All “How-To” Series

Learn best practices, train your team at scale, and be confident you’re getting the most out of SuiteDash. Free with every SuiteDash account.

Set up a “Book Me” Page to make Appointments

You can create a webpage for your potential Contacts to book an appointment.

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Customize notifications Clients will receive

Customize which emails your Clients receive keep your branding consistent.

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Set up your own White Label mobile app

Every SuiteDash account includes its own white label mobile app!

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Give Contacts a choice of Membership Plans

Let your new users choose from different access levels while registering!

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Welcome your Clients with a custom Dashboard

Create a custom, beautiful Portal Page for your Clients when they log into your portal!

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Collect Online Payments with SuiteDash

Set up your account so that you can accept online payments from your Clients!

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Share files with your Contacts and Staff

There are several ways you can share files in SuiteDash – here are the easiest ways!

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Use SuiteDash as a Substack alternative

As a SuiteDash user, you won’t need Substack to send emails to your Contacts!

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Deliver a Lead Magnet for an email address

Offer something in exchange for the email addresses of your potential customers!

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Change the look and feel of your portal

In this guide, we’ll look at how to customize the portal to represent your brand.

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Set up a Custom Login Page with an SVG Logo

In this guide, we’ll look at how to customize the login page to represent your brand.

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Configure your Invoice & Estimate Settings

Invoice & Estimate Settings allow you to customize notifications and alerts.

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Use Project Custom Fields in Kickoff & Update Forms

In this guide, we’ll look at how to use Forms for your Contacts to pre-populate data into Projects using a Project Generator!

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Trigger a File Request Action Automation

In this guide, we’ll look at how to Trigger a File Request Action Automation in CRM, Projects, Billing, FLOWs, Forms, and more!

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Finalize a Proposal without Sending a Notification

In this guide, we’ll look at how to Finalize a Proposal with or without Sending an Email Notification to the user.

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How to Charge for your Appointments

For each individual Appointment Type, separate Action Sets can be configured for Booking, Rescheduling, or Canceling!

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Delete Already Saved Action Templates

Action Templates are incredibly easy to create and now they are just as easy to delete as well!

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How to Set a Location-Based Notice

Notices are perfect as a little ‘Information Guides’ because they can now be targeted in a very granular way.

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