Staff Training Hub
Learn how the library communication system works, including SMS reminders, Conversations, WhatsApp rules, testing steps, and common mistakes.
Open Training HubEvent Communication Dashboard
Track events, flyers, SMS reminders, social media planning, staff handoff notes, and weekly WhatsApp update handoff.
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.
- RSS Sync is preferred for event import.
- PDF Upload is the backup method.
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
- RSS preferred, PDF backup
- WhatsApp automation
- Managed by Ariel/Admin
- SMS reminders
- Staff can send when trained
- Training videos
- Loom videos already shared
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