Your Training Library
Master every feature of your all-in-one business system. From beginner basics to advanced strategies — we've got you covered with step-by-step video tutorials.
Getting Started
New to HTP Systems? Start here. These foundational videos will help you navigate the platform, understand the dashboard, and set up your account for success.
Welcome to HTP Systems — Platform Overview
Get oriented with the dashboard, navigation, and core features available to you.
Setting Up Your Profile & Business Info
Configure your business name, logo, contact details, and timezone settings.
Connecting Your Domain & Email
Link your custom domain and set up email sending for professional communication.
Understanding the Settings Menu
A complete walkthrough of all settings options and what each one controls.
Setting Up Payment Integrations (Stripe)
Connect Stripe to start accepting payments through your funnels and forms.
Adding Team Members & User Permissions
Invite your team and control what they can access within your account.
CRM & Pipeline Management
Master your contacts, leads, and sales pipeline. Learn to track every interaction, organize your database, and never lose a lead again.
CRM Overview — Understanding Your Contact Database
Navigate the contacts section, understand data fields, and learn the interface.
Adding & Importing Contacts
Manually add contacts or bulk import from CSV files and other platforms.
Creating Custom Fields & Smart Lists
Build custom data fields and create filtered lists for targeted outreach.
Using Tags to Organize Contacts
Create and apply tags to segment your audience for personalized marketing.
Building Your Sales Pipeline
Create pipeline stages, move deals through stages, and track your revenue.
The Conversations Tab — Unified Inbox
Manage all your SMS, email, and social messages in one place.
Advanced CRM Strategies
Take your contact management to the next level
Lead Scoring & Qualification
Set up automated lead scoring to prioritize your hottest prospects.
Multi-Pipeline Setup for Different Offers
Create separate pipelines for different products, services, or funnels.
Task Management & Follow-Up Reminders
Never forget a follow-up with built-in task assignments and reminders.
Funnels & Website Builder
Build high-converting landing pages, sales funnels, and complete websites using the drag-and-drop builder. No coding required.
Funnel Builder Overview
Understand funnel structure, pages, and how the builder interface works.
Creating Your First Opt-In Funnel
Build a lead capture funnel from scratch with form, thank you page, and delivery.
Building a Sales Page That Converts
Design persuasive sales pages with testimonials, CTAs, and order forms.
Adding Forms & Order Forms to Pages
Embed contact forms, surveys, and payment order forms into your funnels.
Using Pre-Built Templates
Start with our conversion-tested templates and customize for your brand.
Mobile Optimization & Responsive Design
Ensure your pages look perfect on all devices with mobile editing tools.
Advanced Funnel Strategies
Maximize conversions with advanced techniques
Order Bumps & One-Click Upsells
Increase average order value with strategic bump offers and upsell pages.
A/B Split Testing Your Pages
Test different headlines, images, and layouts to optimize conversions.
Building a Full Website (Multi-Page)
Create a complete website with navigation, multiple pages, and blog.
Automation & Workflows
Set up powerful automations that work 24/7. Nurture leads, onboard clients, send reminders, and scale your business without manual effort.
Workflow Builder Overview
Understand triggers, actions, conditions, and how workflows connect.
Your First Automation — New Lead Welcome
Build a workflow that sends a welcome email when someone opts in.
Building a Lead Nurture Sequence
Create a multi-day email/SMS sequence to warm up new leads.
Appointment Reminder Automations
Reduce no-shows with automated SMS and email reminders.
Using IF/ELSE Conditions
Create branching logic based on contact behavior or data.
Abandoned Cart Recovery Workflow
Automatically follow up with people who didn't complete checkout.
Advanced Automation Mastery
Complex workflows for sophisticated businesses
Pipeline Stage Automations
Trigger actions when deals move between pipeline stages.
Membership Onboarding Automation
Automate the entire onboarding experience for course or membership buyers.
Webhook Integrations & External Triggers
Connect external apps and trigger workflows from other platforms.
Email & SMS Marketing
Create engaging email campaigns, SMS blasts, and two-way conversations that convert leads into customers.
Email Builder Overview
Navigate the email editor, understand templates, and design basics.
Creating Your First Email Campaign
Write, design, and send a broadcast email to your contact list.
SMS Messaging Basics
Send individual and bulk SMS messages to your contacts.
Using Merge Fields for Personalization
Dynamically insert contact names, custom fields, and personalized content.
Building Email Templates
Create reusable email templates for consistent branding.
Email Deliverability Best Practices
Avoid spam folders and maximize inbox placement rates.
Courses & Memberships
Host your online courses, coaching programs, and membership communities. Drip content, track progress, and build engaged communities.
Membership Area Overview
Understand the membership builder, products, and offers structure.
Creating Your First Course
Build modules, lessons, and upload your video content step-by-step.
Drip Content & Scheduled Releases
Control when students can access each lesson or module.
Adding Quizzes & Assessments
Test student knowledge with built-in quiz functionality.
