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All of our services have been restored after a brief interruption that impacted our Cloud online services. This interruption occurred between 9:45 a.m. and 10:55 a.m. EST on September 18th. We apologize for the inconvenience and thank you for your patience!

Marketing Campaigns Overview

This article will help you add and edit a marketing campaign as well as provide an overview of the Client Report used to narrow your client list for targeted marketing.

Adding a Marketing Campaign
  1. Select Edit Marketing Campaigns from the Messaging & Marketing drop-down menu.
  2. Click Add Campaign.
  3. Enter the campaign's name in the Campaign Name field.
  4. Enter the campaign's description in the Detailed Description field.
  5. Choose the date the e-mail blast should be sent using the calendar tool.
  6. Optionally, select the Automatically send this e-mail on a recurring basis bubble and set frequency of recurrence using the Starting on calendar tool.
  7. Optionally, select the end date from the Stopping on calendar tool.
  8. Select the frequency of the campaign to send every | __ | day(s), week(s), month(s), or year(s).
  9. Select the appropriate bubble for clients to include:
    • Send to all active clients: includes every active client in the database with an e-mail address.
    • Send to a targeted list of clients: click the Select Filter Criteria button to launch the tool used to target specific clients based on customized criteria. (See the Client Report section below for more detail on this tool.)
  10. Once clientele have been selected, a blue link will be available to check list of targeted clients.
  11. Select the information to be sent in this campaign. Use an existing marketing template with the Select Existing E-mail button or create a completely new template with the Create a New E-mail button.
  12. Once you are ready to initiate the campaign, click the Turn on Campaign button to initiate. If you're not finished and want to save your work and come back to it later, choose the Save as Draft button.
Editing a Marketing Campaign
There may be the need to reopen a campaign to edit settings or run a previously run campaign over again.
  1. Select the campaign you would like to edit and click the Edit Campaign button.
  2. Make the adjustments to the campaign as necessary.
  3. Click Save to save the changes.
  4. If you are initiating a previously saved campaign, click the appropriate button under the Initiate Marketing Campaign section.
Copying a Marketing Campaign
There may be times when you want to create a campaign very similar to an existing campaign. It's easy to copy a previous campaign using the Copy Campaign option.
  1. Select the campaign you would like to clone, and click the Copy Campaign button in the General Options section on the left side of the screen.
  2. A prompt window will appear.
  3. Click Yes and a new campaign will be created based on the original.
  4. A new window will appear asking if you would like to view the campaign.
  5. Click the Yes or No button depending on whether you would like to do this at this time.
Deleting a Marketing Campaign
Occasionally, a marketing campaign may need to be deleted.
  1. Select the campaign you would like to delete.
  2. Click the Delete Campaign button.
  3. The Are You Sure? window will appear.
  4. Click Yes to permanently delete the campaign.
  5. If a referral type was created specifically for that campaign, the referral type will not be deleted.
  6. To delete a referral type, select Edit Lists from the Tickets drop-down menu.
  7. Select Referrals.
  8. Delete the appropriate referral from the list.

Client Report Overview
The Client Report feature allows you to create a client mailing list that you may print directly to gum mailing labels, save as a file, or view. The mailing list can be highly customized by sort criteria, i.e. you might create a list of clients with a preferred employee if the employee leaves the business, or you may want to create a list of female clients that have birthdays in May.
  1. Click the Client Report button/icon or select Client Report from the Messaging & Marketing drop-down menu.
  2. The Client Report screen will appear.
  3. You can choose one of the quick filter options here by selecting the Use a quick filter to find clients based on popular criteria.
  4. Select the clients to include by choosing the appropriate radio bubble:
    • Has a birthday within the next __ days/weeks/months/years
    • First visit was within the past __ days/weeks/months/years
    • Last visit was within the past __ days/weeks/months/years
    • Hasn't had any appointments in __ days/weeks/months/years
  5. You can also filter your client selection with dozens more criteria by selecting the Find clients based on customized criteria using purchase history, personal information, and visit history.
  6. Choose Next after selecting desired filter option.
  7. If you chose the quick filter option, the results screen will appear.
  8. If you chose the option to filter based on customized criteria, the next screen will have an accordion menu with search and sort filters.
    • Visit History: set parameters and find clients based on their visit history
    • Purchased Services and Products: set parameters and find clients based on items they have purchased
    • Client Information: set parameters and find clients based on demographics
    • Birthday: set parameters and find clients based on birth dates
    • Client Options: set parameters and find clients based on other information contained in your database
  9. Leave all the boxes blank to include all clients.
  10. Click Next when finished and the results screen will appear.
  11. Select the way the list should appear by choosing the appropriate bubble in the Order Results By section:
    • Client's last name
    • Client's birthday
    • Last employee to service client
  12. Choose how you'd like to view the list in the Result Options section:
    • View list or copy e-mail addresses to the Windows clipboard: view, save, print, copy, or export the displayed information to Excel in this window.
    • Save to a file: choose the Select File button, name the document that will be created, and choose Save.
    • Print list to gum label sheets:
      • Select the appropriate label to use for printing with the Select Label button. Make any desired changes to the label with the Edit label button.
      • Select the font size to be printed on the label.
      • Optionally, check the box to print the text bold
      • Optionally, check the box to print the text italic.
      • Optionally, select additional items to be included: client's birthday, last employee, number of months since last visit, and title in front of name.
  13. Click Finish to execute your chosen option and complete the report.

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