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Help Center / 291 guides

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Every public guide is organized by the part of EasyBiz Cloud it covers.

/ 01

Agents & B2B

10 guides

Agent accounts, B2B portal, and agent-priced ordering.

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/ 02

Configuration & Settings

36 guides

Permissions, data fields, options, and platform settings.

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/ 03

Customers & Loyalty

13 guides

Customer matching, store credit, and loyalty programs.

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/ 04

Get Started

12 guides

New to EasyBiz? Start here. These guides walk you through creating your account, bringing your team on board, understanding your subscription, and getting help when you can't sign in.

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/ 05

Integrations

18 guides

HitPay, Xero, payment providers, and external systems.

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/ 06

Inventory & Production

28 guides

Stock, locations, work orders, and production centers.

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/ 07

Logistics & Delivery

4 guides

Pickup, delivery, drivers, zones, and route operations.

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/ 08

Marketing

5 guides

Bring customers back and win new ones: send WhatsApp campaigns to the right group of customers, create coupons customers can claim online or use at the counter, and reward customers who refer their friends.

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/ 09

Online Store & Bookings

41 guides

Your booking website and your own branded Mobile App: setting them up, taking bookings and payments online, and publishing your changes.

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/ 10

Orders & Workflows

11 guides

Order intake, procedures, status, and line-item flows.

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/ 11

Storefront POS

35 guides

Counter checkout, POS install, and store operations.

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/ 12

Reports & Analytics

18 guides

Understand how your business is doing — daily sales, returns, and the numbers behind every report screen.

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/ 13

Templates & Notifications

16 guides

Receipts, labels, emails, PDFs, and event notifications.

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/ 14

WhatsApp & Conversations

30 guides

Inbox, templates, broadcasts, and chat integrations.

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/ 15

AI Agents

14 guides

AI agents that work for your shop. The Design Agent builds your website, landing pages and pictures, and the Customer Service Agent drafts replies to your WhatsApp customers for your team to send.

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