Desktop app
Biz1 Tools — Windows Desktop Application Guide
Biz1 Tools — User Guide (English) Welcome. This guide explains **Biz1 Tools** for Windows: what it d...
Knowledge Base & Support
All answers and guides in one place.
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Settings & configuration
User Type: Normal vs Orders (Documents & Invoicing)
Documents & Invoicing — Normal vs Orders Mode Last updated: 2026-06-01 Biz1 has two ways to run docu...
Chat & communication
Multi-Channel Chat (Team Inbox)
Multi-Channel Chat Last updated: 2026-06-01 Multi-Channel Chat is Biz1’s **team inbox** for customer...
Chat & communication
Biz1 Embed Chat (Website Widget)
Biz1 Embed Chat Last updated: 2026-06-01 Biz1 Embed Chat is a **website chat widget** you add to you...
Automations
Biz1 Automations — System Overview
Automations System — Full Reference Last updated: 2026-05-31 How Biz1 automations work end-to-end: d...
Setup & configuration
Biz1 Setup Assistant (AI Onboarding)
Biz1 Onboarding AI Agent — Full Reference Last updated: 2026-05-31 Setup assistant for **new org con...
AI Assistant of Biz1
Biz1 Sidebar AI Agent
Biz1 Sidebar AI Agent — Full Reference Last updated: 2026-05-31 Natural-language assistant in the **...
Automations
Automation AI Agent Step (ai_agent)
AI Agent Functionality This document describes the current `ai_agent` implementation in automation r...
Desktop app
? תוכנת הדסקטופ BIZ1 – גרסת בטא זמינה עכשיו!
מהירה ומיועדת לעבודה ממוקדת. להוריד, לאשר מקור הגעה ולהתחיל להשתמש. מה מחכה לכם בפנים? ? ניהול מלא :...
Payment Settings Module
Payment Settings
Payment Settings & Gateway Integrations The Payments module provides a centralized interface for con...
Module Settings Module
Module Settings
Module Settings: The System Switchboard Module Settings serves as the central configuration hub and ...
General Modules Settings Module
General Modules Settings
General Modules: Admin & System Maintenance General Modules is an internal administrative toolkit de...
Customer Flow Settings Module
Customer Flow Settings
Customer Flow: Visual Pipeline & Workflow Management Customer Flow is a dynamic workflow management ...
Company Stamp Settings Module
Company Stamp Settings
Company Stamp: Digital Identity & Document Verification The Company Stamp is a professional branding...
Email Templates Settings Module
Email Templates Settings
Email Template Configuration & Management The Email Template Settings module is a centralized manage...
Invoice Settings Module
Invoice Settings
Invoice Settings: Core Functionality The Invoice Settings module is the central engine that powers y...
Default Page Settings Module
Default Page Settings
Default Page Settings Management The Default Page Settings serve as the primary configuration hub fo...
SMS Template Settings Module
SMS Template Settings
Introduction: SMS Templates for Document Delivery SMS Templates provide a centralized system for cre...
Team Member Settings Module
Team Member Settings
Centralized Workspace Management: The Team Members Setting The Team Members (or Organization Member)...
Most Used Messages Module
Most Used Messages System
Effortless Chat Workflows: Most Used Messages Overview The Most Used Messages feature is a specializ...
Export Invoices Settings Module
Export Invoices Settings
Streamlining Financial Reporting and Data Export The Export Invoices feature is a specialized admini...
WorkFlow Settings Module
WorkFlow Settings
The Core Concept: Understanding Workflows Workflows are reusable process templates defined in your S...
Accruing Missions Settings Module
Accruing Missions Settings
Automated Task Lifecycle: Managing Recurring Accruing Missions Accruing Missions is a comprehensive ...
Accruing Appointments Settings Module
Accruing Appointments Settings
Centralized Recurring Meeting Management: Accruing Appointments Accruing Appointments is a specializ...
Accruing Automation Settings Module
Accruing Automation Settings
Accruing Automation : System Infrastructure and Logic Accruing Automation is a scheduled workflow to...
Document Status Settings Module
Document Status Settings
The Role of Document Status Document Status is a dedicated workflow management tool designed to trac...
