Preview DIY SuiteDash® Implementation - Basic

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INTRODUCTION

How to Use this Course

Introduction

Our Method

Thinking Outside the Box

Disclaimer

DESIGN YOUR SYSTEM

Plan Your Process

PLANNER-Process

PLANNER-Transactions

Categories

PLANNER-Categories

Custom Fields

PLANNER-CustomFields

Calendar

PLANNER-Calendar

Billing

PLANNER-Billing

CRM

PLANNER-CRM

Dashboards

BUILD YOUR SYSTEM

General Settings

Custom URL and Login

Staff and Team

Calendar Settings

Currency, Payments and Gateway

Billing Settings

CRM Settings

Dashboard Settings

Set Your Home Page

TEST YOUR SYSTEM

Creating Your Test-user Accounts

PLANNER-TestUsers

Build Your Test Plan

PLANNER-Testing-and-Validation

Completing Your System Validation

LAUNCH YOUR SYSTEM

Plan Your Launch

Training Your Team

PLANNER-Training

Test Data

Loading Real-time Data

WRAP-UP

Wrapping Things Up

Preview - DIY SuiteDash® Implementation - Basic