Marketing
Marketing
Section titled “Marketing”Marketing is split across focused admin pages. Each change can affect the public site or a customer communication.
Open SEO to maintain keywords and search-related settings. Keep titles and descriptions accurate to the services and location; preview the customer site after saving.
Reviews and referrals
Section titled “Reviews and referrals”- Reviews: review the current review workflow and moderation state.
- Referrals: review recorded referral activity and statuses.
Only describe an offer to customers after confirming it is active in the workspace.
Members and gift cards
Section titled “Members and gift cards”- Members: check the current membership capability and customer-facing status.
- Gift cards: issue and review gift cards carefully; confirm value and recipient before saving.
These areas may be limited by the client’s plan or current feature state. If a page says a capability is unavailable, do not promise it to a customer; use Troubleshooting to report the exact message.