All Activities
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Appointments: Daily use
This lesson will teach you how to schedule appointments in your site, including single-session, multi-session, and recurring appointments.
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Setting up a Marketing Plan
The Marketing Suite gives you the tools to develop and improve your business marketing efforts. In this course, we discuss the what and how of the features and tools available to you.
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Client Documents screen
This lesson covers how to create and manage client forms and navigate the Documents screen.
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Setting up Dynamic pricing
In this lesson, you'll learn how Dynamic pricing works and can benefit your business.
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Reporting on new client attraction
In this lesson, you'll learn how to run reports to understand the results of your client attraction marketing efforts.
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Adding products
Now that we've explored product settings, let's dive into the processing of adding products to your software; including how to list your products in your software’s online store, set up membership discounts, and more!
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Introducing branded web
In this lesson, you'll learn how to set up Branded Web and how it works to automate your website management.
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Creating and using payment plans for courses
Allowing clients to make smaller payments towards a larger course price can drive engagement, loyalty, and retention. Some clients can pay for the course all at once, but the flexibility of spreading payments over time may be the difference between...
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Selling contracts
This lesson covers the basic process for completing a contract transaction, including how to pro-rate and specify payment methods.
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Using the calendar
The Calendar provides a snapshot of all classes, appointments, and courses scheduled for the next two weeks. Use this as a one-stop shop to quickly see what's coming up and who to expect to see soon.
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Reporting Guide
This lesson provides a comprehensive overview of various reports that meet business needs.
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