Document Management in Contacts & Client Portal

Document Management in Contacts & Client Portal

Published on: 22/05/2025

The Client Portal is the best way for your contacts to interact with your digital products. It is an easy-to-use interface for accessing your content. We’ve added this ease when sharing files with your customers. Let’s check it out.

System Updates
Payment Plans for Estimates

Payment Plans for Estimates

Published on: 22/05/2025

Payment plans help you be more flexible with customers while improving your cash flow. And estimates help you create a clear picture of the cost of acquiring your services. So, to make things smoother, we’ve combined both features!

System Updates
Inbound Call Transfers on the Mobile App

Inbound Call Transfers on the Mobile App

Published on: 21/05/2025

Your team is made up of multiple people, so you can’t always guarantee an incoming call is answered by the right person. In those situations, you would simply transfer the call over, which wasn’t possible on the Mobile App. However, we’re glad to announce that’s no longer the case!

System Updates
Manual Expiry Date Selection for Certificate Templates

Manual Expiry Date Selection for Certificate Templates

Published on: 21/05/2025

The memberships section offers teaching flexibility, helping you impart knowledge to a wider audience. But, as we all know, that information can become outdated or need refreshing. And what better way to get students to return than adding a clear expiration date to their certificates?

System Updates

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