Getting Started
- Getting Started - Basic Concepts
- Getting Started - Setup Guide
- Getting Started - Step 1: Adding Inventory
- Getting Started - Step 2: Filling Out a Quote Form
- Getting Started - Step 3: Setting up Distance Charges
- Getting Started - Step 4: Delivery Methods
- Getting Started - Step 5: Creating a Contract
- Getting Started - Step 6: Linking your Company Email Address
- Getting Started - New Customer FAQ's
- Getting Started - Office Upgrade Version Benefits Over Legacy Version
- Getting Started - Getting Help
- Getting Started - Ask the Community
Leads
- Leads - Viewing and Filtering Leads
- Leads - Lead Flags
- Leads - Lead Statuses
- Leads - Adding a New Lead or Event
- Leads - Updating and Editing a Lead
- Leads - Overwrite or Create a New Profile for a Customer When on a Lead
- Leads - How to Quickly Give a Price Quote
- Leads - Advanced Times on a Lead
- Leads - Customizing Leads List Columns
- Leads - Keyword Filtering Types
- Leads - Deposits
- Leads - Attachments
- Leads - Saving, Sharing, and Deleting Filters
- Leads - How to find the Lead ID
- Leads - Lead Line Items
- Leads - Defaulting to Sunset Time for Event Start and Showing in Admin Interface
- Leads - Venues
- Leads - Weather Alerts
- Leads - Quick-Add Items
- Leads - Issue a Credit/Gift Card on a Canceled or Postponed Event
- Leads - Recurring Leads
- Leads - Sending in Attachments to Leads
- Leads - Making More Sales by Expiring Leads
- Leads - Working with Leads
- Leads - Recovering a Deleted Lead
Contracts
- Contracts - Updating a Contract
- Contracts - Delete a Contract
- Contracts - Emailing a Contract
- Contracts - View and Sign a Contract
- Contracts - Physically Received Contracts
- Contracts - Custom Contracts
- Contracts - Customizing Contract
- Contracts - Contract Templates
- Contracts - Using Unique Extra Contract Details Dependent on Rental Items
- Contracts - Customer Initials
Quote Pages
- Quote Pages - Custom Questions and Form Fields
- Quote Pages - Multiple Brands/Quote Pages
- Quote Pages - Up Selling
- Quote Pages - Add reCAPTCHA to Quote Page to Reduce Spam
- Quote Pages - Event Planning Form
- Quote Pages - Online Quoting
- Quote Pages - Damage Waiver: Step 1 - Apply Damage Waiver Fee
- Quote Pages - Damage Waiver: Step 2 - Creating a Damage Waiver
- Quote Pages - Damage Waiver: Step 3 - Add Damage Waiver to Quote Form
- Quote Pages - Restricting by Price Behavior
Emails
- Emails - Alerts
- Emails - Email Blasts/Newsletters
- Emails - Custom Email Server (Emails going to spam)
- Emails - Filtering Emails
- Emails - Gmail Authentication Issues
- Emails - Gmail Email Integration
- Emails - Marketing Consent - GDPR
- Emails - Marketing Consent - CASL
- Emails - Email Center
- Emails - Enable IMAP integration for Gmail
- Emails - Email Signature Template and Other Templates Inside Templates
- Emails - Improving GoDaddy Email Sending
- Emails - Link Shortener and Click Tracking
- Emails - Email Unsubscribes
- Emails - Understanding How to Deliver Well
- Emails - Outlook/Office365 Email Integration
- Emails - Setting Your SPF Record
- Emails - Email Read Receipt
- Email Mailbox - Add a custom email address
- Email Mailbox - how to check your custom email
- Email Mailbox - check your custom email in another email app
Settings
- Settings - Update/Change Logo
- Settings - Promotions and Fees
- Settings - Black-Out Dates
- Settings - Optional Fields (More Notes and Fields for Leads)
- Settings - General Settings
- Settings - Referrals
- Settings - Surfaces
- Settings - Optional Fields
- Settings - Statuses
- Settings - Alerts Center
- Settings - Display Order
- Settings - Languages
- Settings - WordPress
- Settings - Referrals
- Settings - Automations
- Settings - Filters
- Settings - Import Files
- Settings - General Preferences
- Settings - Distance Charges
- Settings - Account Preferences
- Settings - Profit/Cost Tracking
- Settings - Insurance Report
- Settings - QR Code Generator
- Settings - Reviews
- Settings - Autosave
- Settings - Automations - Sending Postcards
Rental Inventory
- Rental Inventory - Inventory
- Rental Inventory - Adding a New Item
- Rental Inventory - Pricing
- Rental Inventory - Child Items
- Rental Inventory - Accessories - Concession Supplies/Modular Banners
- Rental Inventory - Maintenance (check-in/out)
- Rental Inventory - Deleting a Rental Item
- Rental Inventory - Tools for Vendor Items
- Rental Inventory - Cost History/ROI (Return on Investments)
- Rental Inventory - Rental Log
- Rental Inventory - Packages
- Rental Inventory - Adding, Selling, Redeeming and Issuing Credits as Gift Cards
- Rental Inventory - Simple Profit Tracking
- Rental Inventory - Removing Items from a Website
- Rental Inventory - Serial Numbers and Items with the Same Name
- Rental Inventory - Staff Costs by Item
- Rental Inventory - Sharing Inventory Through Vendors
- Rental Inventory - Advanced Settings
- Rental Inventory - Photo Background Removal
Delivery / Routing
- Delivery/Routing - Packing Lists
- Delivery/Routing - Vehicle packing lists
- Delivery/Routing - Delivery Summary & Setup
- Delivery/Routing - Delivery: How to Use
- Delivery/Routing - Troubleshooting and FAQs
- Delivery/Routing - Printing paperwork for "Customer Pickup" events
- Delivery/Routing - Creating a Packing List in Inventory
Website Integration
- Website - Getting Started - How to Login
- Website - Launching your Website
- Website - Changing item pricing
- Website - Customizing Your Site
- Website - Changing your website colors
- Website - Add the quote page to your existing website
- Website - Create popup on website
- Website - Remove/Edit Company Address
- Website - Changes/Updates not displaying
- Website- Getting Started with your new website
- Website - GoDaddy Hosting and Caching Issues
- Website - Working With Your WordPress Site
- Website - Create new site template
- Website - How to upload/change logo
- Website - Developer Resources
- Website - Developer Tips
- Website - Changing pricing scales displayed on item pages
- Website - Purchasing a Domain Name
- Website - Shopping Cart Settings
- Website - Changing Category Description Colors
- Website - Changing Your Website Photos
- Website - Pricing
- Website - How to add subcategories to your WordPress site.
