Welcome to YOUR Application Platform! The application platform allows users to view the performance of their campaigns, modify the available modules displayed within the SaaS (software as a service) app, and connect with customers. A company logo is ...
The platform landing page is the company Dashboard. The Dashboard is displayed in the main window of the platform. Change the date range displayed by the data on the dashboard by using the Period Selector or Date Range Drop-Down at the top right of ...
How do I add appointments to my calendar?
Appointments can be added directly to you or your customer's Google, Outlook, or Apple calendar by clicking “Add to Calendar” within the confirmation email for the appointment. Looking for automation? Sync your company's Outlook or Gmail Calendar ...
Modify an Email Template
Custom Email Template Overview Note: Email templates appear after apps are enabled. Not all apps have a corresponding email template. Modify an App Email Template Log in to the Dashboard. Scroll down to and click the Company tab on the side menu, ...
Inserting placeholder text in confirmation emails ensures a personal touch and that information provided is consistent across all platforms. Note: Insertion fields insert exact data from other locations within the dashboard. Example: A ...