OfferingTree for Professionals

Scheduling and Appointments

• Scheduling
• Automatically create Zoom meetings
• Tiered Pricing and Donations
• Appointment Based Bookings
• Embed your Schedule on an existing website
• Create an Event Series

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Memberships

• Membership Notification Emails
• Create and Edit a Membership
• Adding Member Only Pages
• Embed Your Memberships Page on Another Site
• Viewing Purchased Memberships
• Refunding a Membership Payment or Canceling a Membership

Packages

• Creating and Editing a Package
• Viewing Purchased Packages
• Embed your Packages and Memberships on an Existing Site
• Adjusting Purchased Package Credits
• Refunding a Package or a Package Usage

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 Content To Your Site

• Adding New Pages and Media Content to Your Site
• Embedding Video onto Your Site
• How to add an image to your content
• 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

• Access Your Admin Portal
• Creating Your Site
• How To Get Your Own Custom Domain
• How to change the font type and size on your website
• How to Change Your Website Color Scheme
• How to Reset Your Password

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