See our frequently asked questions below, if there is anything else not covered here chat with use online in the bottom right or drop us an email info@simplifyd.io

Clients

Adding a client

The first thing you will need to do when you setup your Simplifyd account is add your clients. It’s very straightforward, go to the top of your ‘Clients’ page, enter your clients full name, phone number and email address, then click – Add Client.Simplifyd add client graphicThat client is now in Simplifyd. You can click on the clients name in the table below to add further details or to see an overview of your relationship with that client.

Can I send my client/customer a message or file within Simplifyd?

Yes!

The easiest way to do this is to go straight to your client address book. Once you’ve found the client you wish to message or send a file to, simply click the arrow to right of their name and contact info.

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The client’s activities panel will open, here you’ll be able to communicate with them once you’ve enabled their timeline. You can send them direct messages or files through the ‘Messages’ box, your client will then receive the message or file via email and will be able to reply directly to you.

 

Files can either be copied in to the messages, uploaded from a device, or selected from your Google Drive.
The handy timeline is a great tool to easily track your ongoing communication.

message client2

How do I remove a client?

You can easily remove a client from your address book on Simplifyd.

  1. Go to your address book by clicking on ‘Clients’ on the right hand side of the dashboard.
  2. Find and click the icon or name of the person you’d like to remove.
  3. On the top right corner of that person’s page, click the ‘Edit’ button.

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Here you’ll be able to edit any details of this client or if you wish remove them from your address book simply click the ‘x Delete Client‘ button.

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Can I access Simplifyd without an internet connection?

No. Simplifyd is a cloud based web application which requires an internet or mobile data connection in order to open, either on a browser or in the Android app.

Can I change the pipeline labels?

Yes!

To do this, go to ‘Settings‘.

Click the ‘Deals‘ tab, edit the labels and hit save.

This will automatically update your labels within all your pipelines, allowing you to customise to your specific business stages.

Simplifyd-deal-labels

Can more than one person use Simplifyd?

Yes!

Our “Professional” plan now offers access for a book keeper/accountant.

We now also offer a “Small Team” plan designed specifically for growing teams and businesses.

To access a free 30 day trial or to find out more about both of these plans, click here .

Do you charge per user?

No, we don’t charge per user – we want to encourage your small business to grow!
All our pricing plans are flat rates – there are no hidden costs involved.
So if you’re on the Small Teams plan, you pay the same whether you have 2 or 10 users.
Or if you’re on the Professional plan, your accountant can access your portal at no extra cost!

Find out more about why we don’t charge per user at http://www.simplifyd.io/assessing-your-products-value/

Convinced yet? Take a look at http://www.simplifyd.io/pricing/ to find the right plan for you!

Does Simplifyd have an API ?

Simplifyd is built with a robust API. We plan to release this API to developers within the next 12 months.

If you are interested in talking further about our API before general release, please contact Sean at sm@simplifyd.io

How do I access Simplifyd from my mobile/tablet?

Simplifyd is a cloud based web application, this means there is no need to go through iTunes or an app store. Providing you have an internet or mobile data connection then you can access Simplifyd wherever you are.

In your chosen web browser go to https://app.simplifyd.io/#/

Type in your user name and password, press Login and away you go 🙂

Simplifyd can also be accessed as an Android app – simply download it from Google Play Store.

We understand the need for convenience on the go, which is why we have an iOS app in development – coming June 2015.

How do I reset my password?

If you’ve forgotten your password and would like to request a new one, click on the following link:

https://app.simplifyd.io/#/password-reset

Here you’ll be asked to enter your email. Once we have this information, we’ll be able to send you a confirmation link to reset your password.

Alternatively if you just want to change your existing password from within Simplifyd, go to ‘Settings’, type your old and new password then click update.

How do I update my own account information?

To update your account information, go to ‘Settings‘.

Under the ‘Account‘ tab, you can edit your name, add your social media accounts, change your password and upload a personal avatar.

Under the ‘Company‘ tab, you can edit your company details, including your company logo for invoicing.

Simplifyd-account

 

How much does Simplifyd cost?

Simplifyd has 3 pricing plans, so you’re guaranteed to find one that suits your business needs.  All our pricing plans have flat rates, so there are no hidden costs!

Head over to our pricing page for more details of our Free, Professional and Small Team plans.

You can also sign up for a FREE 30 day trial with our Professional and Small Team plans.

How Safe is my Data?

When deciding the best way to host Simplifyd in the cloud, data security was of the utmost importance to us.

Simplifyd is hosted via Amazon Web Services, which adheres to international cloud security standards.

Also, Amazon Web Services is scalable and flexible, allowing you unlimited usage of Simplifyd’s features at no extra cost.

To find out more about data security, go to our homepage, and read our Privacy Policy at the bottom.

Who can use Simplifyd?

The short answer: everyone.

Simplifyd is aimed at anyone looking to centralise their business relationships and admin. If you’re looking for a tool which allows you to invoice clients, manage your sales/project pipelines, and visualise your business health then this is the web tool for you.

Whether you’re a freelancer, owner of a small business, or part of a team, Simplifyd can support you in efficiently managing your business processes. It doesn’t matter whether you’re new to the business world or you’re a pro, as the name suggests Simplifyd is simple and easy to use.

Money

Can I send a late payment reminder/notification?

