One of the perks of the funnel builder is the ability to see and edit what the funnel looks like in desktop and mobile view. However, sometimes what looks best on one view does not look best on the other. The best solution to make sure that the funnel design looks good on both views, […]
Customizing Your Funnel and Website for Mobile and Desktop Views Read More »
Using the Bulk Actions features in your Contacts/Smart Lists section, you can perform multiple one-off actions to selected or all contacts. Here’s how to send review requests using the bulk action feature: Step 1: Choose Your Contacts Navigate to your contacts. Check the box to select contact records. You can also check the box at
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This tutorial will teach you how to set up calendar and appointment booking triggers, so when somebody books an appointment, the system will fire off a chain of events based on that appointment that they self-booked. Step 1: Create a Trigger Navigate to Triggers and create a trigger. Give it a name such as “Customer
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You may want to block time out of your standard availability in your calendar, for a variety of reasons, including being away/out of office, or having something outside of your system scheduled during that time. Follow these simple steps to block off time in your calendar. Step 1: Creating Blocked Time Navigate to Calendars Click
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You may want to schedule an appointment manually, at a time you’re not typically available. For example, maybe your normal scheduling availability is Monday-Friday 8am-4pm, but you want to make an exception for someone and book an appointment at 5:00pm on a Thursday with them. Follow the steps below to manually schedule an appointment outside
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Outlook calendar integration is a great feature you can use with a Teams Calendar. This allows you to create and sync calendar invites for Outlook, and to sync back to the system. NOTE: Only Outlook.com, Office365, live.com, and Hotmail calendars are supported. You can also have only one (1) Outlook account connected to one user in
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If you’d like to use Google Meet to connect virtually for appointments, check out this quick tutorial to get your account set up. You can simply integrate your Google account to the system, and then set your User Availability for your meeting/appointment ‘location’ to be a Google Meet link. It’s as simple as that! Step
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When creating a new calendar, you can copy and duplicate an existing calendar, if you want to duplicate all or most of the settings. This will allow you to save time setting up multiple calendars with the same or similar settings. Navigate to Calendars. Choose the one you’d like to duplicate, and click the 3-dot
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This tutorial will teach you how to disable and enable calendar services. Maybe you have a service that you typically offer such as a 30 minute consultation or a demo, and you want to temporarily disable that calendar because you’re not offering it right now. You can disable the calendar service, rather than having to
How to Disable and Enable Calendar Service Read More »
Use our Social Planner social media tool to keep all your social media managed in one spot. With this feature, you can manage your social accounts, save time by scheduling posts, and learn what your social media audience thinks. Follow these steps to get started: Step 1: Connect Your Social Media Accounts Integrate the account(s)
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