Manage Members

Manage Members

Communication

Communication includes emails, SMS, call logs, contracts, waivers, questionnaires, notes and awards.

Send Individual Email / SMS to Member

Many of your communications can be automated through use of your Templates and Templates pages.

To send a one-off individual message to a member;

• Go to Member Details > Communication tab
• Select Email Icon or SMS Icon
  

  

  • Enter details
    • Description for creating emails / SMS can be found under Templates and Communication
• Send

Communication Log

All communications are stored within each member’s Communication Log.
Communication includes emails, SMS, call logs, contracts, waivers, questionnaires, notes and awards.

• Go to Member Details > Communication tab
  • View date, communication subject, sender, and status of communication
  • Use blue tabs on right to open and provide more information on selected communication
  • Use Search bar to search for specific communication
  • Use Filters to narrow down search to specific communication type
    

    

Add to Communication Log

In-person communications and paperwork can be added to your member’s communication log.

• Go to Member Details > Communication tab

• Select Add
  

  

• Select;

  • Add Note - note will be stored in communication log
  • Add Task - assign task specific to member. For example, add Communication Task to assign a staff member to contact member
  • Add Call Log - staff can log all calls made to member for accurate communication history
  • Upload Files - paperwork, signed paper contracts, waivers and so forth can be scanned / photographed and uploaded into members communication log
    

    

• Save

Awards

See Awards

Details
Memberships
Accounts and Billing