New PDF Signer Settings Module
New PDF Signer Settings
Streamlining Electronic Signatures with the New PDF Signer The New PDF Signer is a versatile templat...
Mission Steps Settings Module
Mission Steps Settings
Standardizing Workflows with Mission Steps Mission Steps are reusable, color-coded stage labels&mdas...
Campaigns Module
Campaigns Management System
Centralized Communication Hub: The Campaigns Management System The Campaigns page serves as a compre...
Articles Management Module
Articles (Content Management) Module
Comprehensive Content Management: Article Categorization and Lifecycle Systems The Article Categorie...
Customer Timer Tracking Module
Customer Timer Tracking System
The Customer Timer and Workdiary Ecosystem: Integrated Time Tracking and Customer Auditing The Custo...
Automation-table Settings Module
Automation-actions page
Managing Automation Action Flows The Automation Action Flow page allows you to design the specific s...
Automation-table Settings Module
Automation-table Settings
Automation: Workflow Engine & Process Management The Automation module is a powerful workflow engine...
Status Controller Settings Module
Status Controller Settings
Status Controller: Multi-Dimensional Customer Tracking & Reporting The Status Controller is a compre...
Combo-Meeting Settings Module
Combo-Meeting Settings
Streamlining Cross-Customer Relations: The Combo Meetings Module Combo Meetings is a collaborative m...
Order Settings Module
Order Settings
Order Reservation Management System The Order Module is a robust, integrated management system desig...
Room Settings Module
Room Settings
Room Reservation Management System The Room Module is a sophisticated resource management ecosystem ...
Tickets Settings Module
Tickets Settings
The Ticket System: Support Logic Architecture The Ticket System is an advanced service-request modul...
Project Custom Fields Module
Project Custom Fields
Introduction: Project Custom Fields Project Custom Fields are user-defined data slots that allow you...
Project Column Settings Module
Project Column Settings
Project Column: Board Infrastructure & Workflow Logic Project Columns are the administrative structu...
Tabs Setting Module
Tabs Setting
Tab Management System Tabs settings serves as the administrative engine for creating customized list...
Tags Settings Module
Tags Settings
The Tag Management Hub The Tags setting serves as your organization’s central engine for categ...
Custom Field Settings Module
Custom Field Settings Module
Introduction to Custom Fields Custom Fields are user-defined data slots that allow you to extend the...
Folders Setting Module
Folders Settings
Folder Architecture: The Blueprint of Your CRM The Folder Management module serves as the intelligen...
Doctor Appointment Module
Appointment Report
Detailed Reporting & Data Management The system features three powerful reporting modules designed t...
Doctor Appointment Module
Appointment Branch Setting
What is the use of Branch Setting ? Streamline your operations by customizing each location with a d...
Doctor Appointment Module
Appointment Module Settings
Operational Core The Appointment Settings panel is the administrative heart of your clinic. Here, yo...
Doctor Appointment Module
Doctors
Precision in Every Appointment Experience a healthcare journey designed around you. Our Integrated D...
Expense Module
Expense Page Module
✨ Expense Page — Full Description What this part of the Expenses Module is about In Biz1, mone...
Email Module
Email Page Module
✨ (E-mail Page) — Full Description What the Email Module Is The Email Module in Biz1 is a cent...
My Users Module
User Management Dashboard (My Users)
✨ User Management Dashboard (My Users) — Full Description What this page is (big picture) The ...
Student Module
Student Page
✨ Courses Modal + Student Monitoring Page — Full Description and How They Connect Part A &mdas...
Payment (Settings) Module
Payments - Settings
✨ Payments Configuration Modal – Full Documentation - Introduction — What is the Payment...
Information Articles Module
Information Articles Page
Information Articles Page – Full Description (Biz1) The Information Articles Page in Biz1 (als...
Doctor Appointment Module
Appointment Calendar / Schedule Page
- Appointment Calendar / Schedule Page — Full Description (biz1) - What This Page Is — I...
Doctor Appointment Module
Appointment - Settings
- Appointment Settings — 5-Step Settings (biz1) - What the Appointment Settings Modal Really I...
