Jacqueline Leonard
- Total activity 1855
- Last activity
- Member since
- Following 0 users
- Followed by 0 users
- Votes 0
- Subscriptions 1002
Activity overview
Latest activity by Jacqueline Leonard-
Jacqueline Leonard created an article,
How does ClubReady protect and secure customer data?
ClubReady takes the security of club, member, and CC information very seriously. ClubReady follows industry standard security process and protocols, including multiple layers of encryption, role ba...
-
Jacqueline Leonard created an article,
Best Practices for Fully Managed Studios with ClubReady
Congratulations on transitioning to a Fully Managed Studio with ClubReady! This shift comes with a few important changes that you need to be aware of, especially if you're used to managing your stu...
-
Jacqueline Leonard created an article,
Best Practices: Automation Rule to Send Out a Waiver 1 day Before First Booking
This article will provide you with the suggested steps to create an Automation Rule that will trigger to booked leads to send out the waiver to be completed 1 day prior to the first booking. 1. A...
-
Jacqueline Leonard created an article,
Best Practices: Create a Past Due Automation Rule
This article will provide you with the suggested steps to create an Automation Rule that will trigger to inactive members that have past due invoices on their account. 1. Access Automation Rules ...
-
Jacqueline Leonard created an article,
Best Practices: Automation Rules to Change Lead Type to Not Interested
This article will provide you with the suggested steps to create an Automation Rule that will trigger to change a lead type to Not Interested after A Not Interested Call Is Logged By Staff Talking ...
-
Jacqueline Leonard created an article,
Twilio - Compliance Notification: Forbidden Text Alert
At ClubReady, we are dedicated to ensuring the integrity and compliance of our communication services. As part of our commitment to delivering trusted communications, we employ strict safeguards to...
-
Jacqueline Leonard created an article,
Troubleshooting: Client Not Receiving Texts
This article will guide you through the steps on understanding why a client is not receiving text messages from ClubReady. 1. Check their Work It history If the text is in the Work It thread, it...
-
Jacqueline Leonard created an article,
Complete Guide to Freezes
This is a collection of all articles related to the Freeze feature. Setup Setup: Cancel And Freeze Settings Creating A Cancel Or Freeze Form Sales Package Cancel / Freeze Tab Agreement Managem...
-
Jacqueline Leonard created an article,
Best Practices: 2 Active Agreements
This article will guide you through factors to consider when having a member with 2 active agreements on file. 1. Sales Package Types ClubReady recommends if a client needs to have 2 agreements ...
-
Jacqueline Leonard created an article,
Wait List Notifications
This article will guide you through understanding notifications for Wait List bookings. 1. System Email Members who have been moved from the Wait List to a class will receive the New Class Booki...