Welcome to the HealthPro360 Support Portal

Watch the videos to learn how to use the platform or get support

HealthPro360

Welcome to the HealthPro360 support portal. Below you'll find our training and support videos for the fastest help. If you still need additional assistance, submit a ticket below.

SUPPORT

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Support Ticket: Use the submit ticket button above to send us a support ticket.

QUICK START

Platform Overview

Dashboard Overview

Navigation Overview

Launchpad Integrations

SUPPORT

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Support Ticket: Use the submit ticket button above to send us a support ticket.

BUSINESS SETUP

Business Setup

Integrate Your Social Media

Other Integrations

Adding Users, Restrictions

Custom Values

Adding A Phone Number

Adding A Domain

Gmail Sync

CRM

CRM Overview & Navigation

Bulk Importing & Exporting Contacts

Deleting A Contact & Restoring Deleted Contacts

Adding A Contact

Smart Lists

Bulk Adding To Campaigns, WorkFlows

Custom Fields

Bulk Sending SMS & Emails

Adding and Using Tags

Documents

WEBSITE & FUNNEL BUILDER

Differences in a Funnel or Website

Website & Funnel Builder Overview

Sections, Rows, Elements

Adding Elements to Your Page

Creating Templates and Global Areas

Building A Form

Building A Survey

Connecting a Domain To Your Funnel Or Website

Building the Navigation For Your Website

Importing a Clickfunnel's Funnel

SEO Metadata On Each Page

Adding Tracking Code to Your Site

Add a blog

Adding a blog entry

Split Testing

Funnel organization

Wordpress Navigation

Wordpress - Connect a domain

WORKFLOWS & AUTOMATION

What is a Workflow?

Workflow Tools

Creating a Workflow

Triggers

Troubleshooting Workflows

Conditions & Dynamic Workflows

Adding Contacts to Workflows

Workflow Recipes

Workflow Organization

Workflow Actions

CALENDAR

Calendar Overview

Calendar Integrations

Adding Calendar to Websites

Team Calendars

CONVERSATIONS

Conversations Overview

Conversations Templates

Conversation Filter

Custom Fields & Values

CALENDAR

Calendar Overview

Calendar Integrations

Adding Calendar to Websites

Team Calendars

REVIEWS

Review Setup

Sending Review Requests

Adding Reviews To Funnels & Websites

Automating Reviews

Review Widget

CHAT WIDGET

Chat Widget Overview

Setting Up Your Chat Widget

Adding Chat To Any Website

EMAIL MARKETING

HTML Email Builder

Creating Templates

Custom Fields & Values

MEMBERSHIPS

Membership Overview

Membership Product Setup

Membership offers

Membership settings

SOCIAL PLANNER

Social Planner Overview

Integrate Social Accounts

Your First Post

Social Media Dashboard

Scheduling Posts

PAYMENTS

Payments Overview

Quickpay

Invoices

Proposals & Estimates

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