Customer List — Checkbox Selection & Bulk Actions
Customer List — Checkbox Selection & Bulk Actions
? Customer List — Checkbox Selection & Bulk Actions (Full Description) Where This Appears The ...
Files Module
Files Tab (Customers Inside Tab)
- Overview The Files tab in biz1 is a central file-management area used to store, organize, view, an...
Copy All Details from Another User
Copy All Details from Another User (Settings)
Admin-Only Configuration Cloning Tool (biz1) - Feature Overview Copy All Details from Another User i...
דף זרימה
Module Page Flow
Flow Page – Full Visual Explanation, Purpose, Process, and Internal Workings This document explains ...
AI Assistant of Biz1
Using a smart agent via the system or WhatsApp
? Biz1 Agent A Comprehensive Guide to Using the Smart Agent ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ Introd...
Member (Settings)
Member (Team Members) - Settings
What the Member (Team Members) Module Is The Member (Team Members) module is the central control pan...
Campaigns-New
Campaigns-New Page Module
Campaigns-New Page – Full Description & Relationships What the Campaigns-New Page Is The Campa...
Custom Links
Custom Links (Advance Menu)
Advance Menu (Header) – Custom Links Full Description, Purpose, Flow, Storage & Relationships ...
Status Controller Page
Status Controller – Settings
Status Controller – Settings (Full Detailed Explanation) 1. What These Settings Control (Big P...
Status Controller Page
Status Controller (sidebar)
Status Controller – Full Detailed Description 1. What the Status Controller Really Is The Stat...
עמוד מאמר
Module Page Article
Articles Page — Full Functional and Language-Aware Documentation The Articles Page is the Cont...
דוח BIZ1 & לוח מחוונים BIZ1
BIZ1 Report and BIZ1 Dashboard Module
BIZ1 Report and BIZ1 Dashboard — Full Functional Description BIZ1 is designed around two compl...
AI Assistant of Biz1
Using a smart agent through the system or on WhatsApp
? Biz1 Agent <span dir="LTR" lang="EN" style="font-size:
חבר (הגדרות)
Member (Team Members) - Definitions
```html What is the Members (Team Members) Module The Members (Team Members) Module is the central c...
קמפיינים-חדש
Campaigns - New Page Module
```html Campaigns - New Page – Full Description and Relationships What is the New Campaigns Pa...
קישורים מותאמים אישית
Personalized Links (Advanced Menu)
Advance Menu (Header) – Custom Links Full Description, Purpose, Flow, Storage, and Relationshi...
קישורים מותאמים אישית
Customized links (Advanced menu)
Advance Menu (Header) – Custom Links Full Description, Purpose, Flow, Storage, and Relationshi...
דף בקר סטטוס
Mode Controller – Settings
Status Controller – Settings (Detailed and Full Explanation) 1. What These Settings Determine ...
דף בקר סטטוס
Controller Status – Settings
Status Controller – Settings (Detailed and Full Explanation) 1. What These Settings Determine ...
דף בקר סטטוס
Monitor Status (Sidebar)
Status Controller – Full Detailed Description 1. What is the Status Controller really? The Sta...
Combo Meeting module
Combo-Meeting – Settings
Combo-Meeting – Setting Modal Configuration Modal (Folder Mapping & Status Engine) Full, Clear...
Combo Meeting module
Combo-Meeting – Listing View
Combo-Meeting – Listing View Complete, Clear & Visually Oriented Description The Combo- Meetin...
Order Scheduling Module
Biz1 Dashboard – Customer Section
Biz1 Dashboard – Customer Section Visually Guided, Structured & Complete Description The Biz1 ...
Order Scheduling Module
Order Management Modal
Order Management Modal – Complete, End-to-End Description The Order Management Modal is a guid...
Order Scheduling Module
Order Scheduling View
Weekly Order Scheduling View Full, Structured & End-to-End Description What This Screen Is This scre...
Rooms Scheduling Module
Room Settings
What This View Really Is The Room Settings Modal is the configuration backbone of the entire Room Sc...
Rooms Scheduling Module
Room Scheduling View
Room Scheduling View – Complete & Polished Functional Description (Schedule List + Monthly Cal...
