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      How to Set Up Team Member Messages in SalonIQ

      Automating communication with your team can streamline operations and keep everyone informed and motivated. SalonIQ allows you to set up automatic notifications for various performance metrics. Here's how you can set up these team member messages:

      Steps to Set Up Team Member Messages

      Before you set up your messages, you will need to ensure you add email address and mobile numbers for each of your team members, you can add these in the Team Members profile.

      1. Log into SalonIQ: Access your SalonIQ dashboard with your credentials.

      2. Navigate to Notifications: Go to the Menu > Intelligent Marketing > Automation > Team Messages.

      3. Select the Message Type: Choose the type of message you want to set up (SMS/Email) from the available options.

      4. Customise the Message Content: Tailor the message content to suit your salon's tone and the specific information you want to convey.

      5. Set the Schedule: Determine the frequency and timing for each message type to ensure timely delivery.

      6. Save and Activate: Once everything is set, save your settings and activate the notifications.

      Types of Messages You Can Set Up


      • Cash-up Notification: Provides a summary of the day's transactions, helping the team understand daily financial performance and cash flow.

      • Team Weekly stats Notification: Offers a weekly summary of each stylist's performance, aiding in personal development and goal tracking.

      • Team 4 Weekly stats Notification: Delivers a 4-week performance summary for stylists, allowing for a broader view of trends and progress.
      • Team Monthly stats Notification: Provides a comprehensive monthly performance overview, useful for end-of-month reviews and planning.
      • Salon Weekly stats Notification: Shares a weekly summary of overall salon performance, facilitating quick adjustments and team alignment.

      • Salon 4 Weekly stats Notification: Offers insights into the salon's performance over a 4-week period, helping in strategic planning and forecasting.
      • Salon Monthly stats Notification: Gives a detailed monthly performance report, crucial for managerial reviews and long-term strategy development.

      You can use or edit one of the templates provided, or you can create your own bespoke message - Don't forget to insert merge fields that will pull through data from your dashboards.

       

      If you need any further help with Team Messages, please call us on 01892 280 123 or email help@saloniq.com