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Pre loaded work flow

19

How It Works: B-002. Generic Nurture
How It Works: B-003. List Cleanup/MGMT
How It Works: B-004. Database Reactivation
How It Works: B-008. Inbound Messaging
How It Works: B-005. Payment Automations
How It Works: B-006. Request A Callback
How It Works: B-007. Calendar Automations
How It Works: B-009. Review Automations
How It Works: B-010. Phone Administration
How It Works: B-011. Lead Form Automations
How It Works: B-013. Seasonal Communication
How It Works: B-015. Subscription Preferences
How It Works: B-016. Referral Automations
How It Works: B-017. Link Tree
How It Works: N-007.0.2. Calendar Automations
How It Works: N-008.0.2. Inbound Messaging
How It Works: N-005.0.3. Payment Automations
How It Works: N-007.0.3. Calendar Automations
How It Works: N-011.0.3. Lead Form Automations

Setup With Pre Loaded Modular Automation

30

Aiphilia Onboarding Checklist
Custom Values for Link Tree Pages
Edit Referral Offer message templates
Add ‘assign to user’ action for new referral leads
Enable or disable Auto Text back automation for positive DR messages
Add copy for Database Reactivation SMS, Custom Values
How to Draft a Workflow Draft unused call status workflows (if meetings do not use phone calls)
Decide if calendars book a phone call or a virtual meeting link
Assign Users to calendars
Assign a user within the APPT canceled workflow
Add voicemail recording to the workflow
Fill out custom Values with the Onboarding Engine
Add the Small Business Snapshot to your account
Remove SMS Opt-in Checkbox
Edit Lead Magnet Opt-in Forms
Add Other Country’s Holidays (Advanced)
Restart Nurture Sequences
Customize Sales Team Notification
Customize DR Campaign Messages
Link Tree Social Links
Customize Holiday Names/Dates
Edit Email Templates
Edit Message Templates
Customize Follow-Up Message Templates
Creating the Workflow for Referral Offer Redemption
Choose which funnels to include in your snapshot
Calendar Custom Value in Messages
Checkout Page Editing
Return Policy Editing
Small Business Snapshot Custom Values

Getting Started with Aiphilia

67

ActiveCampaign to Aiphilia (Migration Guide)
Create and Send Invoices
Setup Payment Links
Connect Stripe
Launch a Course
Sell Products
Launch a Website from Blank
Migrate a WordPress Site
Launch a Website From Template
Setup Facebook and Instagram Messenger
Setup Live Chat Widget
Connect Personal Inbox
Launch an SMS Campaign
Setup Facebook/Instagram Lead Ads
Setup Social Planner
Aiphilia Basic Ideas Overview
Setup Pipelines and Opportunities
Setup A Booking Calendar
Automatic Email and SMS Followup
Launch an Email Campaign
Setup Email, Phone, and SMS
Getting Started – Launch A Funnel
Getting Started – Import Existing Contacts
Getting Started – Create New Contact
Quick Start Guides
SMTP Email Guide
Trouble Shooting Guides
Account Seting
- How to Retry a Failed Payment for Subscription Products
Domain Connect

AI Employee

114

AI Voice Agents Overview
How to Use the Aiphilia MCP Server
How to Use the Summer of AI Promo for the Unlimited AI Employee Plan
Season of AI Promotion Ending Information & FAQ’s
AI Employee Overview
AI Tools in Aiphilia
How to use Conversation Filters & Bulk Actions Overview
Workflow AI
Content AI
- Content AI: Guided Content Questions in Social Planner
- How to fix grammar and spelling, make longer content and improve writing in Social Post?
Voice AI
Conversation View
Lead Connector Email
Conversation AI
Ask AI
Funnel AI
- How to Enable and Rebill Funnel AI

Funnels - Websites & Wordpress

171

Funnels & Websites | Creating Categories in the Navigation Menu
Wordpress Add-on
Selling Digital Products
Funnels & Website Builder
Events & Analytics

Reputation - Reviews Management

6

GMB Google My Business
- How to Connect Your Google My Business (GMB)
Online Listings

Marketing Automation

301

How to Use the Kajabi Email Template Importer
Text Snippets (Templates)
SMS Templates (Snippets) – Overview
How to set up a Calendar for Classes?
Prospecting Tool
Campaigns
Ad Manager
Countdown Timer
Affiliate Manager
Workflow
Social Planner
Email Builder
Booking & Calendars

