Subscriptions
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
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
Products
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