CONFIGURING OPERATE

Getting started with essensys Operate

Essential Steps to Configure essensys Operate

Written by James Yorston
Updated over a week ago

Data Import

See what data essensys can import when you start using Operate

Written by Chelsea Djemal
Updated over a week ago

Default Security Groups for Operate

Keywords# security groups, user groups

Written by Claire Luik
Updated over a week ago

Operate Data Security

How essensys Operate Protects Your Privacy and Data

Written by Claire Luik
Updated over a week ago

List of Most Commonly Used Merge Fields in Operate

This is a list of frequently used merge fields in Operate

Written by Claire Luik
Updated over a week ago

Customizing Operate

Customising the look and feel of Operate

Written by James Yorston
Updated over a week ago

Editing Users within Operate

Managing users and permissions within essensys Operate

Written by James Yorston
Updated over a week ago

Operate User Access and Security Groups

Managing User Security Groups in essensys Operate

Written by James Yorston
Updated over a week ago

Operate System Wide Settings

This guide explains some of the options that you can generally apply throughout Operate

Written by James Yorston
Updated over a week ago

Configuring Operate System Settings Per Location

Setting Location Specific Parameters within Operate

Written by Alex Taylor
Updated over a week ago

Operate Billing Settings

Configure related communication, old clients billing, pro rata or multi currency settings

Written by Claire Luik
Updated over a week ago

Using Account Alias Merge Fields for Exports

This guide explains how to ensure that your Account Alias merge fields will contain information even if blank

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Written by Usman Ali
Updated over a week ago

Setting Up a Billed Up To Date in Operate

Configure the Date up to which to Bill Clients when first Using essensys Operate

Written by James Yorston
Updated over a week ago

Payment Types in Operate

Set Up the Payment Methods to Accept within Operate

Written by Claire Luik
Updated over a week ago

Payment Terms in Operate

Configure Payment Terms for Your Invoices in essensys Operate

Written by Claire Luik
Updated over a week ago

Working with Taxes in Operate

Managing Taxes and Related Documents in essensys Operate

Written by Claire Luik
Updated over a week ago

Creating Meeting Packages in Operate

Use Meeting Packages to Allocate Free Hours to Customers in essensys Operate

Written by Claire Luik
Updated over a week ago

Setting up Invoice Prefixes and Numbers in Operate

Configure Invoice Prefixes and Numbers for Your Organization, Locations and Client Types in essensys Operate

Written by Claire Luik
Updated over a week ago

Configuring Credit Note Prefixes within essensys Operate

This article explains how to set up separate prefixes for your Operate Credit Notes

Written by James Yorston
Updated over a week ago

Using essensys Credits in Operate

This guide takes you through the Operate Credits system and shows you how it works

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Written by Usman Ali
Updated over a week ago