Phone Call & SMS

152

Messaging Ramp Progress Card
SMS Restriction History
Calculating SMS and MMS Costs: A Step-by-Step Guide
File Size Limits for Attachments in SMS and Email
Which Twilio phone number will the leads be getting the SMS from?
SMS is coming from a different Twilio number than the one in Phone Numbers tab
Best Practices for SMS deliverability and Avoiding SMS Restrictions
Action Required: UK SMS Messages Sent Via International Long Codes Will Be Blocked from June 1, 2023
How to Prevent SMS Filtering by Carriers: Error 30007
LC – Phone Messaging Policy
Using media in SMS campaign – how will it look on receiver’s device?
How to Calculate SMS and MMS Costs
How to check logs for a specific text message if you are connected to your own Twilio account
Twilio Error 21610 “The message from/to pair violates a blacklist rule” when sending SMS
Conversations Glitching? Here’s What’s Going On?
Incoming or inbound SMS message showing as calls / not showing at all
Error : The From phone number is not a valid, SMS-capable phone number.
Incoming SMS only shows up in Conversation / not forwarding to the forwarding number
SMS still coming from old Twilio number when I got a new one?
SMS Contains Pieces of Code
Troubleshooting SMS Delivery
Create Audio File For Voicemail (and Drops)
Voicemail For Company And For Users
Forbidden message categories for SMS and MMS in the US and Canada
A2P Standard Brand Registration for 10DLC
A2P 10DLC Campaign Approval Best Practices
Unregistered 10DLC Message Fees Will Increase; Register Numbers by June 1, 2023 to Avoid Higher Unregistered Messaging Fees
LC Phone System – Error Code and Warning Dictionary
Important Notice: Verify Your Sole Proprietor Brands OTP
Important Updates for A2P 10DLC Messaging
Physical VoIP Deskphones (SIP)
A2P 10DLC Campaign Use Cases
A2P Sole Proprietor Brand Registration for 10DLC
Configuring Sender ID and Opt-Out Language for SMS Compliance
Brand Registration Best Practices
A2P Opt-In Form – Privacy Policy and Terms and Conditions Guidelines
How to Set Up Verified Caller ID (Use your number for Voice Calls)
What is A2P 10 DLC- Brand and Campaign Registration
How to Enable Call Transcriptions for Recorded Calls
Message throughput (MPS) and Trust Scores for A2P 10DLC in the US
Campaign Registration Step by Step Guide and FAQs
Know Your Customer (KYC) in the United Kingdom
Campaign Rejection Reasons and Resolutions
Phone System Messaging Analytics Overview
Updated Messaging Policies for Canadian 10DLC Numbers: A2P Registration Requirements
Understanding A2P 10DLC Messaging Fees: Registration, Monthly, and Carrier Costs
Fixing Failed Number Registrations (A2P Local and Toll-Free)
Email OTP Verification for Secure A2P Brand Registration
Identity Verification for Phone Number Purchases (US/CA/PR)
How to Disable LC Phone System for Subaccount/Location (LC to Twilio)
LC Phone Pricing & Billing Guide
Enhanced Number Pool Management for Visitor Activity Tracking
Migrating International Numbers(Twilio to LC Phone)
What is LC – Phone System?
How to Purchase a Phone Number in a Sub-Account
How to Restore a Deleted Phone Number
Why is your account suspended
How to request a number that’s not available?
Move Numbers From One Twilio Account To Another
How to Assign LC Phone Numbers to Users
SIM-based calling with the Mobile App
Understanding LeadConnector Inbound Call Rate Limits
Recommendations and Best Practices for Maintaining a Positive Caller Reputation
Ring Incoming call to multiple users
Improve Your Phone Number’s Reputation with Voice Integrity.
Deleting / Resetting a Twilio Number
Import Existing Twilio Numbers into Aiphilia
Why are my Calls marked as Spam, and How can I avoid it ?
Cannot find contacts in live transfer window – warm transfer
Call disconnected in mobile app only
Enable Your Landline For Text Messages In Aiphilia
Toll-Free Number Verification Guide for LC – Phone (US/Canada)
Porting your telephone number (non-Twilio number) to a location
How to Fix Bad Call Quality
How to buy a toll free number inside GHL?
Outbound Calls with Dialer in Web App (Softphone)
Overview of Phone Number Configuration Options
How To Forward Inbound Calls to Mobile App
Call Status Workflow Trigger Setup
Buying a Twilio Number in Your Own Twilio Account Connected to
Inbound Call Routing – Explained
How To Setup Automatic Calls and Voicemail Drops
How to Set Up Call Tracking (Number Pool)
How to check logs for a specific Call in Twilio
Using Call Connect to Ensure Accurate Call Status Tracking
Moving Numbers across sub-accounts
How To Fix – Phone Call Redirect Loop
Geo Permissions Issues with Twilio
Moving US numbers from Twilio to LeadConnector(LC)
Call Events Not Working for Twilio
Moving Phone Numbers from LC Phone to Twilio (US & International)
The Phone Dialer Overview
Phone System: Call Scripts
Understanding Default Phone Preferences for New Sub-Accounts
Call Forwarding to Your Ai Philia Phone Number
Setting up webhooks to receive incoming calls, messages and status updates for calls (for Twilio users)
How to use Custom CSS to hide the Twilio error banner
Number Intelligence – Number Validation, Spam Detection, and Unknown Caller
Troubleshooting Zoom Issues in Aiphilia Support Calls
Updated Messaging Policies for Canadian 10DLC Numbers: A2P Registration Requirements
LeadConnector Phone
Error Code & Warning

