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All Articles
How to Complete Commit2Fit Integration
Learn how to complete your Commit2Fit Integration process.
How to Adjust Timezone and DST Settings
Learn how to adjust your timezone and daylight saving time setting.
How to Use Survey Campaigns
Learn how to use the survey campaigns feature.
How to Navigate and Use Your Inbox
Learn how to navigate and use your inbox.
Social Media Integration
Learn how Social Media integration works within the system.
How to Use Linked Accounts
Learn how to use one central login (linked accounts) if you're a franchise owner with multiple locations.
How to Send a Text Blast
Learn how to send a Text Blast.
How to Assign or Opt-Out Customers in a Drip Campaign
Learn how to assign or opt-out customers in a Drip Campaign.
How to Use Bulk Actions in Your Inbox
Learn how to use bulk actions and move clients or leads within the inbox with ease.
How to Use Click to Call
Learn how to use the Click to Call feature and optionally record the phone call.
How to Use Canned Messages
Learn how to use canned messages in the inbox.
How to Create and Edit a Drip Campaign
Learn how to create and edit a Drip Campaign.
How to Add or Edit Keyword Automation
Learn how to add or edit Keyword Automation.
How to Add or Edit a Canned Message
Learn how to add or edit a canned message.
How to Set Up Appointment Reminders
Learn how to set up appointment reminder messages.
How to Set Up Birthday Message
Learn how to set up the automated birthday message.
How to Use Last Visit Feature
Learn how to use the Last Visit feature.
How to Edit or Create a Customer Group
Learn how to edit or create a customer group.
How to Find Your API Key
Learn where to find your account's API key.
How to Integrate your Account with MINDBODY Online
Learn how to integrate your account with MINDBODY Online.
How to Use the Settings Icon and Find SMS Templates
Learn how to use the settings icon and find the SMS templates.
How to Use the Calendar Icon
Learn how to use the calendar icon.
How to Search for a Lead or Client
Learn how to search for a lead or client.
How to Add or Delete a Staff Member Login
Learn how to add or delete a staff member login to your account.
Dashboard Basics
Learn the basics of the dashboard and its accompanying widgets.