Manuals & Guides
All the Resources You Need to Get the Most Out of Our CRM.
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Knowledge Base
Getting Started
Getting Started With Smart Lists
Smart Lists are innovative contact lists that allow users to customize and filter contacts based...
How do you create a Brand Board?
Brand boards are a super handy tool for keeping your brand’s look and feel consistent and...
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...
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...
Calendars
Team Member Assignment (Round Robin Calendar)
Overview You can now configure which team member should be assigned to an appointment in a...
Calendar Widget Reorder
Overview The Calendar Widget Reorder feature allows users to customize the order of the calendar...
Multiple Meeting Location Selector in Calendar
Overview The Multiple Meeting Location Selector feature allows you to add multiple meeting...
Cancellation & Reschedule Policy (Booking Widget)
Overview The Cancellation & Reschedule Policy setting allows you to define when bookers can...
‘Look Busy’ in Calendar Settings
Overview The "Look Busy" feature is designed to help you appear more in demand on your booking...
Partial Payment: Collect Deposit Amount
What is Partial Payment? Partial payment allows bookers to secure bookings by paying a deposit...
Pre and Post buffers
What are buffers? Buffers are additional time that can be added before and after an appointment....
Workflow Action for Generating One Time Link Appointment
Understanding One-Time Links A one-time link is a unique scheduling link that automatically...
View Calendar & Appointments in User Timezone
How does it work? Now, you can effortlessly view your calendar, appointments, and confirmation...
Calendar Availability – Weekly Working Hours & Date-Specific Hours
Overview Previously, we had two distinct availability configurations: Standard Availability...
Documents and Contracts
Direct Invoice payments after signing
What’s New? Direct invoice payments are available immediately after the primary user signs the...
Payments
Auto Payments in Recurring Templates
Introducing Auto Payments in Recurring Templates: A Streamlined Solution for Billing Managing...
How to manage Refunds within the CRM?
The refund processing feature allows businesses to issue full or partial refunds for transactions...
Using Apple Pay and Google Pay
Accepting Apple Pay and Google Pay in your Order Form is a great way to improve your customers'...
How to create recurring Invoices
You may have heard of the term "recurring billing/invoicing." It allows your customers to pay you...
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...
Automation and Workflows
Workflow Notes, Action Notes & Sticky Notes
Overview The Workflow Notes, Action Notes, and Sticky Notes feature in Integ...
Introduction to Workflows and Automations
What is Automation Workflow? Automation workflow refers to a series of defined, repeatable steps...
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,...
Help DESK
Video Tutorials
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