Collect & Store ANY Type of Information from a Client

Create a New Custom Field

Setting Up Calendars

Create Custom Calendar Forms

Creating Appointment Based Automations

How to Connect Your Outlook Calendar

How to Connect Your Google Calendar

How to Connect Your iCloud Calendar

Creating Primary Calendars & Doing Conflict Checks

Connect ZOOM to Calendar

Embed the Calendar onto Your Website

Share the Calendar Via Link or Embed Code

How to Create a Round Robin Calendar

How to Configure Staff Member Selection in Round Robin Calendars

Setup Recurring Appointments

Take Appointment Notes

Integrating with Stripe vs Paypal

Providing Refunds

Emailing Receipts

Pulling Down Spreadsheets of Transactions

Creating Snippets/Templates

Setting up Twilio

Using SMS and EMAIL steps within the automation workflow

Using SMS and EMAIL for appointment confirmations and reminders

Importing a bulk list of contacts

Exporting contacts

Separating contacts via tags

Using the filter feature to search for contacts on the “contacts” page

Creating smart lists of contacts

Understanding Pipelines

Understanding Opportunities

Creating Pipelines

Creating Opportunities

Managing Opportunities

Creating, Sending and Scheduling Email Campaign

Creating a task board