New to mHelpDesk? We're excited to have you on board. This guide will help you set up your account to get you and your team up and running in mHelpDesk.
This guide is broken into 5 parts so you can go at your own pace or knock it all out in one session.
Part 1: My Company & Logo
Part 2: Staff Management
Part 3: Scheduling and Calendar
Part 4: Customers, Contacts and Service Locations
Part 5: Lead Management
Each part features a video walkthrough and additional resources to guide you through the set-up process and familiarize you with the mHelpDesk platform.
Ready to dive in?
1. My Company & Logo (0:45)
Get started quickly by setting up your company information and your logo.
Additional Resources
2. Staff Management (2:08)
Next you'll want to set up your staff and users in mHelpDesk, including permissions.
Additional Resources
3. Scheduling & Calendar (1:18)
Now you're ready to create appointments. Use Google Calendar? Sync it with your mHelpDesk account to easily see and manage your team's schedule.
Additional Resources
4. Customers, Contacts and Service Locations
Start setting up all your customer information in your account and learn how to easily add new customers.
Additional Resources
5. Lead Management (1:18)
Next learn how to add and manage your leads in mHelpDesk.
Additional Resources
Great job on setting up your account! If you didn't get to finish all the steps, you can always refer come back to this guide to finish setting up your mHelpDesk account.
Ready to learn the basics of mHelpDesk? Click the button below or go back to our Help Center if you'd like to go somewhere else.
Need additional support along the way? We're here to help! Contact our fantastic Customer Support team and they will be happy to answer any questions you have.
Chat: Click the little blue chat icon in the bottom right of the screen
Phone: (888) 558-6275, Ext. 2