Purchase orders
Purchase orders can help you streamline your process for ordering products from suppliers. In this video, we’ll discuss how to create a purchase order, receive the ordered products into your inventory, and correcting purchase orders.
All Activities
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Developing a sales pipeline
Looking to increase sales and improve retention at your fitness business? An effective sales process is essential to turning prospects into loyal members. Your sales process should be defined, systematic, scalable, and trackable.
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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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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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Reporting Guide
This lesson provides a comprehensive overview of various reports that meet business needs.
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