Looking ahead
Over time, this system will support social media posting, Google review requests, AI bots for FAQs, and better event reminders. Like any software system, it will continue to improve. Thank you for your flexibility and willingness to learn as the system grows.
Open Staff Training Hub
Use this to learn how the communication system works.
Open Staff Training HubOpen Event Dashboard
Use this to track events, flyers, SMS reminders, staff notes, and weekly WhatsApp coordination.
Open Event DashboardQuick Reference
Use this for the most important rules and reminders.
View Quick ReferenceQuick Rules
- WhatsApp = weekly calendar update.
- SMS = quick event reminder.
- Staff use Contacts and Conversations.
- Ariel/Admin manages automation for now.
Who Does What?
Staff can
- Check Contacts
- Check Conversations
- Send SMS reminders
- Add event notes
- Upload flyers
- Review event information
- Share changes with Ariel/Admin
Ariel/Admin handles
- Weekly WhatsApp automation
- Meta templates
- GoHighLevel workflows
- RSS/PDF import troubleshooting
- System updates
- Advanced automation training
Current System Setup
- Staff access
- Contacts + Conversations
- Event import
- Managed in the Event Dashboard
- WhatsApp automation
- Managed by Ariel/Admin
- SMS reminders
- Staff can send when trained
- Training materials
- Videos & PDFs already shared
New here? Start with the Training Hub.