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How to manage Refunds within the CRM?

The refund processing feature allows businesses to issue full or partial refunds for transactions made through various payment providers, such as Stripe, Authorize.net, NMI, and PayPal. It supports refunds for Google Pay, Apple Pay, and card payments, providing a...

Getting Started With Smart Lists

Smart Lists are innovative contact lists that allow users to customize and filter contacts based on specific conditions, such as custom fields. You can select which columns to display, and the Smart Lists update in real-time as contact data changes. Moreover,...

Team Member Assignment (Round Robin Calendar)

Overview You can now configure which team member should be assigned to an appointment in a round-robin calendar. You have options for rescheduling preferences and new appointment preferences. Reschedule Preference: Choose who the appointment should be assigned to...

Calendar Widget Reorder

Overview The Calendar Widget Reorder feature allows users to customize the order of the calendar widget’s steps: the Date & Time Selector, the Form, and Payments (if enabled). Users can choose whether they want the Date & Time Selector or the Form to...