Currently no. But don’t worry, we understand the importance of this feature so are working very hard to have it up and running as soon as possible.

Our aim is to get it ready for use within the next couple of updates. We’ll keep you posted!

Does Simplifyd support multiple currencies?

Yes!

Simplifyd now has integrated multiple currency invoicing.

Simplifyd offers a number of currencies right now.

  • British Pound (GBP)
  • United States Dollar (USD)
  • Euro (EUR)
  • Australian Dollar (AUD)
  • Argentine Peso (ARS)
  • Brazilian Real (BRL)
  • Canadian Dollar (CAD)
  • Swiss Franc (CHF)
  • Danish Krone (DKK)
  • Singapore Dollar (SGD)
  • South African Rand (ZAR)
  • Norwegian Krone (NOK)

To set your default currency, go to ‘Settings’. From there, click on the ‘Invoice’ tab, scroll down to ‘Currency’.  Select your currency name, then click ‘Save’ to update.

If you would like to see another currency added to this list, just let us know!

How do I change the default invoice template?

Once you have logged into Simplifyd, go to the “Settings” tab.

Once here, click Invoice.

Here you’ll be able to to change the message that appears on your default template. If you scroll further down you’ll also be able to edit the ‘default estimate message’, the terms for these, and add your own logo.

How do I create an invoice?

Simplifyd has just made your invoicing a whole lot easier and quicker than ever before. Once logged in, go to the Money dashboard by clicking the option from the sidebar.

Click the blue ‘Add Invoice’ button along the top or alternatively you can also click the + next to the invoices tab.

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Fill in the key information about the invoice – select an existing client, enter an invoice number and add other important details such as ‘Quick Events’ or ‘Items’.

 

Then click ‘Save’. Your invoice has now been added to your money dashboard as a draft. You then have the option to edit, duplicate, print, add payment or send the invoice.

When you are happy with the new invoice, click send and Simplifyd will deliver it to the client/customer using the default settings. You’re now one step closer to being paid!

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How do I set up a recurring invoice?

Setting up a recurring invoice is easy with Simplifyd.

Once you’ve logged in to Simplifyd, go to ‘Money’.

Click on the + to the right of ‘Recurring’ tab.

Then, just set up your invoice as you normally would. When inputting the details for the invoice, make sure to set the correct frequency for how often you want the invoice to reoccur. You can do this by clicking the drop down menu.

Once you have finished setting up the invoice, hit the save button at the top right of the dashboard. Your new recurring invoice has now been added to your money dashboard under the recurring tab. If you wish to delete the invoice or edit it in any way just go to the pencil or trash can to the right of the selected invoice.

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Scheduling

Can I sync my calendar to iCal/Google?

Yes you can. Within the Calendar page in Simplifyd you have the option to sync your calendar to iCal or Google Calendar.

To sync iCal follow these steps :

Click on the ‘Sync’ button in the top left hand corner. If you are on a Mac, this will automatically launch iCal.

Click ‘Subscribe’, then, on the next screen name your Calendar and click save.

Your Simplifyd Calendar is now synced with iCal.

To sync your Google Calendar follow these steps :

Click “Sync” in the top left hand corner of the Calendar page within Simplifyd. Copy the URL from the page that appears ending “.ics”

Then in Google Calendar :

Click the down-arrow next to Other Calendars.

Select Add by URL from the menu.

Enter the Simplifyd URL address in the field provided.

Click Add calendar. The calendar will appear in the Other Calendars section of the calendar list to the left.

You can then rename the Calendar in Calendar Settings.

Simplifyd Calendar Sync

How do I use events?

A good question for any new Simplifyd user. Simplifyd makes it easy to add recurring events to your calendar, like meetings, workshops, appointments, or even add recurring events to business processes such as invoicing.

Add an event:

Go to ‘Calendar‘, click the date you want to add an event to and a pop up will open.

Fill in the details of the event, meeting or invoicing task.

You can add a title, duration and any other important details. You can also create it as a recurring event by selecting this option. Then click save.

To create a billable event follow the same process but select the “Billable” tab in the popup. Select a client from the drop down, add title, location and select to notify client or invoice them. Then click save.

This ‘Event’ has now been added to your Calendar, where you can edit or delete an event at any time.

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Invoicing:

Adding an ‘Event’ to an invoice is just as easy. When you have created a new invoice and are in the process of completeing the details there is an option to ‘Add Billable Event’. Click on this and select the appropriate event from the drop down list, it will then appear on your invoice.

The event feature allows you to speed up both your invoicing and scheduling process.

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How do I use the Timeline feature?

Want to see how busy you’ve been? Can’t remember if you sent that important file to your client?

You can view all your latest activitiy from the ‘Timeline’ page. Here you’ll find a clear feed of each activity you’ve completed since you first joined Simplifyd, with your most recent visible at the top.

Your feed will show activities from across all your clients giving you a full picture of your business.

You can view further details of an individual activity by clicking on the arrow to the right of the action in your feed. This will open the selected activity in a new window.

timeline preview

Navigating your calendar

The Simplifyd calendar keeps all your project dates, events, meetings and deadlines in one place. It’s fast and easy to navigate!

Use the arrows on either side of the calendar header to click back and forth between months or click on the ‘Day’ tab at the top right to open a specific day.