23 docs tagged with "business-app"

Configure how customers can be added to your platform, including self-signup, user invites, and referral programs.

An onboarding email and set of Business App Home cards that show SMBs the work AI has already done for them, recommend next steps, and surface upgrade options. Available to Early Access partners.

Set up your white-labeled platform: add your logo, brand colors, rename Business App, and control what clients see.

Configure Business App branding including the app name, custom domain, and web chat footer branding.

Complete guide to Business App features, configuration, and client management. Learn how to provide a branded client-facing dashboard with integrated tools and services.

Legacy CalendarHero: online scheduling, bookings, and calendar integration via Business App. Historical reference only.

Control which pages and features customers see in their Business App dashboard, with per-page configuration options.

Learn how to use the Create a user from a contact action to create a Business App user from an existing CRM contact.

Guide to the Business App CRM - contacts, opportunities, sales pipelines, forms, and tasks for managing customer relationships and closing deals.

Customize platform features, purchasing workflows, Business App settings, and client experience in the Vendasta platform.

Customize Business App layout, navigation, branding, page visibility, and client experience for your customers.

How the product upgrade cards on Business App Home decide what to show, and how to configure each product's upgrade path so the cards drive the outcome you want.

Show clients how to use their Business App dashboard during onboarding and walkthroughs.

Comprehensive guide to the Executive Report - your client's single source of truth for their online presence and digital marketing performance.

Configure Featured Packages in the Business App to present suggested packages during client sign-up.

Choose which AI Employees your clients get in Business App, market by market, from Customize Business App. Hiding an AI Employee turns it off for every account in that market.

Configure customer access to Business App, self-signup, featured packages, files, and projects.

Configure default reporting periods and manage location groups for multi-location Business App customers.

Configure customer notifications, global announcement banners, and automated onboarding campaigns.

Configure platform settings, customization, and advanced features for your business operations.

Configure self-signup to allow customers to create their own Business App accounts and onboard themselves.

End-to-end guide for configuring and launching Business App, including mobile setup, configuration scenarios, and a pre-launch checklist.

Build fully functional web applications using plain language with Vibe, Vendasta's AI-powered application builder available in Business App.