SalesTutorials
Tracking a Client’s Earned Loyalty Points
Tracking a Client’s Loyalty Points’ Consumption
Redeeming Loyalty Points in an Invoice
Refunding an Invoice with Loyalty Points
Managing Point-Discount Conversion in Invoices
Renewing a Membership Subscription
Changing the POS Client from the Sales Screen
Managing General Client Settings
Managing Clients’ Portal Permissions
Managing Clients’ Custom fields
Customizing the Appointments’ Actions List
Marking an Appointment as Done
Invoicing a Client from their File
Scheduling an Appointment through a Client’s File
Sending an Email to a Client from their File
Sending an SMS from a Client’s File
Creating an Estimate from a Client’s File
Creating a Credit Note from a Client’s File
Creating a Work Order from a Client’s File
Assigning a Staff Member to a Client
Adding Payment Credit to a Client
Managing Clients’ Manual Invoice Payments & Distribution
Managing Clients’ Printable Templates
Sending Clients their Login Credentials
Assigning a Status to a Client
Viewing a Client’s Account Statement
Managing a Client’s Opening Balance
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