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.

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

Overview of Business App, the white-labeled client dashboard: features, setup, mobile access, Store, notifications, and multi-location support.

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 Historical reference only.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.

How the Business App Executive Report works: included sections and products, setup, delivery schedule, recipients, and notification settings.

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.

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

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

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

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

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 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.

Vibe is Vendasta's AI app builder in Business App. Describe an app in plain English and Vibe builds it, with forms, CRM, and analytics built in.