In todays class we cover: Understanding Automations

• Payment Reminders
  • Settings up Payment Schedules
  • Setting up automatic Payment Reminder rules
  • Setting up the Payment Reminder auto email

• Workflows
  • Why setting up reminders are important
  • Learning how to use Workflows
  • What you can use Workflows for
  • Setting up basic auto emails with Workflows
  • Creating a Workflow from scratch

Homework

1. Set up your first Payment Schedule and Reminder
2. Create a basic Workflow

That’s it for today, looking forward to seeing you in the next class.