Getting started

Everything you need to get started effectively can be found here.

Verify Company Email

Please head over to Settings > General > Company Details. Next, you need to go under “Company Email Address” and type in the email which will be used for sending invoices and other notifications to your customers. Now click on “Verify” and an email will be sent to that email notifying you for verification. Once […]

Setting up my brand and logo

Please head over to Settings > Home > Branding. Then click on the pencil icon under the logo. This will be your primary logo and it will be on your invoices, guest booking, customer login, and your customer app and would be preferable without background color. The “Alternate White Logo” will be used in places […]

Adding primary and secondary address for a customer

To add an address for existing customer, please find that customer under the Customers tab. Once you click on the customer, a new tab will open up with the profile of the customer including every detail of them. Use the Action button and click on edit client. As you scroll, find the Add New address […]

Adding new user/admin for Brilion account

To add a new user or admin for your Brilion account, please navigate to Settings > User > + Add User. Please note that the super admin will only be able to create a new admin. Here, you will need to type in the admin name, their email and mobile. This will be required in […]

Adding a source such as Facebook, WhatsApp or other social media

To add a new source for your customers, which means that where they heard about you, please navigate to Settings first and choose Payroll from the top. Click on Provider on the left. At the right-hand corner, you’ll find the Add Source button. Click on it and type in the name of the source you […]