The Client Management Dashboard is a tool for your studio to identify specific clients that need a more personalized approach. Intended to work as a to-do list, the Dashboard shows categories that help catch clients in important steps in their customer journey, so none fall through the cracks. Our team will build our your Dashboard Categories based on our industry knowledge and best practices, but will work with you to create any custom categories you'd like to implement.

Loyalsnap offers tools for capturing and nurturing leads. You can track potential clients, segment them based on their interaction history, and create targeted campaigns to convert them into paying members.

We offer a robust Task Management feature that includes the ability to assign tasks to your staff! Find out more here.

All categories are trigger-based — leads automatically move through categories based on their actions in your booking system (account creation, purchases, bookings, visit status, expirations). Your job is to work the dashboard daily.

There is no "Contact Made" column. All dashboard categories are based on booking system triggers. You can use the Lists feature to track "contact made" leads — static list tags will appear on their lead card.

Most categories will include a suggested text. Scripts are easily removed, and you can also create "Response Templates" for your team.

Yes — there are 2 different views. Toggle between them in the top right corner by the settings wheel (card view or list view).

Yes — all PIFs are included.

No. Categories are automated. However, you can use Lists to tag people (e.g., "contact made", "referral") for your own tracking.

Click the 3 dots on their profile → Remove from category. They should then trigger into the correct next category automatically. You can also remove from Loyalsnap entirely or disable texting.

In the client profile, click the 3 dots → remove from Loyalsnap or disable texting. Important: also opt them out in their booking system profile — "Not Interested" in lead management is not technically a contact opt-out.

They still live within Loyalsnap — just not in a dashboard bucket. Create a dynamic list to find and reference them for future campaigns, announcements, or reactivation.

There are a few reasons why a lead may not be appearing in Loyalsnap. To start, have you confirmed that these leads are in the booking platform? Our platform pulls information directly from your booking platform, so if the client isn't showing in your booking platform, they won't show up in Loyalsnap. If you've confirmed that they are in the booking platform, do they have an email address? Only clients with an email address will be added to Loyalsnap. Mindbody users only: If they do have an email address, do they have a Mindbody ID? If not, in the client’s Mindbody profile under “edit” click “assign”. They should show in Loyalsnap after that! Finally, do they have a blue warning label at the top of their account advising their account is not associated with a verified Mindbody account? Here is a Mindbody help article with how to advise the client to verify their account so that they will appear in Loyalsnap and also be able to accomplish other things in their Mindbody account!

Tasks are manually set by your team — they don't auto-populate from dashboard categories. They're two separate systems.

Click the 3 dots → Remove from category. They should then trigger into the correct next category automatically.

Check for duplicate accounts — this is the most common cause. Search the name in your booking system, merge duplicates there, then archive the duplicate in Loyalsnap.

This can happen during the transition to a new system. Once your team actively clears the dashboard daily, it will auto-correct itself.

Dashboard Utilization reflects all open opportunities based on the latest sync, including any that may have re-triggered since you last cleared them. If you believe there's a discrepancy, contact support@loyalsnap.com for a closer look.

Loyalsnap syncs booking data approximately every hour. Recently added sessions will clear out on the next sync cycle.