New CRM in Yottled

We are excited to launch a Client Relationship Management (CRM) feature set in Yottled!  Anytime a client registers for a class, we add them to your client list.  Further, you can automatically notify your clients when you create new classes to help ensure they know about your offerings.  Let’s check out what it looks like!

Client Management

You can see the full list of your clients by accessing the clip board icon from the menu on the left hand side. Moving forward, anyone that registers for a class will automatically appear in the list of clients. In addition, you can manually add a client by clicking the three dots.

Notify Clients

When creating a class, you can choose to automatically notify clients about your new offering. This is under the “Advanced Settings” option. Click the checkbox and we’ll handle the rest. Your clients will receive an email notification telling them about your new class.

Here is a sample of the email your clients will receive

How do I use this?

Right now, our plan is to keep the core CRM feature set available to both the Free and Coach platforms:

Sign up for free at https://yottled.com!