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
Email Setup
Slack Setup
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
Receiving Cash
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 Payment Links

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