Platform Systems

Getting Started

Receiving the Starter Kit

STOP! Under Construction

What to Download

Communications

Communicating with Central

Communicating with Clients

Communicating with Teammates

Video Conferencing

Applications Setup

Website Bookmarks on Your Home Screen

Scheduling Calendar Setup

Square App Setup

Square Reader Setup

Client & Organizer Quickbase Setup

Using Email

Using Slack

Using Telephone

Using Communication Activities

Adding a New Activity

Updating an Existing Activity

Using Follow-up Dates

Closing an Activity

Leads

Adding a New Lead

Using the "Lead Status" Field

Lead Follow-ups

Closing a Lost Lead

The Lost Lead Sales Funnel

New Clients

Adding a New Client

Activating a Standard Membership

Reviewing a new MiO Client

Locations and Mailing Addresses

Session Scheduling

Client vs. Organizer Scheduling

Adding a New Session

Rescheduling an Existing Session

Cancelling a Session

Blocking your Calendar

Using the Waitlist

Collecting Payments

Using your Card Reader

Using Payment Links

Receiving Venmo Payments

Receiving Checks

Prepaid Sessions

Partner Sessions

Client Recaps

Where To Find Recaps

How To Complete Recaps

Using Quickbase for Your Information

Updating Your Regular Business Hours

Updating Your Client Rate

Updating Your Web Page Content

Updating Your Name, Address or Phone

Need More Help?

Schedule with Jeremie

Using your Card Reader