Welcome New Clients With A Personalized Approach
A new feature was added in Nov that now allows a club to create as many different new client welcome emails as they want.
Previously, only one welcome email setup was available and this was the email format/text used when a new client was sent their login details.
For example - it might be useful to have one welcome email focused on new PT clients, but for a client who is primarily purchasing different services a totally different welcome email may well be appropriate.
In system setup - welcome emails can now be created and edited. An unlimited number can be created.
Files can now also be attached to welcome email templates so the client receives a specific file with their first email from the club. This could be something like a questionaire or a policy document as an example. Something that you always need to send to a specific type of new client.
The welcome email to use for the new client is selected when a new client is added to the system. In addition - the ability to merge in a personal message to the welcome email has been added to Add New Customer. This allows for the club admin or trainer who is adding the new customer to write a personal note just for that customer. This will then be merged into the welcome email they receive.
