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
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