Author: J Scott

Scheduled billing is a list of all members along with payment information, that are expected to pay during a given time period.

An appointment book is used to schedule the various appointments you have for individuals. Appointment type examples are: Intros, Trial Lessons, Conferences and more. The appointment type labels can be customized in Settings.

Inquiry Type represents the method used by a prospect to inquire about the businesses products and services. Examples include: Walk-In, Phone, VIP, Email Lead, Web Site, Demo, and Outside Event.

Marketing Source Detail allows you to indicate more specific data related to Marketing Source. For example the marketing source is a Paid Ad, the Marketing Source Detail could be Facebook Ad – Kids Intro Special 1. Another example could be, the Marketing Source is a School Talk with the Marketing Source Detail being ABC Elementary…

Marketing source is the way a prospect found out about your business. Marketing sources can be customized and added in RainMaker Settings. Examples of Marketing Sources include: Referral, Web Site, School Talk, Flyer, Ad, Lead Box, Ad Card, etc.