Contact Management
By Sofia and 3 others4 authors42 articles
- Delete Individual and Multiple Contacts
- Change Contact Group in Templates
- Contacts Birthday
- Birthday Widget
- Batch Notes
- MindBody Integration Information on Contact Profile
- Milestones
- Add Fit Pro Tracker email to a Save email list
- Exporting Your Contacts
- Follow Up Task
- How to View All Assigned Tasks
- Download Contact Information
- Appointment
- Add Staff Member
- Emails "From Label"
- Checklist
- Location Email
- User Permissions
- Batch Follow Up
- Add Membership / Promotion to a client (CRM)
- Memberships (CRM)
- Promotions (CRM)
- Contact Groups Management
- Enhanced Import Contacts Process
- Contact Management Enhancement - Smarter Sorting, Deeper Insights, and Better Filters!
- Managing the New Staff Contact Group
- Contact Sub-Groups