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LifeBase CRM

Skool & Courses

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How to Send Messages Skool

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How to Sign Up for Skool

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How to Access Your Course(s)

 

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Marketing

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How Do I Create a Dedicated Domain?

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How to Connect Your Social Accounts

 

 

 

 

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Automations

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How to Change the Sender Details for a Specific Workflow

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How to Create a New Workflow in the CRM

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How to Check the Status of a Workflow

Watch a video demonstration here or scroll below to see the process step-by-step:

 

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How to Make Edits to a Workflow

Watch a video demonstration here or scroll below to see the process step-by-step:

 

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How to Access/See Workflows

Watch a video demonstration here or scroll below to see step-by-step how to access your Workflows.

 

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Calendars

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How to Edit, Update or Change Booked Appointments

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How to View Upcoming or Past Calendar Appointments

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How to Create a Calendar

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Sites

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How to Add a New Domain

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How to Add a Title to a Form

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How to Edit a QR Code

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How to Create a QR Code

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How to See Survey Submissions

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How to Create a Basic Survey

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Managing Contacts

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How to Send Texts and/or Emails to a Contact

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How to Delete a Contact(s) from Your CRM

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How to Send a Mass Email or Text to Contacts in Bulk

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How to Send Texts and/or Emails to a Contact

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How to Stop Sending Texts and/or Emails to a Contact

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How to Add a Tag to a Contact or Group of Contacts

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Account Management

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How to Disable Messages Coming From Facebook and/or Instagram

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How to Turn Conversation Notifications On/Off

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How to Add a New User/Coach to Your Dashboard

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