14 guides · 5 topics
Configuration & Settings
Permissions, data fields, options, and platform settings.
Topics in Configuration & Settings
Company
2 articlesIntroduction to Company
Your Company is the legal identity behind everything EasyBiz prints, sends, or charges. Set it up once, and it shows up everywhere a customer sees your business.
Read articleCreating and Configuring a Company
Add a new Company and walk through every section on the Edit Company page, from Business Details to Rounding Rules.
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Business Units
2 articlesIntroduction to Business Units
One Business Unit for each type of service you run. This is how EasyBiz keeps your laundry and bag repair orders completely separate.
Read articleSetting Up Your Business Unit for Laundry
From your price list to your receipts, here is every section of your Laundry Business Unit, what each one does, when to use it, and exactly how to set it up.
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Access Control
6 articlesIntroduction to Access Control
Learn the four areas of access EasyBiz lets you control for every teammate, before you set anything up.
Read articleAdding a Teammate Account
Create a new teammate account, send them a sign in link, edit their profile later, or remove them.
Read articleSetting up App Access
Choose which of your apps a teammate can sign in to before you fine-tune any other permission.
Read articleSetting up Data Access
Decide which types of data each teammate can view inside their assigned apps, and how much of it.
Read articleSetting Up Action Control
Pick which write operations a teammate is allowed to perform, with optional limits like time windows and approval gates.
Read articleSetting Up Admin Access
Decide whether a teammate can change settings, manage billing, manage other teammates, handle the chat inbox, or run agent tasks.
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Custom Fields
2 articlesWhat 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.
Read articleConfigure Data Fields
Start building your business forms — add data fields, configure options, and manage everything from one page in the Console.
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Recurring Scheduler
2 articlesIntroduction to Recurring Scheduler
Understand when Recurring Scheduler is worth using for your shop, and what happens behind the scenes once you turn one on.
Read articleSetting Up a Recurring Schedule
Create a working recurring schedule from scratch, preview the next few dates, and confirm it starts on the correct day.
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