This article will guide you through sending a client their personal information — including name, email address, phone number, and more — directly from their profile in ClubReady.
Content:
Before You Begin
Make sure you have the following before getting started:
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Permissions required:
- Customer Management: General - Can Access Client Options
- Customer Management: General - Can Edit Client Profiles
How to Send Client Personal Information
1. Access the Client Profile: Navigate to Members/Customers or Prospects and type the client's name in the search field. Click on their name to open their profile, then select Profile.
2. Send the Email: From the Profile page, review the client's information and make any necessary changes. When ready, click the Email Details button to send the client an email containing their personal information on file.
Frequently Asked Questions
Q: What information is included in the email sent to the client?
A: The email will include the personal information currently on file for the client, such as their name, email address, phone number, and address. Review the profile before sending to ensure all details are accurate and up to date.
Q: Can I update the client's information before sending the email?
A: Yes. You can make any necessary changes to the client's profile directly from the Profile page before clicking Email Details to send.
Q: What if the client does not receive the email?
A: Confirm that the correct email address is on file for the client. If the email address is accurate and the client still has not received it, ask them to check their spam or junk folder. If the issue persists, reach out to ClubReady Support at support@clubready.com for assistance.