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Articles on:Workspace Management
In this category, you'll find everything you need to know to get your Zendo workspace up and running.

Categories

  • Team & Clients Management
  • Selling Services
  • Requests
  • Workspace Management
  • Customization
  • Plans & Billing
  • Integrations
  • Privacy & Security
  • Getting Started
    In this section, you'll learn how to register your account on the Zendo platform. Registering On Zendo To register on Zendo, you need to provide the following information: First Name Last Name E-mail Then, you need to set a password. It needs to have 8 characters minimum and 1 special character. Additionally, to set a strong password, we recommend including: One uppercase character One lowercase character One number signing up (https://storage.crisp.chat/users/helpdSome readers
  • How Can I Get Help?
    How Can I Get Help? Getting in touch with us is really simple! You can reach us through the chat widget on our website! Also, we highly encourage you to join Zendo Slack. There you'll be able to talk directly to the team behind Zendo. 🎉Some readers
  • Basic Settings
    In this section, you'll find a checklist of the most important actions to set up your Zendo workspace. The Checklist Set Up Finances Set Up Workflow Set Up Services Set Up Forms Set Up Order Page Invite Team Members Invite Clients Set Up Finances Finances consist of three tabs: General settings Payment methods Seller details We’ll go through them one-by-one. General Settings Here, you can set up the defFew readers
  • Views Manager
    This section is here to help you learn all about the Views Manager feature. Roles That Can Create Global Views: Manager, Admin, Owner Roles That Can Create Private Views: Watcher, Agent, Manager, Admin, Owner The Views Manager feature makes it possible to save your favorite view of your Requests and get back to that specific configuration later on. How To Add A New View? To add a new View to yourFew readers
  • Web Browser Notifications
    Roles That Can Enable Web Browser Notifications: Client, Watcher, Agent, Admin, Manager, Owner How To Enable Web Browser Notifications? To enable web browser notifications in Zendo,Few readers

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