As a parenting sleep coach, I know how important it is to understand each family’s unique challenges. Before Kartra, I spent so much time asking parents the same questions over email or during our calls. But once I discovered Kartra’s survey feature, I found a much easier way to gather this information before our sessions. Here’s how I set up my first survey—and why it has been a game-changer for my coaching process. Creating my first Survey: I started by navigating to the “Contacts” section on the Kartra dashboard and selecting “Surveys.” From there, I clicked on the “+ New Survey” button and gave my survey a name—“Sleep Habits Assessment.” Since my goal was to collect key details about a child’s sleep patterns before a…

As a parenting sleep coach, managing appointments efficiently is key to helping as many families as possible—without burning myself out. I used to spend way too much time juggling emails just to book a single consultation. But once I discovered Kartra’s calendar feature, I streamlined everything in one place. Here’s how I set up my first calendar and how it’s made my life so much easier. Setting up my Calendar: Kartra gave me a few options, including one-on-one sessions, group bookings, and recurring appointments. Since I work with parents in personalized coaching sessions, I chose the Consultant option. Next, I set my availability based on when I could realistically take calls while balancing my own family life. I blocked off personal time and made sure…

Affiliate marketing is a key to online business success. And, if you’re like me, it seems like everyone understands what it is…except you. I know that Kartra allows you to manage your affiliates and Joint Ventures (JVs) but, before I could even explore this feature, I wanted to get to the bottom of who an affiliate is and what a JV means. An affiliate is like a middleman who promotes your product in exchange for a commission. Think of them as a broker—just like a real estate agent earns 3-6% of a home sale, an affiliate doesn’t own the product but earns a cut by bringing in leads and driving sales. You keep the majority of the revenue, while the affiliate gets a percentage for…

It’s no secret that happy customers are the key to a successful business. That’s where quality customer service comes into play. After all, it’s much more affordable to maintain customer satisfaction than to acquire a new customer (on average, a whopping five times cheaper). But, for a beginner like me, I didn’t even know where one would start acquiring a customer service team and a helpdesk. I didn’t know I could even have a helpdesk like other websites! But what if I didn’t have the time or funds to sit around all day answering calls and emails? That’s where Kartra comes into play. Unlike other helpdesk software that you have to pay an extra fee for, Kartra has a Helpdesk feature that integrates with your…