Configuration & Settings
Permissions, data fields, options, and platform settings.
Configure Data Fields
Start building your business forms — add data fields, configure options, and manage everything from one page in the Console.
Creating and Configuring a Company
Add a new Company and walk through every section on the Edit Company page, from Business Details to Rounding Rules.
Introduction to Access Control
Learn the four areas of access EasyBiz lets you control for every teammate, before you set anything up.
Introduction to Recurring Scheduler
Understand when Recurring Scheduler is worth using for your shop, and what happens behind the scenes once you turn one on.
Setting Up a Recurring Schedule
Create a working recurring schedule from scratch, preview the next few dates, and confirm it starts on the correct day.
What is Data Fields
Capture the right information at every step — learn what data fields are, which types are available, and how they fit into your workflows.