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Website Overview and New Company Walkthrough  

How to Configure your Company for the First Time You will soon learn just how easy and how flexible our Website is to use. To make the process even easier, we have created this Company Walk Through to help you set up your company. This Walk Through will take you through the following steps Customizing…

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Customers – Add Customers through the Website  

Learn how to add customers using the website Customers can be added several ways. In this topic we will show you how to add customers through the website interface.  1. You can add customers through the website interface. 2. They can be uploaded to our site through import files. 3. They can be added on-the-fly through…

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Contact Lists – Upload your contact list through the Website  

Once you have created your contact list, you can upload it to the website Before you can upload your contact list, you need to create or export one. Your contact list will be a .csv file that contains your customer information.  You can export a list from Google or Outlook, or create your own list…

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Appointments – Add Appointments Though the Website

Adding Appointments Through the Website Interface. Before you can send out appointment reminders, you need to sync or add your appointments to our site: There are several ways to do this. We will cover #1 in this posting. You can add appointments through the website interface. They can be uploaded to our site through import…

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