In this entry, we want to show you how to import services from a CSV file created on Excel or Google Sheets. Just follow these simple steps. 1- You need to have your CSV file Basically, the CSV file you’ll import must contain three columns: Title, Content, Rate. With those three columns, you can create new …
How to import the list of services that my company offers Read More »
In this entry, we show you how to import sales taxes from a CSV file you’ve created on Excel or Google Sheets. Just follow these simple steps. 1- Open the “Import” tool In order to open the Import tool, you need to go to Settings > Import. You need to have a basic spreadsheet containing the …
Here’s how you can display all your blog posts on the mobile app for customers. You need to follow these steps: 1- Create a new Mobile App page You need to go to Mobile App > All Pages. Then, you need to click on Add New in order to create a new page. 2- Configure the new …
How to Display my Blog Posts on the Mobile App for Customers Read More »
You need to follow these steps in order to create and set up the services you offer to your clients: 1- Open your services page For this you need to go to Scheduling > Services. There you’ll see all your services on a spreadsheet. 2- Add a new service To add a new service, you need …
If you want to add new fields to the employee profiles, you need to follow these steps: 1- Open your employees’ page You need to go to Scheduling > Employees in order to open your employees’ page. You’ll see all your employees in a spreadsheet. 2- Open the profile setup For this, you need to place …
Here’s how you can add new fields to your client profiles. You need to follow these steps: 1- Open your Clients page Go to CRM > Clients. Here you’ll see all your clients on a spreadsheet. Now, you need to place your mouse cursor on Clients icon in left menu and select the Setup Profile option. …
If you want to collect usage statistics from Google Analytics on your mobile app, you need to follow these steps. 1- Open your company settings: go to Settings > Company 2- Go to the Employee App field and paste the Analytics ID for your employee app. Your id should look something like this: UA-000000-2 To find your …
How to Collect Usage Statistics on my Mobile App Read More »
You need to follow these simple steps to share a form with your customer as a landing page through an email, WhatsApp message, etc. 1- Open your “Forms” page The first step you need to take is to open your forms page. For this, go to CRM > Forms. Once there, open the form you’ll share with …
I don’t Have a Website. How can I Share a Form with my Customer? Read More »
Here we show you the steps you need to follow in order to create a form for your website, email marketing campaign, or social networks. There are various forms you can create, for example a quote request form, a contact form or questionnaire for your customers. 1- Open your “Forms” page and create a new …
How to Create a Form for my Website, Emails, or Social Networks? Read More »
Here we show you how to allow your clients to create an account on your website. For that, you’ll need to display a Create Account form. This form needs at least three basic fields: Name, Email, Password. If you’ve not created the form, you can create it quickly by going to Forms > Add New. Then, select …
How to Allow my Clients to Create an Account on my Website? Read More »
