Quick Social ID Agency Guide
Social ID Agency has a ton of features, but here is how to access the key features!
Please note that Social ID Agency is a desktop application. Access app.socialesti.com on a Google Chrome browser preferred. If you're having trouble accessing the features, open up app.socialesti.com in an incognito browser.
Add your payment method for your individual call & text message costs
On the left hand side, click "settings", then "company billing".
Things to integrate into Social ID Agency:
To maximize Social ID Agency, go to "Settings" , then "integrations", then sync your Google Business Profile, Facebook/Instagram, Stripe account, then Quickbooks.
To see each client and service they've booked:
To see each client and the appointment they've booked, click "opportunities" on the lefthand side.
To View Appointments:
On the left hand side, click "calendars", then "appointments".
To Upload Current Contact List:
To upload/import current client text/email list, download a CSV file with all of your contacts. Go to "Contacts" on the lefthand side and click "import" (import is the button with the arrow facing up)
If you need to send custom payments:
To create an invoice, go to "payments" and select "invoice", then "new".
To send a payment request to a client, go to "conversations", then "all", find their name or create a new contact. Then at the bottom click the "dollar sign"/ request payment button.
To view and make changes to your website:
Go to "Sites" on the lefthand side, then "Websites"
To create a course:
Click "Memberships" on the lefthand side, click "courses", then "products" then "+ create product".
To look at reviews:
To look at reviews, click "reputation" on the lefthand side, then "reviews".
To add team members/staff:
Click "Settings" on the lefthand side, "my staff", then "add employee".
To edit your scheduling link:
Click "Settings" on the lefthand side, "calendars", then click the 3 dots on the righthand side, then "edit".