CRM & Pipeline

46

Contacts
Opportunities

Accept Payment

13

Import Orders CSV File – Field formats
Import Transactions CSV File – Field formats
Coupon Application on Subscription Products
How to import invoices from previous softwares using CSV into your CRM?
Enabling Sales Receipts for Order Form Purchases
How to manage Refunds within the CRM?
How to create recurring Invoices
Auto Payments in Recurring Templates
How to set up the NMI integration?
Authorize.net integration for processing payments
What is listed on the Subscriptions page?
How To Set Up A PayPal Integration
How to Retry a Failed Payment for Subscription Products

Webchat & Survey

33

Add Ai Philia’s Chat Widget to Your Squarespace Website
Add Ai Philia’s Chat Widget to Your Shopify Website
Add Ai Philia’s Chat Widget to Your Wix Website
Track Chat Widget Activity Using Google Analytics 4 (GA4)
How To Automatically Add Email Addresses & Phone Numbers From FB Chat Into Contact Record
How to Install Ai Philia’s Chat Widget
Chat Widget – Send your leads to Whatsapp Chat
LeadConnector Webchat for Shopify: How to Get Started
LeadConnector Webchat for Duda: How to Get Started
LeadConnector Webchat for Wix: How to Get Started
LeadConnector Webchat for Squarespace: How to Get Started
LeadConnector Webchat for Weebly: How to Get Started
Chat Widget
Surveys

Form - QR Code & Quiz

51

Math Calculation v2 in Forms & Surveys
Forms – How to Setup and Use Order Bumps
Rating Element for Forms, Surveys & Quizzes
Mobile Editor for Forms, Surveys, and Quizzes
Forms, Surveys & Quizzes: Inline Editing
Forms and Surveys: “Other” Option
How to make my form submissions secure from spammers?
How to create a contact form in Aiphilia?
How to Use Embedding Options for Forms: Triggers, Layouts, and Deactivation Settings Explained
Embedding Aiphilia Forms on Non-Aiphilia Websites
Revamped Forms and Surveys Submissions Page
Analytics for Forms and Surveys
Right Sidebar Revamp in Form and Survey Builder
How To Use and Rebill Auto-Complete Address
Math Calculations in Forms/Surveys
How to Quickly Add and Edit Custom Fields in Forms and Surveys
How to Use SMS Verification in Forms and Surveys
How to Use the Spread to Column Option in Forms and Surveys
Populate Custom Fields and capture in submission using Custom HTML/Javascript Logic
How to add additional fields through Custom HTML/Javascript in Forms and Surveys
How to Use the Enhanced Form Builder Features for Greater Flexibility
Email Validation feature in Forms and Surveys
How to Use Products in Payment Element in Forms
How To Create Automated Email Notifications for Form and Survey Submissions
Payment in Forms (Including Donations)
Email Notifications in Forms and Surveys
Timezone in Forms and Surveys
Source Field in Forms and Surveys
Themes in Forms/Surveys
Conditional Logic in Forms
Gain Consent With Custom Checkboxes In Forms (GDPR Compliance)
How to use URL Parameters in Forms
Sticky Contact in Forms, Surveys, and Calendars
Exporting Form answers to Google Sheets
Where Do Form Responses Show Up?
How to create a QR Code linked with Website
How to create a QR Code linked with Review Page
QR Code Generation and Download Guide
Bulk QR Code Creation
QR Code Builder Redirect Options
QR Code Features Landing Page
Quizzes and QR Codes in SaaS Plan Configurations
How to Create vCards in the QR Code Builder
How to Create Custom Business Card QR Codes
Quiz Template Library: Create Quizzes Faster with Pre-Built Templates
How to Assign Categories and Scoring in Quizzes With Dynamic Result Messages – A Complete Guide!
Workflow Trigger – Quiz Submitted
Quiz Builder Guide
How to Assign Categories and Scoring in Quizzes With Dynamic Result Messages – A Complete Guide!
How to Create QR Codes : Manual and Bulk
How to make my form submissions secure from spammers?

