Manuals & Guides
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Knowledge Base
Brand Board
How do you create a Brand Board?
Brand boards are a super handy tool for keeping your brand’s look and feel consistent and organized. Learn how to create a brand board with our…
How should Brand Boards be used in emails?
Brand boards are a great way to keep your email marketing on point with your brand’s look and feel. They ensure your emails are consistent with your…
How do you utilize brand boards in funnels and websites?
Brand Boards are here to simplify your life by simplifying the process of maintaining consistent brand guidelines across your funnels and websites….
Contacts
Importing Contacts
Importing files into our system is straightforward if you follow the guidelines and steps outlined below. This document will help you ensure a…
Getting Started With Smart Lists
Smart Lists are innovative contact lists that allow users to customize and filter contacts based on specific conditions, such as custom fields. You…
Calendars
How to Connect Your Outlook Calendar?
Overview Connecting your Outlook Calendar helps you sync your bookings between your Outlook Calendar and the system. This ensures correct…
How to Connect Your Google Calendar?
Overview Connecting your Google Calendar helps you sync your bookings between Google Calendar and the system. This ensures correct availability,…
Team Member Assignment (Round Robin Calendar)
Overview You can now configure which team member should be assigned to an appointment in a round-robin calendar. You have options for rescheduling…
Calendar Widget Reorder
Overview The Calendar Widget Reorder feature allows users to customize the order of the calendar widget’s steps: the Date & Time Selector, the…
Multiple Meeting Location Selector in Calendar
Overview The Multiple Meeting Location Selector feature allows you to add multiple meeting locations to your calendar settings. These locations are…
Cancellation & Reschedule Policy (Booking Widget)
Overview The Cancellation & Reschedule Policy setting allows you to define when bookers can access the cancellation or reschedule link on the…
‘Look Busy’ in Calendar Settings
Overview The “Look Busy” feature is designed to help you appear more in demand on your booking widget by hiding a percentage of your available…
Partial Payment: Collect Deposit Amount
What is Partial Payment? Partial payment allows bookers to secure bookings by paying a deposit upfront, with the remaining balance settled later….
Pre and Post buffers
What are buffers? Buffers are additional time that can be added before and after an appointment. This feature can be beneficial if you need extra…
Workflow Action for Generating One Time Link Appointment
Understanding One-Time Links A one-time link is a unique scheduling link that automatically expires upon booking. Users can create these links…
Documents and Contracts
Direct Invoice payments after signing
What’s New? Direct invoice payments are available immediately after the primary user signs the document. Sign documents and make payments in one…
Payments
Auto Payments in Recurring Templates
Introducing Auto Payments in Recurring Templates: A Streamlined Solution for Billing Managing customer payments can be daunting, especially when it…
How to manage Refunds within the CRM?
The refund processing feature allows businesses to issue full or partial refunds for transactions made through various payment providers, such as…
Using Apple Pay and Google Pay
Accepting Apple Pay and Google Pay in your Order Form is a great way to improve your customers’ purchase experience. These payment methods offer…
How to create recurring Invoices
You may have heard of the term “recurring billing/invoicing.” It allows your customers to pay you automatically without manually entering their…
How to create a Subscription or Invoice within the contact details page
What’s New? Businesses can now add subscriptions directly from Payments > Subscriptions > Add Subscription You can also add subscriptions from the…
Automation and Workflows
Workflow Notes, Action Notes & Sticky Notes
Overview The Workflow Notes, Action Notes, and Sticky Notes feature in Integ provide users with a convenient way to add context,…
Introduction to Workflows and Automations
What is Automation Workflow? Automation workflow refers to a series of defined, repeatable steps or processes through which a piece of work passes…
How to Setup Workflow Triggers for Google and Facebook Reviews
This guide will help you set up workflow triggers for new reviews from Facebook and Google, allowing you to automate actions based on review…
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