Help Series – Understanding Logins (New Sign-Ups)

There’s a couple things we want to make sure you are aware of as you start exploring all the features of eWebmin.

The most important thing to understand is you have 2 sets of logins as the account administrator:

  • Your company admin level login
  • Your personal staff member login

Your company admin level login is where you’re initially going to setup all your preferences in eWebmin, including additional staff members. It’s important to keep this login saved as it’s your top level login for the company itself. It’s also important to use a different email address for your company admin login, and your staff login. If you need to use our ‘forgot password’ tool to retrieve your lost login, the system will know which login you are requesting the password for.

Your staff member login is where you’ll manage your daily business, with creating events, sending contracts, appointments, etc. As the full admin user in your account you’ll be able to manage many of the admin features within your staff login from the ‘Admin’ menu option.

If you have any questions with using eWebmin, don’t hesitate to reach out for help. Click the ‘Support’ menu item and send us a support ticket, or simply email support@ewebmin.com with your question.

Help Series – Using Calendar Feeds

Get your event’s to show automatically in your Google or Outlook calendar by using eWebmin’s calendar feed URL feature.

Calendar feed URL’s are powerful. They can be used in many different calendar applications that you use every day. Most of today’s phones and tablets have calendars integrated by some of the largest calendar services (Google, Outlook, Apple), and eWebmin can easily automatically populate your events in any of these calendars.

  • Choose Admin > Company Setup and notice the calendar feed URL, copy the entire URL.
  • Go to your 3rd party calendar (Google/Outlook calendar) and paste the feed URL into the appropriate spot to add the feed. (Note: Google search how to do this in your particular calendar if you aren’t sure)
  • Now all events, and any future event you add, will populate into your calendar automatically. Any changes you make to the event in eWebmin will update in your calendar as well.

The video above explains exactly how to do these steps. We hope you found this tutorial useful.

Help Series – Adding Custom Invoice Numbers

If you’re looking to bypass the standard invoice numbers assignment, here’s how you can add your own invoice numbers using a custom field option.

With so many accounting systems being used, we understand that it may be crucial to keeping accounting records straight by having custom invoice numbers. It’s very simple to do, and we give you a custom field to assign whatever you wish to it. In this case, an invoice number.

  • Simply name the custom field 1 in your Admin > Preferences, and save the page.
  • Inside an event add the value to the custom field you activated. This will show in the event details section of the event.
  • Update your custom form, placing the [customfield1] bracket tag where you’d like the value to be shown.
  • Next time you pull up that custom form in an event, you’ll see the value of that field in the form for that event.

The video above explains exactly how to do these steps. We hope you found this tutorial useful.