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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
Initial Data Import
First Use
White Label App
Contracts
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
- Personalize your deals dashboard
- Creating a leademail template to prevent grouped emails