We have carefully curated a collection of Master Help Guides for the core pieces of the EMVIRA ONE platform. These guides are designed to take you through a step-by-step process of setting up a certain area of your business, from start to finish. We strongly suggest following one master help guide at a time, and completing all the steps in the order we have prepared for you.
If you ever get stuck or need any extra information, just reach out via the help widget - there's an EMVIRA ONE team member waiting to help you!
Start Here: Your EMVIRA ONE Onboarding Checklist
Your First Days in EMVIRA ONE
All About the CRM in EMVIRA ONE (Master Guide)
Marketing in EMVIRA ONE – Overview
Sales in EMVIRA ONE – Overview
Memberships in EMVIRA ONE – Overview
Automation in EMVIRA ONE – Overview
Email Sending: How Email Connections Work
When to Contact Support
START HERE – Onboarding & Orientation
FOUNDATION – Account & Brand Setup
CRM – Core
CRM – Structure
CRM – Hygiene & Control
CALENDARS – Bookings & Appointments
SALES – Products, Offers & Payments
SITES – Websites & Funnels
MARKETING – Emails & Campaigns
Automations – Workflows & Logic
MEMBERSHIPS – Content & Access
REPUTATION – Reviews & Social Proof
REPORTING – Analytics & Performance
AI AGENTS – Assistance & Automation
SETTINGS – System & Permissions
Advanced & Safety