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
- Schedule a call with the Support Team
- Submitting a Bug Report and New Feature Suggestions
- How to Insert a Link to Pages, Forms, Documents and More!
- Submitting a Bug Report
- What is the difference between the CBS (Easy Breezy) Bootcamp Portal and my Coaches Console system?
- What To Do First To Get Started
Autoresponders
- Adding your calendar link to autoresponder messages
- 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
Billing
- Setting your Currency and Tax Information
- Merchant Account Settings
- Quick overview of your client's invoice tab
- Stopping or Resuming Product Payments, and Refunding Invoices
- How To Create an Agreement for a New Client
- Allowing and Applying Partial Payments
Calendar Menu
- Calendar Overview
- Creating New Appointment Types
- SMS Text reminder how to use with a marketing webinar registration opt in
- SMS Text Reminder Feature overview
- How to create an SMS Text reminder for private client appointments
- How To Create a 2-Way Sync Between Your Coaches Console Calendar and iCal
Contacts Tab
- Login as test client and submit a client log entry
- Login as a test client and complete a form
- Send an email to your test client
- Send a Client Log to your Test Client
- Autoresponder and Subscription Settings in your contact's profile
- Invoices File for Contacts
Content Tab (Documents, Forms, Courses)
- DOCUMENTS: Download a Document for Editing & Upload the New Document to Replace the Original
- DOCUMENTS: New document overview
- DOCUMENTS: Managing document categories
- FORMS: Forms overview
- FORMS: Adding questions to your forms
- FORMS: How to Make Form Questions Required
Emails
- Create and Send an Email
- How To Send Emails Based on Contact's Actions
- Tracking Email Delivery
- Sending Options for Email
- How to Select Contacts for an Email
- How to Send a Test Email
My Account (Settings)
Newsletters
Opt-In Forms
- Overview of the free gift and how it works
- 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
Reports
Shopping Cart (Products)
- Products Overview
- Creating a new Product in your system
- How to create a product
- How to Add a Buy Button to a Page
- Stopping or Resuming Product Payments, and Refunding Invoices
- Product Recurring Billing Options and Scenarios
Website
- Editing your website's bio page
- Editing the copy of your website's home page
- How to Select a Website Banner Image
- How to Upload Your Logo
- Website Settings
- Website Overview