BriteBiz.com

Edward Cooper

John | BriteApp

The BriteBiz Team

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.

First Watch Our Training Demo

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 📺

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

Integrating Gmail📺

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

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 Calendar integration and how to set it up.

Integrating your Google 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.