BriteBiz

Edward Cooper

John | BriteApp

Just Joined us? Everything you need to know about setting up your BriteBiz account for success!

8 STEP NEW ACCOUNT SETUP - Start Here! 

Training Demo

Watch our training demo to get familiar with BriteBiz before you start the 8-step setup.

Its really easy to add all your company information and branding to your account, this video explains how.

Add Your Branding

This video explains what data types are as well as how to edit and create them.

Create Data Types

This video explains how you can design your client portal.

Set Up Your Client Portal

Set up how you want to manage your inquiries and bookings.

Create Your Sales Stages

The steps to setup your settings and branding. 

Step 1 - Account Settings

This video explains how you can create and edit email templates.

Add Your Email Templates

How to authorize BriteBiz in your Google console.

Gmail Users - Authorizing BriteBiz in Your Google Console (ADMIN ONLY)

We have a powerful 2-way Gmail integration. Follow the steps in the videos to set it up.

Gmail Users - Integrating Gmail

Learn how to integrate your Outlook email account and to add an email signature.

Outlook Users - Integrating Outlook

Step 2 - Add Your Email 

How to access and use your calendar, and what to do if you cannot see anything on your calendar?

How to use the calendar

Learn about our two way Google and Outlook Calendar integration and how to set it up.

Integrating your Google/Outlook Calendar

Here's everything you need to know about the calendar.

Step 3 - Using The Calendar

This video explains your home dashboard, as well as the contacts and companies tab.

Home Dashboards, Companies & Contacts

This video will show you how to filter, organize, and manage the different list views.

Understanding List Views

It is easy to manage SMS and Client Portal Messages with our Message Dashboard and in app notifications.

Messages Dashboard

New to your Team or just refreshing your knowledge? 

Step 4 - Dashboards & List Views 

This is where you learn now to add your products and services.

Setup Your Products, Payments & Financial

Setup your products and payments and accounting integration. 

Step 5 - Products, Payments and Financial

This article shows you everything you need to know about SmartDocs in your account to create beautiful eQuotes, eProposals & eContracts.

How to use SmartDocs

This video gives you an overview of how worksheets work and how you can streamline your booking management process using them.

Managing Worksheets & BEO's

Step 6 - Managing Worksheets/BEO's & SmartDocs

Custom Fields is a super feature to help you manage your data

Create Custom Fields

How to use Automations to supercharge the way you work!

Setup Automations

Here's how you can create and edit pages in your account.

Create and Edit Web Pages

BriteSuite PRO!

Setup your automations, integrations, cutom fields and add BriteSuite PRO modules. dd a web form.

Step 7 - Advanced Feature Setup

Creating permission levels and adding users is super quick and really easy! You and your team will be up and running in no time.

Add Your Users!

It's super easy to use our web contact forms to pull inquiries directly in from your website using "Contact Us" forms.

Add Your Web Forms

A powerful tool to mass upload inquiries, bookings, companies and contacts.

Your Data Upload

The last steps to supercharge your business! 

Stage 8 - Final Steps! 

Find answers and get help from Intercom Support and Community Experts

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