Show you've got it
Slack can't show who has read a message.
So add a quick emoji. Then no one calls a family twice.
Press and hold a message to add one.
On a computer, hover and click the smiley.
- Eyes means "I've got this"Add it when you start.
- Tick means "done"Add it when it's sorted.
- Buttons answer questionsIf a message asks something, tap a button. Slack shows who tapped.
- Ask in the threadReply under the message, not as a new post.
Every day
The ones you'll see most. Tap a message to open it.
Trials todayCall each family before their trial Nothing to add
School channel7:30am on trial days. 5pm the night before for trials before 9am.
A list of today's trials, and who still needs a call.
Confirmed means they tapped "See you there" on WhatsApp.
Read replies means the family wrote back.
- Call every family by 12 noon on the day.
- For trials before 1pm, call the night before.
- Under Read replies, read the chat first.
- Call from the LeadConnector app. The name ticks itself.
17:20 Ava · Juniors 9-11 · ⬜ call by 12:0018:10 Leo · Youth 12-15 · Asked if he needs a uniform · ⬜ call by 12:0016:00 Isla · Tiny Champions 3-4 · ✅ called 09:4219:15 Daniel · Adults 16+ · ✅ called 10:0509:30 Max · Little Champions 5-8 · call by 21:00Made-up names. Two-site schools get one part of the list per site.
Trial briefRead it before each trial Nothing to add
School channel, under the listA few minutes after the list.
More about each trial: their goal, why now, and any worries.
It comes from their forms and their messages.
- Read it before each trial, so you know why they came.
16:00 Isla · Tiny Champions 3-4Worries: Very shy with new people (form)
18:10 Leo · Youth 12-15Why now: Having a hard time at school (messages)
19:15 Daniel · Adults 16+Worries: Not being fit enough (form)
Showed, No-show and Did they join?Tap the buttons after each trial Tap to answer
School channel, on the same listAs each trial starts.
When a trial starts, Showed and No-show buttons appear on its line.
One tap updates GoHighLevel.
After Showed, a Did they join? menu appears.
- Tap Showed or No-show in class or just after.
- You can mark it in GoHighLevel instead.
- Then pick a membership, Still deciding, Waiting list or Not joining.
- Not joining and Still deciding ask why. One line is plenty.
18:10 Leo · Youth 12-1516:00 Isla · Tiny Champions 3-4 · Showed, marked by @Alex · joined on Monthly by @Alex17:20 Ava · Juniors 9-11 · Showed, marked by @AlexEvening recapTap what is left Tap to answer
School channel, under the listAbout 30 minutes after the last trial.
Trials not marked yet, and anyone with no join answer.
If it's all done, it doesn't post.
- Tap an answer for each one.
- Anything left comes back on Monday.
19:15 · Adults 16+New lead cardCall them if they don't book Nothing to add
Direct messageThe moment a lead comes in.
One card for each new lead.
It ticks as they book, sign the waiver and fill in their forms.
- Most people book by themselves within 5 minutes.
- If they don't, call them.
- Tap Get contact notification to open them in the LeadConnector app.
- Ring from the app and the card shows Called.
kids
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Confidence
07700 900412
Call reminderCall by the time shown Nothing to add
Direct message, under the lead card5 minutes after a lead who hasn't booked.
If they haven't booked by now, they most often won't.
So this buzzes your phone. LeadConnector buzzes too.
Where calls are tracked, they count in the Monday numbers.
- Call by the time shown.
- The clock only runs in calling hours, so night leads are due next morning.
- Use the LeadConnector app, or the call won't count.
Text, email or missed callReply or call back Add eyes, then a tick
Direct messageA text, email, call or voicemail to your GoHighLevel number.
Someone got in touch, but not on WhatsApp.
Messages within 30 minutes join up, so you get one ping, not five.
The last line tells you who they are:
- Card: ... They are an enquiry. Their card's name and stage come next.
- No card yet: not a form enquiry. They never filled in a form.
No card often means a member, a parent, or someone new who rang.
- Tap the name to open the contact.
- Reply or call back from GoHighLevel.
- If it lands in the channel, add eyes first so no one doubles up.
- Add a tick when you've replied.
An unknown number has no site. So at a two-site school, it goes to the channel.
Every week and month
The Monday check-in and month-end.
Monday check-inAnswer everything in the thread Add a tick when done
School channelEvery Monday at 9am.