Aiphilia Integration

88

LinkedIn Lead Ads integration
How to Set Up Two Way Email Sync for Gmail
Two Way Email Sync for Outlook
How to use WebinarKit’s Aiphilia Integration (Guest Tutorial)
Reserve With Google Webinar – Generate Bookings For Clients Right From Google!
How to set up appointment reminder workflow with Zoom location
How to set up appointment reminder workflow with Zoom location
Google Integration going to This site can’t be reached page “Check if there is a typo in Aiphilia-backend.appspot.com”
Zoom Integration for Users’ Calendar Bookings
Setting Up ActiveProspect Consent Tracking On Aiphilia Form & Survey
Connect Aiphilia sub-account with Zapier
Connect ServiceTitan + Aiphilia (Zapier)
Create Tags & Tasks Via Zapier
Zapier Troubleshooting – Zap Isn’t Working!
Zapier Troubleshooting – Duplicate Contacts or Added to Campaigns Multiple Times
Zapier Troubleshooting – Leads Coming into Wrong Aiphilia Location
Shopify Elements in Aiphilia
How To Use Shopify Variables
How To Integrate Shopify With Aiphilia
Automatic Review Request When Invoice Paid in Quickbooks
One time Stripe Charge Action
How does the Stripe One Time Charge trigger work?
How to Connect Stripe to Your Sub-Account
Google Business Integration
Clio Integration
- Clio Integration
Whatsapp Integration
Wordpress Integration
Facebook Integration
Tiktok Integration
- How to Integrate TikTok Lead Ads
- How to integrate TikTok Lead Ads Print
Linkedin Lead Ads
- Add Workflow Trigger For Linkedin Lead Ads
- Integrating LinkedIn Lead Ads with CRM
2 Ways Email Sync
- How to enable Google/Outlook Email Two-Way Sync
Private Integrations
- Private Integrations: Everything you need to know
- Private Integrations: Everything you need to know

Mobile Apps

37

Branded Mobile App Builder: In-app Form and Customizer
Social Planner for the GHL Mobile App v3.88.1 (and higher)
How to Use Media Optimization and Watermarking in the Mobile Social Planner
Custom Conversation Providers in Mobile App
Support for BBPOS WisePOS E and Stripe S700 Internet Readers on Mobile POS
Collect In-Person Signatures via Mobile App
How to use Direct Payments in Estimates in the Mobile App
Accepting In-Person Payments with NMI and Authorize.net in the Mobile POS
Consolidated Payment Hub in Mobile App
Dynamic Products – Edit Details In Mobile Transaction
Mobile Estimates Dashboard and Builder
Accept Payments on Stripe Mobile POS Terminals
Mobile App POS Adjusts To iPad and Tablets Screens
Pay For Service Appointments In The Mobile App POS
Share Calendar Links from Mobile App
Multiple Calendar Views in Mobile App
How to Switch Contacts and Use Custom Values in the Mobile App Calendar
How to Use the Business Card Scanner in the Mobile App
How to Use Invoices in the Mobile App
Mobile Apps Overview
How to create invoices in Aiphilia (Mobile App)
How to Download the Aiphilia-Beta Mobile APP
Unified Contacts Workspace in Mobile App
How to Create and Send Personalized Videos from the Aiphilia Mobile App
Outbound Calling Using the Aiphilia Mobile App
Documents and Files in the Mobile App
Mobile App – Inbound Call Transfer
How to Use Mobile App DND in Contacts
How to Use Mobile App DND in Contacts
Spam Tagging on Mobile
Group Chat in the Aiphilia Mobile App
How to Promote and Customize Your Mobile App: A Comprehensive Guide
White Label the Android App
White Label the IPhone App
How to setup branded client portal mobile app
Lead Connector Mobile App
- How to create invoices in LeadConnector (Mobile App)
- Lead Connector for mobile -How to download the beta version

