Help Tutorials

Set up an email sequence for Facebook sign-ups

Create an automated email sequence for a Facebook sign-up landing page so leads receive an immediate information email followed by a timed follow-up automatically.

Creating and managing Landing Pages

Create public lead-capture pages, choose whether a page offers appointment booking or callback requests, and manage the pages already in use.

Handling Call Requests

Understand what a visitor sees when requesting a callback and how staff assign, contact and complete the resulting Call Request in the CRM.

Handling Appointment Bookings

Follow the public appointment-booking journey and manage the resulting booked appointment from the Lead record.

Managing Leads and converting them to Customers

Use Lead statuses to understand what needs attention, then convert a successful Lead into a Customer and primary Contact.

Managing Customers, Notes and Files

Review converted or manually created Customers, maintain their details, and keep useful notes and supporting files attached to the record.

Using the Calendar

See booked appointments and other CRM events in a month view, then open an event to review or change its details.

Managing Booking Settings

Control the appointment times offered to visitors by setting duration, notice, booking window, ownership, blackout periods and business hours.

Create and publish a landing page

Create the page, add visitor-facing content and make it available for campaign traffic.

Track where landing-page leads came from

Use campaign parameters so each CRM lead retains its marketing source.