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This course will show you how to do client management in Podio and still use Daylite as your CRM. This is a great course for any small business who meets with clients and needs to track prepayments or retainers. Lawyers and coaches would be most interested. You can have the power of Podio right inside of Daylite. The best of both worlds.
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30 day money back guarantee.
Learn on the go.
Desktop, iOS and Android.
Certificate of completion.
|Section 1: Part 1 - Creating the apps to use in Podio|
In this short video I tell you what we are going to do in this section of the course.
On each lecture you will see a video and you can download the step by step instructions in a PDF.
How to upgrade to a premium account in PodioPreview
How to create a workspace to hold your app templatesPreview
How to build a Client Session AppPreview
How to build a How to build a Client Account App
In order to set up a calculation field it is necessary to first ave the app, then edit it.
|Section 2: Part 2 - Putting it all together|
Introduction to this lesson
Removing any unwanted widgets from the sidebar
Modify the app description
Add a widget to see the categories of sessions
Add a link to your shopping cart
Share your apps as a package
Create a new workspace & add the apps
Link this workspace up to the client in Daylite
02:26 The calendar that was recorded in the video now looks like a normal calendar as you see below rather than the vertical calendar that you saw in the video. Just another great thing about Podio, they are improving it all of the time.
Add a widget to show sessions that need payment
Adding a prepayment
Create a widget to track what is in their account
Course wrap up
I've always been good at helping people understand technology in a simple way, but what I have learned over the years is that small companies need help with more than just their CRM. I felt that just addressing that was missing the bigger picture a lot of times. Fixing the back end without addressing the front end won't do much to impact your bottom line.
Doing business the old way robs you of your time and money, taking precious time away from your family and what is really important to your life. By putting good systems in place you can free up your time to focus on the bigger things.