This guide will give you an overview of steps to take in order to have your Operate fully configured for the best experience:
Getting started - Setup Checklist
When you first log into Operate, we will take you through a Setup Checklist, which shows you some of the basic information that the system needs in order for you to be able to start adding clients, members, rooms (products) and other details.
You can access the Checklist from the navigation bar at the top of the screen. If you have permanently hidden the Checklist and want to bring it back, navigate to Settings > General / Getting started > Advanced features
Further configure your Organization
This is a key section to complete, as it represents the core of your system information. Here is where you decide your client types, the currencies and exchange rates you work with or the tax rates that apply to your business.
Edit Your User Profile
This step allows you to personalize your profile, add a photo and customize your email signature for future email communication.
Add more users and manage security groups
It’s time to add your staff to Operate and set permissions according to the access level you want each user to have.
Templates will make communication and issuing documents a lot easier for your business. Make sure to create templates for your emails, invoices, credit notes, licence agreements, etc.
Please see the guides corresponding to each type of template below:
Set up Workflows
To automate repetitive actions within your organization, we recommend creating some workflows that can perform actions for your - for instance sending email/SMS notifications or reminders; or updating fields within the system. There is a number of pre-configured workflows already available; but you can also create your own.
Set up LeadDADI
LeadDADI can be a great lead source for your workspace and you can connect it to Operate in order to manage all of your leads in one place.
Configure System Settings
Before you start implementing Operate, you might want to explore the system settings and see if there is anything you would like to change in order to customize the system even further. These configuration options are available in the Operate Settings main menu section, under General > System > Operate Settings.