General / Setup
General information about Knowify and how to setup your account.
- How to import clients, vendors, and catalog into Knowify
- How to get access to the Catalog
- How to add a new Client in Knowify
- How to add a new Vendor in Knowify
- Important tasks to complete when setting up account
- How to import catalog products/services through Quickbooks Online
- What are the differences between the Knowify subscription plans?
- What is an active job?
- Yearly vs. monthly subscription plans
- How to activate your Knowify account
- Updating your Knowify billing information
- What is a non-access user?
- How to add users to your account
- How to reset a user's password
- How to change a user's login email
- How to add roles
- How to deactivate users
- Advanced user permissioning [Enterprise plan]
- Why have my clients disappeared?
- How to set default payment terms
- How to change your Knowify password
- How to set employee rates
- How to show weekends on calendars