April 5th 2023 Webinar: Arborgold Finances - with Josh Hughey and Nick Borse

1. Nick - Arborgold Payments Processing (how to sign up, rates, surcharge features you get with payments 
    Customer Portal for Professional, E-invoice, prepayments briefly explained
    also show AG payments dashboard

2.Prepayments (new prepayments settings) - explain company default prepay settings, explain E-proposal settings prepayment must be turned on
    walk through a use case example of a round treatment, prepay by information 
    percentage amount, prepay discount by, % vs fixed amount
    
3. Show/Demo how a customer can prepay using E-proposal, also explain how to manually log a prepayment, explain how prepayments work and demo

4. Customer Portal Walk Through 
    Explain how to make someone a Portal Admin
    Show Admin settings in customer portal
    explain how their customers can navigate the portal
    service requests, appointments, accepting jobs, prepaying, paying invoices


5.How customers can sign up for the portal, how you can market to them 
    Explain how we can design templates and show sample
    Explain customer portal feature, set filter to customers without portal account
    Explain how batch email is needed to use customer portal feature