Quickstart Guide

In 3 easy steps you can be up and running in eWebmin

1. Login to your Admin Login

eWebmin has a couple logins you need to keep handy. Be sure to store these logins in a safe place.

  • Company Admin Login
  • Staff Member Login

Company Admin Login is where you setup your initial company settings and preferences. Once you’ve got those items in place you can login to your Staff Member Login and start adding & managing your bookings.

We recommend you use a different contact email address for each login. If you need to use our “forgot password” tool to recover your password, the system will then know which password to send for that email address.

2. Get Used to the Event Builder

The event builder is the nuts and bolts of eWebmin. You start with adding the basic required fields, then create the event. Once the minimum event details are saved, tabs will appear for each piece of the event including – staff, location(s), packages, payments, appointments, and forms & messages sent to the customer.

There are a number of ways to add a new event – click the date on the calendar, then choose the “add new” icon next to Events. You can go to “Manage > Events” and choose the “Add New” button. Or from your dashboard choose the “add new” icon in the Events section.

Once you’ve entered all the details in the event you’ll see eWebmin start to come to life between the dashboard, calendar and options under the “Manage” menu item.

3. Setup Custom Forms and Email Templates

These are powerful tools to really streamline your daily workload, as well as your company branding.

Although many users love our default contracts and invoices, many prefer to create their own custom forms. Our amazing [bracket tag] placeholders are powerful and can help you accomplish just about any look of your forms while populating customer data in an instant. You can send a form, pre-populated with your client’s data via email, either as part of the email or attached as a PDF file.

Email templates make communicating with your customer a breeze. Spend some time creating as many of these as you wish, especially if you send the same formatted emails to most clients. When you send the email from within an event, you simply choose the email template to send and it’s on it’s way.

Still have questions?

Our support staff is here to help!