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  • CRM

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    Students
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  • Best online training and course registration in New York city

    Importing
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Account

What is user Access & Permission?

How can I update my company's account details?

How can I upload my company's logo?

How to reset my password?

How do I update my company's contact details?

Can a user change or update their access & Permission?

How to add or remove access from a user's account?

Language management

Class

What is a class?

How do I create a class?

How do I assign a class to a client's profile?

What are the default class values?

How do I edit a class?

What happens when I delete a class?

How do I delete a class?

How do I assign a cost to a class?

Is it required to assign a cost to a class?

Certificate

Set Up a Digital Certificate

Assigning Certificates

Assign a Certificate to Individual Students

Booking

How To Add a "Book Now" button to your Website

Students

How do I create a new profile for a student/client?

How do I search for a student/client?

How do I upload documents to a student/client's profile?

How do I upload a student/client's picture?

How to add a contract to the student's profile?

Custom Fields Management

Contracts

Create Contract Templates

Setup Terms & Conditions

Importing Data

How do I create multiple student records?

How to Import payments data?

Steams Online

Which browser is best for Steams Online?

Can Steams Online be used offline?

How can I setup notifications?

What if Steams Online Support is not available on the chat app?

How can I take a screenshot?

Billing & Payments

Manually Billing

Billing & Custom Items

Activate convenience Fees and taxes

Payment Preference For Booking Classes

Further Contact

How can I contact Steams Online support?

Leads

Working With Leads Email Templates

How to assign a lead?

Capture leads directly from your website

Won vs. Loss Options in Leads Management

Assigning Leads by Type

Create Tasks For Leads

Manually Add Leads

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