Welcome to the Business Overview page, your one-stop shop for all things back-office in Coordinoter! This is where the magic happens behind the scenes, and it's designed to make your life as a support coordinator a breeze. Let's take a stroll through each 'Card' on this page and see what they do.
Account Card
The Account Card is your gateway to all your account-related needs. Whether you need to tweak your account settings, manage your subscription, or dive into the referrals system, this card has got you covered.
Account Settings
This guide introduces you to the account settings option in the business portal.
Finance Card
Keeping track of your finances has never been easier. The Finance Card links you to the Finance Configuration page, where you can set up your billing preferences. Need to generate a batch of invoices? Head to the Generate Invoice Batch page. Want to review completed batches? The Completed Batches page is just a click away.
Finance Configuration
This guide introduces you to the finance configuration option inside the business portal.
Team Portal Card
Building and managing your team is a cinch with the Team Portal Card. Create a team, invite members, and manage everything from one place. You'll find links to the Create a Team page and the Team Management page right here.
Manage Team
This guide introduces you to the team management option inside the business portal.
Contacts Card
All your contacts in one place! The Contacts Card lets you view and manage your contacts effortlessly. Whether you're adding new contacts or updating existing ones, this card has you sorted.
Contacts
This guide introduces you to the contacts option inside the business portal.
Organisations Card
Keep tabs on all the organisations and stakeholders you interact with. The Organisations Card links you to the organisations page, where you can manage all your organisational relationships with ease.
Organisations
This guide introduces you to the organisations option inside the business portal.
Integrations Card
Stay connected with all your favourite apps. The Integrations Card is your hub for managing connected applications. Whether it's syncing with Google Calendar, Outlook, Xero, QuickBooks, or MYOB, you'll find it all here.
Integrations
This guide introduces you to the integrations option inside the business portal.
And there you have it! The Business Overview page is designed to keep everything you need at your fingertips, so you can focus on what you do best—supporting your participants. Enjoy navigating through these features and making the most of Coordinoter!