User
User features
Choose a task or screen guide below. Reports, integration notes and unavailable entries are grouped separately. Search includes every group.
42 searchable entries
Use the guide for your role and the version installed on your site. An overview explains a screen; it does not claim a complete task procedure.
Task guides 21
Choose the task you want to finish, then follow its example, steps and result checks.
Advanced Customer CrmReview customers, record follow-up work, organize contacts and configure customer-event automation.Step-by-step guideAI ContentCreate or review AI output for this feature.Step-by-step guideAI ImageCreate or review AI output for this feature.Step-by-step guideAI RepurposeCreate or review AI output for this feature.Step-by-step guideAI StudioCreate or review AI output for this feature.Step-by-step guideBooking PagesManage booking services, pages or the bookings they receive.Step-by-step guideCoupon CampaignsConfigure offers, claims or customer reward records.Step-by-step guideCustom DomainCreate or review AI output for this feature.Step-by-step guideCustomersTrack the state and follow-up of lead/customer records.Step-by-step guideEmail AutomationRun a defined action when its configured trigger and conditions match.Step-by-step guideFeedback FormsBuild or manage the form/survey and its submitted records.Step-by-step guideFilesUpload, organize or select files allowed for the current owner.Step-by-step guideLanding PagesManage the public pages and steps used to collect or route leads.Step-by-step guideLead FormsBuild or manage the form/survey and its submitted records.Step-by-step guideLoyalty Stamp CardsConfigure offers, claims or customer reward records.Step-by-step guideMarketing TemplatesCreate or edit reusable content for this feature.Step-by-step guideProfileUpdate the signed-in account details exposed by this feature.Step-by-step guideQR CampaignsCreate, edit or inspect QR items and their destinations.Step-by-step guideReview BoosterManage the business/location records used by related campaigns.Step-by-step guideSupportCreate, review or respond to a support or feedback record.Step-by-step guideWebhook AutomationRun a defined action when its configured trigger and conditions match.Step-by-step guide
Screen instructions 12
Fields and button actions for a named screen. Some advanced workflows still need a fuller walkthrough.
AI Best TimeComplete the screen’s forms using its field choices, action buttons and result checks.Screen instructionsAI Content PlannerComplete the screen’s forms using its field choices, action buttons and result checks.Screen instructionsAI ReviewComplete the screen’s forms using its field choices, action buttons and result checks.Screen instructionsAI Semantic SearchComplete the screen’s forms using its field choices, action buttons and result checks.Screen instructionsAI VideoComplete the screen’s forms using its field choices, action buttons and result checks.Screen instructionsBusiness ProfilesComplete the screen’s forms using its field choices, action buttons and result checks.Screen instructionsCreditsComplete the screen’s forms using its field choices, action buttons and result checks.Screen instructionsGoogle BusinessComplete the screen’s forms using its field choices, action buttons and result checks.Screen instructionsLocal AnalyticsComplete the screen’s forms using its field choices, action buttons and result checks.Screen instructionsPaymentsComplete the screen’s forms using its field choices, action buttons and result checks.Screen instructionsTeamsComplete the screen’s forms using its field choices, action buttons and result checks.Screen instructionsWhatsApp NotificationComplete the screen’s forms using its field choices, action buttons and result checks.Screen instructions
Screen overviews 1 entries
Navigation and displayed controls, without a complete create/edit walkthrough.
Integration notes 8 entries
Supporting components used through a parent screen or service.
Business LocationsSee where this integration is used and continue through its parent screen.Integration notePayment2 CheckoutSee where this integration is used and continue through its parent screen.Integration notePayment CC AvenueSee where this integration is used and continue through its parent screen.Integration notePayment IyzicoSee where this integration is used and continue through its parent screen.Integration notePayment PaytmSee where this integration is used and continue through its parent screen.Integration notePayment Pay TRSee where this integration is used and continue through its parent screen.Integration notePayment Pay USee where this integration is used and continue through its parent screen.Integration notePayment RazorpaySee where this integration is used and continue through its parent screen.Integration note
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