Scheduled Billing
Scheduled billing is a list of all members along with payment information, that are expected to pay during a given time period.
Appointment Book
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
Inquiry Type
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
Marketing Source Detail
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
Marketing Source
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: