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 you talk to lives here. We have created a quick start guie at the below, if you would like a more detailed guide please...
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 called LeadConnector, which we’ve connected to our platform to make things easier for you. It’s really straightforward to use and super handy when you’re...
🔍 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 address) you’d like to use. To check if your desired name is available (like yourbusinessname.co.uk or .com), please follow the simple steps below using...
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. It’s easy to follow, with simple steps to help you stay connected with your audience and promote your services confidently. What Can You Do...
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 we created to help you get up and running with the payments section. After that we have gone in to more detail regarding the...
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 plan to have more then one service. By using the services section, you will be able to keep your calendar bookings more organised and...
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 and things you might need to know from day to day. Please Carry on reading below if you would like a more detailed explanation of...
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 managing SMS, email, chat, or other communication channels, this section allows you to stay organised and efficient Accessing Conversations: Log into Your Account Navigate...