Help
Coming soon
A few features are built and waiting to be switched on, and a few more are planned. Each one is listed here with what to use in the meantime.
ForSchool owner
At a glance
Coming soon means the feature is built and waits on someone outside YogaTribex, such as Meta. Planned means it is not built yet.
| Feature | What it will do | Until then | Status |
|---|---|---|---|
| Facebook and Instagram messages | Messages to your Facebook Page and Instagram account arrive in your Inbox, and a new person becomes an enquiry. | Answer in Facebook and Instagram, and add anyone who asks about a course with Add enquiry. | Coming soon |
| WhatsApp in one window | Connect your WhatsApp Business number by signing in to Facebook, with no details to copy. | Connect your number with the three steps on Setup › WhatsApp. | Coming soon |
| New callers on the phone app | After a call from a new number, the phone offers to make it an enquiry, link it to one, or mark it personal. | Find the call in Call Logs and add the caller with Add enquiry. | Planned |
| Enrolling from the phone app | Enrol a student and record their advance from the phone. | Click Enrol on the enquiry's page in your workspace. | Planned |
| Follow-ups on the phone app | A list of the day's follow-ups on the phone, where tapping one calls the student. | Check the Follow-up date on each enquiry's page. | Planned |
Facebook and Instagram messages
Once they are on, a message to your Facebook Page or Instagram account arrives in your Inbox, on its own Messenger or Instagram tab. Someone writing for the first time becomes a new enquiry, ready for your team to claim.
You can link your Page and Instagram account ahead of time, on Setup › Facebook & Instagram. It needs Facebook & Instagram in your plan, and the owner or a Config Manager to do it. Facebook & Instagram walks through it.
Step 1: Answer them where they wrote
Until then, reply to these messages in Facebook and Instagram themselves.
Step 2: Add the enquiry by hand
Open Enquiry Management › New Enquiry and click Add enquiry. Choose Social media as the Source, fill in their details and click Save enquiry.
Adding an enquiry yourself explains the rest of that form.
Connecting WhatsApp in one window
WhatsApp works today, from your own WhatsApp Business number. You connect it on Setup › WhatsApp in three steps, copying details from your own Meta app.
Coming soon, Meta will do the same in one window. You sign in with the Facebook account that owns your business, and nothing needs copying.
Both ways connect your own number, and nothing is ever sent from a YogaTribex number. WhatsApp explains the three steps.
More from the phone app
The CallPulse app already uploads every call on a staff Android phone. A call with a number that is on an enquiry is logged on it by itself. See Phone calls.
These are planned for the CallPulse app:
- After a call from a new number, a screen on the phone to make it an enquiry or link it to one.
- On the same screen, adding a note or a follow-up, or marking the call as personal or not an enquiry.
- Enrolling a student and recording their advance from the phone.
- A list of the day's follow-ups on the phone, where tapping one calls the student.
Until then, add a new caller in your workspace at app.yogatribex.com:
Step 1: Find the call
Open Enquiry Management › Call Logs. A call from a new number is marked Not linked to an enquiry.
Step 2: Add the caller
Open Enquiry Management › New Enquiry and click Add enquiry. Source starts on Phoned us. Add their name and the number they called from, then click Save enquiry.
Their later calls are logged on the new enquiry by themselves. Calling & call logs covers calls day to day.
