Mastering PaidToday

by PaidToday


<h1>Learn how to leverage Paidtoday to do exactly what you need</h1><p><strong>Manage &amp; book clients, share projects, send invoices, and get paid faster all with PaidToday.</strong></p><ul><li><p>Manage customers easily</p></li><li><p>Send invoices &amp; accept payments online</p></li><li><p>Share projects and files</p></li><li><p>Keep time tracking records</p></li><li><p>Build websites &amp; funnels from templates or scratch</p></li><li><p>Create &amp; accept online appointments</p></li></ul><ul><li><p>Create &amp; sell courses</p></li><li><p>Automating tasks</p></li><li><p>Creating sales pipelines to track customer buying journey</p></li><li><p>Link &amp; share your customer portal with anyone</p></li><li><p>Even create and sell your own templates in the marketplace</p></li><li><p>STEP by STEP instructions</p></li></ul><p></p><p></p>

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Module: Getting Started
PaidToday Interface Overview
Module: Business Admin
How to: Edit business settings and details
How to: Add & Remove Team Members
How to: Purchase business phone number
How to: Create SMS & Text Templates
How to: Connect Your stripe account
How to: Add & Remove Team Members - PaidToday 2021
How to: Set Team Member Permissions
How to: Use gift subscription code
Module: Contact Management
How to: Create a contact
How to: Edit Contacts
How to: Search Contacts
How to: Attach files to a contact record
How to: Add Notes To Contact
How to: Create Contact Actions
How to: Add contact to a pipeline
How to: Create a contact opportunity
How to: Email a contact in app
Module: Project Management
How to create a project
How to create and edit project actions
How to delete project actions
How to manage project team members
Module: Billing Invoices
How to: Create a invoice
How to: Share a draft invoice
How to: Edit a draft invoice
How to: Void an invoice
Module: Billing Orders
How to: Create orders
How to: Process & schedule order payments
How to: View order history logs
How to: Search orders
How To: Orders payment calculator
How to: Cancel a scheduled order payment
Module: CRM Sales Pipelines
How to: Create a sales pipeline
How to: Edit sales pipeline
How to: Add & remove contacts to sales pipelines
Module: Online Course Builder
How to: Create an online course
How to: Edit Online Course Content & Details
How to: Add & remove course attachments
How to: Manage online course enrollment- Add & Remove Members
Module: Online Booking Management
How to: Create Online Booking Form
How to: Edit Online Booking Forms
How to: Add Questions To Online Booking Form
How to: Calendar/Booking - Block off all appointments for vacation
Module: Product Management
How to: Create a product
How to: Edit a product
How to: Delete Product
Module: Website builder
How to: Marketplace - Purchase & use website templates
How to: On web page link scrolling - Website Builder
How to: Clone websites & increase website speed by over 600%
Website Builder: How To - Interface Overview : PaidToday
How to: Create new website pageset
How to: Create new page inside your website
How to: Create Navigation Bar & Footer Wrapper Template
How to: Change column sizes and layout - Website Builder
How to: Add Google Analytics to website
How to: Change background image on sections - Website Builder
How to: Add facebook pixel to website pages
Module: Your Business Customer Portal / Members Area
How to: Sell online without a website using customer portal only
How to: Show & hide products & courses from the customer portal
How to: Use customer portal on any website (Funnel Anywhere)
How to: Add or remove stored cards on portals - PaidToday 2021
Module: Selling on the PaidToday Marketplace
How to: Sell projects on marketplace - PaidToday 2021
Module: Creating Automations
How to: Create an automation - Assign Contact Actions (Part 1)
How to: Create an automation - Add contact to sales pipeline (Part 2)
How to: Create an automation - Send automated SMS Text Message (Part 3) - PaidToday 2021


Title Mastering PaidToday
Seller PaidToday
Author PaidToday
Created 2020-12-10 19:33:13
Price $0.00
Skill Level 1
Course Length
Key Words Manage customers easily, Send invoices & accept payments online, Share projects and files, Keep time tracking records, Build websites & funnels from templates or scratch, Create & accept online appointments, Create & sell courses, Automating tasks, Creati
Requirements Active PaidToday Subscription

What is Unlimita?

A Unique Community

Unlimita is a global online marketplace where people come together for quality, reliable, and predictable buying, selling, and interaction.

Quality Businesses

Every business on Unlimita uses the PaidToday platform to manage and run their business - this means they have the best tools and you get the most visibility into every transaction.

Freedom & Privacy

Every buyer gets the freedom to buy from any vendor and have the same experience across all transactions - all while controlling who can see or access each part of their information.
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