This video provides a step-by-step guide to configuring the Marketing module in Kickserv. The setup process begins by accessing the Customer Account Center & Marketing page within Settings, where users can customize their marketing site's homepage. Details such as logo files, background images, company hours, and services are added to enhance the site's visual appeal and functionality. Users can adjust service areas and permissions for messaging features, with options to assign messaging permission to employees based on notification email addresses and user roles. Once satisfied with the setup, users can publish their marketing site, with subsequent changes reflected in real-time.
Points of interest in video:
Setting up the Customer Account Center and Marketing Page within Settings:
:15
Setting up services to make available through your webpage:
1:11
Setting access to the messaging features and determining who receives notifications for new work requests:
1:41
How to unpublish your marketing site:
2:19