Do you want to understand your CRM’s different phone number settings but feel uncertain about it? Don’t worry. It’s easier than you think to grasp these settings. Below is the breakdown of the phone settings. Covered in this article: Number Name Forwarding Number Pass Called Number As Caller ID Enable…
In order to sign up for SHAKEN/STIR please ensure you have completed the Business Registration Process and have been approved before continuing with this guide. Robocalls and caller ID spoofing have become a serious problem in recent years, with the FTC estimating that Americans received 40.7 billion robocalls in 2019…
Enhance your user experience with our existing customizable 404 error page feature! Seamlessly redirect users encountering errors to a custom, brand-aligned webpage instead of the default error page. It’s an innovative, simple, and effective way to keep users engaged, even in unexpected circumstances. Covered in this Article: What is the…
How to manage all your products from one area within the system. In this video, we’re going to learn how to add products to the new payments section and use them in funnels. Troubleshooting Q1: I’m using websites and do not see a way to add a product: To add…
This article provides instructions for adding and configuring domains for a WordPress website. It is important to note that this article only intends for new WordPress installations made on or after March 31st, 2023. Covered in this Article How to add Domains to your WordPress website? a) Adding a domain for…
TABLE OF CONTENTS If you are setting up a new WordPress website, migrating & existing one or just adding additional domains, you will need to configure your domain’s DNS to point to your WordPress instance. This article will help you in the setup and also share some best practices with…
Receipts are crucial in business transactions, providing customers with documented confirmation of their purchases. They serve as proof of payment and enable businesses and customers to keep accurate records. We understand the importance of efficient receipt management, so we’re thrilled to introduce our latest feature: Automatic Receipts. How to enable…
The refund processing feature allows businesses to issue full or partial refunds for transactions made through various payment providers, such as Stripe, Authorize.net, NMI, and PayPal. It supports refunds for Google Pay, Apple Pay, and card payments, providing a convenient way to manage refunds from a single platform. What is…
You may have heard of the term “recurring billing/invoicing.” It is a way for your customers to pay you automatically without manually entering their payment details whenever they buy something from you. This can be very useful if you sell products on a subscription basis; you may want to send them…
Introducing Auto Payments in Recurring Templates: A Streamlined Solution for Billing Managing customer payments can be a daunting task, especially when it comes to recurring invoices. But worry no more! With the auto payment feature in our recurring templates, you can ensure timely payments without the hassle of waiting for…
