OfferingTree for Professionals

Packages

• Creating and Editing a Package
• Viewing Purchased Packages
• Refunding a Package or a Package Usage
• Embed your Packages on an existing site

Scheduling and Appointments

• Register for a client or student
• Appointment Based Bookings
• Create an Event Series
• Embed your Schedule on an existing website
• Online Classes and Events With OfferingTree
• Online Appointments With OfferingTree

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Payment Processing

• Add Payments to Events, Event Series, Appointments
• Set Up Payment Processing
• Optionally accept payments during registration
• Pass Along or Absorb Transaction Fees
• Payments Disbursement

Email Marketing

• Schedule or Send a message to one or more contacts
• Schedule/Send emails to your class roster
• How to Get More Newsletter Subscribers for Your OfferingTree Website
• Contacts
• Newsletter

Adding Rich Content To Your Site

• How to add an image to your content
• Embedding Video onto Your Site
• How to add a link to your website, newsletter or blog post

Site Integrations

• 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
• Sell Videos on your site using Vimeo PRO
• Add a Shopify online store to your site
• Add your Instagram feed to your site

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Directory Listing

• Edit your Enhanced Listing
• Edit your Basic Listing
• Claim your IYTA directory listing

FAQ

• How to Change Your Website Color Scheme
• How to Reset Your Password
• Claim your enhanced directory listing
• Prevent registration emails from going to spam
• Adding a Zoho Email to Your OfferingTree Account
• Adding Google's GSuite with GMail to Your OfferingTree Account

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