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Getting Started

Everything you need to get started

3 articles in this collection
Written by Kritika and Eric Plamondon

Bookings/Scheduling

Learn how to create, schedule, reschedule, cancel and clone a booking | Sync Google calendar | More...

21 articles in this collection
Written by Kritika, Eric Plamondon, and Thiago Monteiro Barbosa

Dispatching

Overview of dispatching, assign/remove a service provider from a booking, send their work schedule and more...

6 articles in this collection
Written by Stefano and Eric Plamondon

Users account

Learn about the users that exist in your account - Administrator, Service Provider & Customer

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9 articles in this collection
Written by Stefano, Kritika, Thiago Monteiro Barbosa and 1 other

Effectively Manage Your Customers (CRM)

5 articles in this collection
Written by Stefano and Kritika

Booking Pages

Setup/edit/customize your booking pages, real-time availabilities, auto-dispatching , configure stripe, send quote and more...

31 articles in this collection
Written by Franc Botti, Kritika, and Stefano

Service Pages

3 articles in this collection
Written by Kritika, Stefano, and Franc Botti

Customer Portal

Learn how customer portal works, send invite to existing customers, and more

5 articles in this collection
Written by Kritika and Eric Plamondon

Notifications

Learn about managing your notifications

7 articles in this collection
Written by Stefano and Kritika

Payment Processing

Learn about setting up stripe, charge a customer and initiate a refund

8 articles in this collection
Written by Eric Plamondon and Kritika

Settings

Set Access rights, sync calendar, set notifications, operating hours, service area restrictions, and taxes

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12 articles in this collection
Written by Eric Gopeesingh, Eric Plamondon, Franc Botti and 1 other

3rd party Integrations

Know how to Integrate your account with Stripe, Google Calendar and Google Analytics

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4 articles in this collection
Written by Eric Plamondon, Stefano, Kritika and 1 other

Mobile App

Learn about how our app keep you & your service provider up-to-date

2 articles in this collection
Written by Franc Botti

Marketing/Sales Channels

Build & Manage your own brand online

3 articles in this collection
Written by Eric Gopeesingh and Kritika

Wordpress Site

Learn how to setup your PodiumIO website theme, fill the e-form and add various functionalities in your Wordpress website

16 articles in this collection
Written by Eric Gopeesingh and Franc Botti

FAQ

Answers to the most frequently asked question by Team PodiumIO

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35 articles in this collection
Written by Franc Botti, Stefano, Kritika and 2 others