Unlike administrators, employees are users who provide services and do not have access to the control panel. They only have access to the Employees Mobile App, where they see their assigned services. Therefore, we show you here how to setup the employee accounts. 1- Open your “Employees” page For this, you need to go to Scheduling … Read more
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 … 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 … Read more
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 … 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 … Read more
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 … Read more
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. … Read more
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 … 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 … 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 … Read more