Last week's numbers. They match the weekly email.
The thread lists jobs still open.
That means trials to mark, join answers and ended FEO challenges.
On the first Monday of the month, it adds the waiting list.
- Open the thread. Each item is a tap.
- Ask questions in the thread.
- Add a tick when the thread is clear.
Month-endMark trials, then fill in the form Add a tick when done
School channelThe day before month-end. 5pm on the last day. Then the 1st and 2nd.
Joins count in the month they are marked.
So before the month ends, the bot lists what's left to mark.
On the 1st, a short form asks for numbers only you know.
That means things like total members and money taken.
Your report goes out on the 3rd.
- Mark everything in the thread before the month ends.
- On the 1st, tap the button and fill in the form.
- Add a tick when the form is in.
Now and then
These only come when a person is needed.
Who is this trial for?Tap the right child Tap to answer
School channelWhen the bot can't tell which child a booking is for.
A parent with more than one child booked a kids trial.
The bot can't tell which child, so it asks you.
- Tap the right child.
- Tap A new child for a brother or sister we don't have yet.
- Tap Not a real booking for tests or mistakes.
- If no one answers, a reminder comes in the thread.
WhatsApp hand-offReply in the chat Add a tick when done
Direct messageWhen the WhatsApp bot needs a person.
The bot couldn't answer, or they asked for a person.
The bot now stays quiet in that chat for 24 hours.
- Tap the name to open the chat, or use the academy phone.
- Reply the same day. They were told the team will reply.
Website chat hand-offLook out for their WhatsApp Add a tick when done
Direct messageWhen someone on your website chat asks for the team.
The website chat never asks for a name or number.
Instead, a button opens WhatsApp with a message ready to send.
That message ends with a code like W-K7Q2.
- Read the chat so you know what they asked.
- Look out for a WhatsApp message with that code. Reply there.
- Add a tick when you've replied, or if they never wrote.
Visitor: Can I bring my own gloves to the kickboxing class?
Bot: I'm not sure, so it's best to ask the team. Message the team on WhatsApp opens WhatsApp with a short message ready to send.
Low reviewReply in GoHighLevel Add eyes, then a tick
School channelA 1, 2 or 3 star review. Only at some schools.
Good reviews get a reply by themselves.
Low ones don't, because a person should answer.
- Open it in GoHighLevel and press AI Reply for a draft.
- Change the draft, then post it yourself.
- If it's not clear who replies, sort it out in the thread.
Trial change not finishedFix the booking Add a tick when done
Direct messageUp to 2 hours after a move or cancel request. Never 9pm to 8am.
A family asked the WhatsApp bot to move or cancel a trial.
The bot sent them buttons, but the booking hasn't changed.
Or the bot couldn't find their booking.
- Open the chat and fix the booking with them.
- Then they won't get reminders for a trial they'll miss.
One version. The wording changes with what happened.
Quick fix neededDo the fix it gives you Add a tick when done
Direct messageWhen a card is moved the wrong way in GoHighLevel.
A card skipped a step, so the bot moved it back.
The message says just what to do.
- Follow the "To fix" line. It takes a minute.
- Then the join counts in your numbers.
Trial marked too earlySet it back to Confirmed Add a tick when done
Direct message4:30pm, only when needed.
A trial that hasn't happened yet shows as attended.
Most often, the booking was moved after it was marked.
Now the family won't get their reminders.
- Set the booking back to Confirmed in GoHighLevel.
- Send the family a quick message before their trial.
FEO challenge endingAsk if they will join Tap to answer
Direct message10am, 7 days before a challenge ends.
Kids challenges last 4 weeks. Adult ones last 6.
The last week is the time to ask about joining.
- Talk to them this week.
- Pick their answer in the menu.
- Pick a membership and GoHighLevel moves them on for you.
- If you don't answer, it comes back on Monday.
Notes from TiernanRead it, add a tick Add a tick when done
School channelNow and then.
News, how-tos and changes.
These come from a person, not the bot.
- Read it. Ask anything in the thread.
- Add a tick so Tiernan knows you saw it.
Safeguarding flagOpen the chat right away Add a tick when done
Direct messageRare.
The bot or website chat saw something that might be a safeguarding worry.
The Slack message only shows a name, never the detail.
That is on purpose.
- Open the chat in GoHighLevel right away and read it there.
- Follow your school's safeguarding policy.
- Add a tick when the right person has it in hand.