Getting Started for Admins
Your guide for fundamental configurations and day to day operations
By Camilo1 author17 articles
Configuring Archie
Setting the fundamentals for your site
Understanding how to Navigate ArchieExplore insights on efficiently navigating our page
Configuring your basic settingsSetting your preferences and basic configurations to set your system according to your needs
Configuring your billingSetting up and customizing billing parameters to meet your specific business requirements
Configuring your contracts for e-signature and your terms & conditionsConfiguring your e-signature, contracts, and Terms & conditions
Configuring your workspaceCreating the different elements that will be used for booking
Configuring your plans, products, and passesCreating and customizing your plans, products, and passes to meet your business needs
Setting up your tour and lead formConfiguring your tour settings and make the most of our lead forms
Configuring your integrationsStart to integrate Archie with your website and with external apps
Configuring your email notificationsManaging how you want to receive notifications from Archie
Using Archie
Going through the day to day operations
Navigating the Dashboard & TasksNavigate and manage upcoming meetings, subscriptions, bookings, and tasks
Creating and understanding client accountsWork with different accounts to interact with the system
Creating and managing room, desk, office, and resource bookings.Efficiently manage all of your bookings
Selling and managing plans, services, products, and passes.Efficiently manage all of your plans, services, products, and passes.
Managing your invoices, credit notes, and paymentsWork your invoices and credit notes with the different options available
Handling your leads, tour request, and sending quotesLeverage our tools to enhance and expand your client base
Managing your community & eventsCreate engagement with your clients
Understanding the Reports and analyticsReview insights created for your site