How To Make a Credit Card Inactive in Infusionsoft
* Click Client's Name * Scroll down and click "Orders" * Scroll down to "Credit Cards" and click the "View" for the card which you wish to remove * In the pop up window click "Make Inactive" and "Save"
How to Handle CSDS No Shows
HOW TO HANDLE CSDS NO SHOWS IN OnceHub and Keap Coach should accurately reflect client no-show in the following places: * Once Hub * Infusion Soft * Consult Log ONCE HUB * Click "Activity" on left hand side (clock icon) * Click "All Activity" (3 wavy lines icon) * In the "Filter with free text" search bar …
