Straight Out Of The Certification Program...
Automation Workbooks
& Help Guides
How Will This Help You?
Rather than scrolling through a youtube video from 3 years ago hoping to find the 10 second clip you needed to finish your project for 45 minutes, use these guides to create a smooth experience for yourself and your clients.
Plan Guide - Work through the key pieces needed for any project BEFORE you start building
Account Fields & Values Guide - Helpful list of every standard field you can pull into messaging & where the info pulls from
Build Guide For Appointments - This guide will specifically walk through how to set up all the pieces you need for a smooth appointment process. Any user you create with admin access will have various settings to customize before booking under the calendar tab of your settings
Membership Cheat Sheet - A general look at the ways you can connect your membership products to offers, funnels, or manually add
TOOLKIT MEMBER ONLY BONUS - Workflow Dictionary Guide - Each workflow you create will have several settings & configurations you are able to customize. As well as details logs to help you track your steps & troubleshoot. In this guide, we walk through important terminology, every workflow trigger, action, and tons of examples
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