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.
Customize notifications Clients will receive
Customize which emails your Clients receive keep your branding consistent.
Set up your own White Label mobile app
Every SuiteDash account includes its own white label mobile app!
Give Contacts a choice of Membership Plans
Let your new users choose from different access levels while registering!
Welcome your Clients with a custom Dashboard
Create a custom, beautiful Portal Page for your Clients when they log into your portal!
Collect Online Payments with SuiteDash
Set up your account so that you can accept online payments from your Clients!
Share files with your Contacts and Staff
There are several ways you can share files in SuiteDash – here are the easiest ways!
Use SuiteDash as a Substack alternative
As a SuiteDash user, you won’t need Substack to send emails to your Contacts!
Deliver a Lead Magnet for an email address
Offer something in exchange for the email addresses of your potential customers!
Change the look and feel of your portal
In this guide, we’ll look at how to customize the portal to represent your brand.
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.
Configure your Invoice & Estimate Settings
Invoice & Estimate Settings allow you to customize notifications and alerts.
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!
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!
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.
How to Charge for your Appointments
For each individual Appointment Type, separate Action Sets can be configured for Booking, Rescheduling, or Canceling!
Easily place form fields into columns
You are able to easily configure your Forms to have up to 4 fields on one row using simple Styling & Layout Classes.
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.
Embed a Google Sheet on a Portal Page
Once you get the hang of it this method can be used for a lot more than Google Sheets!
