• Statuses

  This section will cover all you need to know about Statuses. Roles That Can Manage Statuses: Admin, Owner Statuses Statuses are an integral part of Zendo as they help your teammates and customers to remain on the same page. They indicate the progress of the request, i.e. on what stage of development the request is. To edit or add available Statuses, go to Services → Statuses. There, you’ll see a list of available Statuses. You can edit them or delete them entirely. To createSome readers

• Premium Tokens

  In this section, you'll learn everything there is to know about Premium Tokens. Roles That Can Use Premium Tokens: Agent, Manager, Admin, Owner Premium Tokens allow users on the free plan to use specific Premium features in a restricted capacity. Users on the free plan get 5 renewable tokens each month for trying out Zendo’s automatic payment requests and subscriptions. Payment Request’s Premium Tokens When creating a ServSome readers

• Service Catalog

  In this section, you'll learn everything there is to know about Service Catalog. Roles That Can Manage Service Catalog: Admin, Owner Service Catalog preview: If you’d like to see how your Service Catalog looks, click on the “Preview” button next to the “Service Catalog” heading at the top of tFew readers

• Services

  In this section, you'll learn everything there is to know about Services. Roles That Can Manage Services: Manager, Admin, Owner Services are what you offer on the Service Catalog and on the stand-alone order pages for your clients to buy.Few readers

• Workflows

  In this article, you’ll learn how to create Workflows to help systemize your processes. Roles That Can Manage Workflows: Manager, Admin, Owner Workflows are here to help you establish your processes when delivering your services to clients or answering their inquiries. So, instead of having to repeat the same processes manually over and over again, you can automate them by adding Statuses, Triggers, and Custom Fields specific to each Service type.Few readers

• Invoices

  This section will help you learn more about creating invoices using Zendo. Roles That Can Manage Invoices: Agent, Manager, Admin, Owner A Few Important Settings For Invoices Before working on your first invoice in Zendo, there are a few settings you need to take care of. Add Payment Methods Find the cog icon on the left-hand side panel to reach Settings.Few readers

• Quotes

  In this article, you’ll learn how to manage Quotes in Zendo. Roles That Can Manage Quotes: Agent, Manager, Admin, Owner The Quotes feature makes it possible to create and send proposals to your clients through Zendo. A Few Settings Before Creating Your First Quote There's a few settings you need to take care of before issuing your first Quote in Zendo. Add Payment MethodsFew readers

• Forms

  In this section, you'll learn everything there is to know about Forms. Roles That Can Use Forms: Admin, Owner Forms allow you to present and sell your Services in the Service Catalog. You can customize it to your heart’s desire, from uploading images to including descriptions and extra form fields. Each Form comes with its own URL, so you can send them directly to clients or link to them on your own website. To learn more about the Service Catalog, read this article (https://help.getFew readers

• Payment Requests

  In this article, you’ll learn how to manage Payment Requests in Zendo. Roles That Can Manage Payment Requests In Zendo: Agent, Manager, Admin, Owner What Are Payment Requests? Payment Requests in Zendo are manual and automatic requests sent to customers to help them complete payments. A Payment Request shows up as a separate message in the Request chat box.Few readers

• Subscriptions

  Subscriptions are services that can be bought on a regular basis in a defined billing cycle. To find them, select the recycle icon found on the left sidebar. There, you’ll find a table with all subscription-based requests and the following information: Name: name of the request as submitted by the client and underneath, the name of the subscription, Client: avatar and the name of the client that submitted the request, State: informs you of the subscription-based request's stage. The StFew readers

• Subscription Pause

  Subscription Pause allows to temporarily suspend a chosen subscription service by both clients and vendors. Enabling Subscription Pause To make pausing subscriptions possible, you need to either create a new subscription service by going to Services and selecting the "Create service" button or by selecting the service you want to edit. On the new page, make sure that the Subscription box is selected (to learn more about creating subscriptions, read this article (https://help.getzendo.iFew readers