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Knowledge Base Articles

Browse through help articles on almost everything in MSM

Conversations

Conversations

Trigger links

Snippets

Manual Actions

Opportunities

How to Create an Opportunity *

Opportunities Overview *

How To See Additional Information On An Opportunity Card *

How To Sort/Filter Opportunities *

Pipelines *

Lost Reason for Opportunities *

How to use Custom Fields for Opportunities *

Maximising Your Sales Pipeline *

How To Automate Lead Value Using Survey Submissions *

Opportunity Settings *

List View in Opportunities *

Opportunity Management *

How to Customise Your Opportunity Cards *

How to Send an Invoice or Estimate from an Opportunity *

Bulk Actions

Payments

Invoices & Estimates

Products

Payment Integrations

Documents & Contracts

Transactions

Payment Settings

Subscriptions

Orders

Payment Links

Subscriptions

Reputation

How To Send A Review Request

Reputation Settings

Reputation Tab Overview

Reviews

Review Widget Customisation

Listings in Reputation

How to Cancel Yext Listings

How to Create a QR Code

Requests

Listings Analytics Dashboard

Forms

Lead Form Tutorial

How Forms Work in My Studio Manager

Understanding the “Sticky Contact” Option in Forms

Why changing fields on a copied form also changes the original

Importing Students When Families Have Multiple Children

Billing

💳 Why You May See Extra Charges from My Studio Manager

Reporting

Appointment Report - Overview

Facebook Ads Reporting

Google Ads Reporting

Agent Reporting

Call Reporting

Attribution Report

Custom Reports

Sites

Analytics Dashboard

Funnels

Forms

Surveys

Media

Chat Widget

Funnel / Website Builder

Websites

Blogs

Form / Survey Builder

Client Portal

Stores

Webinars

Marketing

How to Create a Brand Board

Social Planner

Email Templates

Affiliate Manager

Email Services

Emails

Campaigns

Trigger Links

Ad Genuis

Brand Boards

Countdown Timers

Dashboard

General CRM Overview

Dashboard Overview

The Dialer

Dashboard Permissions

Managing Custom Dashboards

How to Create Multiple Dashboards

How to Set Your Default Dashboard

Custom Widgets

Elements

Ad Manager

Create New Ad Campaign in Ad Manager

Ad Manager: Create Ad campaigns using templates

Overview of Ad Manager Settings

Connect Facebook with Ad Manager

Audiences Tab Overview - Ad Manager Settings

Media Storage

Media Storage Overview

Managing Media Files and Folders

Content AI

Backgrounds

Supported Media Types

How to Upload Font Files in Media Storage

Mobile App

How to Use Business Card Scanner in the Mobile App

Service Calendars in the Mobile App

Edit Email Snippets in the Mobile App

Conversations in the Mobile App

Create Products on the Mobile App

Taxes & Discounts for Sales on the Mobile App

View Invoices & Receipts on the Mobile App

Record Payments for Invoices on the Mobile App

Accepting Payments for Service Appointments in the Mobile App

Documents & Contracts on the Mobile App

Integrations

Jackrabbit CRM Integration

Settings

Business Profile

My Profile

Custom Fields

Custom Values

Domains

Integrations

Email Services

Phone System

Tags

URL Redirects

Audit Logs

Staff

Private Integrations

Memberships & Communities

Communities Overview

Automations

Understanding Automation

Workflows

Content AI

Workflow Actions

Premium Actions

Workflow Settings

Calendars

Appointments

Calendar Settings

Calendar Overview

Service Calendar

Creating Calendars

Class Manager Module

Introduction - Understanding the Tabs in the Class Calendar Module

Creating and Managing Classes in Class Manager

Adding Students to a Class in the Class Calendar Module

Marking Attendance for a Class

Managing Trial Records

Creating Seasons

Viewing Insights and Analytics in Class Manager

Enrolling Students and Confirming Enrolments (Admin View)

Using Snippets and Portal Access

How to set up and create a class.

Contacts

Restore - Overview

How To Delete An Appointment

Duplicate Contacts

Bulk Actions

Contact Details

Smart Lists

Tasks

Hive Projects

How to create Task in Hive Projects using Workflows/Automations

Video - Creating a project in the Hive Projects

Video - Creating and configuring a task in Hive Projects

Video - How to create and work with procedures in Hive Projects

Video - How to create and use templates in the task system in Hive Projects

Video - How to do some automations with the task system in Hive Projects

Video - Timer, log time, time statistics and dashboard in the task system in Hive Projects

Video - How to setup Requests for the task system Hive Projects

Video - Changing Task Titles in the cards views in Hive Projects

WordPress

Quizzes

Social Planner on the Mobile App

How to Change Your Password and Enable 2FA on the Mobile App

Enable Direct Payments on the Mobile App

Contacts on the Mobile App

How to Receive In-Person Signatures on the Mobile App

Customize, Act, Close Faster 🚀

Whatsapp

Objects

Conversation Ai

Manage Scoring

Voice Ai Agents

The Parent Portal

Approving Parent Portal Class Enrolments

Managing Payments Via the Parent Portal

Importing Existing Classes - Bulk Upload

Website Widget & Snippet (Class Manager Module) – Feature Update

Roadmap

Update Log

Video - Task System view walk through for Hive Projects

Video - Task System Overview of the projects view for Hive Projects