Programs
Sell one-to-many offers (course, membership..etc) and support your students and members in one place.
Creating Courses & Memberships
Learn how to create courses and quizzes on our platform by demonstrating how to set up modules, add content, create quizzes, and customize the course appearance.
Created At: July 31, 2024 3:19:37 am
Setting Up Custom Domains for the Client Portal
This guide will show you how to create a custom domain for users to log into their client portal. This is relevant for anyone with programs (ie: course, membership..etc), private client portals, client resource hubs and/or communities.
Created At: August 10, 2024 5:52:05 pm
Creating an Offer For Your Program
This guide will show you how to create an offer for your program.
Created At: August 12, 2024 1:23:59 am
Updating Email Templates for Your Programs
This guide will show how to update the email templates for your courses, memberships..etc.
Created At: August 12, 2024 1:36:40 am
Updating the Branding for Your Sign In Page (Basic)
Learn how to update the branding for your client portal sign in page.
Created At: August 12, 2024 1:42:50 am
Updating the Branding for Your Sign In Page (Advanced)
Update & customize the branding for your sign in page and add an image.
Created At: August 12, 2024 1:50:55 am
Setting Up an Automation for New Students/Members
Learn how to onboarding your new students with a series of automated actions (ie: emails, tags..etc).
Created At: August 12, 2024 2:15:05 am
Creating a Program (Course, Membership..etc)
This guide walks through the steps to create a one-to-many program.
Created At: August 12, 2024 2:45:29 am
Mobile App for Courses/Memberships
Follow the instructions in this article to sign up for the mobile app for courses and communities.
Created At: August 12, 2024 3:01:01 am
How Do I Connect a Product In My Funnel To An Offer?
Learn how to give access to a course/membership from a funnel.
Created At: August 13, 2024 5:59:33 pm
Workflow Tutorials: Subscriptions (Step 1 & 2)
Learn how to set up the Step 1 & 2 workflow automations to handle failed & canceled payments for your subscriptions.
Created At: August 22, 2024 1:43:57 am
Manually Add a Contact to a Program
In this article, you'll learn how to manually add one of your contacts to a program - course or membership.
Created At: August 22, 2024 2:03:00 am
Managing Payments & Subscriptions for Courses & Memberships
Learn how students/members can update their payment method, cancel their subscriptions and more in the Client Portal.
Created At: August 30, 2024 12:10:50 pm
Creating a Free Trial For Your Membership
Learn how to create a free trial in your membership with a new offer.
Created At: September 6, 2024 3:01:54 pm
Creating Internal Notifications for New Sign Ups or Purchases
This article will explain how to create internal notification for any action that happens in your account. For example, when someone signs up for a free resource or purchases a product, you can send an email or SMS message to yourself.
Created At: September 9, 2024 4:55:47 pm
Setting Up Emails for Your Programs
Learn how to setup and adjust the emails that are sent to people who sign up for your programs.
Created At: November 25, 2024 5:02:25 pm
Setting Up Welcome Emails for Your Offers
Learn how to set up an automated welcome email for your programs and/or private client portals.
Created At: December 7, 2024 11:39:27 am