Chatr.ly Training

VA Friendliness and SMS Phrasing Training:

• Understanding phrases, exclamation points, emojis

Studio Hub Computer Tutorials:

• Booking a trial class

• How to cancel an appointment

• Rescheduling a trial class

• How to mark an appointment showed or no-showed

• How to mark someone as “Won” or “Lost”

• If Someone Didn’t Sign Up the Day of the Trial

• How to REMOVE someone from the CURRENT automation

• How to STOP someone from EVER getting automation

• How to manually add a contact into StudioHub

• How to upload a list of contacts inside StudioHub

• How to schedule a text message ahead of time

• How to find people marked as WON or LOST

• How to find the people that were marked as SHOWED

• How to send out an email blast

• How to mark a conversation as "Read" or "Unread"

Studio Hub SUPPORT TUTORIALS:

• How the automation works

• Trial Rescheduled - Appt. Cancelation Still Sent

• Why are the text messages not sending/Unsuccessful

• Can't book trials for time slots in Calendar

• Lead didn't receive appointment confirmation email

• Why is the Automation asking me to mark as "WON"?

• Leads getting the “new lead” automation randomly

• Manual email not auto-populating time

• Can't see the appointments in the phone app

• 30 minute follow up not working

• Can we change the follow up?

• Why following up quickly is SO important

Studio Director Tutorials

• Add a Family and a Student

• Enroll a Student into a Trial Class or Camp

• Verify Class Capacity Before Enrolling in a Trial

• Check Class Capacity BEFORE booking a trial appointment

• How to update family address and student birthdate

• Verify Enrollments and Mark Opportunities Won or Lost

• Enrolling a student into a class and processing their payment

• Scheduling a TASK to a dance studio manager on duty

Jack Rabbit Tutorials

• Use Quick Registration to Add a Family and a Student, and enroll the student into a trial. (note: “Enroll Date” is the date of the trial class)

• Look up a student and enroll an existing student into a trial class

• How to Change Address and Birthdate

• Verify Class Capacity

• How to Verify Attendance of a Trial Class in Jack Rabbit

• Modify Portal User Settings

Schedule Template Master Training

• Schedule Template Master - how to determine which classes are full and need to be removed from schedule template graphics

• How to create and update schedule templates using Studio Director, Google Sheets and Canva

• Schedule Template Creation - over-the-shoulder training for San Ramon templates

• Remove Advanced Classes and Rehearsals from Google Sheet

• How to determine which classes are full

• How to use Canva to make schedule graphics for StudioHUB

Text Blast Campaigns

• Registration A Campaign - Early Fall Registration - Danville video example. (PDF Flowchart)

• Free Trial to Leads and Previous Students (campaigns A and B)

  • Free Trial to Leads + PS Workflow PDF

• Zoom Meeting - Free Trial Class Campaign A and B