Account & Team Set Up
By Daniel and 3 others4 authors14 articles
- Update Company Details & LogoLearn how to add your company’s branding, logo, name, and contact information.
- Custom Company Domains (White Label)How to add your company domain to white label URLs
- Calendar Setup & SyncLearn how to setup Two-Way Sync with your External Calendar (Google Calendar, Outlook, etc.)
- Import a Customer ListLearn how to import a customer list to the Aryeo Customer Center
- TerritoriesCreate territories to manage your service areas
- Team ManagementLearn how to add, manage, and customize team member access
- Service ProvidersDesignate which team members are service providers
- Team PermissionsControl what your team members can access and manage in their accounts
- Order & Payment Default SettingsCustomize the default settings for payments and orders in your account
- Lock Downloads Before PaymentLearn the different ways download locking preferences can be set
- Account Billing & Subscription SettingsManage your subscription, payment information, and past invoices
- Aryeo CreditsWhat are Aryeo Credits? How can they be used?
- White LabelingWhite Labeling is available to all Aryeo Pro customers!
- Branded Email Signature VerificationAdd a white labeled signature and customized branding to all email communications to customers and team members.