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Advice and answers from the Endear Team

Search results for:how do i add and edit my signature
How do I add and edit my signature?
Add a signature to your messages with your contact information… Click on Actions and Email Signature 3. Click on Create a custom email signature 4… Click on Edit next to E-mail Signature 5. Adjust your signature
How do I add and edit Customer profile custom fields?
How to create custom fields and edit their format and visibility. Custom fields are available to Admins on the Professional plan… The options and settings for type of field are: You can edit the name and description of any… How to edit a custom field
How can I add or edit my billing contacts
If you are unable to access the form, feel free to contact us at billing@endearhq.com and we can do the… If you'd like to add more emails as your billing contacts or to receive the Endear invoices for your… subscription, please complete and submit this form
How do I add my company's branding?
How to add your company's branding to your Stories… You can add your brand logo and favicon to your Stories to make them feel like an extension of your online… and products right from their online store
How do I edit an audience?
Learn how to edit an audience including the name, description, and who has access to it… You can edit the Audience name, description, and who has access to this audience… Editing an Audience from the Audience Page
How do I edit a service?
Learn how to edit the different services your team provides during appointments… Creating and using services helps your customers prepare for their appointments and gives your team insight… Select the Service that you want to edit/modify 5. Click Edit to Modify Accent Color 6
How do I edit a calendar?
Learn how view and change calendar settings… Access: Change who can view or edit the calendar. * To add yourself as an editable user: Click "Edit"… View and edit the calendar details: Label: Change the name of the calendar
How do I add and remove tags from customers?
2. To create a new tag, simply type it into the search bar and the checkbox to select it will appear. Click new tag then select Save to add new tag… Select Bulk Edit Step 2. Select Add Tags, then click Next Step 3… 3. To add a tag for multiple customers:
How do I edit or delete a task?
Learn how to edit, delete, and restore tasks and notes… How to View and Restore Deleted Tasks (only admins and creators can restore deleted tasks)… How To Edit a Task
How do I add multiple recipients to my messages?
Adding additional recipients to and removing them from messages… To Add Recipients:… Solutions overview: Under Inbox Click Compose, search and select customers Click Continue