Video tutorials
CRM, customers and support video tutorials
26 narrated FlairSuite ERP video tutorials (48 minutes in all). Leads, contacts and companies, appointments, the shared inbox for WhatsApp and email, campaigns and support tickets.
Length 1:30Add your client
Save your client as a contact, so the booking screen can pick them for an appointment.
Length 1:43Book the appointment
Reserve a time for your client and service, inside your opening hours.
Length 1:22Set how long the service takes
Give your service its length, so the booking screen knows which time slots to offer.
Length 1:37Set your opening hours
Add the days and hours you take appointments, so the booking screen has times to offer.
Length 2:07See your bookings on the calendar
Check your day on the appointment calendar and find a booking in the appointments list.
Length 2:09Add the contacts you will email
Add the people your email campaign goes to, each with an email address and a contact category.
Length 1:26Create your contact categories
Create the contact categories that your email campaigns use to choose who receives them.
Length 1:38Write a reusable email template
Write your campaign email once as a template, so every campaign can reuse it.
Length 2:01Build your first email campaign
Pick your contacts by category, choose your saved template and schedule your first email campaign.
Length 2:59Send your first SMS campaign
Pick your contacts by category, write a short text and schedule your first SMS campaign.
Length 2:23Write a WhatsApp message template
Write your WhatsApp offer as a template and save it, ready to send to Meta for approval.
Length 1:40Choose who takes over and test your chatbot
Add yourself as the agent your website chatbot hands chats to, then chat with it as a visitor to see what it answers.
Length 1:56Add the e-mail account your company sends from
Create an SMTP e-mail profile, so your chatbot and notifications can send e-mail from your own mailbox.
Length 1:35Answer your first customer chat in the Inbox
Find a website visitor's chat in the Inbox, see who it is with and how long you have to reply, take it over from the chatbot and send your answer.
Length 1:27Choose which account each kind of message uses
Point the Sales purpose at your new e-mail profile, so the chatbot and your sales documents send from that mailbox.
Length 1:53Add a chatbot to your website
Add a web chat chatbot, tell it what it may say to visitors, and switch it on.
Length 1:30Put the chat window on your website
Copy your chatbot's one line of code into your website, set its greeting and colour, choose the websites it may appear on, and see it in the live…
Length 1:39Add your first lead
Record a new sales lead with its contact, source, deal value and next follow-up, and find it in your leads list.
Length 2:08Log a call and plan the next follow-up
Record a call with a lead, schedule the next follow-up and find it in your daily follow-up list.
Length 1:58Fit your sales pipeline to your business
Check the pipeline stages, lead sources and lost reasons, and add a stage and a source of your own.
Length 2:17Move the lead through your pipeline and win it
Read your sales pipeline, move a lead from stage to stage, close it as won and find it in Won Leads.
Length 1:24Add a villa owner
Add a villa owner to your contacts, so the resort registers can record what they keep at the resort.
Length 1:27Add the customer who needs help
Add a customer company with its phone and e-mail, then find it again in the Companies list, ready to raise a ticket for it.
Length 1:29Sort your tickets into categories
Add the kinds of problem your team handles as ticket categories, so every new ticket can be sorted.
Length 1:59Log your first support ticket
Record a customer's problem as a support ticket, assigned to your support team with a priority and category, and find it in the Tickets list.
Length 2:29Reply, reassign and close the ticket
Work a support ticket from open to closed — add an internal comment, assign it to yourself and close it with a note.
Getting started
Series that include these videos
Watched in order, each series takes a new company from nothing set up to the finished task.
4 videos · 8 minutesGetting started seriesTracking your first sales lead
After this series you can record a sales lead, follow up with it and move it through your pipeline until the deal is won. The order matters: first…
6 videos · 10 minutesGetting started seriesAnswering your first customer chat
Set up how your company sends e-mail, add a chatbot to your website, and answer a visitor's chat yourself in the Inbox. The order matters because…
6 videos · 10 minutesGetting started seriesBooking your first appointment
Set your opening hours, create a service with its length, add a client and book their first appointment, then find it on the calendar. Each step…
5 videos · 9 minutesGetting started seriesHandling your first support ticket
Set up a support team, log a customer's problem as a ticket and work it through to closed. The order matters because the app only lets you create a…
4 videos · 8 minutesGetting started seriesRegistering your first owner asset at the resort
Set up Resort Management from scratch: add a villa owner, design the golf cart register, record the owner's golf cart, then let a visitor in for…
4 videos · 7 minutesGetting started seriesSending your first email campaign
Build an email campaign to a group of your contacts, starting from an empty company. The order matters because a campaign picks its recipients by…
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