Schedule Classes & Events
- Client Check in Screen
- Scheduling
- How to Schedule Recurring (Repeating) Offerings or Events
- What are Events vs an Event Series
- Automatically create Zoom meetings
- Tiered Pricing, Sliding Scale and Donations
Appointments
Point-of-Sale
- How to use the Point of Sale feature
- Register a client for your classes or series using the Point-of-Sale
- Sell a package through the Point-of-Sale system
- Sell a membership through the Point-of-Sale
- Add multiple items to the cart on the Point-of-Sale
- Register a client for one or more appointments using the Point-of-Sale
Payment Processing
- Refunding payments as Account Credit
- Charge a convenience fee for online purchases
- Supported Payment Methods
- Set Up Payment Processing
- Add Payments to Events, Event Series, Appointments
- Payment Plans
Memberships
- Create and Edit a Membership
- Viewing Purchased Memberships
- Give a membership to someone
- Add Guest Passes to your Memberships and Packages
- Change a purchased membership to another membership
- Send a message to your members
Packages
- Upsell your intro offer packages and memberships
- Creating and Editing a Package
- Viewing Purchased Packages
- Give a package to anyone
- How can clients use their package once they purchased it?
- Adjusting Purchased Package Credits or Expiration Date
Page Builder
- Adding New Pages and Content to Your Site
- Customize and Edit Your Page Header
- Customize and Edit Your Page Footer
- Customize the pre-built Schedule page
- Customize the pre-built Membership and Packages page
- Customize the pre-built Online Store page
Contact Management
- Managing your Contacts
- Create and manage contact tags
- Customer Segments
- Merge two contacts together
- Manage your client's saved card on file
- Collect Additional Customer Information with Custom Data Fields
Email Marketing
- Send a Newsletter or Email Campaign to Your Subscribers
- Schedule/Send emails to your class roster
- Schedule or Send a message to one or more contacts
- Personalize your email marketing messages with Merge Tags
- Viewing your contact's details
- How to Get More Newsletter Subscribers for Your OfferingTree Website
Automations
- Overview of the Automations Feature
- Automation Triggers
- Automation Actions
- Automation Conditions
- Automation Events
- Automation Trigger Based Condition Attributes and Mail Merge Tags
Text Messaging Inbox
Selling Videos, Digital Content, and Physical Merchandise from on Your Store
- Creating a Store Item / On-Demand Content to Sell on Your Online Store
- Adding Digital / On-Demand Content to Your Store Item
- Editing and Compressing Videos
- Dripping Content Out Over Time
- Give a store item to someone
- Managing Your Store Items / On-Demand Content
Staff, employee, and teacher management
Reports & Business Insights
Embedding OfferingTree on another website
- Embed an Event or Event Series on another site
- Embed Offerings on your own website
- Embed your Schedule on an existing website
- Embed Appointments on an existing website
- Embed your Packages and Memberships on an Existing Site
- Embed Your Memberships Page on Another Site
Waivers
Discount Codes & Gift Cards
Adding Content To Your Site
Site Settings
Custom Domains
- Use your existing GoDaddy domain on OfferingTree
- Use your existing Turbify domain on OfferingTree
- Use your existing Domeneshop domain on OfferingTree
- Use your existing Weebly domain on OfferingTree
- Use your existing Hostinger domain on OfferingTree
- How To Get Your Own Custom Domain
Site Integrations
- Zapier Integration
- Verify your domain on the Google Search Console
- Analyze your site visitors using Google Analytics
- Add Facebook Pixel to your website
- Remove an integration from a page
- Add a Donate Button to Your Site, Blog Article or Offering using PayPal
Directory Listing
FAQ
- Optimize site for the OfferingTree Mobile App
- Keeping Your Data Secure in the Cloud - Where is your OfferingTree data stored?
- How do I clear my browser cache?
- Configure the notifications you or your staff receive
- How to request a page be removed from Google search results
- Sender Phone Numbers for Text Messages Notifications