Feature Requests

We’d love to see automated or scheduled email campaigns that could be sent to current members on a recurring basis (monthly, quarterly, etc.). The goal would be to provide members with a recap of their activity and progress, highlight engagement trends, and encourage continued or increased attendance.

Requesting an audio alert for when a new message is received in Loyalsnap

When duplicate client profiles existing in Loyalsnap, client responses are displayed in both profiles. Out-going messages are only displayed in the profile from which they are sent. A studio has advised: we would want the whole text thread to be visible on both/all profiles that have the same phone number, like they are in ClubReady. That way we are not mistakenly replying to someone we have already replied to, not knowing they are duplicates.

We frequently receive data for duplicate client accounts from the booking platforms. Requesting a way to identify potentially duplicate accounts in Loyalsnap so studios can manually disable the duplicate or merge the profiles on their end.

In response to a studio reviewing their operations following a few incidents where teachers missed classes they had previously confirmed in the booking platform. They are requesting for Loyalsnap to support an automation where teachers receive an automatic email or WhatsApp message when they are scheduled to teach, for example the day before or a few hours before the class starts. The objective would simply be to add a reminder layer on top of the booking platform reminder to reduce human error and improve reliability.

Requesting a client's full WhatsApp messaging history by synced into Loyalsnap, once WhatsApp is integrated. This will save time for the studio having to cross-reference their WhatsApp account for prior messaging when conversing with their client.

It would be great if there were an option to add an additional merge tag such as: [Instructor most practiced with this year] calculated cumulatively from January 1st up to the email send date. This would be especially helpful for year-end or recap campaigns, where clients expect the data to reflect their overall practice across the year rather than recent activity only. We think this could add a lot of value and reduce potential confusion on the client side

Can you please add the client's mailing address under their phone number and email? My communication is different depending on whether or not they're local, and without the address listed I have to open MBO and double check and it feels inefficient. Thank you for considering!

Can you please add the client's mailing address under their phone number and email? My communication is different depending on whether or not they're local, and without the address listed I have to open MBO and double check and it feels inefficient. Thank you for considering!

I wanted to submit a technical feature request related to how call activity is handled between LoyalSnap and ClubReady. Today, LoyalSnap is alreadd calls internally, but that data only lives inside LoyalSnap. None of that call activity is written back into ClubReady. This creates a gap because ClubReady is our system of record for prospects, members, staff activity, and performance tracking. All other major interactions like texts and engagement notes flow back into ClubReady. Calls are the only major channel that does not. Because of that, our teams have no visibility into call activity inside ClubReady, and none of our downstream reporting, or business tools can see or use that data. We are requesting two related enhancements. 1) Sync LoyalSnap calls into ClubReady as User Notes with call metadata We would like LoyalSnap to automatically create User Notes in ClubReady when calls occur, using the existing ClubReady API endpoints for user notes and activity logging. Each inbound and outbound call logged in LoyalSnap would generate a corresponding User Note tied to the correct prospect or member. The User Note should include structured call details, aligned with ClubReady’s native call tracking fields, including: -Call type like inbound or outbound -Call outcome like answered, no answer, voicemail, missed, etc -Timestamp -Duration -Staff user who placed or received the call -Any available disposition or outcome label From a functional standpoint, this should behave the same way ClubReady logs calls or notes created directly in their system, so that call history appears in the full communication timeline for the user. LoyalSnap already has this data. This request is specifically to transform and push that existing call data into ClubReady via their API so calls live alongside texts, notes, and other activities. 2) Call report export and data access We also need a way to extract call metrics from LoyalSnap for reporting and automation. Ideally this would include one or more of the following options: -Manual export of call reports to Excel or CSV -Scheduled emailed reports -A webhook or API endpoint to pull call activity and metrics The exported data should include the same call fields listed above so it can be used for sales performance tracking, lead management, and operational reporting. Why this matters Studios like ours run sales operations, staff accountability, and lead management out of ClubReady. When calls only live in LoyalSnap, they are effectively invisible to the rest of the business. Syncing call logs into ClubReady and providing exportable or accessible call reports would: -Centralize all communication history -Enable accurate performance tracking -Support sales coaching and accountability -Allow integration into existing reporting and automation workflows We are happy to partner on validation, field mapping, or testing if helpful. Thanks for considering this request. This would be a major improvement for studios using LoyalSnap alongside ClubReady.