Knowledge Base

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Knowledge Base

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Management

Browse help topics

Login & Sign-up

How do I log in?

On which devices can I use the app?

Two-Factor Authentication - 2FA

Account & Profile

Understanding visibility of your personal information

Understanding access to your company information

Resetting your password

Modifying email and push notification preferences

Changing your email address

Changing language and timezone settings

User authorisation levels

Adding a new user to your company

Removing a user from your company

Editing company information

Modifying your company profile

Updating your company's opening hours

How to edit user information in your company

Updating user information within your community

Editing your community information

Adding a community manager

Removing a company from your community

Removing a manager from your community

Understanding and switching environments

Switching to another community that you are a part of

Deleting your account

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Messages & Channels

Who can view your messages?

Writing a message

Cannot post a message?

Selecting the right type of message

Saving a message as a draft

Sending a draft message

How do I edit or delete a draft message?

Editing a message

Scheduling a message

Editing or deleting a scheduled message

Sending a reminder for a message

Duplicating a message

Moving a message to another channel

Making a message public for consumer-facing products

Creating an offer

Understanding channel ordering

Finding statistics about a message you wrote

Pinning a message to the timeline or a channel

Moving a message to the top of the timeline or a channel

Understanding channels

Creating a channel

Specifying writers and recipients for a channel

Deleting a channel

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Booking

Making a booking

Cancelling a booking

Approving or denying a booking

Creating booking categories

Creating a bookable object

Editing a bookable object

Making a bookable object unavailable for certain times/dates

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Events

Creating an event

Finding the list of attendees for an event

Surveys

Creating a survey

Editing a survey

Locating survey results

Files

Sharing files with your community

Creating folders for shared documents/photos

Managing shared documents/images/folders

Services

Understanding services

Adding a new service

Editing a service

Deleting a service

Discounts

Redeeming a discount

Creating a discount

Editing a discount

Deleting a discount

Turnover reporting

Reporting turnover

Handling a missed turnover deadline

Updating reported turnover

Assisting members with Turnover Reporting

Exporting turnover data

Creating a turnover reporting scheme

Adding a user/company to a turnover reporting scheme

Modifying a turnover reporting scheme

Reporting turnover on behalf of a company

Adding a company to a previous turnover reporting period

See more

Issue reporting

Reporting an issue

Who can view reported issues

Editing an issue

Responding to an issue

Assigning someone to an issue

Enabling an inactivity reminder for an issue

Adding an issue category

Assigning a service provider to a category

Assigning a default user to issues

Deleting an issue

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Forms

Updating your form submission as requested

Responding to a form submission

Creating a request form

Editing a request form

Setting assignees for form submissions

Assigning someone to approve or deny form submissions

Approving, denying, or requesting changes in a form submission

Cancelling a form submission

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Management

Sending a password reset link to users

Understanding the 'Activated' and 'Engagement' columns

Adding a new company to your community

Adding a new user to your community

Removing a user from your community

Creating a new group

Adding companies/users to a group

Sending a reminder to a non-activated company

Tracking edits to company profiles

Adding relations for newsletters

Writing an engaging newsletter

Sending newsletters to non-community members

Exporting management tables to Excel

Sending reminders to companies with inactive profiles

Adjusting a table for optimal data view

How to add and manage favourite groups

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