When a contact purchases a membership in your CRM, you can automatically send them a personalized welcome email. This email can include their login credentials, course access details, and other import
Getting Started with Your Online Store An online store within your CRM allows you to sell products or services directly through your website. This guide will walk you through the initial setup process
Overview The Client Portal provides a modern, unified platform for managing courses, memberships, and other client-facing features. If you are currently using the legacy membership system, you can mig
Understanding the Affiliate Profile Page The Affiliate Profile page is your central hub for managing an individual affiliate. It consolidates all their key information, performance data, and managemen
The Affiliate Manager Dashboard serves as your central hub for overseeing and optimizing your affiliate marketing programs. It consolidates key metrics, performance data, and management tools into a s
The CRM Marketplace now supports one-time purchase pricing for apps. This pricing model allows users to pay a single, upfront fee to install and use an app permanently, rather than subscribing to a re
Retrying a Failed Payment If a payment for a product fails, you can retry it directly from the product purchase page. Steps to Retry a Payment Navigate to the Product Page: Go to the page for the spec
What Is a One-Click Upsell? A one-click upsell is an automated offer presented to a customer immediately after they complete a purchase. Instead of requiring them to go through a full checkout process
About Member Analytics Member Analytics is a feature within your CRM that provides detailed insights into how your members interact with your membership site or digital products. It allows you to trac
Creating a Product for Membership Course Access This guide explains how to set up a product in your CRM that, when purchased, automatically grants customers access to a membership course. This process
Enhancing Your Store with a Search Bar To help customers quickly find the products they're looking for, you can add a search bar to your e-commerce store. This feature improves the browsing experience
Adding Detailed Product Information To ensure accurate shipping calculations and inventory management, you can specify detailed information for your products, such as weight, physical dimensions, and
Displaying Related Products You can showcase related or recommended products to customers when they view a specific product detail page. This feature helps customers discover more items from your stor
To improve how your products appear in search engine results, you can configure dedicated SEO (Search Engine Optimization) information for each item in your CRM's online store. Accessing Product SEO S
Streamlining Your Order Fulfillment Process You can now efficiently manage your order fulfillment by generating professional shipping labels and packing slips directly from your CRM. This feature help
You can connect the Shippo shipping platform to your CRM's e-commerce store to provide customers with live shipping rates and purchase shipping labels. This guide walks you through the setup process.
Introduction Efficiently manage your order fulfillment process by generating packing slips directly from your CRM. This feature allows you to print detailed labels for entire orders or specific items
Overview of Subscription Management The Subscription Management area within your Client Portal provides a centralized hub for overseeing all your recurring payments and billing history. From this sing
You can now run affiliate campaigns that track sales on any external website, not just those built within the CRM. This allows your affiliates to promote and sell your products anywhere on the web, si
About Course Certificates The CRM platform now includes automatic certificate features for courses. This simplifies rewarding your learners by providing a default certificate for every new course and
Introduction Creating and launching an online course in your CRM is a straightforward process that allows you to share knowledge, grow your audience, and generate revenue. This guide walks you through
Your CRM includes a powerful storefront to sell a wide variety of products, from physical goods and digital downloads to subscription services. This guide walks you through the entire process of creat
About the Billing Address Feature The billing address feature allows you to collect payment information separately from shipping details during your store's checkout process. When enabled, customers w
Control Your Product Display Order Take charge of your store's merchandising by using Manual Product Sorting. This feature allows you to dictate the exact sequence in which products appear on your sto
What Are Custom Product Detail Pages? Custom Product Detail Pages (PDPs) are unique, branded pages you create for individual products in your online store. Instead of using a single, standard template
What Are Tax Categories? Tax categories are used in your CRM to ensure accurate tax calculations for products, services, and subscriptions. Each category has a unique ID and a descriptive name that he
What are Listings and Categories? In the CRM's Rentals module, Listings and Categories are the fundamental building blocks for organizing your rental business. Listings are your individual rental item
Understanding Rental Pricing In the CRM's rental system, pricing is dynamic and adjusts automatically based on factors like dates, rental duration, or quantity. Each rental listing or variant can have
Understanding Shipping Profiles Shipping Profiles allow you to create tailored shipping rules for specific products, stores, or integrated applications in your CRM. These profiles determine the shippi
What Are Manual and Smart Collections? Manual and Smart Collections are two powerful ways to organize products in your CRM's store. A Manual Collection allows you to personally select and arrange prod
Understanding the Rental Appointments List The Rental Appointments List provides a central dashboard to oversee all your booked rental items. This view shows each individual rental item (or listing) t
What is the Calendar View for Rentals? The Calendar View is a visual tool for managing your rental inventory. It provides a timeline overview of all your bookings, blocked dates, and the availability
What Are Gift Cards? Gift cards are a feature within your CRM's payment system that lets you create and manage digital gift certificates for your business. You can design branded gift card products, s
Understanding Your Gift Card Analytics Dashboard The Gift Card Analytics dashboard provides a comprehensive overview of your gift card program's performance. You can access this dashboard by navigatin
Overview of Gift Card Issuance Your CRM allows you to issue a prepaid gift card directly to a customer without requiring them to make a purchase. This creates a credit that the recipient can redeem on
Overview If you're creating a subscription for a client but can't see all of your available SaaS plans, this is typically due to your agency using two different subscription systems simultaneously. Th
About Welcome Badges for Courses A Welcome Badge is a credential that is automatically awarded to a contact the moment they first enroll in a course within your CRM. This feature is designed to create
About Global Tax Compliance for Resold Products This feature helps your agency manage tax collection and reporting for products and services you resell to your sub-accounts. It uses an integration wit
Control the presentation of your product images and videos on the product details page. This guide explains how to use the available layout options, zoom settings, and navigation features to create an
About Product Selector Styling Product selector styling allows you to control how customers interact with choices on a product details page. This includes options for product variants, pricing plans,