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.