Getting Started – Overview This video gives a big picture overview of how your platform works – and how to use it.
Connecting Your Google Account Adding a Google account serves a number of purposes 1) When clients books an appointment, you have the ability to...
Connect Facebook / Instagram Account You must have a business Instagram account that is linked to your main Facebook page. If you connect your Instagram...
Setup email unsubscribe links We recommend changing the default unsubscribe URL from your homepage to a dedicated confirmation page on your website. eg domain.com/unsubscribe....
Creating a new employee A video to show new account owners how to create a new employee, just go over what they have access...
Emails – Overview This video shows you how to duplicate your email template and perform the basic setup of an email so it’s...
Conversations – Overview This video shows you the capabilities and also how to use them within the conversations view.
Opportunities Overview This video shows you how to use your opportunities pipeline. Using the Pipelines feature, you can more efficiently manage your...