All Activities
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Commission report
The Commission report helps verify that a staff member's commissions earned are accurate before processing payroll.
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Hourly pay rates & the Time Clock
This video discusses how to set up hourly pay rates for your employees. Hourly pay rates are used for staff members who must clock in and out of your business using the Time Clock feature.
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Creating gift cards
This lesson will teach you how to create and sell gift cards in your software.
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Client profile
Learn how the Client Profile screen can be used to view a client's most important information.
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Marketing Suite Dashboard overview
In this lesson, we'll learn about the Marketing Suite Dashboard. This screen gives you an at-a-glance view of your marketing tools' success. You'll understand how your clients interact and respond to communications sent.
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Smart Lists
In this lesson, we'll explain how to make Smart Lists and how to customize them using filters. This way, your contact lists will be ready for campaigns and automations.
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Smart Marketing tools
In this lesson, we'll cover the Smart Marketing tools available within the Marketing Suite. These tools help your business connect deeper with customers and provide targeted campaigns and communications to increase sales and client experiences.
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Big spenders report
Learn to use the Big Spenders report to identify the clients that have the greatest impact on your business’ revenue.
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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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Selling services, packages, and products
This lesson reviews how to edit services when completing a transaction using the Point of Sale.
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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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Intro offers: The foundation of your pricing structure
In this lesson, you'll learn about the benefits of intro offers and how to build your business' pricing structure.
