Help Center
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Bookkeeping
What financial reports can I run in MyCO?
How to change the billing address option on your invoices
Payment gateway and how fees are calculated
How does Bookkeeping 💰 work in My Centre Office?
How to connect my STRIPE account
How to Set Up and Manage Recurring Invoices
Calendar
How to connect MyCO to Zoom
How can I create/manage a project⏱?
How does the Calendar 🗓 work in MyCo?
How to setup an Out of Office
How to connect your Google Calendar to MyCo
How to connect your Outlook Calendar to MyCo
Contacts
How to clean up your contact list, removing contacts that don't engage
How to Automate Anniversary Celebration Dates
How do I import my contacts?
How to delete/remove a contact from your database
How to Use Advanced Contact Search in MyCo
Course Manager
How to access the Homework Portal 📱
How does the Course Manager🎓 module work in MyCO?
Customer Portal
How do Customer Reviews ⭐ work in MyCO?
How to create and use Service Plans 🤝
How can I capture referrals?? in My Centre Office?
How to Post and Manage Opportunities on the Notice Board
How to Collate Customer Feedback/Rating on MyCo
Documents
How to issue a customer contract/agreement on MyCo
Emails
How do I send an Email 📧 to a group or list of my contacts?
How can I customise my Signature📓?
Why are my emails going to junk?
Sending Birthday Emails in My Centre Office
How to send an email to a custom audience (using the audience builder) 📧
How to create an automated email funnel (multi-step sequences)
How do Emails 📧 work in My Centre Office?
How to Use the Email Designer
Forms
How to setup instalment payments
How to sell your service using a form
How do Forms 📝 work in MyCo?
How do you close/expire a form?
General
What is MyCo, and how can it help me in my business?
API Documentation
MyCoins - Earning & Redemption in My Centre Office
In the event of a disaster -> Disaster Recovery & Business Continuity Process
MyCo Cyber Governance Code of Practice
MyCO User Interface
Where do I start? Please watch the video!
HR
How the HR module on MyCo works
Insight
What are the Insight 📊 reports?
Understanding your email delivery statistics on MyCo
Integration
How do I integrate MyCo with my WordPress website?
SMS
How does SMS 💬 work in MyCO?
Store
How can I take payment from a customer, to fulfill an order?
How the Store/Shop module in MyCo works
Welcome to the MyCo Help Center
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