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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
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