Browse help topics

General

• Who do I reach out to?

Login & Sign-up

• Two-Factor Authentication - 2FA
• How can I solve issues with login?
• How do I log in?
• On which devices can I use the app?

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
• Sending email notifications to a different target

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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

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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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