General

• Academy

  Access Unificus's learning hub to develop your team and maximize your platform investment.

• AI Service Subscription

  Use AI-powered tools in Unificus editors to generate and refine text and images automatically.

• Automations: Schedules

  Set up and manage automated workflows triggered by specific dates using Unificus Schedules.

• CHECKLISTS: Creating & Assigning Checklists

  Learn how to build, set up, and distribute checklists to contacts and team members in Unificus.

• CRM Deal Pipelines

  Organize and track your sales opportunities using customizable deal pipelines in Unificus.

• CRM: Deal Generators

  Create and manage Deal Generators to automate sales pipeline tracking and opportunity management.

• Font Themes - Google Fonts

  Customize your Unificus portal typography using Google Fonts across various content areas.

• FORMS: Booking Form

  Create and manage appointment booking forms to let contacts schedule with your team.

• FORMS: Checkout Form

  Build and deploy payment-enabled forms in Unificus to streamline customer purchases and registrations.

• Microsoft Calendar Integration

  Sync your Outlook Calendar with Unificus to manage tasks, follow-ups, and appointments across both platforms.

• Microsoft Teams Integration

  Connect Microsoft Teams to Unificus to automatically generate video meetings for your appointments.

• OFFICE: Authorized Payment Methods

  Manage client payment options through Unificus, including credit cards and bank accounts via Stripe ACH.

• OFFICE: File Attachments for Invoices / Estimates / Proposals

  Attach, view, and manage files for invoices, estimates, and proposals in Unificus.

• OFFICE: On-Demand Estimate Generators

  Create and trigger pre-configured estimates automatically with On-Demand Estimate Generators in Unificus.

• OFFICE: Payments/Receipts

  View and manage payment records and receipts in Unificus for staff and clients.

• PAGES: Creating a Staff Profile Page

  Build customizable staff profile pages in Unificus with rich content, styling options, and templates.

• PAGES: Dashboards, Portal Pages and Public/Landing Pages

  Learn how Dashboards, Portal Pages, Landing Pages, and Profile Pages work in Unificus.

• PAGES: Public Pages

  Create public-facing web pages to attract audiences, generate leads, and share content.

• Public Pages: Error Pages

  Configure and customize error pages displayed to users when content is unavailable or access is denied.

• STAFF: Understanding Admin Managers

  Learn what Admin Managers are and how to create and manage their permissions in Unificus.

• Support Tickets: Priorities and Tags

  Organize support tickets using priorities and tags for better categorization and quick reference.

• Support Tickets: Saved Replies

  Create and manage reusable response templates to streamline ticket handling in Unificus.

• Support Tickets: Statuses

  Learn how to create, manage, and assign statuses to track support ticket progress.

• System Templates

  Discover pre-designed templates to jumpstart your dashboard, portal page, and landing page creation.

• UID Settings

  Learn how to set up and locate unique identifiers for records in Unificus.

• Unificus Junior

  An April Fools' Day joke—this feature doesn't exist, but real news is coming today!

• Urgent Notification Bar

  Learn how the Urgent Notification Bar keeps your clients informed of critical tasks requiring immediate action.

• Virtual Meta Workspace

  An April Fools' Day joke article—the metaverse workspace feature isn't actually available.

• Zoom Integration for Appointments

  Connect Zoom to Unificus to automatically generate video meeting links when appointments are booked.