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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.

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New Features

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New Updates

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Resources & Tools

Important Updates

Here are some of the most recent updates we thought would be helpful to take note of

Subscriptions & Invoices in Contact Details

New Feature: Subscriptions & Invoices in Contact Details

October 03, 20241 min read

Managing and creating customer Subscriptions & Invoices keeps your bottom line consistent and customer satisfaction high. By accessing them through the Contact Details, you can take control of this process in a convenient way.

⭐️Why Is This Feature Beneficial To Your Business?

  • Increased Efficiency: This feature allows you to quickly handle customer subscriptions and invoices directly from their profile.

  • Minimize Errors: Handling Subscriptions & Invoices directly in the customer’s profile you ensure the action is always performed with the correct person.

  • Enhanced Control: This enables you to include customers to subscriptions or invoices that have been skipped keeping the control in your hands.

⭐️How To Create and Schedule Subscriptions & Invoices in Contact Details:

  1. Navigate to the Contacts section and click on the contact you want to add a Subscription or Invoice.

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  2. Click the $ icon to the right side of the contact.

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  3. Open the Action drop-down menu and select Create subscription/invoice.

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  4. Fill in the details for the subscription or invoice and send it as normal.

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Subscriptions and Invoices are the center of payment management for your business, they allow you to keep track of income and keep transparent communication with your customers at all times. This feature allows you to take advantage of these tools to the max!

New UpdateNew FeatureContact DetailsSubscription Management
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Automation Assistant

Hey there, it's great to introduce you to our Automation Assistant – your new ally in navigating our amazing software. This digital buddy is the result of a lot of hard work from our team and a sprinkle of AI magic. But what's it all about? Well, think of it as your personal guide to becoming a software pro. It's here to keep you in the loop with updates, show you the ropes with helpful videos, and share insights that will make you a software whiz. We understand that mastering software can sometimes be a challenge, but with the Automation Assistant by your side, you've got a friend who's always ready to lend a hand and ensure your success in the software world. So, welcome your new companion, and let's conquer this software adventure together!

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