Documentation Plan

Structure Overview

Getting Started (3 articles) ✅

• [x] Getting Started Guide
• [x] Account Setup
• [x] Importing Sample Data

Core Modules

CRM (6 articles)

• [x] CRM Overview
• [x] Managing Contacts
• [ ] Managing Companies
• [ ] Leads Pipeline
• [ ] Custom Fields
• [ ] Reminders

Scheduling (6 articles)

• [x] Scheduling Overview
• [x] Setting Up Availability
• [ ] Creating Event Types
• [ ] Managing Bookings
• [ ] Calendar Connections
• [ ] Booking Links

Finance (4 articles)

• [x] Finance Overview
• [x] Creating Invoices
• [ ] Managing Products
• [ ] Payment Processing
• [ ] Recurring Invoices

Projects (3 articles)

• [x] Projects Overview
• [ ] Creating Projects
• [ ] Task Management
• [ ] Project Collaboration

Email (3 articles)

• [ ] Email Client
• [ ] Email Marketing
• [ ] SMTP Settings

Proposals (3 articles)

• [ ] Proposals Overview
• [ ] Contracts
• [ ] Templates

Advanced Features (4 articles)

• [ ] Custom Fields System
• [ ] Reminders System
• [ ] User Tagging & Notifications
• [ ] Workflows
• [ ] AI Insights
• [ ] Integrations

Settings (4 articles)

• [ ] Account Settings
• [ ] Team Management
• [ ] Billing & Subscriptions
• [ ] Security Settings
• [ ] Notification Preferences

Troubleshooting (4 articles)

• [ ] Common Issues
• [ ] Error Messages
• [ ] Performance Tips
• [ ] Browser Compatibility

FAQs (3 articles)

• [ ] General FAQs
• [ ] Billing FAQs
• [ ] Feature FAQs

Priority Order

Phase 1 (Critical - Reduce 80% of support):

1. Getting Started Guide ✅
2. Account Setup ✅
3. Setting Up Availability ✅
4. Creating Invoices ✅
5. Managing Contacts ✅
6. Common Issues
7. SMTP Settings
8. Calendar Connections

Phase 2 (Important):

9. Managing Companies
10. Creating Event Types
11. Managing Products
12. Creating Projects
13. Task Management
14. Payment Processing

Phase 3 (Nice to Have):

15. All remaining articles

Updated on: 13/03/2026