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  1. Practice
  2. Automation
  3. General

General

  • 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
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