Stay Up To Date
We believe in keeping you in the loop with all the latest happenings in our courses and system. On this page, you'll find a comprehensive log of all the exciting changes, improvements, and additions we make to our courses and system. Whether it's a new feature, a course enhancement, or a system update, we've got you covered. Bookmark this page and check back regularly. We're committed to ensuring that your learning experience remains exceptional and that you have all the information you need to succeed.
New Features
New Updates
Resources & Tools
Important Updates
Here are some of the most recent updates we thought would be helpful to take note of
New Feature: Create Appointment Note Action
This feature leads to increased note organization and lower update times by leveraging a multi-trigger configuration into a simple customization process to get a catered automation. ...more
Important Updates ,New Feature Release Workflows &Automations
February 18, 2025•1 min read
New Feature: Upload Multiple PDFs & Page Rearrangement
This feature allows you to import multiple PDF files at once, resulting in a central document creation that allows for multiple document types to be managed inside the system as a singular document th... ...more
Important Updates ,New Feature Release &Payments
February 18, 2025•1 min read
Improved Feature: Category Completion & Default Certificates in Courses
There’s nothing more satisfying than receiving a reward for a job well done. Course completion certificates are one reward you can offer learners in your portal. We’ve made some improvements to make t... ...more
Important Updates ,New Feature Release &Membership
February 17, 2025•1 min read
Improved Feature: The Dialer Refresh
Your Dialer is a powerful tool that allows you to contact customers. But, what if you need to redirect an incoming call? Or if you want it to refresh automatically? We’ve made a few improvements to th... ...more
Important Updates ,New Feature Release &Settings
February 14, 2025•1 min read
Improved Feature: Calendar Activity Log
Calendar Activity Logs help you understand any changes your appointment undergoes. Tracking where the changes come from and how they were made is crucial in maintaining accountability. So, we’ve made ... ...more
Important Updates ,New Feature Release &Calendar
February 14, 2025•1 min read
New Feature: Multiple Review Platform Integration
This feature allows you to connect and manage multiple platforms from one place, giving you an eagle-eye view of your reviews and helping you increase the personal touch you have with customers who le... ...more
Important Updates ,New Feature Release Review Management &Reputation
February 13, 2025•1 min read
Improved Feature: Payment Link Improvements
Payment Links are one of the easiest-to-use payment methods inside the CRM. This is why adding coupon codes or disabling links after a while needs to be simple. The recent improvements cover that need... ...more
Important Updates ,New Feature Release &Payments
February 13, 2025•1 min read
New Feature: Deposits and Payment Plans on Documents & Contracts
Handle your Deposit and Payment plans directly from your Documents and Contracts with this new feature. Creating a streamlined and transparent approach to payment collection, terms and conditions, and... ...more
Important Updates ,New Feature Release &Payments
February 12, 2025•1 min read
New Feature: Workflow Actions for Associated Custom Object Records
These actions will help you improve data management for all Custom Objected data, creating a smooth error-free way to update your database without being time-consuming. Enjoy the added efficiency! ...more
Important Updates ,New Feature Release Workflows Automations &Custom Objects
February 12, 2025•1 min read
New Feature: Global Magic Links for Membership Portals
This feature leads to an intuitive experience for businesses and clients alike, allowing for secure access to the membership portals with minimized churn. ...more
Important Updates ,New Feature Release Marketing Membership &Workflows
February 11, 2025•1 min read
Improved Feature: Notes Experience
When you need to record internal information without notifying the contact the best place to do so is “Notes.” However, this area was lacking when finding your notes and maximizing efficiency. So, we’... ...more
Important Updates ,New Feature Release &Opportunities
February 11, 2025•1 min read
New Feature: Product Selection Per Store
This feature provides an easy segmentation system for you to control product details from a centralized point while adding flexibility in personalization. ...more
Important Updates ,New Feature Release Online Store &Stores
February 07, 2025•1 min read
Improved Feature: Troubleshooting Facebook Integration
The Facebook Integration allows you to market and interact with leads coming from your pages. However, dealing with Meta is a lot. Troubleshooting, managing pages, and mapping pages need to be easy fo... ...more
Important Updates ,New Feature Release &Settings
February 06, 2025•1 min read
New Feature: Send an Invoice for a Failed Subscription Payment
Invoices create a legal reminder for customers to complete payment on any pending service. When managing Subscription payments you may have run into failed payments before, this improvement will autom... ...more
Important Updates ,New Feature Release &Payments
February 04, 2025•1 min read
New Feature: Unlabeled Cards in Opportunity View
This feature will help you condense the information that you display in the opportunity card, leading you to a system that fits you perfectly and helps you search, copy and manage information efficien... ...more
Important Updates ,New Feature Release &Opportunities
January 31, 2025•1 min read
