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Knowledge Base |
Zipwhip: How To Complete Tasks
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This article will guide you through working tasks in ClubReady using the Zipwhip integration.
Requirements - A Master Admin login or a staff type with the following permissions:
1. Locate your Task
Search and select the prospect/member/customer you wish to complete a task for. Click on the Tasks tab to create a new task or view all existing tasks.
Manually Create A Task For A Client
2. Click the WORK IT > Send An SMS tab
3. Add
the text in the text box and select the checkbox for "log task as complete"
NOTE: If staff do not select the checkbox to "log the task as complete", they are presented with a message prompting them to complete it.
4. Click
the Send button. The message will appear
in the Zipwhip embeddable
5. Close the Work It. Now your task has been marked as completed.
Complete Guide to Zipwhip
- Prospect Management - Can access prospect lookup
- Member Management : General - Can access client options
Complete Tasks With The Zipwhip Integration
Manually Create A Task For A Client
2. Click the WORK IT > Send An SMS tab
NOTE: If staff do not select the checkbox to "log the task as complete", they are presented with a message prompting them to complete it.
Complete Guide to Zipwhip
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