Getting Started with AssisTime!

Have you just started your free trial of AssisTime? Someone you know raved about how easy it is to use, but you don't know where to begin?

Don't panic! AssisTime is easy to use, but it still takes a little while to get familiar with it. This article is an introduction to AssisTime: it explains how to find your way around and how to adapt it to your business's operations.

The main menu

Once you're logged in, the main menu appears at the top of every page: Home, Profile, then one menu for each module you subscribe to (contacts, accounting, inventory, calendar, projects, newsletters), and finally Settings, Help and Log out. Hover over a module to see its pages:

On a phone, the same menu opens with the three-line icon at the top left.

In each module, the Settings link leads to the settings that adapt that module to your business. For contacts, for example: forms, tables, fields, duplicates and options.

All your settings in one place

For an overview, click Settings in the main menu. This page groups all the settings, module by module:

Your profile and your business profile

Start with Profile, Profile and business: your contact details and logo will appear on your invoices and on your online appointment booking portal. This is also where you set up your taxes, your business's legal structure, your fiscal year-end and the number of your next invoice (see this article).

If you're a member of a professional order or association, you can enter its name, its logo, your member number and your signature: they'll appear on your professional receipts and on the forms you sign.

The Profile menu also gives you access to your subscription (see this article), the users in your group (see this article), your email templates and your automatic emails.

Contact settings

• Forms: create your electronic follow-up forms (see this article);
• Tables and Fields: add your own tables and fields to your client records;
• Duplicates: find and merge contacts entered twice;
• Options: the module's general settings.

Calendar settings

Under Calendar, Settings, you manage your calendars, your appointment locations and types, appointment statuses, group class types, the online appointment booking portal and its emails (see this article), as well as your calendar's display options.

Accounting settings

Under Accounting, Settings:

• Ledgers: if you have several businesses, manage them in separate books;
• Invoice template: how your invoices look;
• Products / Services and Subscriptions: what you sell, with prices and taxes;
• Accounts: your chart of accounts, following the structure your accountant uses;
• Payments: the payment methods you accept and the ones you use;
• Promo codes and Commission rates: your discounts and your employees' commissions.

Project settings

Under Projects, Settings, you manage your resources (staff and equipment, with their costs and schedules), the statuses of your projects and tasks, statutory holidays, and the types of actions you and your employees can check when logging your time.

The Inventory and Newsletter modules have their own settings too: your inventory locations, and the sending domain for your newsletters.

Need help?

On many screens, a question mark next to a field explains what it's for. And our blog is full of tutorials for each module!

As you can see, AssisTime is packed with features. Take the time to set it up properly to get the most out of it!