AgencyHandy User Guide - For Agency

Manage Clients, Teams & Invoices In Your Digital Agency

Welcome to the AgencyHandy User Guide. This User Manual includes all the necessary information to use the system application AgencyHandy. This manual outlines the system functions and capabilities, contingencies, different modes of operation, and step-by-step approaches for system application access and use in descriptive form. This manual contains and uses actual app-based graphical photos for easy understanding. Select any photos and click on them. You will see the original image with much more details.

This user guide format is an ongoing process and adds more information daily. It may be altered if another format is more suitable for the project.

Table of Contents:

1	Introduction of AgencyHandy	Click Here
1.1	Why should you choose Agency Handy?	Click Here
1.2	Who is it for?	Click Here
1.3	What are the benefits?	Click Here
1.4	How does it differentiate itself from others?	Click Here
1.5	Plans & Pricing	Click Here
2	Getting Started	Click Here
2.1	Sign Up	Click Here
2.2	Account Verification	Click Here
2.3	Log in	Click Here
2.4	Accessing the Main Interface	Click Here
2.5	Workspace Config	Click Here
2.5.1	Setup General Settings	Click Here
2.5.2	Setup Appearance	Click Here
2.5.3	Setup Custom Domain	Click Here
2.5.3.1	AgencyHandy Hosting with Cloudeflare	Click Here
2.5.4	Setup Sign-in Portal	Click Here
2.5.5	Setup Emails	Click Here
2.5.5.1	Setup Email Address	Click Here
2.5.5.2	Setup DKIM & SPF	Click Here
2.5.5.3	Setup SMTP	Click Here
2.5.5.4	Setup Email Template Configuration	Click Here
2.6	Resetting Password	Click Here
3	Managing Dashboard	Click Here
3.1	Services	Click Here
3.1.1	Create a Service	Click Here
3.1.2	Edit/Update a Service	Click Here
3.1.3	Delete a Service	Click Here
3.2	Clients	Click Here
3.2.1	Create Clients Profile	Click Here
3.2.2	Import Clients	Click Here
3.2.3	Edit a Client Profile	Click Here
3.2.4	Delete a Client Profile	Click Here
3.2.5	Manage Client's Recent Order	Click Here
3.2.6	Manage Client's Recent Ticket	Click Here
3.2.7	Manage Client's Recent Invoices	Click Here
3.3	Orders	Click Here
3.3.1	Order Dashboard	Click Here
3.3.1.1	Create an Order	Click Here
3.3.1.2	Edit/Update an Order	Click Here
3.3.1.3	Create Tasks in an Order	Click Here
3.3.1.3.1	Task Modal/Activity Page Manage	Click Here
3.3.1.3.2	Edit Task in an Order	Click Here
3.3.1.3.3	Delete Task from an Order	Click Here
3.3.1.4	Delete an Order	Click Here
3.4	Proposal	Click Here
3.4.1	Proposal Dashboard	Click Here
3.4.1.1	Send a Proposal	Click Here
3.4.1.2	Accept a Proposal	Click Here
3.4.1.3	Reject a Proposal	Click Here
3.5	Teams	Click Here
3.5.1	Team Dashboard	Click Here
3.5.1.1	Invite & Add a Team Member	Click Here
3.5.1.2	Set Role & Permission for Team Members	Click Here
3.5.1.3	Remove Team Member	Click Here
3.6	Tickets	Click Here
3.6.1	Ticket Dashboard	Click Here
3.6.1.1	Create a Ticket	Click Here
3.6.1.2	Edit a Ticket	Click Here
3.6.1.3	Delete a Ticket	Click Here
3.7	Invoices	Click Here
3.7.1	Invoice Dashboard	Click Here
3.7.1.1	Create an Invoice	Click Here
3.7.1.2	Edit an Invoice	Click Here
3.7.1.3	Delete an Invoice	Click Here
3.7.1.4	Download/Print an Invoice	Click Here
3.7.1.5	Send an Invoice to a Client	Click Here
3.8	Integration	Click Here
3.8.1	Integrating Stipe	Click Here
3.9	Files	Click Here
3.9.1	Manage Files in Order Task	Click Here