Client Portal for Affiliates
What is the Client Portal? The client portal is a client-side interface located on the subdomain clientclub.net. It’s a centralized platform designed to allow clients and leads to interact with their respective accounts in a streamlined manner. Centralized Platform: The portal is a hub where clients can access their affiliate commissions, participate in community groups (upcoming), […]
How to Add a One Time Product in the Funnel Builder
Follow these steps to learn how to add a one-time product to your funnel. Note that a one-time product can be added directly into the funnel and builder after it has been made in Payments>Products Step 1: Configure the Product for your Funnel Step 2: Add the Product to your Funnel NOTE: Changing the text in […]
Implementing Funnel Best Practices
Creating funnels within the Funnel Builder works best through simplicity. The simpler the funnel is set up the easier it will be to convey your message, convert leads into sales, and perform regular maintenance and changes. Here are some best funnel practices that will help you get started. Overall Funnel Settings SEO Meta Data is […]
Invoice Settings
Invoice settings allow you to customize the default title, terms/conditions, and notifications. This article will overview the settings menu and its options. You can use templates instead of the default option and use the custom values in the design editor seen below: To edit your invoice settings Navigate to Payments > Invoices > Gear Icon […]
Default Gateways for Payment Integrations
Defining a default gateway becomes essential when you integrate multiple payment gateways through our platform. The default gateway acts as the primary choice for processing payments across various areas of your business, ensuring a streamlined transaction flow. Setting the default gateway simplifies the payment process, avoiding ambiguity and ensuring your transactions are processed seamlessly. This […]
How To Use The Payments Tab
Within the Payments section of your system, you can create and send invoices, manage orders and transactions, add products, set up taxes, and integrate both Paypal and Stripe as merchant processors. Using these payment features will allow you to charge for products and services, to manage your business. You can save time and work more […]
How To Use The Orders Tab in Your Payments Section
The Orders tab allows you to manage all of your Orders. You can view a sortable, searchable list of all Orders, which you may also download via an Excel file. This list gives you a history of all orders that may be important for your accounting purposes, managing metrics and goals for your team, planning […]
How to Change the Currency Type
You may wish to update the currency in Infinite Sales, to charge for products based on a specific currency type. The currency is set by default under your company’s Business Info. For example, if you are located in the United States, the default currency will be USD. If you wish to charge for products in […]
Bulk Import and Export of Multiple Phone Numbers for Contacts
Managing multiple phone numbers for each contact has become more intuitive with the ‘Additional Phones’ feature. Whether you’re importing new contact data or exporting your existing list, this guide will help you navigate the process seamlessly. How to Import Contacts with Multiple Phone Numbers Navigation Uploading Your File Map Your Fields Finalize Import Settings Important […]
How to Utilize the Calendar
Utilizing the calendar to access a visual display of your appointments and blocked off time is important. This guide will walk you through how to accomplish these actions, help make sense of the display, and goes over the concept of filtering calendar views. Step 1: Using the Calendar Access Your Calendars Filter The Display Adding […]