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Advice and answers from the Endear Team

Search results for:how do i edit a segment
How do I edit a service?
Learn how to edit the different services your team provides during appointments… Select the Service that you want to edit/modify 5. Click Edit to Modify Accent Color 6… Click on the Appointment Instructions text box to edit 10. Click on Duration to edit 11
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"… Edit the Calendar details Click Save 1
How do I edit or delete a comment?
Edit or delete a comment on a task… How to edit or delete a task comment… Applies to: All (Users, Managers, & Admins) If you've created a comment on a task, you can also edit
How do I edit or delete a task?
Learn how to edit, delete, and restore tasks and notes… How To Edit a Task… How to delete a Task
How do I edit an audience?
Learn how to edit an audience including the name, description, and who has access to it… Editing an Audience from the Audience Page… You can edit the Audience name, description, and who has access to this audience
How do I add and edit my signature?
Add a signature to your messages with your contact information… ​Setting up a Personal Signature… Setting up a Team Signature
What are message statuses and how do I change them?
How do I change a message's status?… Applies to: All (Users, Managers, & Admins) The status of a message is a great indicator to know… Learn more about how your inbox sections work
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… How to edit a custom field… How to create a new custom field
How do I duplicate a Story?
Use an existing Story as a starting point for a new one… How do I add sections to a Story? How to move and duplicate products in a Story?… For more information: How do I add items to a Story?
How do I complete a task?
Learn to complete a task and see which tasks are still pending… How do I mark a task as complete from the task list?… What happens if a task does not get completed in time?