Configuring Custom Account ID's in Operate

How to configure site specific account ID's

Written by James Yorston
Updated over a week ago

essensys Operate Products Module Overview

General Information about the Products Module in essensys Operate

Written by James Yorston
Updated over a week ago

Operate Product Types

Types of Products to Add to essensys Operate

Written by James Yorston
Updated over a week ago

Operate Product Groups

Create Products Categories in essensys Operate

Written by James Yorston
Updated over a week ago

Updating Product information in Operate

Edit and Update Product Records in essensys Operate

Written by James Yorston
Updated over a week ago

Offices In essensys Operate

Adding Offices as Product Records to Operate

Written by James Yorston
Updated over a week ago

Meeting Rooms in essensys Operate

Adding Meeting Rooms as Product Records to essensys Operate

Written by James Yorston
Updated over a week ago

Desks in essensys Operate

Adding Desks as Product Records to Operate

Written by James Yorston
Updated over a week ago

Time Based Products in essensys Operate

Adding Time Based Products to essensys Operate

Written by Claire Luik
Updated over a week ago

Services in essensys Operate

Adding Service Records to Operate

Written by Claire Luik
Updated over a week ago

Virtual Services in essensys Operate

Adding Virtual Services to essensys Operate

Written by Claire Luik
Updated over a week ago

Other Products in essensys Operate

Adding Other Products to essensys Operate

Written by Claire Luik
Updated over a week ago

Removing a Product from essensys Operate: Deleting vs. Discontinuing

Choosing Between Deleting and Discontinuing a Product in essensys Operate

Written by James Yorston
Updated over a week ago

Merging and Splitting Offices in essensys Operate

Merge and Split Office Product Records in essensys Operate

Written by James Yorston
Updated over a week ago

Adding Retainer Products to essensys Operate

Adding Deposits/Retainers to Operate Products

Written by Claire Luik
Updated over a week ago

Discounts in essensys Operate

Adding Discounts to Products and Accounts in essensys Operate

Written by Claire Luik
Updated over a week ago

Configuring your Organisation Details in essensys Operate

Add Information about Your Legal Entity in essensys Operate

Written by Claire Luik
Updated over a week ago

Creating a New Legal Entity in essensys Operate

Adding a New Organization to essensys Operate

Written by James Yorston
Updated over a week ago

Organization Logos in essensys Operate

Adding a Logo to Your Organization in Operate

Written by James Yorston
Updated over a week ago

Client Types in essensys Operate

Managing Client Types in Operate

Written by Claire Luik
Updated over a week ago

Tax Rates Setup in essensys Operate

Configure Tax Rates to Use with Products in essensys Operate

Written by Claire Luik
Updated over a week ago

Configuring Payment GL Codes in essensys Operate

Configure Payment GL Codes for Your Organization and Products in essensys Operate

Written by Claire Luik
Updated over a week ago

Working with Multiple Currencies within Operate

This article shows you how to set up and use multiple currencies within essensys Operate

Written by Claire Luik
Updated over a week ago

Fixed Exchange Rates in essensys Operate

Manage Fixed Exchange Rates for Your Organization in essensys Operate

Written by Claire Luik
Updated over a week ago

Disabling Billable Transactions for the Month in Operate

This is how you can ensure that your team no longer raise invoices within a specific month

Written by Thomas White
Updated over a week ago

Document Templates in essensys Operate

Creating and Editing Document Templates in Operate

Written by James Yorston
Updated over a week ago

Invoice Templates in essensys Operate

Creating and Editing Invoice Templates in Operate

Written by Claire Luik
Updated over a week ago

Credit Note Templates in essensys Operate

Creating and Editing a Credit Note Template in essensys Operate

Written by Claire Luik
Updated over a week ago

Licence Templates in essensys Operate

Creating and Editing Licence Agreement Templates in essensys Operate

Written by Claire Luik
Updated over a week ago

Reservation Cancellation Templates in essensys Operate

Creating and Editing Templates for Reservation Cancellation Formsin essensys Operate

Written by James Yorston
Updated over a week ago

Reservation Provisional Templates in essensys Operate

Creating and Editing Templates for Provisional Reservation Forms in essensys Operate

Written by James Yorston
Updated over a week ago

Reservation Confirmation Templates in essensys Operate

Creating and Editing Templates for Reservation Confirmation Forms in essensys Operate

Written by James Yorston
Updated over a week ago

Proforma Templates in essensys Operate

Creating and Editing Proforma Templates in Operate

Written by Claire Luik
Updated over a week ago

Function Sheet Templates in essensys Operate

Create Function Sheet Templates in essensys Operate

Written by James Yorston
Updated over a week ago

Payment Receipt Templates in essensys Operate

Creating and Editing Payment Receipt Templates in essensys Operate

Written by Claire Luik
Updated over a week ago

Till Receipt Templates in essensys Operate

Creating and Editing Till Receipt Templates in essensys Operate

Written by Claire Luik
Updated over a week ago

Statement Templates in essensys Operate

Creating and Editing Statement Templates in Operate

Written by Claire Luik
Updated over a week ago

Adding a Header and/or Footer to Your Document Templates

Customize Document Templates using Headers and Footers

Written by Claire Luik
Updated over a week ago

The Formatting Toolbar in essensys Operate

Using the Template Editor Formatting Toolbar in essensys Operate

Written by James Yorston
Updated over a week ago

Adding Hyperlinks to Operate Templates

An easy way to point customers to relevant information by using links.

