In todays class we cover: Understanding Automations
- Payment Reminders
- Settings up Payment Schedules
- Setting up automatic Payment Reminder rules
- Setting up the Payment Reminder auto email
- Workflows
- Why setting up reminders are important
- Learning how to use Workflows
- What you can use Workflows for
- Setting up basic auto emails with Workflows
- Creating a Workflow from scratch
Homework
- Set up your first Payment Schedule and Reminder
- Create a basic Workflow