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CONFIGURING OPERATE
CONFIGURING OPERATE
+7
142 articles in this collection
Written by
Scott Johnston,
Claire Luik,
Jessica Laperle
and 7 others
Getting Started
Getting started with essensys Operate
Essential Steps to Configure essensys Operate
Written by
Claire Luik
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
Claire Luik
Updated over a week ago
General Settings
Editing Users within Operate
Managing users and permissions within essensys Operate
Written by
Claire Luik
Updated over a week ago
Operate User Access and Security Groups
Managing User Security Groups in essensys Operate
Written by
Claire Luik
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
Claire Luik
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
Claire Luik
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
Claire Luik
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
Claire Luik
Updated over a week ago
Products
essensys Operate Products Module Overview
General Information about the Products Module in essensys Operate
Written by
Claire Luik
Updated over a week ago
Operate Product Types
Types of Products to Add to essensys Operate
Written by
Claire Luik
Updated over a week ago
Operate Product Groups
Create Products Categories in essensys Operate
Written by
Claire Luik
Updated over a week ago
Updating Product information in Operate
Edit and Update Product Records in essensys Operate
Written by
Claire Luik
Updated over a week ago
Offices In essensys Operate
Adding Offices as Product Records to Operate
Written by
Claire Luik
Updated over a week ago
Meeting Rooms in essensys Operate
Adding Meeting Rooms as Product Records to essensys Operate
Written by
Claire Luik
Updated over a week ago
Desks in essensys Operate
Adding Desks as Product Records to Operate
Written by
Claire Luik
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
Claire Luik
Updated over a week ago
Merging and Splitting Offices in essensys Operate
Merge and Split Office Product Records in essensys Operate
Written by
Claire Luik
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
Organization
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
Claire Luik
Updated over a week ago
Organization Logos in essensys Operate
Adding a Logo to Your Organization in Operate
Written by
Claire Luik
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
Document Templates in essensys Operate
Creating and Editing Document Templates in Operate
Written by
Claire Luik
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
Claire Luik
Updated over a week ago
Reservation Provisional Templates in essensys Operate
Creating and Editing Templates for Provisional Reservation Forms in essensys Operate
Written by
Claire Luik
Updated over a week ago
Reservation Confirmation Templates in essensys Operate
Creating and Editing Templates for Reservation Confirmation Forms in essensys Operate
Written by
Claire Luik
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
Claire Luik
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
Claire Luik
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
Claire Luik
Updated over a week ago
Booking Form Policies in essensys Operate
Adding Policies to Booking Forms to essensys Operate
Written by
Claire Luik
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
Email Templates
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
Claire Luik
Updated over a week ago
Customization
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
Integrations
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
Claire Luik
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
Emails
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
Locations
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
Calendars
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
Space
Configuring Deposits / Retainers in essensys Operate
Choose How Deposits/Retainers Are Applied in essensys Operate
Written by
Claire Luik
Updated over a week ago
Licences
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
Claire Luik
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
Claire Luik
Updated over a week ago
Leads
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
Claire Luik
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
Claire Luik
Updated over a week ago
Ezeep Printing
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
Workflows
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
Space Publisher
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