Watch it once, then do it. Short walk-throughs that show you exactly where to click. Start at the top and work down, or open the section you need and skip the rest.
7 videos in 1 section
Make it fit your business: rename things, hide what you do not use, add your team.
7 videosSeven groups and two ways in. Which one holds what, so you know where to go when you want something renamed, hidden, or set up for the team.
1:36 2Not everybody calls a Client a Client. Rename a field once and it changes everywhere it appears - nothing underneath moves.
1:14 3Decides how much of the program you actually see. Nothing is deleted when you switch a section off, so it comes straight back the moment you need it.
1:01 4Your trading names, your logo, and the footers that print on an Invoice and a General Ledger statement. The logo is set per Business Entity.
1:05 5Team members receive their own login rather than sharing yours. Permissions are set per person, section by section, the same way Custom Views works.
0:53 6Dictate wherever there is something to write. My Voice keeps your tone and your sign-off, so what comes back still reads like you.
0:49 7Every settings group in plain English - what it controls and what happens if you skip it.
1:04Our Partner Program pays you for referrals — every Internoodle account comes with one.
The written guides cover the same ground, plus the Canadian admin around it.
Read the guides Start free