Building a Community Space
Create groups, enable discussions, and host live streams.
Granting & Revoking Access
Manage student access manually or through automations.
Communities & Courses
The Course Creator's Playbook walkes you threw how to build your first communitie, build a course, and promote your community.
Build Your First Community
Understand the membership builder.
Build Your Free Course
In this video we'll learn how to create a digital course usint the HTP builder and embed it into an online Community.
Make a Welcome Post The Right Way
Learn how to make a welcome post in your new Community the right way.
Build a Landing Page to Add New Members
In this video we will cover how to set up a form and funnel to make it easy for new members to join your community.
Build a Welcome Workflow
Lets learn how to set up a new automation that will trigger every time a new member joins your community.
Mechanisms for Ascension
Lets cover a couple of good ideas for how to monetise your new community.
Empower and Engage Your Community
In this video we will review a couple good ideas for keeping your members active and engaged, and continually comming back to your community for more.
Promote and Grow Your Community
In this video we will go over ideas to promote your community out in the world.
Conclusion
Congradulations on making it threw The Course Creators Playbook.
Calendar & Scheduling
Let clients book appointments directly on your calendar. Set availability, send reminders, and reduce no-shows automatically.
Calendar Setup & Configuration
Connect your calendar, set timezone, and configure basic settings.
Creating Appointment Types
Set up different meeting types with custom durations and settings.
Setting Your Availability
Define when you're available for bookings and block off time.
Embedding Booking Widgets
Add your booking calendar to funnels, websites, and external sites.
Round Robin & Team Calendars
Distribute bookings across team members automatically.
Google/Outlook Calendar Sync
Connect external calendars to prevent double-bookings.
Reputation & Reviews
Build social proof by collecting reviews and testimonials. Automate review requests and manage your online reputation.
Reputation Management Overview
Understand the reputation dashboard and review monitoring.
Connecting Google My Business
Link your GMB profile to monitor and respond to reviews.
Automating Review Requests
Set up workflows to automatically ask happy clients for reviews.
Responding to Reviews
Best practices for responding to positive and negative reviews.
AI Tools
Leverage built-in AI to write copy, power chatbots, suggest automations, and save hours of work every week.
AI Features Overview
Discover all the places AI is available in your HTP account.
AI Copywriting for Emails
Generate email subject lines, body copy, and CTAs with AI.
Setting Up an AI Chatbot
Create a chatbot that answers questions and captures leads 24/7.
AI Content Generation for Social
Use AI to write captions, posts, and content ideas.
Conversation AI — Automated Responses
Let AI respond to incoming messages intelligently on your behalf.
AI Workflow Suggestions
Get AI-powered recommendations for automations to build.
For Digital Creators
Specific strategies and workflows for content creators, influencers, and digital product sellers. Monetize your audience effectively.
The Creator Business Blueprint
How to structure your HTP account for selling digital products.
Building a Lead Magnet Funnel
Create a freebie opt-in that grows your email list on autopilot.
Launching a Digital Product
Complete launch workflow: waitlist, cart open, reminders, close.
Setting Up Affiliate Tracking
Enable affiliates to promote your products and track commissions.
Link-in-Bio & Social Storefront
Create a beautiful link page for your social profiles.
Email List Building Strategies
Grow your email list using funnels, forms, and automations.
For Coaches & Consultants
Workflows designed for service providers. Book discovery calls, onboard clients, deliver coaching programs, and scale your practice.
The Coaching Business Setup
Configure HTP specifically for a coaching or consulting practice.
Discovery Call Booking Funnel
Build a funnel that qualifies leads and books calls automatically.
Client Onboarding Automation
Automate contracts, payments, welcome sequences, and access.
Delivering a Group Coaching Program
Use memberships and communities for group coaching delivery.
Intake Forms & Questionnaires
Collect client information before sessions with custom forms.
Session Notes & Client Records
Keep track of client sessions and notes in the CRM.
For Agencies
Scale your agency with sub-accounts, white-label solutions, and client management. Deliver HTP as a service to your clients.
Agency Account Structure
Understand sub-accounts, agency view, and client management.
Creating Client Sub-Accounts
Spin up new accounts for clients with pre-built templates.
White-Label Setup & Branding
Remove HTP branding and add your own agency brand.
SaaS Mode & Client Billing
Charge clients monthly and manage recurring billing.
Snapshot Templates for Fast Onboarding
Create reusable account templates to onboard clients quickly.
Managing Team & Client Permissions
Control what team members and clients can access.
Social Media Planner
Schedule and manage your social media content from one place. Stay consistent and grow your audience without the overwhelm.
Social Planner Overview
Navigate the social planner interface and connect accounts.
Connecting Social Accounts
Link Facebook, Instagram, Google, and other platforms.
Scheduling Your First Post
Create, preview, and schedule posts across multiple platforms.
Bulk Scheduling & Content Calendar
Plan and schedule weeks of content in advance.