Video Tutorials
🌟 Smooth Transitions to V4
- V3 to V4 Transition - What you need to know
- Smooth Transition To V4 Live Q&A Call March 20, 2023
- Smooth Transition To V4 Live Q&A Call March 6, 2023
- Smooth Transition To V4 Live Q&A Call Feb 20, 2023
- Smooth Transition To V4 Live Q&A Call Feb 6, 2023
- Smooth Transition to V4 Live Q&A Call Jan 23, 2023
General Topics (V3)
- What is the deliverability rate for successfully delivering emails, autoresponders, newsletter and all types of communication from within the Console System
- How to Insert a Link to Pages, Forms, Documents and More!
- Submitting a Bug Report
- New Feature Suggestions
- System Shortcuts
- What is the difference between the CBS (Easy Breezy) Bootcamp Portal and my Coaches Console system?
Autoresponders
- Different ways to create an Autoresponder and subscribe someone to it
- How do I re-send a single autoresponder message?
- Duplicating An Autoresponder Series
- How to Select Subscribers for an Autoresponder
- How to Add Messages to an Autoresponder
- How to Create a New Autoresponder and Add Content in Your Messages
Billing
- Stopping or Resuming Product Payments, and Refunding Invoices
- How To Create an Agreement for a New Client
- Allowing and Applying Partial Payments
- Client Invoice Overview
- Sending Invoices to Someone Other Than Your Client
- Dashboard Billing Section Overview
Calendar Tab
- SMS Text reminder how to use with a marketing webinar registration opt in (V4)
- SMS Text Reminder Feature overview by Melinda (V4)
- How to create an SMS Text reminder for private client appointments (V4)
- How To Create a 2-Way Sync Between Your Coaches Console Calendar and iCal
- How Can I Make Sure My Google Calendar Blocks My Coaches Console Calendar
- Ganymede - New Calendar Upgrade
Contacts Tab
- Invoices File for Contacts
- Contacts: An Overview
- Can I partially delete my client data and anonymize the remaining data?
- Unsubscribe Multiple Contacts from Emails or Newsletters
- How To Merge Contacts In Your System
- How to Find the Contact Created Date and Use to Filter Searches and Send Emails
Content Tab (Documents, Forms, Courses)
- How to Make Form Questions Required
- How to Set Mass Permissions for Forms
- Custom Forms: Two Types of Text Boxes for Answers
- How to Copy Custom Form Questions
- How to set permissions for multiple documents
- How to upload a document to your system
Emails
- How To Send Emails Based on Contact's Actions
- How To Interpret Error Messages for Sent Emails
- Tracking Email Delivery
- Sending Options for Email
- How to Select Contacts for an Email
- How to Send a Test Email
My Account (Settings)
- How To Update Your Membership & Credit Card Information
- Upload and crop your profile image
- Updating Your Billing Information
- Setting Birthday Reminders
- Creating a New Notification Template
- Finding and Customizing Your Notification Templates
Newsletters
Opt-In Forms
- How To Use The One Click Opt-in Feature
- How to Add a Coaches Console Opt-in Form to an External Web Page
- How Your Prospect Experiences Signing Up for Your Free Gift
- How to Edit the Default Opt-in Form to Deliver Your Free Gift
- Enabling The Double Opt-In Feature
- How to Enable Double Opt-in
Reports
- Subscriber List: Find out who has subscribed and unsubscribed
- Payments Report and Failed Payments Report
- Payments Report and Failed Payments Report
- Understanding the Form Answers Report
- Clients Report
- Invoice Report
Shopping Cart (Products)
- New Product Recurring Billing Options and Scenarios
- Product Wizard - Contract Terms Tab
- Stopping or Resuming Product Payments, and Refunding Invoices
- Product Wizard - Name and Pricing Tab
- Product Wizard - Contract Terms Tab
- Product Wizard - Content Access Tab
Website
- Insert Button on Page
- Insert Testimonial, Opt-in and Picture blocks into Website Pages
- How To Add A New Course In Your System
- New Website Themes: Everything You Need to Know to Migrate with Ease
- New Website Themes Q&A
- Tour of the Private Client Portal