Quick Start Guides
13 articles
- LeadConnector Mobile App Quick Start GuideThe mobile app gives you access to essential customer, sales, scheduling, payment, and communication tools while you are away from your computer. You can manage conversations, opportunities, invoices, reviews, appointments, contacts, and tasks directly from your phone. Table of Contents - What I
- Managing Conversations Quick Start GuideConversations gives you one place to communicate with contacts, review activity, schedule follow-ups, request payments, book appointments, and update CRM records. This quick start guide covers the core tools you need to manage day-to-day communication efficiently, including Manual Actions, templates
- The Marketing Area Quick Start GuideThe Marketing area brings together tools for social media publishing, email campaigns, reusable message templates, tracked links, and affiliate campaigns. This guide covers the core features and the fastest way to start creating and managing marketing activity from one place. Table of Contents -
- Reputation Management Quick Start GuideReputation Management helps you request reviews, monitor feedback, respond to customers, and display reviews on your website. This guide covers the essential setup and daily tools you need to manage your online reputation. Table of Contents - What Is Reputation Management? - Connect Your Review
- Wallet Auto Recharge and FrequencyTABLE OF CONTENTS - What is Auto Recharge and how does it work ? - What is Auto Ramp up and how does it work ? - Frequently Asked Questions (FAQs)- What is Auto Recharge, and how does it work? - What is Auto Ramp Up, and how does it work? - How can I disable the Auto Ramp Up feature? What is Auto R
- Wallet Auto RechargeTABLE OF CONTENTS - What is Auto Recharge and how does it work ? - Frequently Asked Questions (FAQs)- What is Auto Recharge, and how does it work? What is Auto Recharge and how does it work ? - The amount you see in dropdown 1 is the amount that will be deducted from your payment method when you
- Getting Started: Create a New ContactContacts are the people in your CRM — students, leads, and clients. To add one manually: - Go to Contacts from the left menu. - Click + Add Contact (top right). - Enter the contact's first name, last name, email, and phone number. Add any custom fields you use (for example, certification type or cla
- Getting Started: Import Existing ContactsIf you already have a list of students or clients, import them in bulk from a CSV file. - Prepare a CSV with a header row (for example: First Name, Last Name, Email, Phone). Clean up blank rows and make sure phone numbers are in a consistent format. - Go to Contacts and click the Import Contacts opt
- Getting Started: Set Up Your Booking CalendarA booking calendar lets students schedule classes or consultations based on your availability. - Go to Calendars in Settings (or the Calendars area). - Create a new calendar and give it a clear name (for example, "CPR Certification Class"). - Set your availability: the days and hours you accept book
- Getting Started: Connect a Payment ProviderConnecting a payment provider lets you collect payments for invoices, payment links, and order forms, and records those payments automatically. - Go to Payments → Integrations. - Select your payment provider and click Connect. - You'll be taken to the provider to sign in (or create an account with t
- Getting Started: Launch a Funnel or WebsiteA funnel is a short series of pages that guides a visitor toward one action — for example, registering for a class. - Go to Sites and choose Funnels (or Websites). - Click + New Funnel. Start from a template or a blank funnel. - Add and arrange your steps (for example, a registration page followed b
- Getting Started: Add the Live Chat Widget to Your SiteThe chat widget lets visitors message you from your website; conversations land in your Conversations inbox. - Go to Sites → Chat Widget (or the Chat Widget area). - Create a widget and customize its appearance, greeting, and business hours. - Choose how leads are captured (name, email, phone) befor
- Using Media Controls from the Notification Tray in the Mobile AppMedia controls in the mobile app make it easier to manage supported media playback without returning to the app every time you need to pause, resume, or skip. This is especially helpful when watching or listening to longer course, membership, or community content on mobile. TABLE OF CONTENTS - What