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Phone Call Logging & In-Person Interaction Logging
Phone Call Logging & In-Person Interaction Logging

Phone Call Logging and In-Person Interaction Logging allow staff to record client calls and visits, with Owners controlling their availability for the studio.

Updated over a week ago

Phone Call Logging and In-Person Interaction Logging are features that allow staff to track and document client interactions directly from their inbox. These logs help maintain a record of conversations and visits, making it easier to manage sales activities, follow-ups, and client relationships.
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  • Phone Call Logging enables staff to log details about calls with clients, including key discussion points, date, and time. This helps in keeping a clear history of communications.

  • In-Person Interaction Logging allows staff to document face-to-face meetings when clients visit the facility. This can be useful for tracking client visits, meeting outcomes, and any necessary follow-ups.

These features ensure that all client interactions are recorded in one place for better organization and communication. However, only Owners have the ability to enable or disable these features for their studio. If disabled, staff members will not have access to these logging options in their inbox.

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