How to Set Up?

To Set Up:

• Navigate to the Settings >Setting Navigation

In the navigation bar there is a ‘Settings’ button as highlighted below.

If you select settings from the navigation you will see another set of options list under the settings navigation.

For better understanding, handling and easy setup, setting is divided in to ten different sections, which include:

1. ‘Business Information’
2. ‘Invoice Settings’
3. ‘Email Branding’
4. ’Client Site'
5. ‘Payment'
6. 'Payment Card Info' 
7. 'Widget'
8. ‘System Notification ’
9. ‘Account Settings’

1. Business Information

To start with you can click on the first section of ‘business information’ under the ‘settings navigation’, as demonstrated below.

• Navigate to the Settings >Business Information

Fill in the required information and click on save changes at the bottom of the page.

This page will require you to enter your basic details that are:

• Business name
• Short description
• Phone number
• Your Email
• Your website

You can also upload your business Logo on this page.

Once you have completed this form and have saved the information you will be able to see the short description you have added in the navigation bar

An example of this is highlighted below:

Following is an example of how the added ‘Address’ and the ‘Phone Number’ in ‘Business Information’ will be demonstrated.

2. Invoice Settings

Secondly, to set up the ‘Invoice Setting’ under setting module do as the following:

• Navigate to the Settings >Invoice Settings

When you click on the invoice setting as highlighted, the following page would appear.

Fill in the required information and click on the save changes at the bottom of the page.

This page will require you to enter the invoice setting details that are:

• Invoice notes
• Purchase notes
• Footer

Once you have completed this form and have saved the information you will be able to see the ‘invoice notes’, ‘Purchase Notes’ as well as the footer on whenever you generate an invoice or purchase.

Examples of these are demonstrated below:

Invoice Notes are highlighted below:

‘Purchase Notes’ and ‘Footer Notes’ are highlighted below.

   3. Email Branding

To set up the ‘Email Branding’ under the setting module do as the following:

• Navigate to the Settings >Email Branding

When you click on the Email Branding as highlighted, the following page would appear.

This page will contain the information entered in the business information section:

• Business Email
• Business name for Email

If required then fill it in. Once you have completed this form and have saved the information, the ‘Business name’ and the ‘Business Name for Email’ will be visible on the invoices emailed to clients. Examples of these are demonstrated below:

An example of this is highlighted below:

    4. Client Site

• Here you can provide the information to be displayed on 'Client Site' of your business. This informaiton will be displayed to your clients on your client site. 
• You can also change the access level to your client site under Client Site Settings. Options available are Login with 'Passcode' and 'Auto Login'. 

1. Login with Passcode means that your client will need to use the secure passcode sent to their registrered email address in order to login into Client Site. 
2. Auto Login will remove the passcode requirement and clients can access the website without security verification of their account. 

    5. Payment

To set up the ‘Payment’ under setting module do as the following:

• Navigate to the Settings >Payment

When you click on the payment tab as highlighted, the following page would appear.

Fill in the required information and click on the save changes at the bottom of the page.

This page requires you to provide details to:

• Connect with Stripe
• Connect with PayPal
• Select currency

System provides two payment gateways one is ‘Stripe’ and second is ‘PayPal’. As shown above.

When you click on the strip, following page will open up, where you can connect.

Here you can login using your existing details if you already have an account with stripe, otherwise simply make a new stripe account by clicking on to ‘don’t have an account? Sign up ‘and then continue with the process.

System gives you four options with choosing the currency that are:

• GBP- Great Britain pounds
• USD- United State Dollar
• EUR- Euro
• KWD- Kuwaiti Dinar

You can change the currency from the dropdown menu under ‘Currency’ as demonstrated below.

If you haven’t defined any payment gateway in the system than your client would not be able to make the payment online instead system will display to the clients that ‘No Payment gateway is configured’. As seen below:

Once your account is configured you will see the confirmation message from the system like the one below:

Once you have configured and defined the payment gateway -following is the way your ‘Payment’ will look like under Setting Navigation

Once your payment gateway configured in the system than your client would be able to make payments online by clicking on the ‘Pay’ button at the bottom of the page.

6. Payment Card Info

To set up the ‘Payment card info’ under setting module do as the following:

• Navigate to the Settings >Payment Card Info

When you click on the Payment card info as highlighted, the following page would appear.

This page will allow you to enter your card details as well as gives you options for updating your current card details and adding a new card once you have upgraded to one of our packages.

You will need this in order to pay for any packages, add- ons and SMS credit you choose to purchase.

In order to add a new card, click on the green ‘add new card’ button, on the right side under ‘your payment information. Here you can enter the details of the new card and click on save button at the end of the page to save any changes. By adding new card you agree that your new card will be used to charge subscription billing fee. It will be set as your default payment card.

 7. Widget 

Widget is an interactive lead engagement tool for your website. 

Under Widget Section, you can choose the desired Grow in Cloud funtions to be appeared on Live Widget on your Website. These can include the following:

• Appointment Scheduling 
• Document Sharing
• Leave Details Form for New Leads 

Widget Settings allows you to choose the title text, color and order of functions to be displayed on Live Widget. 

• Visibility Settings

These settings allow you to choose the level of visibility of Widget on client devices. 

• General Settings 

These settings allow you to choose the position, color, title and description text of the Widget. 

 8. System Notification

To set up the ‘system notification’ under the setting module, do as the following:

• Navigate to the Settings >Setting Navigation>System Notification

When you click on the system notification tab as highlighted, the following page would appear.

Fill in the required information and click on the save changes at the bottom of the page.

This page allows you to enter and customize the notification settings details that are:

• Email Signature
• Message Response
• Payment response

Once you have completed this form and have saved the information the client will receive ‘Email signature, message response and payment response, with every message, email or payment response you send.

 9. Account Settings

To set up the ‘Account Settings’ under the setting module, do as the following:

• Navigate to the Settings > Account Settings

When you click on the Account settings tab as highlighted, the following page would appear:

Fill in the required information and click on the save changes at the bottom of the page.

This page would require and allow you to fill in the details of:

• Account Email
• First name
• Last name
• Change password

When you click on the ‘Change Password’ button than following page will appear where you can change the password.