Client info screen
The Client Info screen hosts key data points about each client. In this lesson, you'll gain an understanding of how this screen helps you gain a wholistic picture of the client by exploring each data point.
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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Creating Campaigns: One-time marketing emails
In this lesson, we'll cover the details of creating campaigns, including how to create offers using campaigns.
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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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Daily closeout report
In this lesson, we'll go over using the Daily Closeout report to close out sales data for the day.
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Creating and scheduling advanced courses
Advanced courses are used when you need to combine multiple courses that take place on different days and different times into a single series. This lesson shows you how to create advanced courses and explains a bit more about how...
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Selling account credit
In this lesson, we'll explain how to sell and apply account credit.
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Intro to email marketing, retention, & engagement tools
This lesson briefly introduces the marketing, retention, and engagement tools offered in the Marketing Suite. These tools are for every stage of customer interaction, from awareness to advocacy.
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Introducing branded web
In this lesson, you'll learn how to set up Branded Web and how it works to automate your website management.
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Commission pay rates
Sales commission may be offered as part of your staff's benefits package, or can be used when running a sales promotion where you'd like to encourage staff to increase sales by offering sales commission for a particular time period. We'll...
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Creating account payments
This lessons covers how to manage account payments like paying off a client's negative balance.
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Redeeming promo codes
This lesson shows how promo codes are redeemed on the Point of Sale screen.
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Lead Management
Manage new leads and turn them into regulars with an integrated dashboard that amplifies your sales. A built-in pipeline, easy-access client profiles, scheduled follow-ups—and the tools to measure your performance.
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Static Lists
In this lesson, we'll review details about Static Lists. As the name implies, this list is static, meaning your software won't update automatically. Static lists are ideal when sending communication to a specific group of clients.
