After you have logged in with your temporary password, please update by creating your own secure password. To change your password, click on the Gear icon in the admin top bar, and choose Users in the menu. From there, you'll be able to update your profile and password.
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Click on the name of each section below to be taken to the full article.

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You'll want to get all of the back end set up before jumping in. You'll find the company settings by clicking on the gear icon at the top right of the screen. Make sure you have set the following: 

To learn more about each of the setting types click here.

Most of the Company Settings are "optional" but we would strongly recommend going through each setting to make sure that you are optimizing all the options!

Also, we recommend building your Company Settings prior to importing any customers and products.

This will most likely be the most extensive part of setting up your account. Customer's will be added and updated regularly, but getting a base to work from is important. You can manually enter your customers or import them in bulk with a spreadsheet using our import template.

Creating Purchase Orders & Summary Orders

How to book appointments, events and send reminders

Sending Bulk Emails, Sending Quick Emails

It is not necessary to create collections and products to use the purchase order forms. Products can be manually inputted or imported with a spreadsheet using our product import template.

Set up and maintenance

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If you have any questions or feedback along the way: