Manage it knowledge base
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Find straightforward answers for setting up, running and growing your agency in ManageIt.
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Getting Started
Learn the basics of the platform and get up and running.
3 articlesContacts
Managing your contacts, custom fields, tags, import/export, and filtering.
7 articlesDocuments & Invoicing
Creating documents, templates, signing, and payments.
9 articlesForms
Building, publishing, and managing forms.
6 articlesAutomations
Triggers, actions, conditions, delays, and workflow monitoring.
5 articlesScheduling
Appointment scheduling, booking pages, availability, calendar sync, and team assignment.
8 articlesCustom Entities
Custom data types, records, fields, relationships, and dynamic permissions.
5 articlesClient Portal
Invitations, activation, portal dashboard, and contact self-service.
2 articlesAPI & Webhooks
API tokens, REST endpoints, webhook events, conditions, and delivery tracking.
19 articlesTeam & Roles
Team invitations, roles, permissions, and access control.
2 articlesBilling & Plans
Agency subscription, subaccount plans, Stripe Connect, and revenue tracking.
4 articlesSubscription
Plan subscription, proration, payment methods, and invoices.
3 articlesBranding & Settings
Logos, colors, business info, document settings, SMTP, and data retention.
3 articlesSecurity
Two-factor authentication, passwords, API token security, and audit logging.
2 articlesReporting
Dashboards, metrics, and activity tracking.
1 article