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Bookings, payments and signatures Online store Contacts and sales For agencies Secure Inter-Company Workflows Showing videos tagged Payments · Show all videos · 🔗 Copy link to these videos
Bookings, payments and signatures 1:40 Online bookings, made simple Clients pick a free time; your Google Calendar stays up to date. 1:44 Get paid on your forms with Stripe Take card payments as people book or sign up. 0:57 Take payments with Stripe: setup Connect your own Stripe account from Payments, then turn on Payment Processing for a form with its price. Online store 2:10 Sell products with a shopping cart Printful products, a cart, discount codes, sales tax and shipping. 1:36 Sell ebooks and digital downloads Amazon buy buttons with your Associates tag, or sell the files yourself with private download links. Contacts and sales 0:47 Live presentations: a consultation with a new client A potential client books a free video consultation with an attorney, fills in an intake card on the call, and accepts a flat-fee quote built from the answers. 1:03 Live presentations: a paid CPR class with quizzes Students register and pay for a live online class, answer a quiz that marks itself and see their score, while the instructor sees the class results live. 1:14 Live presentations: a travel club People sign up for a session, join a live presentation in their browser, answer a question card, and get a quote built from their answers that they accept and pay. Plus a room started on the spot with a link. For agencies 1:56 Run your web agency Add clients, sell your own website care plans, handle their requests and see your earnings. Secure Inter-Company Workflows NEW Connect one workflow across two separate organizations, like an intake team and a law firm, a realtor and an inspector, or two departments. Each company keeps its own account, team and data. Cases are handed over automatically, only the answers you choose are passed along, and both sides can follow how the case is going. See how it compares →
1:10 Connected jobs: send an inspection, get billed back The agent matches fields once, the inspector works the job and signs it off, the bill comes back on Net 30 terms and goes on her client's bill with a markup. 1:04 Accountants: bookkeeper to CPA A bookkeeping firm sends a client's year-end books to a CPA firm, which prepares the return, signs it off and bills back on Net 30.
