Web App

WikiPro web dashboard

Add customer
Professionals can add client in "Customer Management" -> "Add Customer" page. See screenshot below: In the "Add c...
Thu, 18 Jun, 2020 at 5:12 PM
Client temp password
A newly added client has an auto generated temp password.  The temp password can be viewed in client detail page.  Click Detail button in clients pa...
Thu, 5 Sep, 2019 at 2:45 PM
Set client temp password
If client forgets his password, he can click "Forgot password" in App to reset the password. If for some reason, the client can not reset the ...
Thu, 5 Sep, 2019 at 2:48 PM
What is a topic?
WikiPro is about Professionals (staff) to Client communication.  Topics are where your staff members and your clients communicate. Each group chat is or...
Thu, 5 Sep, 2019 at 3:16 PM
Create topic
In "Topic Management", click "Add Topic" button to create a topic. Topic names have to be unique. Please keep topic name short and p...
Thu, 5 Sep, 2019 at 3:21 PM
Manage staff member
You can add or edit the staff username, staff name in "Settings" -> "Staff management". Staff has two roles: admin or manager....
Thu, 18 Jun, 2020 at 5:16 PM
Create signature template
Professionals deal with signatures, a lot. There is a tight deadline, and you are waiting for a signature from your client. It takes forever to wait. Wa...
Thu, 5 Sep, 2019 at 3:47 PM
Send messages
Communication in WikiPro is the backbone of collaboration. WikiPro makes it easy to send and read messages so you can quickly share information with your cl...
Thu, 5 Sep, 2019 at 4:04 PM
Send signature
Click on “send signature” and it pops out a screen for you to send your client a PDF file for signature. Send signature screen can send up to three PDF d...
Thu, 5 Sep, 2019 at 4:15 PM
Import customers
You can import your existing customers by clicking "Import Customers" button in "Client Management" page.  The client file is ...
Thu, 18 Jun, 2020 at 5:13 PM