How To Use Text 2 Pay
The “text 2 pay” feature allows you to send a payment link directly to a contact for them to pay you for products or services. You can do this through an individual contact record or the Conversations tab. The available link will include an option...
How To Use The Payments Tab
Within the Payments section of your system, you can create products, view transactions, and integrate both Paypal and Stripe as merchant processors. Using this section will allow you to charge for products and services, in order to manage your bus...
Loop Lockouts
Sometimes you may have a loop created in your system accidentally when two actions are set to feed into one another, or feed back into itself repeatedly. This creates an infinite loop of actions which can slow down your system and create issues. M...
How to Use Yext
Yext is a service that allows you to quickly and easily list your business on 150+ portals and websites. Your system may include special pricing for Yext. This feature helps to boost your online presence and SEO rapidly. Check out these quick step...
How To Verify Your Domain With Facebook
If you need to verify your domain on Facebook, you can use the 'Meta Tag' verification method to do so. Follow these steps to learn how: Step 1: Copy the Meta Tag Copy the Meta Tag provided by Facebook. It should look something like this, for exam...
Creating and Using URL Redirects
The URL Redirects section of your settings allows you to create 301 Permanent Redirects for your domains. This can be useful for a variety of reasons, including the prevention of duplicate content (i.e. maybe you have several blogs on the same sub...
Account-Wide File Management
Account-Wide File Management lets you save and organize files for use across your system. You can search for a specific file, organize them into folders, and reuse across various parts of your system. For example, you can access the files in the E...
Eliza AI Automatic Booking Bot
Eliza is the system’s AI booking bot. If your system is enabled with this feature, you can use the conversational tool within your workflows to automate booking appointments for your customers. Eliza is built on top of Google’s Dialogflow technolo...