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Practice
Automation
General

Articles in this section

Automate Sending a Link to Content / Private Group Chat / Scheduler After a Client Takes an Action
Automate Sending a Link or File After a Product or Package Purchase
Automate Testimonial Collection With Practice
Automate Payment Collection After A Form Is Filled Out Using Smart Actions
Automating a Series of Files, Forms, & Links to be Sent to a Client Over Weeks In Time
Using Smart Actions With Appointments
Using Smart Actions With Schedulers

Automating a Series of Files, Forms, & Links to be Sent to a Client Over Weeks In Time

October 21, 2022 18:57
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Using Smart Actions With Schedulers
Onboarding New Clients To Practice Private Messaging
Pre-populated forms & form templates
Automate Payment Collection After A Form Is Filled Out Using Smart Actions
Collect payment from clients on a weekly /monthly basis & track all their paid/booked sessions

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