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Help Center / 177 guides

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

/ 01

Agents & B2B

12 guides

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

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/ 02

Configuration & Settings

18 guides

Permissions, data fields, options, and platform settings.

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/ 03

Customers & Loyalty

7 guides

Customer matching, store credit, and loyalty programs.

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/ 04

Get Started

8 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

15 guides

HitPay, Xero, payment providers, and external systems.

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/ 06

Inventory & Production

25 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

3 guides

Reach customers with WhatsApp campaigns — choose the right audience, send timely messages, and keep each outreach focused.

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/ 09

Online Store & Bookings

32 guides

Online store, mini apps, booking flows, and visual builder.

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/ 10

Orders & Workflows

10 guides

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

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/ 11

Storefront POS

16 guides

Counter checkout, POS install, and store operations.

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/ 12

Reports & Analytics

2 guides

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

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/ 13

Templates & Notifications

3 guides

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

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/ 14

WhatsApp & Conversations

22 guides

Inbox, templates, broadcasts, and chat integrations.

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