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How To Articles
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- How to Use the Student Check-in Screen
- How to Create a Student Check-in Screen Shortcut (Chrome)
- How to Use Mass Check-In
- Tip: How Do I Print PINs for Student Attendance Check In?
- Tip: How to Use a Kindle Fire Tablet for the Student Check In Screen
- Best Practice: How to Create an Employee Account for Attendance
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How To Videos
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- Video: Intro Billing Training
- Video: How to Set Up the Inventory
- Video: The Payments Dashboard
- Video: The Billing Dashboard
- Video: Vault Invite
- Video: Adding a Vault Item
- Video: Creating an Invoice
- Video: Invoicing Dashboard
- Video: Invoice Details
- Video: How to Refund a Transaction
- Video: Switch from Classic Billing to New Finances Orientation
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Getting Started
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FAQs / Best Practices
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- Best Practice: How to Create an Employee Account for Attendance
- Best Practice: How to Add Revenue Streams
- Tip: How to Remove Unpaid, Inactive Recurring Billings
- Tip: How Do I Print PINs for Student Attendance Check In?
- Tip: How to Delete a Program or Rank with Students Attached
- Tip: Use Programs to Track Employee Time
- Tip: How to Use a Kindle Fire Tablet for the Student Check In Screen
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2023 Finances Uplift
After you create a Lead Capture Form, you generally will want to add it to a Landing Page so the sign up form can include an image, descriptive text, and more. However, you can share just the Lead Capture Form if you want to provide a quick, simple sign up form.
To share a Lead Capture Form
1. On the left panel, click Marketing Tools, and then click Lead Capture Forms.
2. Hover over the Share icon and then click an option:
- Link: Click Link and then Copy. The link is copied to your device’s clipboard; you can then paste the link in an email, social media post, or more.
- Embed Code: Click Embed Code and then click Copy. You can then paste the code into an email to send to your webmaster, or paste the code into your website code yourself.
- QR Code: Click QR Code. If desired, you can click the Show Logo toggle to remove the logo in the center of the QR code. Click Download. The QR code image file (.png) downloads to your device. You can share the QR code on flyers, business cards, and so on.
After you create the Lead Capture form, consider creating a Landing Page to provide more information about the form and what a prospect is signing up for. If you no longer need the form, archive it. Also, consider some of the tips to nurture your prospects.