Membership & Communities

92

Google Business Profile – Chat sunset starting Jul 15, 2024
Communities: How to Use Group Filter in Smartlist
Communities: Private Channel-Based Course Access
? Skool Importer: Seamlessly Migrate Your Skool Group to GHL Community
Communities: Announcement Channel and Notification
Advanced Course Unlock Options in Communities
Unified Search for Posts and Comments in Communities
How to create your Whitelabel Community
Community Events
Community Chat Feature
Transfer community group ownership
How to Use GIFs in Communities for Posts and Comments
What happens when you delete a contact linked to a community group
How to Ban Members and Report Content in Communities
Private Channels and Channel Emojis
Gamification – Points, Badges and Leaderboard
Communities – Change your group theme
Adding Custom CSS/JS in community group
Paid Courses inside Communities
Members Approval Questions
Invite members via link
Workflow Triggers for Communities: Granting and Revoking Group Access
Learning Tab (Courses)
Paid Groups
Featured Posts (Pinned Posts)
How to Use Community Tagging Feature
How to Invite Members to Your Group via Email
How to make your Groups private/ public in Communities?
Content Management in Communities
How to Manage Members Inside groups
Using video frame as lesson thumbnail
Uploading audio inside Course lessons
Pushing an Updated Offer to Existing Membership Accounts
Offer Duration: Set an expiry date or establish a start date for the offer.
New theme for courses
New Theme Customizer for Courses
Memberships – Drip Content for Subcategories
Membership: New UI for Courses
Membership: Audio Files in Courses + v2 Offers Migration
Membership login credentials not working on email? – How to set up membership welcome email trigger properly
Magic Links In Memberships(Courses)
Legacy Membership To Client Portal Migration
Kajabi Importer: Easily Move Courses to Aiphilia
How to use Memberships Revenue Analytics in the CRM?
How to use membership themes
How to use Member Analytics in Memberships?
How to Manage Comments In Memberships
How to Grant Access to Membership Courses Using Workflows
How To Do One-Click Upsell In Memberships
How To Do In-App Upsell In Membership?
How to Create Assessments/ Quizzes for Membership Courses
How to Create a Whitelabel Membership App (PWA)
How to Create a Product and Attach It to a Membership Course Offer
How To Build Courses / Membership Sites
How do first time users Set Login Password, Request Forgotten Password for their membership portal?
Embed Media from Third-Party Platforms in Posts
Custom Values For Courses
Courses: In-App Notifications for Comment, Unlocked & Drip Content
Courses Email Notification Preferences and Video Thumbnail Enhancements
Adding Closed Captions and Subtitles to your video courses
Add Membership Signups To Funnel Pages
Wallet Auto Recharge and Frequency
Aiphilia Pricing Guide
How to Upgrade to Premium Customer Support
Overview of Premium Customer Support
24/7 Customer Support Options
How to create your Whitelabel Community inside a subaccount
How to use memberships themes
Communities

Store - Selling Physical Products

13

Ecommerce Shop

Migrate to Aiphilia

19

ActiveCampaign to Aiphilia (Migration Guide)
Klaviyo to Aiphilia (Migration Guide)
Kartra to Aiphilia (Migration Guide)
Salesforce to Aiphilia (Migration Guide)
Shopify to Aiphilia (Migration Guide)
Pipedrive to Aiphilia (Migration Guide)
Jotform to Aiphilia (Migration Guide)
Squarespace to Aiphilia (Migration Guide)
ConvertKit to Aiphilia (Migration Guide)
MailChimp to Aiphilia (Migration Guide)
Hubspot to Aiphilia (Migration Guide)
Typeform to Aiphilia (Migration Guide)
Zoho to Aiphilia (Migration Guide)
Kajabi to Aiphilia (Migration Guide)
Calendly to Aiphilia (Migration Guide)
ClickFunnels to Aiphilia (Migration Guide)
Wix to Aiphilia (Migration Guide)
Keap to Aiphilia (Migration Guide)
Skool to Aiphilia (Migration Guide)

App Marketplace

4

Domain Transfer-out to Cloudflare
Usage Based Pricing on App Marketplace
Changing your app pricing plan in the App Marketplace
Marketplace Apps – View & Installation

Field & Custom Variables

3

Associations amongst Objects
Merge Fields & Custom Variables
List of Merge Fields

Location Settings

4

How to use the Company Object Automation?
Modules & Fields
- How to use the Company Object Automation?
Sub-Account Settings
- Introducing Enhanced Sub-Account Filtering: Manage Email Providers with Ease!
- How to set up the default Missed-Call-Text-Back feature

