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Advice and answers from the Endear Team

Search results for:how do i see all my templates

How do I track the performance of my templates?
How to see how your template performed in Insights… How to track the usage of Templates… How to track the performance of templates
How do I see all my drafts?
Access all of your drafts from your inbox… You can access all of your drafts from your inbox. Only you can see and send your drafts… Applies to: All (Users, Managers, & Admins) Messages you have saved but haven't sent yet are saved
How do I see and analyze all my appointments?
Learn about how you can view upcoming and past appointments so you both plan for the future and maintain a record… For example, you could view all appointments assigned to a certain team member or all appointments of… The Appointments dashboard is a place where you can view and assess all of your appointments
How do I see my current subscription?
View your current subscription on your Billing page
How do I view and filter my templates?
Learn how to access and filter your templates from your Inbox module… From the Templates page, you can view all all of your templates… Applies to: All You can easily view and filter your available templates in your Inbox module
How do I adjust what details I see in my report's table?
Applies To: All (Users, Managers & Admins) Add or remove columns to change which details you see… From the Edit Columns button, you will see a list of all the columns available, with a check mark next… To add a column, check the box next to the data type you want to see
How do I see a customer's order history?
You'll be able to see all orders a customer has made as well as related order info… How to view a customer's order history… Applies to: All (Users, Managers, & Admins) From the Customers module, select a customer segment
What are booking links and how do I create them?
Learn about booking links and how to they customize your appointments capabilities… How can I see all my possible appointments? Is there a booking link that combines multiple services?… Why do I need a booking link?
How do I see customers I'm Assigned to Endear?
To view the customers added to your "My Clients" list from the home page, click "My Customers" quick… How to view customer additions from other teammates… apply the 'Created by' filter to your Customers list and select a user whose additions you want to see
Where can I see all the customers assigned to me?
Applies to: All (Users, Managers, & Admins) Learn how to view the customers that have been assigned… Displayed will be all of the clients assigned to you Step 1… user on your team by adding the filter "Assigned User" or apply this filter to any other Audience to see