Archived Articles

📲 Setting Up Your Mobile Number Signing up for a dedicated mobile number takes a little effort, but it’s a one-time setup that can really

🚀 Getting Started With Your Easy Admin Welcome and Thank You For Joining! Here’s everything you need to know to get up and running quickly

We’re sorry to see you go! Please use this form to submit your cancellation request. Completing it helps us process your subscription cancellation quickly and

Sharing Bookings Evenly Across Your Team What is Round-Robin Booking? Round-robin means new bookings are automatically shared out evenly between your team. Instead of all

How Team Members Can Reply to Clients Why Use the Conversations Inbox? The Conversations inbox helps your team: Reply to clients by SMS, email, Instagram

Tracking Team Performance and Activity​ Why Track Team Activity? Tracking what your team is doing helps you: See who’s following up with leads. Spot who

Setting Up Calendars for Each Team Member Why Give Each Team Member Their Own Calendar? Having separate calendars means: Each person gets their own booking

Assigning Tasks or Leads to Your Team Why Assign Work to Team Members? Assigning leads or tasks to your team helps you: Share the workload

Controlling What Your Team Members Can See and Do Why Set Permissions? Permissions help you: Control access – So team members only see what they

Adding Team Members to Your Account Why Add Team Members? Adding your team to your account means: Each person can have their own calendar, login,

Sending Appointment Reminders with Automation Why Send Appointment Reminders? Sending appointment reminders: Helps reduce no-shows. Keeps clients prepared for their visit. Saves you time by

Sending Birthday Reminders with Automation Why Send Birthday Reminders? Sending birthday reminders: Shows you care about your clients. Helps you stand out from the competition.

Sending Review Reminders with Automation Why Send Review Reminders? Getting reviews helps you: Build trust with new clients. Grow your business faster. Show your great

Simple Guide to Automation   What is Automation? Automation helps you set up tasks that happen by themselves, without you needing to do anything.For example,

Tax ID (UK) Help Guide Important Changes to UK Tax Regulations There have been important changes introduced by HM Revenue & Customs (HMRC) that may

Coupon Help Guide Below we have created a small guide on how to create promotion codes for your business. We have found that these are

Custom Fields Help Guide What Are Custom Fields? Custom fields allow you to store extra information about your contacts beyond the standard fields like name,

Reputation Management Help Guide What Is Reputation Management? Reputation Management helps you: Request reviews from happy clients Monitor your online reviews (Google & Facebook) Respond

Website Editing Help Guide We build the website for you, it is part of your subscription. But if you would like to make some small

Reporting Help Guide The Reporting section helps you understand how well your business is performing. It gives you key insights into leads, sales, ads, and

Contacts Help Guide The Contacts section is where you manage all your leads, clients, and customers. Think of it as your CRM hub, every person

Mobile App Help Guide We’ve put together a simple guide below to help you get started with our mobile app. It runs through an app

🔍 How to Use DomainTyper.com to Find an Available Domain Name Before we can create your website, we’ll need to know what domain name (website

How To Use The Marketing Section This quick guide shows you how to use the Marketing section to send emails, texts, and schedule social posts.

Payments Help Guide Below we have created a guide for the payments section on our platform. The start of the guide is a basic guide

Services Help Guide We have created the below guide to help you create services on our dashboard. You will need to create services if you

Calendar Help Guide Below we have created a short guide that can give you the basics of how the calendar works. We have added tips

How to Use the Conversations Section The Conversations section is designed to help you manage all your communications in one central place. Whether you are