All Activities
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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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Reporting on new client attraction
In this lesson, you'll learn how to run reports to understand the results of your client attraction marketing efforts.
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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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Pricing Options: management and settings
This lesson some of the more advanced pricing options like notes, commissions, and more.
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