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Link & Learn
Custom Training
Wallet Overview
See every client’s balance, credits, and payments in one place with the Wallet tab
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Course Lessons
Client Profiles
Client Profiles
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Wallet Overview
Wallet Overview
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Client Notes
Client Notes
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Client Accommodations
Client Accommodations
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Product Recommendations
Product Recommendations
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Account Credit Adjustments
Account Credit Adjustments
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Transferring Account Credits Between Clients
Transferring Account Credits Between Clients
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Managing Credit Card Details
Managing Credit Card Details
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Merging Client Profiles
Merging Client Profiles
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Clients & Audiences
Clients & Audiences
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Scheduling Alerts
Scheduling Alerts
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Blocking Clients
Blocking Clients
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Referral Sources
Referral Sources
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