Question 1

Custom Domain

Accepted Answer

Role That Can Set A Custom Domain: Owner

Zendo Plans For Which The Feature Is Available: Pro & Max

|| Example we’ll be using to showcase how this feature works: clients.getzendo.io, changing it to clients.domain-name.com

What Is A Domain?

Q: Third Party Integrations

<h1 id="thirdpartyintegrations">Third-Party Integrations</h1> Zendo integrates with: <ol> <li>Stripe as the main payment processing provider,</li> <li>and Rewardful, which you can read more about <a href="https://help.getzendo.io/en/article/rewardful-1pofymw/">here</a>.</li> </ol> But you can also connect any external application to Zendo using the <a href="https://help.getzendo.io/en/article/external-apps-21jtn2/">external applications</a> feature, available to users on the paid plans. | If you'd like to see other integrations or features in Zendo, make sure to <a href="https://getzendo.io/feature-requests/">submit a feature request</a> for us to review.

A domain is a branded name that is used to identify a website. So instead of having to type in the IP address in the search bar to reach the website you’re looking for, you’re typing the domain name, e.g. getzendo.io or forbes.com.

The domain name (or the URL we see) makes it easier to memorize the website we want to visit, instead of having to remember random strings of numbers.

What Does The Custom Domain Feature Do In Zendo?

The Custom Domain feature in Zendo allows you to connect your own domain to your Zendo workspace so that you can white label the URL of your client portal.

Basically getting rid of the getzendo.io suffix in the URL of your client portal, turning it, for example, from clients.getzendo.io to _clients.domain-name

Question 2

Roles And Permissions

Accepted Answer

${youtube}More about Roles and Permissions in this video:

Roles That Can Assign Roles And Permissions: Admin, Owner

There are five roles that can be assigned in Zendo: Watcher, Agent, Manager, Admin and Owner. Out of these roles, only watchers don't count as seats in your plan.

To learn more about seats, read this article.

| | Watcher | Agent | Manager | Admin | Owner | | --- | --- | --- | --- | --- | --- | | Settings | | Connect Custom Domain | ❌ | ❌ | ❌ | ❌ | ✅ | | Manage subscription plans | ❌ | ❌ | ❌ | ❌ | ✅ | | Requests | | Create Requests | ❌ | ✅ | ✅ | ✅ | ✅ | | View Requests they’re assigned to | ✅ | ✅ | ✅ | ✅ | ✅ | | Interact with Requests they’re assigned to | ❌ | ✅ | ✅ | ✅ | ✅ | | View and interact with all Requests | ❌ | ❌ | ✅ | ✅ | ✅ | | Delete Requests | ❌ | ❌ | ✅ | ✅ | ✅ | | Edit and remove sent messages | ❌ | ✅ | ✅ | ✅ | ✅ | | Access and see notes | ❌ | ✅ | ✅ | ✅ | ✅ | | Documents | | Issue a Quote | ❌ | ✅ | ✅ | ✅ | ✅ | | Issue an Invoice | ❌ | ✅ | ✅ | ✅ | ✅ | | Edition | | Create & edit Workflows | ❌ | ❌ | ❌ | ✅ | ✅ | | Create & edit Statuses | ❌ | ❌ | ❌ | ✅ | ✅ | | Create & edit Custom Fields | ❌ | ❌ | ✅ | ✅ | ✅ | | Create & edit Form Fields | ❌ | ❌ | ✅ | ✅ | ✅ | | Create & edit Services | ❌ | ❌ | ❌ | ✅ | ✅ | | Create & edit Forms | ❌ | ❌ | ❌ | ✅ | ✅ | | Create & edit Order Page | ❌ | ❌ | ❌ | ✅ | ✅ | | Team Management | | Invite Team

Question 3

Client Profile

Accepted Answer

${youtube}More about Client Profile in this video:

Roles That Can Access And Manage Client Profiles: Agent, Manager, Admin, Owner

Client Profile

In the Client Profile, you can view all the information pertaining to the client, such as Invoice Details, submitted Requests, Subscriptions, documents, and notes left by your team members.

To access the Client Profile:

Select the Clients tab from the left sidebar,
On the new page, select the client to access their Client Profile from the list.

| An alternative way to reach your client's client profile is directly through one of their submitted Requests. Simply select the name of the client or their avatar in the Request details sidebar.

The profile itself is divided into six sections:

Requests — where you can see all the Requests that involve this specific client (note that Watchers and Agents only see the Requests they're assigned to; Managers and up see all Requests),
Subscriptions — where you can see all the subscriptions purchased by that client, along with their state, price, starting date, date of next payment, the date the subscription is ending on, as well as the request limits used by that client (if there are any included in the subscription),
Quotes — where you can check on the quotes issued for that client, check on the essential details of the

Question 4

Connecting Stripe

Accepted Answer

${youtube}More about Connecting Stripe in this video:

The Role That Can Connect Stripe in Zendo: Owner

How To Connect Stripe?

To connect Stripe account to Zendo:

Select the Workspace tab from the left sidebar,
Select Finances from the drop-down menu,
On the new page, switch to the Payment methods tab,
There, select the "Connect" button,

Now, you’ll be taken to Stripe to either create an account or sign in to your existing one,
Follow the steps as guided by Stripe and provide all the necessary information,
Now, Stripe should immediately connect with Zendo.

|| You can cancel the connecting process using the Cancel button that’s available to use only during the connecting process.

Stripe Successfully Connected

If your Stripe account has been successfully connected, the Connect button will now change to Connected.

If the connecting process takes too long or you have any issues, don’t hesitate to reach out to us for assistance.

Question 5

Third Party Integrations

Accepted Answer

Third-Party Integrations

Zendo integrates with:

Stripe as the main payment processing provider,
and Rewardful, which you can read more about here.

But you can also connect any external application to Zendo using the external applications feature, available to users on the paid plans.

| If you'd like to see other integrations or features in Zendo, make sure to submit a feature request for us to review.

Question 6

Statuses

Accepted Answer

${youtube}More about Statuses in this video:

Roles That Can Manage Statuses: Admin, Owner

Statuses

Statuses are an integral part of Zendo as they help your teammates and customers to remain on the same page.

| Statuses indicate the progress of the request.

To Create A New Status

Select Services in the left-hand side panel and choose Statuses from the drop-down menu.
On the new page, select the "Create Status" button in the top right corner.

You'll be taken to the next page, where you can set the new Status':

name,
description,
and color.

|| Choose the color from the 11 default color options or set a custom color for both the background of the Status, as well as its text.

Select the "Save changes" button on the bottom of the page to save the new Status.

To Edit Or Delete Available Statuses

Select Services in the left-hand side panel and choose Statuses from the drop-down menu. On the new page, you’ll see a list of available Statuses.

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