Video Tutorials
🌟 WHAT'S NEW
- [New Websites] Everything You Need to Know to Migrate with Ease
- [New Website] New Website Themes Q&A
- [New Websites] Tour of the Private Client Portal
- [New Websites] A Tour of the New Website Templates
- [New Websites] Converting to the New Website Templates
- [New Websites] How to Select a Website Theme
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 Easy Breezy Bootcamp Portal and my Coaches Console system?
Autoresponders
- 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
- How to add content in your custom autoreponder series
Billing
- Stopping or Resuming Product Payments, and Refunding Invoices
- How Your Client Experiences the Agreement and Payment Process
- How To Create an Agreement for a New Client
- Allowing and Applying Partial Payments
- Client Invoice Tab Overview
- Sending Invoices to Someone Other Than Your Client
Calendar Tab
- How Can I Make Sure My Google Calendar Blocks My Coaches Console Calendar
- Ganymede - New Calendar Upgrade
- Ganymede - New Calendar upgrade
- How To Add or Remove a Notification from an Appointment Type
- New Appointment Type Wizard - Thank You Page Tab
- New Appointment Type Wizard - Reminders
Contacts Tab
- 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
- Quick overview of your client's to do list
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
Forms
- Forms overview
- How to create a Public form for prospects and visitors
- Formatting your Coaches Console form descriptions and questions
- Adding new forms to your system
- Adding questions to your forms
- Setting the form permission
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
- Groups Report
Shopping Cart (Products & Courses)
- 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
- Download a Document for Editing & Upload the New Document to Replace the Original
- Translate your Coaches Console to French
- How to Create a Simple Opt-in Page
- How To Create Sales / Landing Pages In Your System
- How To Use Anchor Tags on Pages
- How to set permissions for multiple documents