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
- Transitioning from ERS
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 - Custom 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/Wind Alerts
- Leads - Quick-Add Items
- Leads - Issue a Credit/Gift Card on a Canceled or Postponed Event
- Leads - Recurring Leads
- Leads - Making More Sales by Expiring Leads
- Leads - Recalculate/Generating a Lead
- Leads - Working with Leads
- Leads - Recovering a Deleted Lead
- Leads - Making Changes to a Lead
- Leads - Force Recalculation to Lead Total
- Leads - Concise View
- Leads - Staff, Volunteers and Weight
- Leads - Lead Lock
- Leads - Deleting a Lead/Event
- Leads - Checking Availability
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 - Using Unique Extra Contract Details Dependent on Rental Items
- Contracts - Customer Initials
- Contracts - Rental List Headings
Quote Pages
- Quote Pages - Custom Questions and Form Fields
- Quote Pages - Multiple Brands/Quote Pages
- Quote Pages - Upselling
- Quote Pages - Add reCAPTCHA to Quote Page to Reduce Spam
- Quote Pages - Event Planning Form
- Quote Pages - Online Quoting
- Quote Pages - Restricting by Price Behavior
- Quote Pages - Uploading Files from Quote Page
- Quote Pages - Enable Minimum Total Fee
- Quote Pages - Accidental Damage Waiver
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
- Emails - Add a Custom Email Address
- Emails - How to Check Your Custom Email
- Emails - Check Your Custom Email in Another Email App
- Emails - Setting Your DKIM Record
- Emails - Email Delivery to Gmail Accounts
Quickbooks
- QuickBooks - QuickBooks Online Integration
- Quickbooks FAQs / Troubleshooting
- Quickbooks Online Integration - Setup Instructions
- Quickbooks Desktop Integration - Setup Instructions
- Quickbooks - Changing Devices
- QuickBooks Online - QBO Tax Overrides
- QuickBooks - Sending Purchase Orders to Vendors
- Quickbooks - Customize QBO Account Name
Reports
- Reports - Creating Charts and Creating a Dashboard
- Reports - Creating Reports for Daily Revenue
- Reports - Reports
- Reports - Lead Reports
- Reports - Overview Page Reports
- Reports - Sorting/Grouping
- Reports - Columns
- Reports - Exporting Leads/Customers/Inventory
- Reports - Creating a New Report
- Reports - Showing Items Rented During a Period
- Reports - Distance Charges/Tips Report
Settings
- Settings - Update/Change Logo
- Settings - Promotions and Fees
- Settings - Categories
- Settings - Black-Out Dates
- Settings - Optional Fields (More Notes and Fields for Leads)
- Settings - General Preferences
- 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 - QR Code Generator
- Settings - Reviews
- Settings - Autosave
- Settings - Automations - Sending Postcards
- Settings - Timeslots
- Settings - Legacy Promotion
- Settings - Promotions & Fees - Accidental Damage Waiver
- Settings - Item Prices
Rental Inventory
- Rental Inventory - Inventory
- Rental Inventory - Adding a New Item
- Rental Inventory - Pricing
- Rental Inventory - Parent/Child Items
- Rental Inventory - Accessories - General Overview
- Rental Inventory - Accessories - Concessions/Banners
- Rental Inventory - Accessories - Advanced Settings
- Rental Inventory - Maintenance (check-in/out)
- Rental Inventory - Deleting a Rental Item
- Rental Inventory - 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 Your Inventory with Other Users
- Rental Inventory - Advanced Settings
- Rental Inventory - Photo Background Removal
- Rental Inventory - Sharing Between Locations in Your Account (Multi-Location Accounts)
- Rental Inventory - Consumable Items
- Rental Inventory - Relationships on Tents
- Rental Inventory - Relationships on Obstacle Courses
- Rental Inventory - Advanced - Separate Multiples on Vehicle Packing List
- Rental Inventory - Splitting Contractor Pay
- Rental Inventory - Linens Set Up
- Rental Inventory - Cousin Items
- Rental Inventory - Sharing
- Inventory - Creating a Packing List in Inventory
- Rental Inventory - Vendor's Module
- Rental Inventory - Managing Rental Images
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 - Delivery Preferences
Website Integration
- Website - Getting Started - How to Login
- Website - Launching your Website
- Website - Changing Item Pricing Scales/Options
- 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 - Generate a new website
- Website - How to Upload/Change Logo
- Website - Developer Resources
- Website - Developer Tips
- Website - Integrating with Your Own Custom Shopping Cart
- Website - Changing Display Price on Inventory
- Website - Purchasing a Domain Name
