Tekmatix is your all-in-one CRM and business platform: www.tekmatix.com/
The Tekmatix channel shares demos and tutorial videos on how to utilise Tekmatix to its full advantage.


TekMatix

How to Count Only Available Working Days in Tekmatix Calendar Date Ranges

Your booking calendar shouldn’t say “nothing available” when you DO have appointments coming up. 👀

Tekmatix just made booking availability a whole lot smarter.

With the new Count available days only setting, your Date Range can now skip the days your business is actually closed.

So instead of weekends, holidays or unavailable dates eating into your booking window… Tekmatix keeps counting until your customers can see the full number of actual bookable days you intended to offer. 🙌

For example:

If your business is closed on weekends and you offer a 2-day booking range…

Someone checking your calendar on Friday won’t have Saturday + Sunday counted as those two days.

Instead, Tekmatix can skip the weekend and show Monday + Tuesday as the available booking days. ✅

And it works alongside your Minimum Scheduling Notice, date-specific availability, and multiple calendar types including:

📅 Meeting Calendars
🛎️ Services
🏠 Rentals
🔄 Round Robin Calendars
👥 Collective Calendars

This is a small setting that can make a BIG difference if your business doesn’t operate 7 days a week.

Less customer confusion.
Fewer empty-looking calendars.
More accurate availability.
A much smoother booking experience.

Want to see exactly how it works + where to turn it on?

👉 Read the full step-by-step guide:
tekmatix.com/blog/b/count-available-working-days-t…

Save this one if you use Tekmatix Calendars—and send it to someone whose weekends keep stealing their booking window. 😉

5 days ago |[YT] | 0

TekMatix

How to Create Certificates with AI in Tekmatix

🚨 Creating certificates just got WAY easier.

If you run courses, memberships, coaching programs, workshops or training programs, you can now use AI inside Tekmatix to help create your certificates. 🎓✨

Introducing Certificate AI Beta.

Instead of staring at a blank certificate wondering what it should look like, simply describe what you want Tekmatix to create.

Think:

✨ Course completion certificates
✨ Coaching milestones
✨ Workshop attendance
✨ Training certificates
✨ Membership achievements
✨ Professional development certificates
✨ Event participation certificates

Tell the AI what you need, answer a few questions about your design, and Tekmatix can generate a complete first draft for you.

And we’re not just talking about the wording.

Certificate AI can help build the certificate using elements like text, frames, signatures, QR codes, certificate details, decorative elements and layout components.

Then comes the best part 👇

You’re still in control.

Once AI creates your certificate, open it inside the Certificate Builder and customize the wording, branding, layout, signatures, QR codes and other elements until it looks exactly how you want it.

Less time starting from scratch.
More time creating an experience your students and customers are excited to complete — and proud to share. 🙌

Certificate AI is currently available in Beta inside Tekmatix.

Want to see how it works?

👉 Read the full step-by-step guide here:
tekmatix.com/blog/b/create-certificates-with-ai-te…

Or log into Tekmatix and head to:

Memberships → Credentials

Then tell AI what kind of certificate you want to create. ✨

#Tekmatix #CourseCreators #OnlineCourses #CertificateDesign #AIForBusiness #AICertificate #DigitalCertificates #MembershipSite #CoachingBusiness #OnlineBusiness #CourseCreation

6 days ago |[YT] | 0

TekMatix

How to Choose a Dedicated Email Sender Domain for Each Tekmatix Workflow

🚨 NEW IN TEKMATIX: You can now choose a dedicated email sender domain for EACH workflow.

And if you’re sending appointment reminders, payment confirmations, nurture emails AND promotions… this one matters. 👀

Instead of having all of those emails rely on the same sending domain, you can now separate them based on what they’re being used for.

For example:

📩 Appointment reminders + receipts
→ mail.yourbusiness.com

📣 Marketing + nurture campaigns
→ news.yourbusiness.com

Why would you want to do this?

Because different types of emails can have very different engagement, bounce and complaint rates.

Separating them gives you more control over your email infrastructure AND helps you manage the reputation of your important transactional emails separately from your promotional campaigns.

You can also:

✅ Assign a verified sender domain to individual workflows
✅ Let emails automatically inherit the workflow sender settings
✅ Test new sending domains with one workflow before moving more email volume across
✅ Override workflow settings for individual email actions when needed
✅ Spot potential domain mismatches with Tekmatix warnings

It’s a small setting that can make a BIG difference as your email volume grows.

Want to see exactly how to set it up + what you need to know before choosing your domains?

👉 Read the full walkthrough here:
tekmatix.com/blog/b/choose-sender-domain-tekmatix-…

Save this one for the next time you’re reviewing your email setup. 🔖

#Tekmatix #EmailMarketing #EmailAutomation #EmailDeliverability #MarketingAutomation #WorkflowAutomation #OnlineBusiness #EmailStrategy

1 week ago |[YT] | 0

TekMatix

How to Trigger Tekmatix Workflows When Someone Logs Into Your Client Portal

🚨 Your client logged into their Tekmatix Client Portal… now what?

