📲 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 help your business grow. Once complete, you’ll be able to send review requests, appointment reminders, seasonal offers, and more to your clients. To get...
🚀 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 with your booking system and CRM! How to Log In to Your Account Use the login link provided within your Welcome Email or app.youreasyadmin.com...
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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 appointments going to one person, the system takes turns assigning them, one after the other. Â Why Use Round-Robin? If your business has several...
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 DM or Facebook Messenger, all in one place. Keep messages organised by team member. Track all communication without switching apps. How to Find the...
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 needs help or training. Reward team members doing a great job. You don’t need spreadsheets, our platform shows you everything in one place. What...
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 link. You can track who is booked and when. Clients book directly with the right person. Where to Find Calendars Log in to your...
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 fairly. Make sure every enquiry is followed up. Keep things clear, so everyone knows what to do. What Can You Assign? You can assign:...
Controlling What Your Team Members Can See and Do Why Set Permissions? Permissions help you: Control access – So team members only see what they need. Protect your data – No one sees private or sensitive info. Keep things tidy – Avoid confusion or mistakes. What Are User Permissions?...
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, and tasks. You can share the work and stay more organised. Everyone can see only what they need, no more confusion. Before You Start You...