Help Center
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Getting Started
Getting Started
Initial Setup
Initial Data Import
First Use
White Label App
Contracts
Lead manager
Marketplace
My Center Settings
Space and Resource Management
User and Access Management
Deliveries
Products
Visitors
Invoicing your customers
Creating and Managing Invoices
Indexation
Payment Processing
Subscription Management
Integrations
Salto
Teams
ID tech
Exact Online
Twikey
Zapier
Papercut
Stripe
Outlook Calendar
Roomz
iFrame
Blue ID
Google Calendar
Mollie
Yuki
Radius
SSO
Tips & Tricks
Efficiency and Optimization
Support & FAQ
Login
Common Issues and Questions
Manage bookings
Security and Compliance
Release notes
Settings
Customization and Branding
Advanced Settings
Reporting
Data export
Back to home
Help Center
Getting Started
Getting Started
Initial Setup
Initial Data Import
First Use
White Label App
Contracts
Lead manager
Marketplace
My Center Settings
Space and Resource Management
User and Access Management
Deliveries
Products
Visitors
Invoicing your customers
Creating and Managing Invoices
Indexation
Payment Processing
Subscription Management
Integrations
Salto
Teams
ID tech
Exact Online
Twikey
Zapier
Papercut
Stripe
Outlook Calendar
Roomz
iFrame
Blue ID
Google Calendar
Mollie
Yuki
Radius
SSO
Tips & Tricks
Efficiency and Optimization
Support & FAQ
Login
Common Issues and Questions
Manage bookings
Security and Compliance
Release notes
Settings
Customization and Branding
Advanced Settings
Reporting
Data export
Getting Started
Get started with guidance on setup, data import, and exploring features like the Lead Manager and Marketplace.
Initial Setup
Create a delivery
Configure meeting rooms
Configure the incidents manager
Configure your Zapfloor lobby app
How to set up pricing for your meeting rooms
Configure a resource group for your meeting room
Assign specific meeting rooms to specific customers using resource groups
How to add custom fields to a contract document (PDF)
Configure a floorplan for your workspaces
Configure user- and operator permissions
How to create a new subscription
How to create a Deal
How to create a new meeting room
Configure the products of your center
Configure your workspaces
Configure your center information and branding
How to create a new billing entity?
Configure a meeting room that can only be booked with credits
Configuring the lead Manager
How to give your members free hours, credits or coins?
How to manage emails for operators
Usage of email address in Zapfloor
Set up a custom domain
Setup a building policy
Getting the Most Out of Community Features
Configure your billing
See more
Initial Data Import
Adding users through a CSV file
How to import data from a CSV file to Zapfloor
Instructions for uploading CSV files
Preparing the CSV import files with UTF-8 encoding
First Use
Logging into Zapfloor
Automatically provide app login information to new users who have booked for the first time
Effective App Launch Strategies
Visitor management for office managers and receptionists
White Label App
How can you activate or deactivate events in the app?
Requesting a White Label App: A Comprehensive Guide
Customize the font style for the reception app
Changing the header image for a location in the mobile app
Information on deliverables for Whitelabel Environment
See more
Contracts
Creating a standard contract
Editing a standard contract
Archive a standard contract
Lead manager
Convert an account into a new customer to finalize deals
Lead lost status
Create an account in the lead manager
Archive multiple deals in bulk
Create and send a quote
Un-approve a quote and edit it
Copy or duplicate a quote
Create one quote for multiple meeting room reservations
Create a quote directly from the meeting room booker
Add sales rep in the the Lead manager
Delete a deal
Send a quote
Personalize your deals dashboard
See more
Marketplace
Using the marketplace as an end user
Setting up the Marketplace