AI Assistant of Biz1
AI Assistant (Add Folder Context)
What This AI Assistant Actually Is This AI Assistant is a smart configuration helper that appears on...
AI Assistant of Biz1
AI Assistant - Biz1
? Biz1 Agent Comprehensive Guide to the Smart Agent ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ Introduction W...
מודול פגישת קומבו
<p>Combo Meeting – Definitions</p>
Settings Modal – Combo Meeting Configuration Modal (Folder Mapping & Status Engine) Full, Clear & Vi...
מודול פגישת קומבו
Combo Meeting – Definitions
Settings Modal – Combo Meeting Configuration Modal (Folder Mapping & Status Engine) Full, Clear & Vi...
מודול פגישת קומבו
Integrated meeting – List view
Combo Meeting – List View Full, Clear, and Visually Focused Description The Combo Meeting – List Vie...
מודול פגישת קומבו
Combined Meeting – List View
Combo Meeting – List View Full, Clear, and Visually Focused Description The Combo Meeting – List Vie...
מודול תזמון הזמנות
Biz1 Dashboard – Customer Area
Biz1 Dashboard – Customer Section A Guided, Structured, and Complete Visual Description The Biz1 Das...
מודול תזמון הזמנות
Modal Orders Management
Order Management Model – Full, End-to-End Description The Order Management Model is a guided d...
מודול תזמון הזמנות
Order Scheduling Display
Weekly Order Scheduling Display Full, Structured, End-to-End Description What is this screen This sc...
מודול תזמון חדרים
Rooms scheduling display
Room Scheduling Display – Full and Polished Functional Description (Scheduling List + Monthly ...
מודול תזמון חדרים
Room scheduling display
Room Scheduling View – Full and Polished Functional Description (Scheduling List + Monthly Calendar ...
סייען בינה מלאכותית של Biz1
Artificial Intelligence Assistant (Adding folder context)
What exactly is this AI assistant This AI assistant is a smart configuration assistant that appears ...
Filter System
Filter System Module
Filter System Intelligent Customer & New Leads Segmentation Engine 1. Conceptual Overview The Filter...
Notification System
Notification System Module
Real-Time Event Awareness & Attention Management Engine 1. Executive Overview The Notification Syste...
Message System
Message System Module
1. Conceptual Overview The Message System is a centralized communication engine that enables seamles...
מערכת סינון
Filtering System Module
Filtering System Smart Engine for Customer Segmentation & New Leads 1. Conceptual Overview The Filte...
מערכת התראות
Module System Messages
` Real-time Event Awareness Engine and Attention Management 1. Executive Overview The Notification S...
מערכת הודעות
Messaging system module
1. Conceptual Overview The Messaging System is a central communication engine that enables seamless ...
Switch Language
Language Settings System
1. High-Level Overview The Language Settings System is the central control layer that governs how la...
Time Tracking System
Time Tracking System Module
1️⃣ What Is the Time Tracking System? The Time Tracking System is a centralized work-time intelligen...
Reminders System
Customer Reminder Process
1️⃣ What Is the Customer Reminder Process? The Customer Reminder Process is the structured workflow ...
Reminders System
Reminders System Module
1️⃣ What Is the Reminders System? The Reminders System is a built-in productivity and follow-up engi...
מערכת תזכורות
Reminder System Module
1️⃣ What is the Reminder System? The Reminder System is a built-in productivity and tracking engine ...
Files Module
What's new this week? File consolidation and work hours
Here is an organized message for system users: ? New in BIZ1 this week! Hello everyone, We are happy...
Files Module
What's new this week? File merging and work hours
Here is an organized message for system users: ? New in BIZ1 this week! Hello everyone, We are happy...
Default Page Settings
Default Page Settings
⚙️ Default Page Settings User Experience, Navigation & Mission Control Engine 1️⃣ What Are Default P...
Invoice Settings
Invoice Settings
1️⃣ What Are Invoice Settings? Invoice Settings are not just settings . They represent a complete bu...
Export Khasheshivit
Export Khasheshivit
- Export Khasheshivit Enterprise Accounting Export for Hashavshevet (חשב שבת) - What Export Khashesh...