Written by Danny McAndrews
Updated over a week ago

Adding Your Logo to Document Templates in Operate

A guide to using your Organization's logo on Operate Documents

Written by James Yorston
Updated over a week ago

Booking Form Policies in essensys Operate

Adding Policies to Booking Forms to essensys Operate

Written by James Yorston
Updated over a week ago

Automatic Invoice Emailing Templates in essensys Operate

Changing Your Standard Invoice and Email Template for Automatic Emailing in essensys Operate

Written by Claire Luik
Updated over a week ago

Creating Folders to Organize Email Templates in essensys Operate

essensys Operate Email Template Organization Using Folders

Written by Jessica Laperle
Updated over a week ago

The Text/HTML Editor in Operate: Button Glossary

A guide to All Buttons in the Operate Text/HTML Editor

Written by Jessica Laperle
Updated over a week ago

Basic Formatting in the Operate Text/HTML Editor

A guide to Formatting Features in the Operate Text/HTML Editor

Written by Jessica Laperle
Updated over a week ago

Creating Email Templates in essensys Operate

A guide to Creating Email Templates in essensys Operate

Written by Jessica Laperle
Updated over a week ago

Creating an Email Template in essensys Operate from a Microsoft Word Document

Importing a Word Document into an essensys Operate Email Template

Written by Jessica Laperle
Updated over a week ago

Inserting tables into an essensys Operate Email Template

A guide to Adding Tables to essensys Operate Email Templates

Written by Jessica Laperle
Updated over a week ago

Attachment Size Limit on essensys Operate Email Templates

How Large Your Email Attachments Can Be in essensys Operate

Written by Jessica Laperle
Updated over a week ago

Creating SMS Templates in essensys Operate

Use Templates to Send SMS Messages in essensys Operate

Written by Jessica Laperle
Updated over a week ago

Presetting Email Fonts, Headers, Footers, Colors or Formatting in essensys Operate

Available Alternatives in essensys Operate

Written by James Yorston
Updated over a week ago

essensys Operate Customization Overview

Overview of Operate's Customization Features

Written by Jessica Laperle
Updated over a week ago

Customizing the Accounts Module in essensys Operate

Customization Options for the Accounts Module in essensys Operate

Written by Jessica Laperle
Updated over a week ago

Customizing the Accounts Receivable Module in essensys Operate

Customization Options for the Accounts Receivable Module in essensys Operate

Written by Jessica Laperle
Updated over a week ago

Customizing the Contacts Module in essensys Operate

Customization Options for the Contacts Module in essensys Operate

Written by Jessica Laperle
Updated over a week ago

Customizing the Calendars Module in essensys Operate

Customization Options for the Calendars Module in essensys Operate, including Cancellations and Day Delegate Rates

Written by Jessica Laperle
Updated over a week ago

Customizing the Inventory Items Module in essensys Operate

Customization Options for the Inventory Items Module in essensys Operate

Written by Jessica Laperle
Updated over a week ago

Customizing the Leads Module in essensys Operate

Customization Options for the Leads Module in essensys Operate

Written by Jessica Laperle
Updated over a week ago

Customizing the Invoicing Module in essensys Operate

Customization Options for the Invoicing Module in essensys Operate

Written by Jessica Laperle
Updated over a week ago

Customizing the Order of Your Invoices in essensys Operate

Choose how Products are Listed on Your Invoices in essensys Operate

Written by Claire Luik
Updated over a week ago

Customizing Page Layouts in essensys Operate

Choose the Fields to Display on Record Pages in essensys Operate

Written by Jessica Laperle
Updated over a week ago

Customizing Standard Fields in essensys Operate

Edit Standard Field Labels and Descriptions in essensys Operate

Written by Jessica Laperle
Updated over a week ago

Add or Remove Mandatory Fields in essensys Operate

Choose whether a field is required to save a record in essensys Operate

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Written by Nojan Hassanzadeh
Updated over a week ago

essensys Operate Custom Field Types and How to Set Them Up

A guide to Configuring different Custom Field Types in essensys Operate

Written by Jessica Laperle
Updated over a week ago

Creating Custom Fields in essensys Operate - The Overall Process

A General Guide on Creating Custom Fields in essensys Operate

Written by Jessica Laperle
Updated over a week ago

Customizing Record Types in essensys Operate

Create, Edit and Delete Record Types in essensys Operate

Written by Jessica Laperle
Updated over a week ago

Customizing Licence Opportunity Types in Operate

This guide shows you how to add different opportunity types to your Operate Licences

Written by Claire Luik
Updated over a week ago

List of General Operate Integrations

This is the full list of applications with which Operate integrates

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Written by Usman Ali
Updated over a week ago

Syncing Operate to Connect

This article covers the Operate to Connect sync settings

Written by Amy Goudie
Updated over a week ago

How to link Operate to Greetly & sync your member list?