Calendars & Appointments

99

Appointment Booking Conversation AI Workflow Action
AI Conversational Appointment Booking Workflow and Setup
Configuring Staff in Services
How to Create Services ?
Global Settings in Services
Guide to the Services Beta
Can I Show Multiple Calendars Without Using a Calendar Group?
Disable Contact Timezone – How to Remove Ability to Adjust Timezones When Scheduling
Troubleshooting Tool for Calendar
When rescheduling link is blank when sending email/SMS in conversation
Why Google Calendar Integration Breaks
No google accounts added in integrations settings yet even if Google account is connected as the user
Troubleshoot and Fix Calendar Double Booking in HighLevel
Contact got reassigned to another user when booking an appointment in Group calendar
When {{appointment.start_time}} or any other appointment custom values are not showing up
Why Appointment Time Slots Are Missing on Your Calendar
What to do if the calendar says No slot available this month
Google Calendar Writer Access Error
Stripe Integration on Calendar (05/14/19 )
Reserve with Google Integration – Local Services Ads (LSA)
Microsoft Teams Integration For Calendars
Integrating Zoom with Aiphilia Calendars
Integrating Outlook with Aiphilia Calendars
Integrating Google with Aiphilia Calendars
Integrate Calendly with Aiphilia Calendars
iCloud – How to Integrate iCloud with Aiphilia Calendars
How to sync Aiphilia Calendars With Outlook
How Calendly Syncs With Aiphilia Calendars
Hide Third-Party Calendar Details
Guide To iCloud Calendar Integration
Calendar Integration Disconnection Notifications
View Form Submissions in Appointment Modal
View Custom Form Submissions (Appointment Side Drawer)
Create Appointment Note – Workflow Action
Book Appointment Action in Workflows
Appointment List View in Calendars (Smart List)
Calendar: Add Notes Per Appointment
Manually Booking Calendar Appointments
Manually confirmed appointment setup
How to Use List View in the Aiphilia Mobile Calendar
Configure Recurring Calendar Appointments
Calendar Widget Styles
Custom URL for Unassigned Calendars
Collecting Payments in Calendars
Assigning a Primary Calendar
Calendar Scheduling Conflicts
Calendar: Email & In-App Appointment Notifications
Setting Up Linked Calendars & Conflict Calendars
Adjusting Availability Settings for Individual Calendars
Deactivating Calendar Groups
Adding Unassigned Calendars to Groups
Neo Group View Template
How to Find Group Calendar ID in Aiphilia
Aiphilia Group Calendar Overview and Setup Guide
How to Set Up a Personal Booking Calendar with Aiphilia
Collect Payments with Recurring Appointments (Booking Widget)
Recurring Appointments
‘Look Busy’ in Calendar Settings
How to Use Service Calendars in the Mobile App
Multiple Meeting Location Selector in Calendar
Calendar Widget Reorder
Restore Deleted Calendars
Partial Payment: Collect Deposit Amount
Calendar Availability – Weekly Working Hours & Date-Specific Hours
Workflow Action for Generating One Time Link
View Calendar & Appointments in User Timezone
One Time Link
Calendar Widget Customization
Google Organic Booking
In App Calendar view
Consent checkbox for compliance
Pre and Post buffers
Show seats per slot for Class booking on the booking widget
How to Use the Rich Text Editor to Enhance Your Calendar Descriptions
Customizing Calendar Colors
Adding Custom Forms to Calendars
How to Create Equipment
Creating Rooms in Aiphilia
Rooms and Equipment
How to Create Service Menus for Calendars
Creating Collective Booking Calendars
Collective Booking Calendar Use Cases
Collective Bookings Calendar Overview
Creating Class Booking Calendars
Class Booking Calendar Overview
Appointment Distribution Logic for Round Robin Calendars
Round Robin Calendar Staff Selection
Managing Team Member Assignments in Round Robin Calendars
Round Robin Calendars: The Setup Guide
Hair Salon – Service Calendar Setup Guide
Barbershop – Service Calendar Setup Guide
MedSpa – Service Calendar Setup Guide
Photographer – Service Calendar Setup Guide
Yoga Studio – Service Calendar Setup Guide
Automotive Detailing – Service Calendar
How To Create Service Calendars
Add Guests Features in Calendar Bookings
User Permissions in Calendars
Embedding Aiphilia Calendars using HTML Code

