In Negosyo Toolkit, you can create reusable email templates through the Emails ➜ Email Templates section, but first, Navigate to the Email Automation Section to locate the Email Tab. These templates can be used across various features within the platform. Below are the available settings for creating email templates: Composing Emails in Email TemplatesYou can…
Popups are attention-grabbing windows that appear over a webpage at certain moments or in response to specific actions and conditions. In Negosyo Toolkit, they serve as call-to-action tools to capture user focus after they perform a particular task or trigger. STEP 1: To begin, go to Templates > Popups > Add New Template > Name Your…
Creating lists helps you manage leads effectively. Follow these simple steps: Step 1: Log in and Access Email Automation Step 2: Create a List Step 3: Add a Title That’s it! You’ve successfully created a list.
Automation is a game-changer for your business. It saves time and streamlines operations, allowing you to focus on growth. Follow this step-by-step guide to create your first automation inside Negosyo Toolkit: Step 1: Access Email Automation Step 2: Create a New Automation Step 3: Choose Your Automation Type Step 4: Configure Automation Details Step 5:…
Negosyo Toolkit offers a convenient feature to add breaks between your scheduled events. You can customize these settings based on your preferences. Below is a detailed explanation of the limit and customization features in Negosyo Toolkit. Before the Event You can set a break time before your meeting begins. Simply specify the desired break duration…
The Booking Summary feature in Negosyo Toolkit allows you to receive booking reports directly via email at intervals you select. To configure the Booking Summary, follow these steps:
Negosyo Toolkit allows you to create tailored questions for guests attending your booking events. This guide will walk you through the steps to set up these questions effectively. Managing Booking Questions To begin setting up questions for your bookings, navigate to Negosyo Toolkit and click on Calendars from the dashboard. Select the specific booking event…
In the Negosyo Toolkit, you can set up email notifications for booking confirmation, reminders, and cancellations. These notifications will be sent to you via email. In this guide, you’ll learn how to configure these email notification settings with ease. If you’d like to modify the global email settings, please refer to the relevant documentation. Setup…
Negosyo Toolkit’s Round Robin feature streamlines team scheduling by allowing multiple hosts for your booking events. If one host is unavailable, another is automatically assigned based on the Round Robin schedule. Here’s a step-by-step guide to setting up a Round Robin booking event: 1. Create a New Team Go to the Calendar in Negosyo Toolkit,…
Every business, regardless of size, needs an effective appointment scheduling system to streamline the booking process. Without one, managing appointments can become overwhelming. This guide will show you how to set up an Availability schedule using Negosyo Toolkit. Schedule Availability To configure your booking schedule in Negosyo Toolkit, follow these steps: Availability Range Settings In…