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Overview
Purpose: The User Guide Documentation serves as a comprehensive guide for client admins to effectively manage and maintain various systems, processes, and procedures within an organization. It aims to provide clear instructions, best practices, and troublesho...
Add New Client
Configure Booking Plugin
Reservations & Booking System
Add a New Amenity or Resource
UNIT - Booklet or Brochure PDF format
Please follow this PDF format for your booklet or brochure. Also, don't forget to add a thumbnail in JPG format. Sample PDF:sample-unit.pdf Sample thumbnail:
Contacts
Building Admin Template: Building-Admins-Import-Sheet.xlsx Staff Template: Staffs-Import-Sheet.xlsx Resident Template: Residents-Import-Sheet.xlsx
Parking Stalls
Template: Parking-Stalls-Import-Sheet.xlsx
Activities
Template: activities-templates.xlsxSample with data: activities-samples.csvTest run file:
Storage Lockers
Template: Locker-Rentals-Import-Sheet.xlsx
Wine Storages
Template: Wine-Storages-Import-Sheet.xlsx
Using Amazon FireTV Stick for Announcements
Overview The Amazon Fire TV Stick is an ideal solution for older TVs that lack built-in smart features, as long as they have an available HDMI port. This versatile device allows you to stream content, display digital announcements, or run presentations withou...
Activity Types
To create a new activity type, complete the fields for 'Activity Type Name', 'Parent', 'Color', 'Default Responsible', and 'Description', then click 'Submit' to save. When adding or editing a Activity Type, you typically fill out the following fields: · ...
Warranty Activity
Within the Warranty Activity section, you have the ability to create new Activity Types. When setting these up, please ensure that all required fields are completed, including Activity Type Name, Parent, Color, Default Responsible, and Description. There is a...
Creating a Warranty Status
Warranty Status refers to the current state of a product’s warranty claim or warranty coverage. It helps track where a request stands in the warranty process—from submission, review, approval, repair/replacement, up to completion or closure. This also clearly...
New Warranty Claim - Resident's Portal
The New Warranty Claim feature in the Resident’s Portal allows residents to submit warranty requests efficiently, ensuring that all relevant information is captured for proper processing and tracking. The system is designed to be user-friendly while providing ...
Warranty Subcontractor Magic Link
A Warranty Magic Link is a secure, unique URL or link generated by a warranty management system that allows users—such as managers or subcontractors—to access specific warranty claims or related information directly without needing to log into the system manua...
Reservation Form Templates
Booking Form
Contacts Report Type
Creating Residents List Adding Report Filter Using Multiple Filters Order and Grouping