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Frequently Asked Questions
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Yes — best practice is personal email. This makes onboarding and offboarding easiest and avoids access issues when studio emails change hands.
Go to Settings → Team. You'll see every team member and their status: Active, Invitation pending or Invitation expired. To see who hasn't signed in yet, use the status filter and choose Not signed in. To send someone a new invitation, click the arrow icon on their status. Note: you are the one who sets up accounts for your staff. Staff can't sign up on their own. Learn more here.
Each team member needs their own login. Don't share a single studio login. Go to Settings → Team to add individual accounts.
That employee's name is attached to the email used to create the login. Check Settings → Team to review and correct it.
You can reset your user password by following the steps in this article.
We would love to have you back! Just send an email to sales@loyalsnap.com and we will get you back up and running.
Since all data exists in your booking platform and is synced to Loyalsnap, you must make edits to client data within the booking platform. Once edits are made, that data will automatically sync to your Loyalsnap Portal.
You can create your own scripts and templates in each studio. Use the microphone/edit feature to recreate them, or copy and paste from your other studio's dashboard.
Yes, in many cases. This is called phone number mirroring — Loyalsnap can display your studio's existing number for outbound texts after the setup process is complete. Contact support@loyalsnap.com to find out if your number qualifies and to get started.
All studios are given a local area code phone number. Text yourself a test to see the number. Once mirroring is complete, it will show your studio number.
If you've submitted the LOA (Letter of Authorization) paperwork, reach out to support@loyalsnap.com for a status update. Number mirroring typically takes a few business days to complete after submission.
Yes. Go to Settings → Team and open a team member. Turn each permission on or off, for example Inbox, Reporting, AI Chat, Tasks or Studio Settings. Staff without a permission won't see that part of Loyalsnap. Learn more here.
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