Export Invoices
Export Invoices
Executive Overview Export Invoices is not just a download feature — it is a financial data ext...
Tabs Module
Tabs ( Single Customer View )
View 3: Single Customer View – Tab Data Entry & Viewing Complete Functional, UI, and Execution...
Tabs Module
Tabs ( Header Navigation )
View 2: Header Navigation – Tabs This version is written as official product + technical docum...
Tabs Module
Tabs Module ( Settings )
View 1: Settings Interface – Tab Creation Complete Administrative & Configuration-Level Descri...
Documents Modules
Documents API
Introduction The All Documents API is the central document-processing engine of the Biz1 system. It ...
PDF Signer
Page Builder Module
Page Builder, Settings & PDF Connection Complete Business-Level Description - What the Page Builder ...
PDF Signer
Dynamic Content Pdf
- Dynamic Content – How PDFs Are Used Complete Functional & Business Description - What Is Dyn...
מודול לשוניות
Tabs (Single Client View)
```html View 3: Single Customer View – Tab Data Entry and Viewing Full Documentation at the Level of...
מודול לשוניות
Tabs (Single Customer View)
```html Display 3: Single Customer View – Entering and Viewing Tab Data Full documentation at the fu...
PDF Signer
PDF Signer Module
- PDF Signer – Create a New PDF Document Complete Functional, Visual & Business Documentation ...
מודול כרטיסיות
Tabs (Top navigation)
View 2: Header Navigation – Tabs This version was written as official product documentation + ...
מודול כרטיסיות
Module Tabs (Settings)
Display 1: Settings Interface – Tab Creation Full Description at Management and Settings Level...
מסמכים מודולים
All documents API
```html Introduction The All Documents API is the central document processing engine of the Biz1 sys...
מסמכים מודולים
All the documents API
```html Introduction The All Documents API is the central document processing engine of the Biz1 sys...
חותם PDF
Dynamic PDF content
- Dynamic Content – How to Use PDF Files Full Functional and Business Description - What is Dy...
חותם PDF
PDF Signing Module
- PDF Signer – Create New PDF Document Full Functional, Visual & Business Documentation - Over...
Messenger / Chat System Module
Messenger / Chat System
Complete System Description, Experience, and Platform Integration The Messenger / Chat System is the...
Client Portal
Client Portal Module
✨ What Is the Client Portal? The Client Portal is a secure, modern, and client-friendly workspace wh...
Customer Management
Customer Management Module
- Customer Management – Complete Business Description - What Is Customer Management? The Custo...
Campaigns Page
Campaigns Page Module
- Campaigns Page – Complete Business Description - What Is the Campaigns Page? The Campaigns P...
IVR System
IVR System Module
- IVR System – Complete Business Description - What Is the IVR System? The IVR (Interactive Vo...
Automation Module
Automation Flow Builder
- Automation Flow Builder – Complete Business Description - What Is the Automation Flow Builde...
מסנג'ר / צ'אט מערכת מודול
Messaging system / Chat
Full System Description, Experience, and Platform Integration The Messaging/Chat System is the commu...
Automation Module
Automation Events
- Automation Events – Complete Detailed Description - Overview The Automation Events system is...
Automation Module
Automation Table Page
- What the Automation Table Page Is The Automation Table page is the central control room for all wo...
פורטל לקוחות
Customer Portal Module
✨ What is the Customer Portal? The Customer Portal is a secure, modern, and customer-friendly worksp...
דף קמפיינים
Module Page Campaigns
- Campaigns Page – Full Business Description - What is the Campaigns Page? The Campaigns Page is the...
My Packages Page
My Packages Page
- What the My Packages Page Is The My Packages page is a central usage and billing overview dashboar...
Status Controller Page
Status Controller Page
Status Controller – Page and Relationships Full Functional Description 1. What the Status Cont...
Lists Management page
Lists Management Page
- What the Lists Management Page Is The Lists Management Page is the central organizing layer of the...
Home Article Page
Article Management (Home Article) Page
- What the Article Management (Home Article) Page Is The Article Management (Home Article) Page is a...
