What is the Pause Feature?

The pausing feature in Gazelle will let you stop all reminders to a client for a defined period of time. 

Pausing vs. Inactivating a Client Record

The Pausing feature is best used for clients who may not be ready to service their piano right now, but are still interested at some point (e.g. client is out of town, taking a summer break, or remodeling their house, etc.) 

Inactivating a client is best used for clients who are no longer interested in servicing their piano (e.g. moved out of town, sold piano, or no longer using the piano, etc.).

How to Pause a Client Record - Two Options

You can pause a client within the LifeCycle box of the client dashboard or by selecting "edit" in the client information box

Figure G

Pausing within the LifeCycle Box (#1 in figure G)

  1. Select the button to "Pause all Contact Until"
  2. From the popup, choose an ending date for when to unpause this client record
  3. Enter any notes for the reason behind pausing (optional)
  4. Hit save 

Pausing within the Client Information Box (#2 in figure G)

You can also pause a client within the editing dashboard of the client information box. This saves an extra step if you are already editing other information.

  1. Select "edit" within the client information box
  2. Scroll down to the Reminder box 
  3. Choose an ending date for when to unpause this client record
  4. Enter any notes for the reason behind pausing (optional)
  5. Hit save

Viewing Paused Clients

Once a client is paused, you will see a paused box on all piano LifeCycle emails. The client information box and timeline will also display information on when this client was paused and the reason. The timeline will save a history of this pausing even once the client is unpaused.

Unpausing a Client Record

Remember that Gazelle will automatically unpause this client record and resume reminder emails on the ending date you specified. However, if you would like to unpause a client before the ending date, simply select the "Unpause Client" button within the client information box and all reminders will resume for the client record

And you're done. Now you can leave and forget, letting Gazelle do the thinking for you. You rocked this!

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