Client tutorial library

Everything you need to run your website and CRM

Watch a short video, or find a quick answer. Pause whenever you need to.
Website

Website design editor tutorial

A walkthrough of your website editor, so you know where everything lives. Watch the video
CRM

CRM tutorial

A tour of your CRM. Start here if you are new. Watch the video
Calendar

Updating your calendar availability

Change the days and hours clients can book with you. Watch the video
Calendar

Calendar settings made easy

A simple guide to the settings behind your booking calendar. Watch the video
Email marketing

How to send weekly newsletters and edit your template

Send your newsletter and update your email template. Watch the video
Email marketing

How to create a newsletter sign up link

Create a link you can share on social media or in your email signature. Watch the video
Email marketing

How to create smart lists for advanced email marketing segmentation

Group your contacts so each email reaches the right people. Watch the video
Forms

Setting up custom forms

Build your own forms for your website and your CRM. Watch the video
Search, or pick a topic. Most answers take one minute.

Your CRM and your website editor are two different logins, and it is very easy to mix them up. Use the CRM login for your calendar, forms and automations. Use the website editor login for editing your actual site. CRM login Website editor login Both links are also saved in the Welcome tab of your Slack channel. If you are on the right link and still can't get in, send us a support ticket and we will resend your access.

Here is your CRM login. Save it to your bookmarks so it is always one click away. Open my CRM

Open your CRM login and click Forgot password. Use the exact email address we invited, and you will get a link to set a new password yourself. If the email does not arrive, check your spam folder, then send us a support ticket and we will resend your access. Need a hand with something bigger? Submit a support ticket and we will take it from there.

This usually means you landed in your CRM instead of your website editor. They look different on purpose, because they do different jobs. Your CRM lives at app.practicemarketinghub.com and holds your calendar, forms and automations. Your website editor lives at website.practicemarketinghub.com/login and is where you edit the pages of your site.

Yes. Download the LeadConnector app and your CRM is in your pocket. iPhone app Android app

Everything in one place. Support request form Website editor login: website.practicemarketinghub.com/login CRM login: app.practicemarketinghub.com CRM app: iPhone or Android Video tutorials: scroll up, they all live in the library above. Update billing: cart.nataliamaganda.com/updateinfo

Nothing is broken, and you do have permission. Your changes save automatically inside the editor, but they only show on your live site once you publish. Click Publish in the top right of the editor and give it a moment. If the change still does not show up after that, let us know and we will take a look. Need a hand with something bigger? Submit a support ticket and we will take it from there.

If you already have a domain, please paste your login information. If you don't have one yet, you can purchase a domain at domains.squarespace.com. Then give us access by adding both of these emails: hello@nataliamaganda.com and support@nataliamaganda.com. If your domain lives at GoDaddy, Namecheap or a similar registrar, add both emails as administrator or owner on your account there. Watch the tutorial

Send it through our support ticket form, so it lands in our task system and nothing gets lost in a chat thread. The form is also saved in the Welcome tab of your Slack channel. Submit a support ticket Genuinely quick requests, about 15 minutes or less, are fine to send in your Slack channel.

This is the From Name setting, and it is easy to leave on a template default or an old duplicated campaign. Go to Settings, then Email Builder, then Sender Preferences, and set your own name and verified email. Here is the step by step guide. If your own email still shows as unverified, send us a support ticket and we will verify it for you. Need a hand with something bigger? Submit a support ticket and we will take it from there.

We typically don't install newsletter sign up pages on your website, so you have two routes. Route 1. Submit a support ticket and we will build you a pretty opt in page, plus a form and a tag called newsletter, so every new subscriber can be segmented. When you send a newsletter, tick the right contact tags. Watch how smart lists work. Route 2. Create your own sign up link right now, no waiting. It shows a practicemarketinghub.com address instead of your domain. Watch how to create it. Then watch how to send your weekly newsletter. Submit a support ticket

Connect your personal Google Calendar directly to your CRM, and your availability updates itself so you never manage it by hand each month. Watch the calendar tutorial To change how far in advance clients can book, go to Calendar Settings, then Booking Rules, inside your CRM calendar. Don't see these options? Send us a support ticket and we will check it for you.

This is expected, and it is not an error. A few pages on your site, like your freebie thank you page, are hidden from your navigation on purpose and marked no index. That tells Google not to spend time recommending them. They still sit in your sitemap, so Google sometimes sends an alert right after a new site goes live. Our team closely monitors every month that your SEO pages are getting indexed.

You can update your card any time here. Update my billing

Right here. Scroll up to the video library, filter by topic, and press Watch the video. Pause whenever you need to. Need a hand with something bigger? Submit a support ticket and we will take it from there.

Still stuck?

If your question is bigger than a video or an answer can handle, send us a support ticket. Someone else is holding it now. Submit a support ticket