FAQ
Before you get in touch with our support team it can help to try these common questions.
By Eamon and 2 others3 authors114 articles
- How do I create and send Orders?
- How to use Booking Date Check
- How do I add an address to a booking?
- Creating a List View of all Future Bookings
- How do I duplicate/repeat a recurring booking or event?
- Adding secondary contacts to your client portal (+ Portal Access).
- Viewing bookings in list views to show future revenue.
- Managing Cost Price and Margin/Profit
- Managing Service Charge (Gratuity)
- How do I create a report of future payments due over a specific date range?
- How To Delete An Inquiry (Enquiry)
- How do I sort the order of products and services in a Quote, Proposal or Contract?
- How can I see all payments I have taken for future events?
- Is it possible to add three or more contacts to a booking/to the client portal?
- When I Change An Inquiry or Tentative Booking To Lost, Can I Record The Competitor They Chose?
- How Do I Mass Update Inquiry or Booking Stages?
- How Do Clients Make a One-Time Payment?
- Support Hours
- How do I stop my clients receiving emails? In the EU, this may be for GDPR purposes.
- Our Google Calendar/Gmail integration has stopped! We can no longer see events in our Google Calendar.
- Web Form Auto-Response Email Signed Off From Company - Not The User Name?
- One Office365 email address for all users?
- One Gmail email address for all users?
- Should I send an auto response email from my web inquiry forms?
- Is Microsoft Exchange Supported?
- How Do I Add Images/Pictures to Emails and Templates?
- Why do I see two email addresses after integrating my Office365 or Gmail account?
- Do I need to integrate my email account to be able to use the system?
- Sending Mass Emails
- Inquiry and Booking Notification Emails
- How do I set up my teams email?
- Can I integrate multiple Brite users into the same Gmail or Office365 account?
- Allow users to send emails from your integrated email account
- View your emails on the BriteBiz dashboard
- Creating HTML Email templates
- Maximum File Upload Size & Allowable File Formats
- Will Deleting a User Delete their Emails?
- ADVANCED FEATURE - Automations - Auto Change Stage
- Can I see how many bookings I confirmed for this year, at this time last year?
- Refer A Friend Gift Card
- How to break First Name/Last Name from one column to two separate columns in Excel.
- What happens if I delete a Sales Stage?
- Capterra Review
- Two-factor authentication (2FA)
- WhatsApp Link in your Portal
- Managing Guest Count
- Google Scheduler
- Auto Expire in SmartDocs
- Are eSignatures Legally Binding?
- How do I activate SmartDocs on my account?
- How Can I Add Multiple Images In One Line In A SmartDoc Proposal or Contract?
- How Do I Change from PandaDoc to SmartDocs?
- If two people are signing a SmartDoc contract, do they need different email addresses?
- A client tried to sign a SmartDoc and got a "Forbidden Error" notice?
- How do I edit a SmartDoc that has been sent?
- Why can I not see the product/service detail in my quote/contract?
- Counter-signing A SmartDoc
- Who manages PCI compliance for my Stripe accounts?
- How to manage discounts?
- Can I delete a booking that has an invoice or payment attached to it?
- Exporting Payments Received
- What is the "Reference" on a Booking, Receipt, Invoice, Quote & Bill?
- What is Your Client Portal Login URL?
- Form W-9
- Updating product and service names.
- Fraud Prevention Plan
- Minimum Booking Value In Payment Plans
- Why are ACH payments taking several days to process in Stripe?
- Who receives the system subscription notifications and invoice/receipt emails?
- How Do I Download a Copy of My Subscription Invoice?
- How To Activate My Account
- What to do if I set up a new user and they did not receive a login email?
- How Do I Reset My Password?
- Browsers and Internet Speed
- How Do I Clear My Cache?
- How Do I Delete a User?
- Using Support and Training?
- What to do if I receive two inquiries from the same person about the same date/event?
- What is the best way to export a list of contact email addresses?
- How to Copy and Paste from Microsoft Word into Emails, Worksheets and SmartDocs
- How to align text in tables.
- How do I add a table to a SmartDoc/Worksheet or Email Template?
- I have created a duplicate Company or Contact in error.
- What does it mean if I see a "Transaction Failed" notification when processing a payment?
- How to Mass Delete Records
- Formatting/Centering text in an Email, Worksheet or SmartDoc?
- Video Testimonial!
- Data Security
- How to copy text from Microsoft Word to BriteBiz?
- Calendar Improvements
- Google & Microsoft SSO
- Updated Date
- Currency Format
- Remove Demo Data
- Landing Page Builders
- Default Account Font
- Solving a 403 Error
- Why BriteBiz uses Client Portal Login?
- Using My Virtual Assistant Business Email
- Processing Fees Region EEA - EUR(€) - Detailed Breakdown
- Processing Fees Region UK - STG(£) - Detailed Breakdown
- Processing Fees Region USA - USD($) - Detailed Breakdown
- BriteBiz Investment STG
- Xero Integration - MULTI Invoice Format - All Currencies $, £ and €
- Quickbooks Payments - USA Users Only
- Processing Fees Region Australia - AUD($) - Detailed Breakdown
- Calendar Notes
- Our Strategy: AI and Beyond