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The BizPilot Briefing

The BizPilot Briefing

Di: Don McCormack
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A proposito di questo titolo

The BizPilot Briefing is your go-to podcast for small business owners who want to stay ahead with AI-powered tools, automation strategies, and platform updates from BizPilot 360. Each episode delivers the latest news, feature releases, and practical how-tos designed to help you run your business smarter — not harder. Whether you're streamlining operations, automating marketing, or scaling your sales, The BizPilot Briefing keeps you in the cockpit and in control. Subscribe and put your business on Autopilot!

© 2026 The BizPilot Briefing
Episodi
  • Opportunities Tab Added To Contact Page

    Opportunities Tab Added To Contact Page
    Apr 21 2026
    In this episode of The Biz Pilot Briefing we highlight a streamlined Contact Page update in Biz Pilot 360 that brings Opportunities into the right-hand panel as a dedicated tab below Associations. The change makes related deals easier to find and manage—tap the Opportunities tab to view linked records, add new opportunities with the Add button, or edit and delete via the opportunity card and its menu. Opportunities will briefly remain under Actions to ease the transition. For businesses, marketers, and entrepreneurs this delivers faster access, clearer organization, and less time hunting for deal information, enabling more efficient pipeline management and better visibility across contacts. Learn more about Biz Pilot 360 at https://bizpilot360.ai.
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    2 min
  • Appointment Workflow Enrollment For Guests And Contacts

    Appointment Workflow Enrollment For Guests And Contacts
    Apr 17 2026
    In this episode of The Biz Pilot Briefing we cover an update that makes appointment workflows in Biz Pilot 360 smarter and more flexible. Automation that previously ran only for the primary contact can now enroll the contact only, contact plus guests, or guests only when using the Customer Booked Appointment or Appointment Status triggers. That means reminders, confirmations, and follow-ups can be sent automatically to every relevant participant without building separate automations. Businesses, marketers, and entrepreneurs will save time, reduce manual touchpoints, and improve communication for multi-participant meetings and onboarding flows. Note that guests added after the original booking aren’t enrolled retroactively, so adjustments should be planned accordingly. Learn more about Biz Pilot 360 at https://bizpilot360.ai.
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    2 min
  • Collect Card Payments During Signing With Card Details

    Collect Card Payments During Signing With Card Details
    Apr 17 2026
    In this episode of The Biz Pilot Briefing we introduce the new Card Details element in Biz Pilot 360’s Documents & Contracts, which lets you collect payment information directly during the signing process. Add the field in the document builder, assign it to a signer, and require it to capture card details securely at the moment of agreement. Customers can save cards for future use, enabling one-click payments, auto-pay, and subscription billing without separate invoices or payment links. This streamlines onboarding, reduces follow-ups and payment drop-off, and helps businesses convert signed agreements into revenue faster while providing a smoother client experience. Learn more about Biz Pilot 360 at https://bizpilot360.ai.
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    2 min
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