Automations
Scheduling and Appointments
- Scheduling
- Appointment Based Bookings
- Appointment Booking with Staff Members
- Automatically create Zoom meetings
- Tiered Pricing, Sliding Scale and Donations
- Waitlists
Point-of-Sale
- Troubleshooting your Stripe WisePOS E Terminal Reader
- 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
- Register a client for an appointment using the Point-of-Sale
Payment Processing
- Supported Payment Methods
- Set Up Payment Processing
- Add Payments to Events, Event Series, Appointments
- Payment Plans
- Charge sales tax
- Optionally accept payments during registration
Memberships
- Send a message to your members
- Create and Edit a Membership
- Viewing Purchased Memberships
- Give a membership to someone
- How can members access their content once they have a membership?
- Pause or put a membership on hold
Packages
Page Builder
- Adding New Pages and Content to Your Site
- Customize and Edit Your Page Header
- Customize and Edit Your Page Footer
- Pre-Designed Page Sections
- Add Testimonials to Your Site
- Page Building Blocks
Contact Management
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
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
Adding Content To Your Site
Site Settings
Custom Domains
- Use your existing Weebly domain on OfferingTree
- How To Get Your Own Custom Domain
- Use your existing GoDaddy domain on OfferingTree
- How to use your domain purchased from Wix on OfferingTree
- Use your existing Google Domains domain on OfferingTree
- How to use a domain purchased from Squarespace on OfferingTree
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
- How to request a page be removed from Google search results
- Do we have a referral or affiliate program? Yes! Here's how to become an Ambassador
- Is OfferingTree available in my country?
- Google Pay & Apple Pay
- Access Your Admin Portal
- Creating Your Site