Advanced Tools
Advanced Tools
After mastering the basics, you may encounter unfamiliar scenarios. Most answers can be found in this section, but if not, our team is always available via chat or phone at the bottom of each screen. Feel free to submit suggestions to help us improve and expand the help section for others.
how to convert calls to sales
how to convert calls to sales
Using template offers to earn 24/7
Using template offers to earn 24/7
how to apply a payment towards a contract
how to apply a payment towards a contract
using expiration timers to create urgency
using expiration timers to create urgency
processing payments manually
processing payments manually
Collecting and applying client deposits
Collecting and applying client deposits
Accepting multiple payment methods
Accepting multiple payment methods
Creating packages that appeal
Creating packages that appeal
Combine visits into one monthly payment
Combine visits into one monthly payment
Adjust contract terms: Premium Feature
Adjust contract terms: Premium Feature
what do alert notifications mean
what do alert notifications mean
How to generate client receipts
How to generate client receipts