When new students leave your studio, they're carrying their first impressions of your staff, services, and your entire business out into the world. This is a powerful moment to engage and convert new students into loyal customers with the First Visit workflow.


Run a First Visit report to gather a list of new students. We recommend running this report weekly, keeping the outreach consistent and catching every new student.

  • From the [Activities & Reports] menu, Select [Marketing].
  • Select the [First Visit] tab.
  • Select a date range.
  • Click [Email List]. A modal window will appear, where you can create your email.

(Create engaging emails easily - Click HERE for customizable email templates)

Email content tips:

  • At this stage, keep your content short and sweet. This isn't the time to push your great classes and products...yet.
  • Your goal is simply to ask them to rate your services. Use clickable buttons with "Yes" or "No" to redirect students to short surveys. Google Forms is a great tool for making free surveys.


Why is student feedback important? Students that have a good experience at your studio are your best salespeople. But students that have a bad experience sometimes speak louder, with bad Yelp reviews or worse (we've all been there!).

Encouraging students to express themselves directly to you can both maximize the reach of positive experiences, and contain the reach of negative ones.

  •  YES -  The "Yes" button redirects students to your Yelp, Google Plus, or Facebook to write their review. Tip: Try giving people incentives to write reviews, for example offering a free class or special service.
  • NO - The "No" button redirects students to a short survey where they can express themselves and suggest improvements. The tone of this email/survey is "how can we help make your next experience better?" This channel can keep students from venting publicly, and give the studio a chance to improve based on real student feedback.
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