- Website - Shopping Cart Settings
- Website - Changing Category Description Colors
- Website - Changing Your Website Photos
- Website - Changing Pricing Displayed Advanced
- 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
- Website - How to Fix Page Indexing Issues from Google Search Console
- Website - Delegate Access for GoDaddy Accounts
- Website - Making Leads with Elementor Forms
- Website - Filters for Clients
- WordPress - Add New Page
- Website - Changing Fonts
- Website Integration - Understanding and Accessing your Site
- Website Integration - Changing and Adjusting Photos
- Website Integration - Changing Text, Colors, and Fonts
- Website Integration - Featured Products and Homepage Listings
- Website Integration - Working with the IO WordPress Plugin
- WordPress - Delete Website
- WordPress - Relaunching a Different Site Theme
- Website - Party Planner Form
- WordPress - Manually Setting a Favicon/Site Icon
- Guide for Working with External Web Developers
- Website Integration - New WordPress Integration or Multi-Location Setup for InflatableOffice
- WordPress - Tent Calculator
- Website Integration - Elementor Pro License Expiration
- Website Integration - Editing DNS For IO Websites
- Website Integration - How to Make a Service Area Map with Google My Maps
- WordPress - Translating Your Website
- Website - Cache
- Website - Purge SG Cache/Autoptimize Cache
- WordPress - Remove Duplicate IO Pages Tool
- WordPress - Reviews Widget and Review Management Interface
- WordPress - Link-share Network
- Website - Add Honeypot to Elementor forms to reduce spam
- Website - Cost Per Letter in a Phrase Tool
- Website Integration - Domain Transfer from BCN or WIX
- Website Integration - Switching Website Hosts
- Website - Taking Your Website With You
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 - Create/Update lead with Zapier
- API - Sending data using Zapier and automations.
- API - SMS, Text Message Sending and Recieving
- API - Journal - Create
- API - Tasks - Create
- API - Webhooks
- API - Stats - Retrieve List
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
- Sales CRM - Notifications
- Sales CRM - Organizations
- Sales CRM - Field/Parameter Tracking via Links
- Sales CRM - Overview
Locations
- Locations - Getting Started
- Locations - Account Overview
- Locations - Managing Locations
- Locations - Settings
- Locations - Inventory
- Locations - Leads
- Locations - Workers Multi-Locations
- Locations - Multi-Location - Reporting
- Locations - Multi-Location - Location Specific Subscription Charges
- Locations - Account Merge & Multi-Location Consideration Guide
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
- IO Phone - Getting Started
- IO Phone - Transfers
- IO Phone - Using the Hold Feature
- IO Phone - Do Not Disturb
- IO Phone - Phone Bar
- IO Phone - Spam
- IO Phone - Statistics
- IO Phone - Timeouts
- IO Phone - Text Message Templates
- IO Phone - 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
- IOPhone - Port away your IO Phone number
- IO Phone - Creating New IO Phone Number
- IO Phone - Troubleshooting
- IO Phone - Desk Phone Setups with MagicJack
- IO Phone - Call Issues & Troubleshooting
- IO Phone - How to Acquire and Port a Phone Number Not Listed in Our Native Search
- SMS/MMS Text Messaging Fines and Fees
- IO Phone- Vendors
- IO Phone- Outbound/Calling Out
- IO Phone - Creating New Customers Directly from Text Log Entries
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
- End of Legacy Version 2/26/2024
- Become an IO Insider! - Get Exclusive Perks and Help Build the Community
Embedded Documentation
- 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
- 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 - Refunds
- Payments - Driver/Worker Tips
- Payments - Tipping During Checkout
- Payments - Recording a Payment
- Payments - Comprehensive Guide to Card Processing Fee Management and Rate Reviews
- Payments - Square Errors
Subscription
- Subscription - Adding/Updating Payment Method for Subscription
- Subscription - Adding/Removing WordPress/API to your Account
- Subscription - Locating Purchased Email Addresses
- Subscription - Add/Remove Workers Module
- Subscription - Location
- Subscription - Upgrading your Inventory Count Plan
- Subscription - Transferring Account to New Owner
- Subscription - Understanding the Pricing: InflatableOffice vs. EventOffice
- Subscription - Changing/Resetting Password
- Subscription - Shutting Down Account
- Subscription - Upgrading Inventory (InflatableOffice Plan)
- Subscription - Reactivating Account
- Subscription - Multi-Location Subscriptions