ManagerSal User Manuals

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10-minute Startup
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Video Tutorials
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Not-so-FAQ

Step-by-Step Tutorials & Walkthroughs

Account Settings

  • Getting Started with ManagerSal
  • Customize ManagerSal for your business
  • Editing Regular Customer List
  • Change Password
  • Adding Services
  • How to Add/Edit a Survey
  • Add a Skinny Forms to Your Website
  • Add a Lead Form to Your Website
  • How to Use Different Logos for Contracts
  • Customize Your Lead Form
  • Add Lead Form to Facebook
  • Add a Pro Lead Form to Your Website

    • Leads (aka, bringing in new biz)

  • Add a Lead
  • Converting Lead to an Event
  • Deleting a Lead

    • Events (aka, your gigs)

  • Creating an Event
  • Copying an Event
  • Restore Deleted Event
  • Add Gig to Calendar
  • How to Delete an Event
  • Add Your Calendar Feed to Your Calendar
  • How to Archive an Event
  • How to Cancel an Event

    • Contacts (aka, clients)

  • Add a Contact
  • Importing Contacts
  • Delete Contact
  • Restore Deleted Contact

    • Venues (aka, gig locations)

  • Add a New Venue
  • Delete Event Venue
  • Restore Deleted Venue

    • Documents (aka, contracts & more)

  • Edit Documents
  • Sending a Client a Contract
  • Setting Default Contract
  • Print to PDF
  • Edit Thank You Note
  • Mileage Log
  • Multi-Invoice
  • Edit the Info Page

    • Payments

  • Recording a Payment
  • Recording One Check for Multiple Events
  • How to Track Tips
  • Business Expenses
  • Accept Payments with Square
  • Set up Paypal

    • Subcontractors

  • Assigning an “Active Subcontractor” to an Event
  • Making Subcontractors “Active” so you can assign them to events
  • Entering a Subcontractor Payment
  • Add a Calendar Feed for Your Artists

    • Finances

  • Set Sales Tax Information
  • Applying Sales Tax to a Service
  • How to Report Sales Tax to the State
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      Thursday - Oct 19, 2017
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