Payments

76

How To Set Up A PayPal Integration
Adding PayPal Buttons to Payment Elements
How to Create Coupons for Products
How to Bulk Import Products into Aiphilia
How to Customize Payment Links with Your Brand Colors
How to Set Up a Payment Link for Multiple Products (One-Time & Recurring)
Import Transactions and Orders using CSV files
Pause and Resume Subscriptions
Subscription & Refund trigger for payments
Payments – What is listed on the Subscriptions page?
Create or Schedule Subscriptions and Send Invoice within Contact Details Page
Recurring Invoices in Workflows
How To Create Estimates using Templates in Mobile
How To Link Opportunities with Invoices and Estimates
Attachments in Estimates and Invoices
Import Invoices Using CSV
PDF Generation for Invoices and Receipts
Editing of Payment Schedules and Partially Paid Invoices
Setting up QuickBooks Integration
How to View Invoices and Download Receipts in the Mobile App
How to Edit Recurring Invoices
Bank-Only Transfers for Invoice Payments (SEPA & ACH)
Invoices – New revamped UI
CDN Caching on Core Payment Pages
How to Setup and Use International Automatic Taxes
Adding Processing Charges or Additional Fees to Customer Payments
Tap to Pay on Square for POS and Mobile Payments
Using Square as a Payment Provider for POS and Mobile Payments
Configure Stripe Payment Methods inside Aiphilia
Coupon Application on Subscription Products
Custom Values and Partial Quantity Support for Estimates
What happens in case of a payment failure for a Subscription?
How to add and manage your customer’s cards on file
VAT FAQs
Tax Inclusive or Exclusive Pricing
Multiple recipient support on Proposals and Estimates
How to Create and Send Estimates Using in Aiphilia
How to Enable Editable Quantities in Payment Links
How to Connect and Use Square Payment Processor in Aiphilia
How to Use BNPL in Order Forms and Payment Links
How to Use the Manual Payment Method in Your Ecommerce Store
How to add Payment Plans to your Invoices?
How to Implement Direct Checkout in Email Campaigns
How to Set Up Automatic Tax Calculations in Invoices
How to Set Up Automatic Taxes for Fast Payment Links
How to Automatically Calculate Sales Tax Based on Location
How to Add Recurring Products to Your Products List in Documents and Contracts
How to Streamline Payments with Automated Invoice Reminders
How to Add Setup Fees to Your Recurring Invoices
How to Set Up Flexible Payment Plans in Invoices
How to send personalized payment links to multiple contacts?
How to build a custom payments integration on the platform
How to Use Partial Payment for Invoices
How to integrate Razorpay within the CRM
Manage payment methods displayed with Stripe integration
Payment Links
List of countries and bank acquirers available with NMI
How to Send Confirmations After a Purchase/Order
Create invoice templates and automatically send an invoice in a workflow using templates
Tap to Pay
ACH Debit payment method on invoices
Selling products on order forms with available payment providers
How to enable Sales Receipts for Order Form, Calendar and Invoice payments
Apple Pay and Google Pay in invoices and Text2Pay links
How to manage Refunds within the CRM?
Customize Email and SMS notifications for invoicing
How to set up the NMI integration?
Authorize.net integration for processing payments
Using Apple Pay and Google Pay in order forms
How-to add Taxes Overview
Common uses cases for Payments and Invoices
Auto Payments in Recurring Templates
How to create recurring Invoices
How to Create Invoices in Aiphilia
Text-To-Pay Links
Import Products / Price From Stripe

Settings

24

How to Manage All of Your Domains Centrally in LC Domains
LC Domain: Multiple Year Domain Purchase
Transfer and Manage External Domains Through Domain Dashboard
Domain Transfer In – Approve Transfer
How to Upload a DNS Zone File During Domain Transfer
Domain Transfer to Aiphilia and Finalize Transfer
Domain Transfer to Aiphilia – Review DNS Records
Domain Transfer to and Aiphilia Eligibility Check
Domain Transfer-out to Cloudflare
Configure & Connect Purchased Domains
Connecting Your Domain on GHL – A Guide
Complete Guide to Media Storage!
Custom Values Settings
Account Billing Dashboard
Multi-Select in Media Storage
Google Drive Integration for Media Storage
Where and How to Configure the Missed Call Text Back Feature
Company Object Automation
Media Storage & File Upload Limits
How do I find my Client’s Location ID?
How do I change my Client’s Address?
Call Connect & Missed Call Text-Back
Business Profile Settings
Branding System-Generated Links (API Domain)

Documents & Contracts

21

Attach Files to Documents & Templates
How to Use Document Expiration in Aiphilia Documents
How to redirect a user to a specific page after signing a contract?
Documents & Contracts: How to Automate Collection of Payments at the Time of Signing
2 in 1 Documents: Direct Invoice payments after signing
Split Columns Support: Documents & Contracts
Link Custom Values to Text and Date fields: Documents and Contracts
Documents & Contracts Templates with Opportunity Custom Values
How to Track Activity for Documents and Contracts
How to Configure and Accept Tips on Invoices
Send Quotes with Optional Items (Checklist) for your Signers in Documents & Contracts
How to Use Documents and Contracts in the Mobile App
How to Share Documents and Contracts Templates
How to Set Signing Order for Recipients in Documents and Contracts
Easy Management of Documents and Contracts within Contacts
Workflow Trigger – Documents & Contracts
How to Create and Send Document or Contract Templates Automatically in a Workflow
Multiple recipient support on Documents & Contracts
Automatically Generate Invoices from Signed Documents & Contracts
How to Customize Notifications Sent in Documents & Contracts
How to use Documents & Contracts?

