What are bulk actions and how do I use them?

While most bulk actions are typically completed in the Dashboard by admin and manager users, we understand that having the ability to perform certain bulk actions in the mobile app is incredibly helpful—especially for associates. Follow the steps below to explore your bulk action options:

1. Navigate to the Clients Tab and Filter Your Client List (Optional)

   • Navigate to the Clients tab in the mobile app.
   • Use the funnel icon to filter your client list if you need to narrow down specific groups of clients.

   
          
   
   

2. Click the Select button in the top corner of your screen. 

   
   
   

3. Choose the clients you want to include - then hit the Bulk Action button. 

   
   
   

4. Choose a Bulk Action
   
   

   • Assign to You: Assign the selected clients to yourself immediately upon choosing this option.
   • Send Review Link: Send a review request message to each client with this option.
     Important:
     - The review link that is sent out will be based on each client's "preferred store" location
     - The message will use default wording and cannot be edited when sent this way.
   • Add Tag: Apply a tag to the selected client profiles for better organization.
     Note:
     - The tag will be applied immediately once selected.
     - Only one tag can be added at a time
   • Send Message: Send the same message to multiple clients at once.
     Note: This does not create a group chat — the message is sent individually to each client. Important: Bulk messaging can be tricky; for detailed guidance, refer to these resources:
     - What is bulk messaging?
     - How to send a bulk message
     
   • Create Reminder: Create a one-time reminder for the selected clients. 
     
   • Add Client Activity: Log an activity or leave a note for the selected clients.
     Note: The activities available depend on what your admins have created in the Dashboard.
      - Learn how to create a new client activity here.
     .
   • Set Preference: Update a preference for the selected clients. 
     Important: 
     - The preference will apply to all selected profiles. For example, if you set “shoe size” to “7,” all selected clients will have their shoe size updated to “7.”
     - The available preference options depend on what your admins have configured in the Dashboard. Learn how to create a new client preference here.
     
     
     

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If you have any questions or need additional guidance contact our Customer Support Team at [e-mail] or [phone].