<h1 class="PlaygroundEditorTheme__h1" dir="ltr">🎥 <a href="https://fathom.video/share/ZyxixrHyaNEBbEKLXqDd85aT32VJhhKn" rel="noreferrer" class="PlaygroundEditorTheme__link">Click here to watch the replay</a> </h1><h3 class="PlaygroundEditorTheme__h3" dir="ltr"><a href="https://fathom.video/share/ZyxixrHyaNEBbEKLXqDd85aT32VJhhKn?tab=summary&amp;timestamp=0" title="PLAY @0:00" class="PlaygroundEditorTheme__link">Illness and delays @ 0:00</a></h3>Stephanie shares that she and her son have been sick, causing delays and disruptions. She apologizes for the challenges this has created and thanks everyone for their patience. <h3 class="PlaygroundEditorTheme__h3" dir="ltr"><a href="https://fathom.video/share/ZyxixrHyaNEBbEKLXqDd85aT32VJhhKn?tab=summary&amp;timestamp=93" title="PLAY @1:33" class="PlaygroundEditorTheme__link">New support team announcement @ 1:33</a></h3>Stephanie announces that she is hiring a new support team to help provide faster and more reliable assistance to customers. She notes this will help address issues more effectively. <h3 class="PlaygroundEditorTheme__h3" dir="ltr"><a href="https://fathom.video/share/ZyxixrHyaNEBbEKLXqDd85aT32VJhhKn?tab=summary&amp;timestamp=346" title="PLAY @5:46" class="PlaygroundEditorTheme__link">Troubleshooting email issues @ 5:46</a></h3>Amy raises an issue with her email functionality, where it is behaving erratically. Stephanie investigates the problem, noting it seems to be specific to Amy's account, and commits to having the new support team look into it further. <h3 class="PlaygroundEditorTheme__h3" dir="ltr"><a href="https://fathom.video/share/ZyxixrHyaNEBbEKLXqDd85aT32VJhhKn?tab=summary&amp;timestamp=779" title="PLAY @12:59" class="PlaygroundEditorTheme__link">Organizing content in the portal @ 12:59</a></h3>Emily asks about the best way to structure and upload content, such as monthly training videos, into the Simple Business Suite portal. Stephanie provides a detailed walkthrough of how to set up modules, lessons, and link to external content. <h3 class="PlaygroundEditorTheme__h3" dir="ltr"><a href="https://fathom.video/share/ZyxixrHyaNEBbEKLXqDd85aT32VJhhKn?tab=summary&amp;timestamp=1419" title="PLAY @23:39" class="PlaygroundEditorTheme__link">Leveraging the community feature @ 23:39</a></h3>The group discusses the community feature within Simple Business Suite, including the ability to create private channels, manage access, and integrate it with other aspects of the platform. Stephanie highlights strategies for making the community engaging and valuable for members. <h3 class="PlaygroundEditorTheme__h3" dir="ltr"><a href="https://fathom.video/share/ZyxixrHyaNEBbEKLXqDd85aT32VJhhKn?tab=summary&amp;timestamp=1651" title="PLAY @27:31" class="PlaygroundEditorTheme__link">Automating email funnels and lists @ 27:31</a></h3>Tara raises challenges with managing email funnels and lists, including ensuring unsubscribes are properly handled. Stephanie walks through a recommended approach using workflows, smart lists, and filters to streamline email management. <h3 class="PlaygroundEditorTheme__h3" dir="ltr"><a href="https://fathom.video/share/ZyxixrHyaNEBbEKLXqDd85aT32VJhhKn?tab=summary&amp;timestamp=74" title="PLAY @1:14" class="PlaygroundEditorTheme__link">Handling free offers and coupons @ 1:14:53</a></h3>The group discusses best practices for offering free products or coupons, including how to configure the platform to avoid requiring credit card information for free items. Stephanie provides guidance on leveraging the store settings and funnels to optimize the user experience. <h3 class="PlaygroundEditorTheme__h3" dir="ltr"><a href="https://fathom.video/share/ZyxixrHyaNEBbEKLXqDd85aT32VJhhKn?tab=summary&amp;timestamp=82" title="PLAY @1:22" class="PlaygroundEditorTheme__link">Customizing the platform terminology @ 1:22:58</a></h3>Andrea notes the importance of having a clear understanding of the platform's terminology, and Stephanie commits to creating a resource in the community to help define and explain key concepts. <h2 class="PlaygroundEditorTheme__h2" dir="ltr">Action Items</h2><ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">Book office hours to discuss handling free offers for programs&nbsp;</li><li value="2" class="PlaygroundEditorTheme__listItem">Create community post asking for confusing terms to build terminology guide&nbsp;</li><li value="3" class="PlaygroundEditorTheme__listItem">Customize Andrea's account w/ specific terminology (after receiving email)&nbsp;</li><li value="4" class="PlaygroundEditorTheme__listItem">Email Stephanie re: customizing account terminology preferences&nbsp;</li></ul>

