How do I…? — the guided how-tos · Help

Every how-to from Support › How do I…? in Studio Manager, written out step by step, with what happens at each step and where to read more.

Support › How do I…? in the Studio Manager header searches a library of short how-tos. Pick one and it runs as a guided tour over the real screens, so you end up on the right screen with the right control lit up. This page is the same library written down: the steps as the console shows them, what happens when you do them, and the full documentation for each job.

The how-tos are grouped as they are in the menu: Website, Selling, Customers, Messaging, Money & plan and Setup.

Website

Build my website

Pick a design or let AI build it, then edit and publish.

Start from Get started. The Get started card on your dashboard has Build your website, which opens a short guided flow — the fastest route.
Name it, then choose how to start. Give the site a name and one line about the business. Then either pick a ready-made design, or describe what you do and let AI build the page for you. (The Setup Wizard under App Root is lit up here.)
Edit it in Build Studio. Whatever you started from opens in Build Studio. Click any text or image to change it, drag sections around, or keep talking to the AI bar at the bottom.
Put it on your own domain. Domains, under App Root, is where you connect a domain you own or buy a new one. Until then your site lives on the address you were given.

Read more: Quickstart · Build Studio · Publishing

Add another page to my site

About, Contact, Services — same three steps as the first one.

Open Build Studio. Everything about pages lives under this heading.
Start from a template. Templates has real About, Contact and Services pages you can copy in — faster and better-looking than a blank page.
Or start blank. New Web Page gives you an empty canvas; then describe what you want in the AI bar and it will build it.
Link it from your menu. A new page is not in your site navigation until you add it. Navigation, under DAM, is where your site menu is built.

Connect my domain

Point a domain you own at your site, or buy one.

Open Domains. Under App Root. Every domain for your site is managed here.
Or connect it from the dashboard. The Active Site panel on your dashboard has a domain box: type the domain and press Connect. You are shown the DNS records to add at your registrar; once they are in place the domain points at your site.

Selling

Add a product to sell

List something, price it, and show it on your site.

Open Storefront. Everything you sell and every order lives under this heading.
Products. Add what you sell — goods, services, subscriptions or rentals — with a name, photos, price and stock.
Decide where it shows. Sales Channels controls which shops and marketplaces a product syncs out to. Leave it empty and it goes everywhere.
Make sure you can take money. Payments land in your own account, so you connect your own processor: Setup Wizard › Get paid does it in a couple of minutes.

Take a payment / send an invoice

Bill a customer and get paid online.

Connect a payment processor first. Setup Wizard › Get paid — Stripe or PayPal, on your own account, so the money goes straight to you.
Create an invoice. Storefront › Invoices. Add the customer and the lines and send it; the customer gets a live payment page by email and text.
Watch it settle. Payments shows what has actually been collected, and Orders shows what it was for.

Handle an order that came in

Find it, fulfil it, refund it, or message the buyer.

Orders. Every sale, wherever it came from. Open one to see the customer, the items and the money.
Shipping. Buy a label across carriers, and the tracking goes back onto the order and out to the customer.
Returns and refunds. Returns handles the request; refunds are issued from the order itself, against the actual transactions.

Customers

Add or find a customer

One record with their orders, messages and notes.

Customers. Under CRM. Everyone who has bought, booked or got in touch, with their whole history on one screen.
Bringing a list in. Import, Export Data under Database takes a spreadsheet of your existing customers and creates them properly.

Track people who have not bought yet

Leads, pipelines, scoring and follow-up.

Leads. A pipeline you shape to your own stages, with scoring and automatic assignment to whoever should chase it.
Where leads come from. Forms on your site, inbound calls and messages all create leads. Forms is where you build the form itself.
Chase them automatically. Automation can text or email a new lead the moment it arrives, and remind you if nobody has replied.

Read more: CRM › Leads · CRM › Forms · Automation

Messaging

Email or text my customers

One person or a whole list, from one composer.

Turn on sending first. Setup Wizard › Email & SMS. You can send through Appmint, or connect your own provider.
Comm Center. Write and send an email, SMS or social post from one place — to one person or a segment.
Reuse what you write. Message Templates under DAM keeps branded emails and texts you can send in one click, and automations can use them too.

Read more: Campaigns and audiences · DAM · Service agreements

Get a business phone number

Take calls and texts without a phone company.

Turn phone service on. Setup Wizard › Business phone. The service is provisioned for you; you agree to the terms and it is on.
Pick your number. Phone & SMS under Configuration is where you search for and activate a real number, and where call logs live.
Decide what callers hear. IVR builds your phone menu — press 1 for sales, ring these people, or hand the call to an AI that can actually help.
Answer from your browser. The phone control in the header rings when a call comes in; no handset needed.

Connect accounts, schedule posts, answer comments.

Connect your accounts. Setup Wizard › Social media. These are your own accounts, so you sign in to each one once.
Social Media. Under CRM. Write a post once, send it to several networks, and schedule it on a calendar.
Replies come to your inbox. Comments and direct messages land in the same inbox as email and SMS, attached to the person who sent them.

Money & plan

Check my plan, credits and bills

What you are paying, and what your usage is costing.

Billing. Your plan, your invoices and your credit balance. Services like phone, email and AI draw down credit as you use them.
Usage. Where the credit actually went — by service, over time. Check here before you assume something is wrong.
Top up from the dashboard. The Credit Balance tile on your dashboard buys credit directly.

Setup

Invite my team

Add people and control what they can see.

Users and groups. Configuration › User, Group. Invite by email and put people in the groups that match what they do.
Decide what they can do. Role & Permission controls exactly which screens and actions each group gets.

Turn on AI

Use Appmint's AI, or bring your own key.

Switch it on. Setup Wizard › AI. Built-in AI needs no account of your own — agree to the terms and it works everywhere in the product.
Use it anywhere. The AI agent in the header can build pages, draft content, find records and take you to the right screen.
Give customers their own assistant. AI Assistant builds one that knows your business and can answer on chat, email or the phone.

Set up my shop or office locations

Stock, staff and delivery all hang off these.

Business locations. Configuration › Business Locations. Add each place you operate from.
Stock follows locations. Inventory is tracked per location, so you can see what is where.

How do I…? — the guided how-tos