, people can purchase external billing products without being a member.
It creates a contact for the record of the client and the sale is attached to the contact.
, it is possible with a PRO Software
using piggyback domains and setting up packages.
The members area would be on the original domain name, but it's possible to customize the text/graphics/layout/etc to look different.
Depending on your need, let us know specific separate questions for each item you would like to do yourself and we'll provide an answer.
Or, you can send any details in a support request and we'll do it for you.
Yes, SMS notification messages work in our software. They allow members to receive SMS notifications to your mobile phone (in USA) when members receive new contacts or have appointments on their calendar. This is a free service provided through Google Voice. We also have a paid SMS Marketing
Tool for sending marketing messages to contacts.
Setup Google Voice
To set it up you need to apply for a google voice account at voice.google.com
. When you visit the page if it immediately takes you to the voice inbox then it is already setup and you do not need to do anything else inside voice.google.com.
Add Google Voice Login
After you've done that, go to the "Advanced Features" page for your system. Inside the "Text Messaging" section put your google login information. You will need to click the red on/off switch to turn it on so the place to put your login appears. Also, in this section you can customize the notification message that is sent.
After you have setup Google Voice it is very important to go to test it. To do this login as a member and go to the notifications page (/admin/notifications). From there enter your mobile phone number and turn on notifications. After that, go to a capture page and fill out the form and within 1-2 minutes (or less) you should receive an SMS message.
IMPORTANT. YOU MUST TEST IT
If your Google Voice account requires confirmation to approve the server to login to your account then your capture pages will stop working
. If this happens turn it off temporarily and open a support request
. Your Google login is not deleted when you turn it off so you do not have to provide it in the support request. However, it is a good idea to provide your email and phone number on your google account as 90% of the time this is the information they ask us for to confirm the account. This must be done as a support request as the approval has to be done through code on the server. The support request for this typically costs $5-$10.