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Document Setup

Explanation of different types of document in Professional_ Edition.

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Module Topics
  • Standard Forms Text
  • Email Templates
  • Print & Mail Templates
  • Text (SMS) Templates

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Modules & Topics

Watch These First
  • Quick Overview of the Conventions Used in GetBookedUp
  • Quick Overview of the Process From Quotation to Job to Invoicing
  • Adjusting Layouts
General Setup
  • Adjusting Layouts
  • System Setup
  • Pick Lists
  • Client Captions
  • Adding Your Logo
  • Diary Options
Email Settings & Options
  • Standard Setup Option
  • Using SendGrid Option
Text (SMS) Messaging
  • Creating An Account
Pricing Setup
  • ‘Service Groups’ and ‘Services’ Setup
  • ‘Pricing Groups’
  • ‘Pricing Tables’
  • ‘Item Codes’
  • ‘Pricing Discounts’
  • ‘Pricing Quantity Discounts’
  • Setup ‘Room Pricing’ Option
Document Setup
  • Standard Forms Text
  • Email Templates
  • Print & Mail Templates
  • Text (SMS) Templates
Importing Existing Client Data
Return to Professional+: Initial Setup


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