Steps on how to sync Operate's member list to Greetly

Written by Alex Taylor
Updated over a week ago

essensys Operate App Documentation for Zapier

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Written by Nojan Hassanzadeh
Updated over a week ago

Creating Webhooks in Operate

Send data from Operate to other applications using webhooks.

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Written by Usman Ali
Updated over a week ago

Zapier Template List for Operate Integrations

Current Operate integration templates available within Zapier

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Written by Nojan Hassanzadeh
Updated over a week ago

Zapier for essensys Operate

Instructions on how to connect Operate to Zapier to streamline integrations.

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Written by Nojan Hassanzadeh
Updated over a week ago

Using Zapier to Add a Mailchimp Subscriber when a New Lead is Created in essensys (Operate)

Creating a zap to send an essensys (Operate) lead into Mailchimp

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Written by Nojan Hassanzadeh
Updated over a week ago

Zapier: Example essensys (Operate) Zap: Create a calendar event in office 365 when a meeting room is booked

This article explains how to create a zap that will create a calendar event in office 365 when a new booking is made in Operate

Written by James Yorston
Updated over a week ago

Zapier: Example essensys (Operate) Zap: Send a Slack Channel Message when a New Lead Is Created in the essensys platform

This article explains how to create a zap that sends a Slack channel message when a new lead comes into Operate

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Written by Nojan Hassanzadeh
Updated over a week ago

Setting up SPF Records in Operate

A guide to ensuring emails you send from Operate are delivered successfully by setting up an SPF record

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Written by Nojan Hassanzadeh
Updated over a week ago

Setting up Two-way Email with G Suite, Gmail and Google Mail

How to set up distribution groups in Google for use in Operate Two-way Email

Written by Scott Johnston
Updated over a week ago

Two-way Emailing in essensys Operate

Use Two Way Email to Send Your Inbox to essensys Operate

Written by Jessica Laperle
Updated over a week ago

Managing Locations in essensys Operate

Manage Your Buildings with Operate

Written by Jessica Laperle
Updated over a week ago

Assigning Client Types to a Location in essensys Operate

Choose What Types of Clients essensys Operate Assigns to Your Building(s)

Written by Jessica Laperle
Updated over a week ago

Configuring Operate for New Locations

This guide explains how to set up Operate for newly added locations

Written by Claire Luik
Updated over a week ago

Setting Up Day Delegate Rates to Meeting Room Bookings in essensys Operate

Charge Per Person Per Day for Meeting Rooms in essensys Operate

Written by Jessica Laperle
Updated over a week ago

Configuring the Calendar Groups Filter in essensys Operate

Using Product Groups with Your Calendar in essensys Operate

Written by Jessica Laperle
Updated over a week ago

Cancelling Bookings and Configuring Cancellation Policies in Operate

How to Charge Clients for Late Bookings/Meeting Room Cancellations.

Written by Amy Goudie
Updated over a week ago

Booking Related Spaces Separately or Together in Operate

This article explains how to use the Related Space feature on your Operate Meeting Roomsto book them separately or together

Written by Jessica Laperle
Updated over a week ago

Configuring Deposits / Retainers in essensys Operate

Choose How Deposits/Retainers Are Applied in essensys Operate

Written by Claire Luik
Updated over a week ago

Customizing the Licences Module in essensys Operate

Customization Options for the Licences Module in essensys Operate

Written by Jessica Laperle
Updated over a week ago

Enabling and Customizing the Licence Checklist in essensys Operate

A To-Do List Before You Activate Client Agreements in essensys Operate

Written by James Yorston
Updated over a week ago

Enabling List Price Discounts in essensys Operate

Allow Licences to Display Discount Fields in essensys Operate

Written by Claire Luik
Updated over a week ago

Enabling Licence Agreement Renewals and Price Increases in essensys Operate

Renew Licences and Increase Pricing after Renewal in essensys Operate

Written by Claire Luik
Updated over a week ago

Configuring eSign for Your Operate Licences

Use eSign to get your Operate licences signed automatically

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Written by Nojan Hassanzadeh
Updated over a week ago

Sending Approval/Rejection Email Notifications to Licence Record Owners in essensys Operate

This article explains how to use Operate Workflows to notify staff members via email when their Licence records are approved or rejected.

