Documentation
Guides for every part of the platform.
Customers & Sales
Customers & Leads17 articlesLeads, contacts and customers are three different records, plus tasks and a calendar; Iranian format checks apply only in the Farsi admin, and the dashboard's "Today's tasks" is not limited to today.LeadsCustomersContacts+2 moreCommerce & Sales9 articlesFour read-only report pages (dashboard, funnel, revenue, sales) built from CRM, invoices, estimates and store subscriptions. Nothing is recorded here.SalesFunnelRevenueInvoices13 articlesHow invoices, payments, instalments, refunds and write-offs fit together, and which statuses are worked out for you and which you can set by hand.Invoice list and invoice pageInvoice settingsIranian tax e-invoicing (Moadian)Estimates10 articlesHow an estimate moves from draft to accepted or expired, what the client sees on the proposal link, and how conversion to an invoice works.Estimate list, editor and estimate pageEstimate settingsBookings14 articlesHow events, slots, appointments, payment holds, reminders and customer links fit together, and who is told what.EventsAppointmentsBooking settingsPrint Price Calculator1 articlesThe rates behind the instant 3D print price a visitor sees after choosing a model file; only on the HQ install and gold3d.ir.Print quote requests
Online Store
Store27 articlesThe store at a glance: the dashboard cards, how an order is paid and settled, where each part of the store is managed, and who can open it.ProductsWooCommerce import and exportCategories+9 moreInventory17 articlesHow stock is tracked per item and warehouse through cost layers, how store orders reserve, ship and return stock, what the dashboard counts, and who can see what.WarehousesItemsPurchase Orders+4 more
Content & Media
Content32 articlesWhat the Content area holds, the draft and publish split, the content dashboard, who can edit what, and what actually happens when something is published or scheduled.PagesTranslating pagesBlog+7 moreMedia6 articlesUploading, folders and finding files, file details and private files, the Trash and its effect on live pages, the settings modal, and the picker other screens use.Forms16 articlesEvery form stores its own submissions; email, CRM leads and webhooks are extras, and a few settings you might expect do nothing.Forms listForm StudioSubmissions+1 moreCommunity13 articlesSpaces, members and posts; what membership mode, tiers and access really do, and what the community does not have.SpacesMembersPosts+2 more
Marketing & Growth
Marketing14 articlesCampaigns go to a segment, minus suppressed addresses; what the numbers mean, how fast mail leaves, and what the module does not do.Marketing dashboardCampaignsSegments+2 moreAffiliates7 articlesA commission is created when the purchase settles, not on a click; you approve it, then pay it out by hand. What is and is not automatic.Affiliates adminSocial9 articlesOne post, several destinations; each publishes and fails on its own. What each network can really carry, and what is per-person.Social accountsContent calendarPost composer
Service & Learning
Support9 articlesTickets, who sees them, how the status moves on its own, and what the customer sees; plus what Support does not have.Support queueTicket detailInbox7 articlesOne place for your notifications and conversations from email, SMS, live chat, forms, bookings and support; what it can answer and what it cannot.The inbox screenMailboxesMail settingsLearning25 articlesEnrollment grants access, not the purchase; lessons can be locked; and what the learning module does not do.Learning dashboardCoursesEnrollments+11 moreAI Copilot5 articlesAn assistant that answers from your product help and your own CMS and CRM, can look up live data, and cannot change anything without a person confirming.AI Copilot pageProduct Help1 articlesHow the help drawer, the guides and the documentation site work, and why a correction to a live guide is an override that only the operator's documentation site shows.Overriding a Guide
Finance & Automation
Accounting21 articlesThe general ledger: most entries post themselves, posted entries never change, every entry needs an open period, and the ledger is in one currency.Accounting dashboardChart of accountsFiscal years+7 moreAutomations13 articlesWorkflows that run on an event, a schedule or a click; what a run records, how it is limited, and where failures go quiet.WorkflowsExecution historyMonitoring+1 moreAPI Keys4 articlesA key lets an outside program work with the system without a person signing in; it is shown once, limited to the permissions you tick, and is a powerful secret to be given as little as possible.Creating and Revoking KeysWebhooks5 articlesWebhooks send this system's events to an address of yours; each is signed, queued and tried three times in about 6 minutes, and there is no test button, edit or replay.Endpoints and the Delivery Log
Platform & Settings
Site Settings31 articlesEvery site-wide setting lives on this page; some tabs are contributed by other modules, and a missing tab almost always means a missing permission.Language & FormatLanguages and addressesWhat is translated and what is not+10 moreUsers & Roles15 articlesAccess comes from a role, and per-user permissions are added on top of it; nobody can grant what they do not hold themselves.User ManagementEditing a UserMy Profile+1 moreTranslations12 articlesEverything here is an override on top of the shipped text; the original is untouched, and restoring is a separate, more restricted permission.Finding and Editing a TextTranslation CoverageAI Translation Glossary+1 moreEmail Templates6 articlesThe wording of the emails the system sends by itself, one version per language; a misspelled variable silently disappears and the language used on sending is not the one you are editing.Editing an Email TemplateSMS Templates4 articlesThe wording of the text messages the system sends by itself; the segment counter assumes Latin text, a wrong variable becomes empty, and the module does not exist on Farsi installs.Notifications5 articlesThe bell that tells staff what happened, the customer feed in the portal, and the form for sending announcements; staff cannot yet mute anything.Send a Notification