Your Guide to GUIDEcx
This is your guide to navigating GUIDEcx successfully!
🧠Getting Started with GUIDEcx
Getting Started with GUIDEcx: The First 4 Steps
Workspaces
Custom Email Templates
How to Complete Your Rebrand with GUIDEcx
Understanding Service Hours with GUIDEcx Professional Services
GUIDEstory: How Boulevard uses GUIDEcx
Your Customer's Onboarding Experience
Interacting with GUIDEcx Through Email Only
How Do I Edit the Customer's Project View?
Introducing GUIDEcx to Your Customers
Customer Perspective
Mobile App [Deprecated]
How your customers can contact you
How To Add Customers to Projects
Closing out Projects
Resource Tab Customization in Portal
Email Verification Flow
How do I ask my team to complete Trailhead?
How do I personalize my outbound communications?
Chrome Desktop Shortcut/"Application"
Notifications Overview
Who Receives What Notifications?
How do I White Label my experience?
How Do I Update My Profile Settings?
What are Brands?
How do I change currency types?
How do I unsubscribe from Email Notifications?
What does it mean to be a "GUIDEcx-Certified" Provider?
Understanding GUIDEcx Notifications