BriteBiz

Eamon

Morgan Troxell

8 easy steps to success! Everything you need to know about setting up your BriteBiz account.

Ready to Onboard your New BriteBiz Account? - Click Here to Start 

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

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

Create Custom Fields

Learn how to use this feature to set up multiple spaces/rooms in your venue and prevent double booking

Using Resources for Managing Rooms & Spaces

This video explains how you can design your client portal.

Set Up Your Client Portal/s

The steps to setup your settings and branding. 

Step 1 - Account Settings & Basics

How to authorize BriteBiz in your Google console.

For Gmail Users ONLY - Authorizing BriteBiz in Your Google Console

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

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

Add Your Email Templates

SMS messaging is a powerful way to communicate with your clients. This article will show you how to manage the process.

Integrating & Using BriteSMS

Add your Google or Office 365 email & connect to BriteSMS.

Step 2 - Integrate Communications 

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

Superpower your meeting and tour appointments with our Calendly Integration

Calendly Integration

John | BriteApp

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 

Setup your products and payments and accounting integration. 

Step 5 - Products, Payments and Financial

Learn everything you need to know to setup products, financial and payments.

USA Accounts

International Non-USA Accounts

Learn how to use the payments tab and the credit control features.

Credit Control (All Users)

Packages (Optional)

Setting up BriteBiz with no Accounting Integration 

OPTION 1: NO Accounting Integration

Everything you need to know about setting up products, financial and payments and managing your Quickbooks integration.

USA - Accounts with QuickBooks Integration

International (Non USA) Accounts with Quickbooks Integration

In short, you can integrate all cloud versions, not desktop versions.

What versions of QuickBooks can I integrate?

Setting up BriteBiz with a Quickbooks Integration 

OPTION 2: Quickbooks Integration

Everything you need to know about setting up and managing your Xero Integration.

1. Integration Setup (Admin Users)

All you need to know to mange products, payments and invoicing in a booking.

2. Managing Bookings (All Users)

How to import invoices and payments from current bookings when using Xero.

3. Importing Current Bookings (All Users)

4. Credit Control (All Users)

The flow of transactions is explained here in plain English. Your accountant may want to read this.

5. FAQ Accounting Process Explained (Accountants Only)

Setting up BriteBiz with a Xero Integration 

OPTION 3: Xero Integration 

What to do if your Quickbooks or Xero accounting integration stops working/disconnects.

My Quickbooks or Xero Accounting Integration Has Disconnected?

How do I delete an invoice?

I accidentally deleted a payment in Xero/Quickbooks that was raised in BriteBiz. What do I do?

Learn how to import invoices and payments from Xero to your account

How Do I Import Invoices & Payments From Xero?

Learn how to keep your Account and Xero/QuickBooks payments perfectly in sync.

Why can I not see a payment on an invoice in my BriteBiz account but I can see it in Xero or QuickBooks?

How to use Company Information instead of Personal information on your Xero & Quickbooks payments & invoices.

Setting Up Company/Corprate Payments & Invoices in Xero & Quickbooks

What to do if your invoices don't show a trash can icon.

Xero users - Why do invoices sometimes have no trash can/delete icon?

Should I Choose Xero or QuickBooks?

All invoices and payments should be raised in BriteBiz

Incorrectly Raised Invoice In Xero or QuickBooks First - Not BriteBiz

FAQ's Quickbooks & Xero Integration

This article show you how to configure and setup BritePayPRO, our inbuilt payment processing system.

Using BritePayPRO

Learn about using BritePayPro, whether you have an accounting integration or not

Payment Processing 

This article explains when you should use inquiry vs booking stages.

When Do I Convert From Inquiry Stages to Booking Stages.

The client portal is your most powerful admin saving tool, this video will get you started on learning how it works.

Using The Client Portal - Overview

How does the system calculate this value?

Minimum Booking Value In Payment Plans

Learn the tools you need to manage Inquiries & Bookings

Managing Inquiries & Bookings

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

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

Create and Edit Web Pages

This video shows you everything you need to know about creating and sending Surveys & Forms.

Using Surveys & Forms

All you need to know about Floor Plans in one place.

Learn to Setup & Manage Floor Plans

Learn how to boost event management & planning with these standout tools

Step 7 - Web Pages, Surveys/Forms, & Floorplans

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

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

Create Your Sales Stages

How to use Automations to supercharge the way you work!

Setup Automations

Learn how to connect your favorite Wedding Directories.

Wedding Directory Integrations

Supercharge your business with time-saving automations and a clear sales pipeline 

Step 8 - Web Form, Sales Stages, Automations, & Connect Directories 

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

Your Data Upload

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!

The last few touches to get your account ready for action!

Finalize & Go Live!

Find answers and get help from Intercom Support and Community Experts

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