Pogozo

Team members signing into Pogozo for the first time

Alex Forde

A place to start for team members of businesses using Pogozo 

Pogozo for Team Members 

What is on the Dashboard?

You dashboard is customised to your role and shows a snap shot of whats important for you each day.

Dashboard 

Set up your calendar filters to show your preferences

Calendar filters

Calendar

Viewing My Tasks

Viewing Tasks Linked to Clients

Viewing Tasks Due on a Specific Day

How to update automated task settings including allocation and turning them on/off.

Automated task settings

Stay on track with our task management tool. 

Tasks

Send your documents, letter and contracts to clients or other third parties.

How to send a document via email

Communications

How to void an invoice

Finances

Making things easier on the run with the team member app. 

Mobile app - Team member

Whether you're signing in for the first time or you have just forgotten your password and want to update it on the fly.

Resetting your password via the mobile app.

Signing in for the first time or just swapping between businesses.

Signing into the mobile app - Team members

Logging into the mobile app

FAQ - Why can't I write a treatment notes for a class or appointment

FAQ How can I tell if a treatment note has been written for my client's appointment or class?

FAQs

Find answers and get help from Intercom Support and Community Experts

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