Services

Subscriptions

• Notifying Your Clients Of Upcoming Subscription Renewals Via Email
• Subscriptions overview
• Cancelling Subscriptions In Stripe
• Creating Recurring Subscriptions On Practice

Packages

• How to Pair Legal Contracts and Packages For The Best Client Experience
• Booking Sessions Through A Package (For Clients)
• Remove An Appointment From A Package
• Executing a Smart Action Only After The First Payment is Completed
• Setting Up a 6 Session Package That Collects Payment Over 3 Months
• Package Payment Plans Overview

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General

• How to Connect Stripe & Start Using Services
• Turn On Email Receipts For Your Customer's Successful Payments
• How to Enable/Disable Payment & Invoice Related Email Notifications
• Collect payment from clients on a weekly /monthly basis & track all their paid/booked sessions
• Access Packages, Products & Coupons

Coupons

• Creating and Using Internal & External Coupons On Practice
• Creating & Using Coupons On Practice

Products

• How to Share a Product or Package
• Create A Product
• Difference Between a Product & a Package
• Client Experience: Product Landing Page & Scheduler with Product Attached

Invoices

• Unpaid invoice reminders
• Schedule invoices
• Sharing an Invoice With Practice
• Marking an Invoice as Paid
• Cancelling an Invoice
• Using The Header & Footer Fields On Invoices

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