitor and manage open tasks?
Tasks are displayed in the "Tasks/Messaging" dashboard, where you can monitor the total number of open, completed, and skipped tasks. Open tasks represent unfinished activities that require attention. You can filter tasks by status, making it easier to manage and prioritize them efficiently.
How do I adjust the date range for performance analysis?
You can adjust the date range for various dashboards and reports to view specific time frames. This allows for both short-term and long-term performance analysis, including sales, revenue, client engagement, tasks, and messaging metrics. Simply select the desired start and end dates in the respective section of the dashboard.
What are the tasks that are created for my staff?
Tasks are either:Stack-related (calls based on stack cadence).
AI-generated (tasks where Hailee needs assistance).
Where did my tasks go from a few days ago?
Tasks are marked as "Skipped" after 3 days. You can find past tasks under the client’s profile → "Tasks" tab.
AI Assistant: Hailee
Can the AI assistant book or cancel sessions?
Yes, Hailee can handle full bookings and cancellations.
How long does it take for Hailee to learn my studio?
Hailee understands your business and brand at launch but refines her responses over time. Most studios notice significant improvement within 30 days.
How do I help Hailee learn my studio?
Input all studio-related information and current specials in the AI Assistant section.
Use the enhanced tool to improve outreach.
Provide examples and flag issues to support to refine her responses.
System Errors & Customization
What do I do if I notice an error in the system?
Report any errors to the text support team, providing specific examples and names.
When will I be able to see my stacks and information on the SalesRevv platform?
You will have access to everything upon the platform launch.
Can I create my own custom stacks?
Currently, stacks are created at the brand level. However, you will have control over AI feedback for training purposes. Additional customization features are coming soon.
Where should I be completing my tasks?
All tasks should be completed within SalesRevv once you are live. Avoid completing tasks in any other CRM/POS system.
Will SalesRevv be managing all of my leads and member communication?
Currently, SalesRevv focuses on lead management. Member management features will be rolled out soon.