Documentation Plan

Structure Overview

Getting Started (3 articles) ✅

• Getting Started Guide
• Account Setup
• Importing Sample Data

Core Modules

CRM (6 articles)

• CRM Overview
• Managing Contacts
• Managing Companies
• Leads Pipeline
• Custom Fields
• Reminders

Scheduling (6 articles)

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

Finance (4 articles)

• Finance Overview
• Creating Invoices
• Managing Products
• Payment Processing
• Recurring Invoices

Projects (3 articles)

• 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