community platform – Fern CRM Help Docs

Tag - community platform

Articles

Monthly Membership [Template]
Every template comes with a detailed checklist of every step needed to make it work for your brand. So make sure you have it handy when going through this process. The Help Doc enhances the checklist, it doesn’t replace it. Have questions about the Membership template? Let us know! You can add a comment below, ... Read more
Getting Started 6 ~ Setting Up Your Client Portal, Courses, Communities
In Fern CRM, your courses, communities, client portal, affiliate manager, and your members’ account info all live in one place collectively called the “Client Portal.” You’re already familiar with Fern’s Client Portal ~ which we refer to as the “Action Center.” When you log into the Action Center, you’re logging into our courses, communities, and ... Read more
How To Navigate Your New Fern CRM Account
Get a quick overview of the features and where to find them so you can decide which feature you want to learn first and start using right away. Note: this tool is designed to be flexible and customizable! As such, it has a TON of features and you don’t need to use all of them ... Read more
How To Upgrade Your CRM Subscription
This page is outdated and will be deprecated soon. At this time, all users start their free trial on the top Fern CRM plan (which is already the lowest price that HighLevel allows us to publicly sell it for.) You can change your subscription to the lower-price plan by going to “Billing” in the “Settings” ... Read more