Reporting

22

How to Use Marketing Audit Report & Compare Reports for Strategic Growth
How to create and schedule reports
Appointment Report
Call Reporting
Reporting FAQs
Google Analytics 4 Tracking
How to send data to Google Analytics within a Workflow
Chat Widget Attribution
When contact detail page is Missing Activity
User / Agent Reporting
Understanding Sales Velocity In Agent Reporting
Troubleshooting Facebook Ad Reporting
How to set up Facebook Ad Reporting
Understanding Facebook Ad Reporting Terminology
How to set up Google Ad Conversion Actions
How to add Client Spend to Google/Facebook Ad Reporting?
How to record Pageviews into Google Analytics for Funnels/Websites (GA4)
Troubleshoot Guide For Google Ad Reporting
How to set up Google Ad Precautionary Tracking Script
How to set up Google Ad Reporting
Understanding Google Ad Reporting Terminology
Understanding Attribution Source (Ad Reporting)

E-Commerce Store

43

Introduction to Workflows and Automations
Manual Product Sorting on Product List Page in Ecommerce Stores
Bulk Actions on the Product Page
Enable the Billing Address Feature in Ecommerce Checkout
Customer Login for Ecommerce Stores
Aiphilia Custom Shipping Carrier Integration Guide
WooCommerce: Import and Sync Products and Collections for E-commerce Stores
Create a Product with Price using Public API
Text Customization in Ecommerce Stores
How to select or filter products per Ecommerce Store?
Customizing the Checkout Page in Ecommerce Stores
Customer Access Center to View Current and Past Order Details
How to migrate Shopify stores to Aiphilia (including products, collections, orders, contacts, and transactions)?
How to sell products on Facebook and Instagram Shops?
How to Deliver Digital Products for E-commerce Stores?
How to Add Reviews & Ratings for Products for E-commerce stores?
How to use Woocommerce Integration in E-commerce stores?
How to add customer login in Ecommerce stores to view order details and past orders?
How to Upsell Products in Online Store checkouts?
How to Use the Inventory Management Features for Your Online Store in Aiphilia
How to Use Product Labels and Ribbons in an Ecommerce Store
How to Print Packing Slips for Your Ecommerce Orders
How to Sort and Filter Products in Aiphilia Ecommerce Site Builder
How to Add SEO Descriptions and Keywords to Boost Your Ecommerce Ranking
How to Suggest Related Product(s) in Your Product Details Page
How to Sell Your Subscription Based Services & Recurring Products in Your GHL Ecom Store
How to Add Product Weights, Dimension, and SKU Information in Your Ecom Store
Search Bar Element in Ecommerce Stores
How to Use the New Printful Integration with Aiphilia
New product collection element and SEO Improvements
How to Configure Shipping & Delivery Rates In Ecommerce Stores
How to print shipping labels or packing slips for my store orders?
Related Product element for Ecommerce stores
Setup abandoned cart Email notifications
New product collection element and SEO Improvements
How to Configure Shipping & Delivery Rates In Ecommerce Stores
How to print shipping labels or packing slips for my store orders?
Related Product element for Ecommerce stores
Recover Lost Sales with Automatic Abandoned Checkout Emails
Shipping: How to Connect a Shippo Integration?
Shipping and Delivery rates for Ecommerce Stores
Manual Payment Method in E-commerce Stores & Order Forms
How to Set Up an E-Commerce Online Store (Websites)

Conversations

18

Internal Chat: Private Team Communication
Activity Cards in Conversations
Guide to Quick Replies for Facebook & Instagram
Conversations: Group Chat for SMS
Conversations: Adding Internal Comments and Mentioning Users
Select SMS To and From Numbers
Conversations – Snippets
How to Save Draft Messages in Conversations
Instagram DM – Workflow Action
Workflow Action – Log External Call
Conversations FAQs
Attachments Made Easy in Conversations
Activity Cards in Conversations
Right Panel & Expandable Sidebar in Conversations
Live Chat
Contact Engagement score
How to CC (Carbon Copy) and BCC (Blind Carbon Copy) for email composer
Overview of Conversation Filters

Brand Boards

6

Brand Voice in Brand Boards
How to use Brand Boards in Funnels and Websites?
Editing a Design Kit
How to change default Brand Boards?
How to Create a Brand Board
How to use Brand Boards in emails?

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