| Navigate to Agency Account > App Marketplace |  |
| Under App Marketplace > Categories scroll until you find Email and click it to filter |  |
| Or scroll until you find SMS and click to filter |  |
| Click on your preferred custom conversation provider and click Install |  |
| Select one or more subaccounts you want to install the app into and click Continue |  |
| Review the app details and click Allow & Install |  |
| As required, follow specific instructions from the custom conversation provider to integrate (ex: get your API key for their service). |  |
In the mobile app’s Conversations tab, you’ll find custom conversation providers. You can initiate a new conversation on any channel, including custom providers, or manually switch channels within an ongoing conversation.
| Review your installed custom conversation providers by navigating to Sub-Account > Settings > Conversation Providers |  |
| In your mobile app navigate to Conversations > New to see your options. Custom conversation providers will appear here. Select one to start a new conversation. |  |
| In the mobile app you can also find all your conversation options, including custom conversation providers, inside of a conversation. Just select a new conversation mode to switch. |  |
What’s New How It Works Why it Matters The introduction of the social planner on the mobile app makes creating and publishing posts on the go incredibly simple and convenient. With device-specific features like the camera and gallery, you can elevate your social media posting experience like never before!
You can share your calendar links with potential leads and customers. All calendars associated with a specific user can be accessed from the calendars page. Depending on the situation, you can opt to share a scheduling link, a permanent link, or a one-time link. How To Share Calendar Links From Mobile App Make sure to […]
You can integrate the schedules of multiple users, calendars, or groups into a unified mobile calendar view. How To Use Multiple Calendars on Mobile Ensure your device has your preferred mobile app installed. Navigate to the calendars section located in the bottom bar of the app. Just below the calendar, you’ll find a dropdown menu. […]
The mobile Point-of-Sale (POS) module serves as a comprehensive payment hub, bringing together all three payment solutions in one place. Easily manage POS transactions (Tap to Pay, Cash, Cards, and Manual Entry), Invoices, and Estimates from a single, unified module. Processing payments in the field has never been easier. With a single module managing all […]
Estimates can be built and managed from the dedicated “Estimates” section in the mobile app. What is a Mobile Estimate? An estimate generally involves a skilled service technician assessing a job in person to create a detailed breakdown of tasks, required parts, supplies, workforce, and time. It’s called an “estimate” because, while precise, it may […]
You can link certain Stripe-sold payment terminals to the mobile app, allowing customers to make payments by tapping, inserting, or swiping their cards on the device. How To Accept Payments Through A Hardware Terminal After installing your preferred mobile app on your device, proceed to… Open the Navigation menu > Settings (gear icon) Tap on […]
For businesses looking to process payments on larger screens, the Point of Sale mobile payments window maximizes the available display space for an optimized experience. Split Window Mode On larger devices such as an iPad or tablet, the POS interface is divided into two screens—Console on the left and Checkout on the right. This setup […]
What’s New How It Works Why it Matters This update connects two key modules in the mobile app—calendars and POS—to create a smooth and hassle-free payment collection process. Availability
Using the Mobile App allows you to take the convenience of your system on the go with you, using features right from your phone. You can toggle between the various available features/sections using the icons at the bottom of the app. Click into the Reputation/Reviews tab (the star icon). Check out these pro tips for […]