You can find the replay for the office hours session from January 15, 2025

# 🎥[Click here to watch the replay](https://fathom.video/share/ZyxixrHyaNEBbEKLXqDd85aT32VJhhKn)

### [Illness and delays @ 0:00](https://fathom.video/share/ZyxixrHyaNEBbEKLXqDd85aT32VJhhKn?tab=summary&timestamp=0 "PLAY @0:00")

Stephanie shares that she and her son have been sick, causing delays and disruptions. She apologizes for the challenges this has created and thanks everyone for their patience.

### [New support team announcement @ 1:33](https://fathom.video/share/ZyxixrHyaNEBbEKLXqDd85aT32VJhhKn?tab=summary&timestamp=93 "PLAY @1:33")

Stephanie announces that she is hiring a new support team to help provide faster and more reliable assistance to customers. She notes this will help address issues more effectively.

### [Troubleshooting email issues @ 5:46](https://fathom.video/share/ZyxixrHyaNEBbEKLXqDd85aT32VJhhKn?tab=summary&timestamp=346 "PLAY @5:46")

Amy raises an issue with her email functionality, where it is behaving erratically. Stephanie investigates the problem, noting it seems to be specific to Amy's account, and commits to having the new support team look into it further.

### [Organizing content in the portal @ 12:59](https://fathom.video/share/ZyxixrHyaNEBbEKLXqDd85aT32VJhhKn?tab=summary&timestamp=779 "PLAY @12:59")

Emily asks about the best way to structure and upload content, such as monthly training videos, into the Simple Business Suite portal. Stephanie provides a detailed walkthrough of how to set up modules, lessons, and link to external content.

### [Leveraging the community feature @ 23:39](https://fathom.video/share/ZyxixrHyaNEBbEKLXqDd85aT32VJhhKn?tab=summary&timestamp=1419 "PLAY @23:39")

The group discusses the community feature within Simple Business Suite, including the ability to create private channels, manage access, and integrate it with other aspects of the platform. Stephanie highlights strategies for making the community engaging and valuable for members.

### [Automating email funnels and lists @ 27:31](https://fathom.video/share/ZyxixrHyaNEBbEKLXqDd85aT32VJhhKn?tab=summary&timestamp=1651 "PLAY @27:31")

Tara raises challenges with managing email funnels and lists, including ensuring unsubscribes are properly handled. Stephanie walks through a recommended approach using workflows, smart lists, and filters to streamline email management.

### [Handling free offers and coupons @ 1:14:53](https://fathom.video/share/ZyxixrHyaNEBbEKLXqDd85aT32VJhhKn?tab=summary&timestamp=74 "PLAY @1:14")

The group discusses best practices for offering free products or coupons, including how to configure the platform to avoid requiring credit card information for free items. Stephanie provides guidance on leveraging the store settings and funnels to optimize the user experience.

### [Customizing the platform terminology @ 1:22:58](https://fathom.video/share/ZyxixrHyaNEBbEKLXqDd85aT32VJhhKn?tab=summary&timestamp=82 "PLAY @1:22")

Andrea notes the importance of having a clear understanding of the platform's terminology, and Stephanie commits to creating a resource in the community to help define and explain key concepts.

## Action Items

* ****Book office hours to discuss handling free offers for programs****
* ****Create community post asking for confusing terms to build terminology guide****
* ****Customize Andrea's account w/ specific terminology (after receiving email)****
* ****Email Stephanie re: customizing account terminology preferences****

Office Hours: January 15, 2025

All replays of our office hour calls can be found here.