Now, that login can automatically trigger a workflow. 👏

Tekmatix has expanded the User Login workflow trigger so it now recognises successful logins through the NEW Client Portal experience—not just legacy membership logins.

That means when a client, customer or member logs in, you can automatically:

✨ Send a welcome or onboarding message
✨ Notify your team
✨ Add a tag or update a contact field
✨ Move them through an onboarding pipeline
✨ Send their next-step instructions
✨ Trigger follow-up communications
✨ Start another automation
✨ Track client engagement

And good news if you’re already using the User Login trigger:

👉 You don’t need to change anything.

Existing workflows will automatically recognise eligible logins from the new Client Portal too.

Tekmatix has also added a dedicated Client Portal category inside the Workflow Builder, making Client Portal triggers much easier to find.

Less manual monitoring.
More responsive client experiences.
More opportunities to automate what happens AFTER someone engages with your business. 🔥

Want to see exactly how to set it up?

👉 Read the full walkthrough here:
tekmatix.com/blog/b/client-portal-user-login-workf…

#Tekmatix #TekmatixTips #WorkflowAutomation #BusinessAutomation #ClientPortal #OnlineBusiness #ClientExperience #MarketingAutomation #CourseCreators #Coaches #Consultants

1 week ago |[YT] | 0

TekMatix

How Tekmatix Makes Missed Call Text Back More Reliable with Smarter Number Selection

📞 A missed call shouldn’t automatically become a missed customer.

But there’s another problem most businesses don’t think about…

What happens when your automated missed-call text tries to send from a phone number that can’t actually send SMS? 😬

That follow-up can fail before the conversation even starts.

Tekmatix just made Missed Call Text Back more reliable with smarter number selection.

Now, if the number your customer called isn’t eligible to send SMS, Tekmatix can automatically look for a better option — including:

✅ A number previously used to successfully message that contact
✅ Your default outbound number
✅ Another eligible messaging number in your account

Translation?

👉 Fewer failed follow-up texts
👉 Less manual number management
👉 Faster responses to potential leads
👉 A better chance of keeping the conversation moving

Your customer may occasionally receive the text from a different number than the one they originally called — and that’s intentional.

Instead of letting an important follow-up fail, Tekmatix can select an eligible number and keep the automation working behind the scenes.

Because when someone calls your business, they’re often ready to take action.

You don’t want a technical limitation to be the reason that opportunity disappears.

📲 Read the full update and see how smarter number selection works:
tekmatix.com/blog/b/missed-call-text-back-smarter-…

#Tekmatix #MissedCallTextBack #SMSAutomation #BusinessAutomation #CRM #LeadFollowUp #SmallBusinessAutomation #A2PMessaging

1 week ago |[YT] | 0

TekMatix

How to Enable Zero-Dollar Checkout in Forms and Surveys

🚨 FREE CHECKOUTS JUST GOT EASIER IN TEKMATIX.

If your customer owes $0, why make them enter a credit card? 👀

Now you don’t have to.

Tekmatix has added a new “Require card for $0 orders” setting inside the Sell Products element in Forms and Surveys.

Turn it OFF and eligible $0 orders can be completed without customers entering payment details. 🙌

This works for things like:

✨ Completely free offers
✨ 100% discount coupons
✨ Complimentary products
✨ Free event registrations
✨ Scholarships or sponsored access
✨ Special customer promotions

And the best part? Your free orders are still recorded inside Tekmatix, so you can continue tracking customer details, product selections, coupon usage and order history.

One important note: if there’s a subscription, free trial or future recurring payment, a card will still be required.

Small change. MUCH smoother customer experience. 🔥

Want to see exactly how to switch it on?

👉 Read the full step-by-step guide here:
tekmatix.com/blog/b/zero-dollar-checkout-tekmatix-…

Save this one for the next time you create a free or 100%-off offer in Tekmatix. 💜

#Tekmatix #OnlineBusiness #SalesFunnels #CheckoutOptimization #DigitalProducts #MarketingAutomation #OnlineCourseCreator

1 week ago |[YT] | 0

TekMatix

How to Award Badges Automatically as Learners Hit Milestones

🚨 Your learners just hit a milestone… now what?

With Tekmatix, you can now automatically award badges when learners reach key milestones — AND use those badges to trigger what happens next. 🙌

That means less manual admin for you and a more engaging, personalised experience for them.

With the new badge automation features inside Tekmatix Workflows, you can:

🏅 Automatically issue a badge when someone completes a stage, reaches a milestone, finishes onboarding or meets specific criteria

🎉 Send an automatic congratulations email or SMS

🏷️ Add tags or update their contact record

➡️ Move them into the next stage of their customer journey

📚 Invite them into the next course, program, membership or coaching offer

🔔 Notify your team when a learner reaches an important achievement

And the really exciting part?

A badge doesn’t have to be the END of the learner experience.

