Stephanie Lesser

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  1. 6 votes
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    Stephanie Lesser commented  · 

    you can auto-attach an invoice to an Invoice type of form letter, in the Form Letter Properties. Then select the template from the invoice and the invoice pdf will already be attached.

  2. 9 votes
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  3. 4 votes
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  4. 8 votes
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  5. 3 votes
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  6. 13 votes
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  7. 3 votes
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  8. 6 votes
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    Stephanie Lesser commented  · 

    This may not work in every situation, but Advanced Scheduling Options allow you to schedule a single session with unlimited times, locations, resources, and users.
    Stephanie Lesser
    Authorized StudioPlus Consultant

  9. 6 votes
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    Stephanie Lesser commented  · 

    I'd advise that the client Lead Source field be used to indicate how they first heard about you. To best track what brings existing customers back for more sessions, you make want to use the Session Promotions feature.
    Stephanie Lesser
    Authorized StudioPlus Consultant

  10. 5 votes
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  11. 7 votes
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