Smart tip – use portal assistant
Jump to a section or task in your portal quicker – just click on the wand in the top-right corner to pull up the portal assistant.
From configuring elements of your portal to carrying out admin-related tasks, use these quick links to jump to the help topic you need.
• How to find your way around the dashboard
• How to configure the portal
• How to access reports
• How to manage stock
• How to use the CRM
• How to manage and add users
Jump to a section or task in your portal quicker – just click on the wand in the top-right corner to pull up the portal assistant.
Under the Config tab, you can manage a range of key settings for your business, including:
• the management of staff
• tax rates
• other profile settings
Under the Reports tab, you can access a range of reports and charts on your business performance such as:
• transaction by tender types
• gross sales
staff reports including tips
Manage all your stock under the Stock tab, both at an individual product level and in groups, plus:
• add suppliers and link them to products you sell
• transfer stock between stores / locations
• bulk import inventory via a single upload
Under the CRM tab, you’ll find options to manage your customers details, appointment and message settings, as well as:
• tools to group customers if required
• customisable data fields to collect information
Under the Admin tab, you can manage who has access to the portal and assign Administrator or User roles to manage what they can do.
If you do have any problems, our dedicated technical support team are here to help. Get in touch on 0800 151 0399, Monday to Friday, from 9am – 5pm.
Calls made outside these hours will be answered by our general support team who will do their best to help you with your query.