It can be the trigger for what happens next.

Recognition → encouragement → engagement → next step.

You build the workflow once, and Tekmatix takes care of the rest. 👏

Want to see exactly how to set up the new Issue Badge action and Badge Issued trigger?

👉 Read the full walkthrough here:
tekmatix.com/blog/b/award-badges-automatically-lea…

Save this post if you’re building a course, coaching program or membership and want to create a learner journey that feels more engaging — without adding more work to your plate.

#Tekmatix #CourseCreators #OnlineCourse #CourseAutomation #LearnerEngagement #OnlineLearning #MembershipSite #Coaches #WorkflowAutomation #Gamification

1 week ago |[YT] | 0

TekMatix

Anthropic and Google Models Now Available in AI Agent Actions

🚨 Your AI workflows just got a serious upgrade.

Tekmatix AI Agent Actions now give you access to AI models from Anthropic, Google AND OpenAI — so you’re no longer stuck using the same AI model for every task.

Now you can choose the model that makes the most sense for what you’re asking your AI Agent to actually DO. 👇

✨ Need deeper reasoning for a complicated decision? Choose a model built for it.

⚡ Need speed for simple classification or routine CRM tasks? Pick a lighter model.

🧠 Want more control? Supported models now let you choose Low, Medium or High reasoning effort too.

That means you can better balance:

→ Intelligence
→ Speed
→ Reasoning depth
→ Token usage
→ Workflow complexity
→ Cost

And with Anthropic Claude, Google Gemini and OpenAI models all available inside AI Agent Actions, you can test different models across different steps of the SAME workflow.

Because smarter AI automation isn’t about using the biggest model for everything.

It’s about using the right AI for the right job.

And this update gives you a whole lot more control over what “right” looks like for your business. 🙌

Want to see the new models, reasoning controls and exactly how to set them up inside your workflows?

👉 Read the full update at:
tekmatix.com/blog/b/anthropic-google-ai-models-tek…

2 weeks ago |[YT] | 0

TekMatix

🚨 Instagram Explore placement is no longer available in Tekmatix Social Planner — but there’s nothing you need to do.

Meta has officially discontinued the Instagram Explore Feed ad placement as part of its Marketing API v26 update.

Here’s what that means for Tekmatix users:

✅ Existing published Meta campaigns can continue running
✅ Draft campaigns will automatically have Explore removed when saved
✅ Other eligible Meta placements remain available
✅ No manual updates or campaign rebuilding required

So if you’re setting up a Meta campaign in Tekmatix and notice Instagram Explore is missing from your placement options, nothing is wrong with your account.

This is a Meta-driven change, and Tekmatix has already updated the platform to keep your advertising workflows running smoothly behind the scenes. 🙌

Want the full breakdown of what changed and what it means for your campaigns?

👉 Read the full update:
tekmatix.com/blog/b/instagram-explore-placement-re…

Save this post so you know what’s happening the next time you create a Meta campaign inside Tekmatix.

#Tekmatix #MetaAds #InstagramAds #SocialMediaMarketing #DigitalMarketing #MetaAdvertising #MarketingAutomation

2 weeks ago |[YT] | 0

TekMatix

How to Use the New Calendar AI to Set Up Your Booking Calendars

🤖 Setting up your booking calendar just got a whole lot easier.

If you know what you want customers to book… but get stuck figuring out calendar types, availability, meeting locations, team members, or whether you’ve set everything up correctly — this update is for you.

Introducing Calendar AI in Tekmatix. 🙌

Instead of clicking through every setting and hoping you chose the right options, you can simply tell Calendar AI what you need.

For example:

📅 “I need a calendar for discovery calls.”
👥 “I need appointments shared between multiple team members.”
💻 “I need an online coaching calendar during these working hours.”

Calendar AI can then help guide you through the setup.

You can use it to:

→ Choose the right calendar setup
→ Add team members
→ Configure availability
→ Select your meeting location
→ Preview the customer booking experience
→ Make a test booking
→ Ask questions about Tekmatix Calendars

And one of our favorite parts? You can preview your booking calendar before you start sharing it so you can catch anything that needs changing first.

Because the goal isn’t to become a calendar configuration expert.

The goal is to get from:

“I need people to book with me…”

to

“My booking calendar is live and ready to go.” ✅

And there’s more coming: Calendar AI is also being expanded to help troubleshoot questions like “Why isn’t this appointment time showing?” by analyzing the calendar settings affecting that slot.

Want to see how Calendar AI works and how to use it?

👉 Read the full walkthrough:
tekmatix.com/blog/b/how-to-use-calendar-ai-tekmati…

Save this for the next time you’re setting up a calendar — and share it with someone who’s tired of overcomplicating their booking system. 🔥

#Tekmatix #CalendarAI #BookingCalendar #AppointmentScheduling #BusinessAutomation #OnlineBusiness #AIForBusiness #BookingSystem #SmallBusinessTools #AutomationTools

2 weeks ago |[YT] | 1