Getting Started
Jump right in! Learn the basics and get your Smackdab account running smoothly.
11 articles
Dashboard
Your command center for insights and quick actions.
1 article
CRM
Manage contacts, track relationships, and keep customer data organized in one place.
28 articles
Calendar
Schedule meetings, set reminders, and never miss a beat with integrated calendaring.
6 articles
Bookings
Let clients book appointments instantly. Simplify scheduling and eliminate back-and-forth emails.
10 articles
Email
Send, schedule, and track emails that connect. Your inbox just got smarter.
12 articles
Marketing
Create campaigns, reach your audience, and watch your business grow with ease.
16 articles
Sales
Track deals, manage pipelines, and close more sales with confidence and clarity.
21 articles
Automation
Set it and forget it! Automate repetitive tasks and reclaim your time.
8 articles
Settings
Customize Smackdab your way. Configure preferences, permissions, and integrations to fit perfectly.
63 articles
Advanced
Ready to level up? Unlock powerful features and become a Smackdab pro.
41 articles
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- What is the Booking module, and how is it helpful?
- How to create a Booking Type
- How to create a Multiple Booking Link
- How to Create an Availability Schedule
- How to Edit or Delete an Existing Availability Schedule
- How to Create an Unavailability/Time Off Schedule
- How to Edit or Delete an Existing Unavailability Schedule
- Email Templates for Bookings
- Synced Calendar Slot Management
- Booking- Custom Entity Flow
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- How To Connect an Email Account
- How to Reconnect an Email Account
- How to Generate Email AI Summary
- How to Link or Unlink Emails to a Specific Record
- How to Manage Email Templates?
- How to Manage Email Custom Views
- How To Add Email Types
- Manage Email Signature
- How to manage BCC email addresses?
- Set Email Preference to Public or Private
- How to insert fields into an email
- How to manage BCC email address
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- Create Marketing List
- Create Marketing Form
- Edit or Delete Marketing List
- Edit or Delete Marketing Form
- Creating Email Marketing Templates
- How to Use Existing Templates
- How to Create/Update Templates or Add Them to a Folder
- How to Create and Edit Campaigns
- How to Create an Email Broadcast
- How to Link a Form to an Email Broadcast
- Clone Email Broadcast
- How to View Sent Email Template
- How to Set Up Your Marketing/Business Line
- Marketing Line – Two-Way Conversation Feature
- What is the Business Line
- What is Text Broadcast
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- How to Update a Promo Code
- How to Edit a Recurring Payment
- How to Create a New Invoice
- How to Edit or Delete an Invoice
- How to Create a Quote
- What is an Invoice
- How to Edit or Delete a Quote
- How to Create a New Recurring Payment
- What are Quotes
- What is a Promo Code
- What is a Checkout Form
- What is a Product
- How to Create a Promo Code
- How to Create a Checkout Form
- How to Edit or Delete a Checkout Form
- How to Create a Product
- How to Edit or Delete a Product
- What is a Recurring Payment
- Working with Sales Tax
- Sales - General Settings
- Using Smackdab Pay
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- Administration: Hierarchy
- Administration: Users
- Administration: How to Deactivate and Update an Existing User
- What is Snippet
- How to Create a Snippet
- How to Update or Delete a Snippet
- What is Policy Group
- Administration: How to Create a New Hierarchy
- How to add/delete phone types
- How to create a Policy Group
- How to Edit or Update a Policy Group
- How to add/delete email types
- Administration: How to add new user to Hierarchy
- Administration: How to provide access in Hierarchy
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- Personal Information: How to Update and Change Personal Information
- Personal Information: Updating Your Date Format
- Personal Information: Updating Your Timezone
- Personal Information: Updating Your Default Login Position
- Personal Information: How to Change Your Password
- Personal Settings: Animated Icons
- Personal Settings: Managing Your Email Signature
- Personal Settings: Notification Preferences
- Personal Settings: Discard Prompt
- Personal Settings: Manage Layout
- Personal Settings: Manage Activity
- Personal Communication: Phone Integration
- Personal Communication: Phone Settings
- Personal Communication: Meeting Integration
- Personal Communication: Email Accounts
- Personal Communication: Email Settings
- Personal Communication: Following
- Personal Calendar
- How to change profile picture
- What is Object List
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- Update Smackdab
- How To Add Tags
- How To Add Notes
- How To Add New Field Type
- Understanding the Text Field
- Understanding Large Text (Text Area) Field
- Understanding Dropdown Field
- Understanding the Date (Date Picker)
- Understanding the Time (Time Picker) Field
- Understanding Date Time Picker
- Understanding Date Range Field
- How to add Email Field Type
- Understanding Number Field Type
- Understanding Percentage Field Type
- Understanding Currency Field Type
- Understanding of URL field
- Understanding Address Field
- Understanding Phone Field Type
- Understanding Radio Button Field
- Understanding Multi-Select Pick List (Checkbox) Field Type
- Understanding Attachment/File Field Type
- Understanding Group Field Type
- Understanding Boolean Field Type
- Understanding Rich Text Field Type
- Understanding Drop Zone
- How to Manage Field Layout
- How to Delete a Layout?
- How to Manage Your Quicklook Card Layout?
- Managing Quick Action Buttons
- Admin Consent Troubleshooting in Microsoft Entra
- How to Read Your Dashboard
- How to Switch the Position and Branch
- What is Dark and Light Mode
- HTML Block Best Practices Guide
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