- Website - City Landing Pages
- Website - SEO Rank Tracking
- Website - Conversion Tracking
- Website - How to add/remove menu items
- Website - How to change menu text color
- Website - How to Change Menu Background Color
- Website - How to resize and crop logos
- Website - Adding reCAPTCHA to Elementor forms
- Website - A Search Engine Optimization (SEO) Resource
- Wordpress - Featured Products/Categories Tool
- Website - How to add an Elementor button to open the cart
- Website - Category/Product descriptions show a white background
- Website - Customizing drop-down Mega Menu
- WordPress - Editing & Adding Social Media Icons
API
- API - Customers - Create or Update
- API - Customers - Retrieve List
- API - Customers - Retrieve Details
- API - Leads - Create or Update
- API - Leads - Retrieve List
- API - Leads - Retrieve Details
- API - Rentals - Retrieve List
- API - Rentals - Retrieve Details
- API - Categories - Retrieve List
- API - Transaction Charges
- API - Setup Access
- API - PHP Example
- API - Workers - Retrieve Details
- API - Workers - Retrieve List
- API - Payments - Create
- API - Popular Items - Retrieve List
- API - Rental List - Retrieve Details
Sales CRM
- Sales CRM - How to get set up
- Sales CRM - Task Reminders
- Sales CRM - IMAP Email Integration
- Sales CRM - Communication CRM tab
- Sales CRM - Following up with leads
- Sales CRM - Last Contact & Last Activity
- Sales CRM - Prospecting for new leads
- Sales CRM - Sales Reps
- EPA 2019 Presentation: How to Fuel Grow Using CRM
IO Phone
- IO Phone Numbers
- IO Phone Call Logs
- IO Phone Text Log
- IO Phone Voicemail Boxes
- IO Phone Custom Rules
- IO Phone Extensions
- IO Phone Recordings
- IO Phone Groups
- IO Phone Ring Schedules
- Setting up Your IO Phone
- IO Phone Transfers
- IO Phone Using the Hold Feature
- IO Phone Do Not Disturb
- IO Phone Bar
- IO Phone Spam
- IO Phone Statistics
- IO Phone Timeouts
- IO Phone: Text Message Templates
- IO Phone: Known Bugs
- Ring Schedule to Call Delivery Driver
- IO Phone Billing
- IO Phone Worker Numbers
- IO Phone Dialer
- IO Phone Alerts
- IO Phone Using Emojis
- IO Phone: Texting Multiple Numbers
- IO Phone: MMS Text Messaging
- IO Phone - Pricing
- IO Phone Texting Campaign Registry
- IO Phone Texting Delivery
- IO Phone: Phone Filters
- IO Phone - Port away your IO Phone number
- IO Phone - Creating New IO Phone Number
Blog
- One Website Priority that will Trump SEO, Guaranteed
- Choosing a Payment Merchant for Your Party Rental Company
- Write the Right Event Delivery Worker Job Description
- Convert Slow Moving Inventory into Cash
- Why You Should Attend This Conference
- Launch Your Event Rental Website + Free Checklist
- Selling Items
Embedded Documentation
- Rental Inventory - Inventory
- Warehouses/Addresses
- Google Calendar
- Vendors
- Categories
- Payment Types
- Customer Types
- Item Prices
- Packing List Templates
- Vehicles
- Maintenance
- Pages/Templates
- Alerts
- Contract Templates
- Delivery Methods
- Email Center
- Optional Fields
- Positions
- Promotions/Fees
- Statuses
- Timeslots
- WordPress
- Analytics Tracking
- IO Phone
- Emails - Email Preference Settings
- Workers
- Tax Preferences
- Surveys & Training
- Inventory
- Online Quoting
Payments
- Payments - Accepting Credit Cards Online
- Payments - Recharging a Credit Card
- Payments - PCI Compliance
- Payments - Global Payments (OpenEdge) Mobile Payment - setup on phone app
- Payments - Merchant Services
- Payments - Payment Preferences
- Payments - CardConnect Best Practices
- Payments - Customer and Patron Tips
- Payments - Square Payments Integration
- Payments - Square Payments Integration
- Payments - Refunds
- Payments - Driver/Worker Tips