Written by Claire Luik
Updated over a week ago

Custom Billing Periods

Quarter day and custom billing schedules

Written by James Yorston
Updated over a week ago

Setting up LeadDadi in essensys Operate

Receive Leads via LeadDadi in essensys Operate

Written by Jessica Laperle
Updated over a week ago

Auto-Assigning LeadDADI leads based on the Operate location

If you have multiple locations and no centralised sales team you can auto assign your broker enquiries based on the location

Written by James Yorston
Updated over a week ago

leadDADI Setup Process for Agents

A guide for Agents or Brokers who want to integrate with Operate LeadDADI

Written by Jessica Laperle
Updated over a week ago

Updating Leads through Web to Lead in essensys Operate

The Web To Lead Update Process in essensys Operate

Written by Jessica Laperle
Updated over a week ago

Web to Lead in essensys Operate

Receive Leads from Your Website into essensys Operate

Written by Jessica Laperle
Updated over a week ago

essensys Operate - Web to Lead Form HTML Example

Example Web to Lead Form in essensys Operate

Written by Jessica Laperle
Updated over a week ago

Leads Auto Assignment in essensys Operate

Assign Leads to Specific essensys Operate Users

Written by Jessica Laperle
Updated over a week ago

Lead Response Options in essensys Operate

How You or essensys Operate Can Respond to Leads

Written by Jessica Laperle
Updated over a week ago

Editing the Lead Source Lookup in essensys Operate

How to Edit the Lead Source Lookup in essensys Operate

Written by Jessica Laperle
Updated over a week ago

Troubleshooting Operate Leads Configuration

This article shows you how to troubleshoot leads that are not coming through to Operate

Written by James Yorston
Updated over a week ago

Getting Started with Ezeep

This guide shows you how to set up Ezeep before integrating it with Operate

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Written by Usman Ali
Updated over a week ago

Configuring the Ezeep Cloud Printing Integration within essensys Operate

This guide explains how you can integrate the Ezeep cloud printing application with Operate, to invoice printing and provide discounts

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Written by Usman Ali
Updated over a week ago

Allocating Pages and Charging for Prints via Ezeep and Operate

This guide explains how to manage print charges and credits using the Operate and Ezeep integration

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Written by Usman Ali
Updated over a week ago

Disabling Printing for Operate Contacts

You can disable printing for specific contacts if you want to keep them in Operate, but remove them from ezeep.

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Written by Usman Ali
Updated over a week ago

essensys Operate Workflows Overview

General Information about the essensys Operate Workflow System

Written by Jessica Laperle
Updated over a week ago

An Overview of Operate's Default Backend Workflows

This article explains the default workflows enabled in Operate and what tasks they perform

Written by Alex Taylor
Updated over a week ago

Preconfigured Workflows in essensys Operate

Learn about the Readily Available Workflows in essensys Operate

Written by Jessica Laperle
Updated over a week ago

Create and Update Workflows in essensys Operate

Use Workflows to Automate Repetitive Tasks in essensys Operate

Written by Jessica Laperle
Updated over a week ago

Why use Workflows with essensys Operate?

How Workflows Help You be More Efficient in essensys Operate

Written by Jessica Laperle
Updated over a week ago

Triggering Email Actions through Workflows in essensys Operate

Automate Emails Using Workflows in essensys Operate

Written by Jessica Laperle
Updated over a week ago

Creating a Task Workflow Action in essensys Operate

Automate Tasks in essensys Operate

Written by Jessica Laperle
Updated over a week ago

Creating a Timebased Workflow Action in essensys Operate

Trigger Workflow Actions After a Certain Amount of Time in essensys Operate

Written by Jessica Laperle
Updated over a week ago

Creating a Field Update Workflow Action in essensys Operate

Automatically Update Fields Using Workflows in essensys Operate

Written by Jessica Laperle
Updated over a week ago

Creating an SMS Alert Workflow Action in essensys Operate

Automatically Send SMS Messages in essensys Operate

Written by Jessica Laperle
Updated over a week ago

Operate Space Publisher

Advertise your Meeting Rooms to a wider audience using third party aggregators

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Written by Nojan Hassanzadeh
Updated over a week ago

Operate Space Publisher Aggregators

Our third party aggregators, and how to integrate with them

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Written by Nojan Hassanzadeh
Updated over a week ago