Newspaper Order Management
Newspaper Order Management Page
- What the Newspaper Order Management Page Is The Newspaper Order Management Page is the central com...
Appointment Coupon Report Page
Appointment Coupon Report
- Appointment Coupon Page Complete Business-Level, Process-Oriented & Functional Description (What t...
Doctor Appointment Report
Doctor Appointment Report Page
- What Is the Doctor Appointment Report Page? The Doctor Appointment Report Page is a management and...
Customer Appointment Report
Customer Appointment Report Page
- What Is the Customer Appointment Report Page? The Customer Appointment Report Page is a central re...
Doctor Template (Banner Data)
Doctor Template (Banner Data) Page
- What Is the Doctor Template Page? The Doctor Template (Banner Data) Page is a non-technical conten...
Outgoing Payments Page Module
Outgoing Payments page
- Outgoing Payments Page Centralized Control for Business Payments, Approvals & Bank Transfers - Wha...
Rooms Report page module
Rooms Report
- Rooms Report Page Complete Operational & Analytical Control for Room Management - What the Rooms R...
Telemarketing Dashboard
Global Settings
⚙️ Telemarketing – Global Settings Central Control & Automation Engine - What the Global Setti...
Telemarketing Dashboard
Queue History
- Telemarketing – Queue History Follow-Up Tracking & Queue Performance Monitor - What the Queu...
דף בקר סטטוס
Controller Status Page
Status Controller – Page and Relationships Full Functional Description 1. What is the Status C...
ראשי מאמר עמוד
Articles Management (Home Page Article) Page
- What is the Article Management Page (Homepage Article) The Article Management Page (Homepage Artic...
ראשי מאמר עמוד
Article Management (Homepage Article) Page
קישורים ורשימות` -> `add links and lists` - ` זה מאפשר למאמרים להיות: ` -> ` This allows articles to...
ניהול הזמנות עיתונים
Newspaper Orders Management Page
```html - What is the Newspaper Order Management Page The Newspaper Order Management Page is the cen...
דף דוח קופוני תורים
Meeting Coupon Report
- Appointment Coupon Page Full Business-Level Description, Process-Oriented and Functional (What is ...
דף דוח קופוני תורים
Meeting Coupons Report
- Appointment Coupon Page Full description at the business level, process-oriented and functional (W...
דוח פגישת רופא
Doctor's Appointment Report Page
- What is the Doctor Appointment Report page? The Doctor Appointment Report page is a management and...
דוח פגישות לקוח
Client Meetings Report Page
- What is a Customer Appointment Report Page? The Customer Appointment Report Page is a central repo...
תבנית רופא (נתוני באנר)
Physician Template (Banner Data) Page
```html - What is the Doctor Template Page? The **Doctor Template Page (Banner Data)** is a **non-te...
לוח מחוונים לשיווק טלפוני
General Settings
⚙️ Telemarketing – Global Settings Central Control and Automation Engine - What is the Global Settin...
לוח מחוונים לשיווק טלפוני
General Definitions
⚙️ Telemarketing – Global Settings Central Control and Automation Engine - What is the Global ...
לוח מחוונים לטלמרקטינג
Appointment History
- Telemarketing – Queue History Follow-up Tracking & Queue Performance Monitor - What is the Q...
Telemarketing Dashboard
Lists
- Telemarketing – Lists Campaign Organization & Lead Distribution Center - What the Lists Modu...
לוח מחוונים לשיווק טלפוני
Notes
- Telemarketing – Lists Campaign Organization and Lead Distribution Center - What is the Lists...
Telemarketing Dashboard
Call Recordings
- Telemarketing – Calls Recordings Complete Call History, Playback & Quality Review Center - W...
Telemarketing Dashboard
Telemarketing Progress Dashboard
- What the Telemarketing Progress Dashboard Is The Telemarketing Progress Dashboard is the primary m...
What's new
What's new in the system
Instructions can be given to the AI agent in two ways: On the Dashboard – in the first chat th...
Telemarketing Dashboard
Telemarketing Dashboard Module
- What the Telemarketing Dashboard Is The Telemarketing Dashboard is the central management and anal...
Telemarketing Page
Telemarketing Page
- Telemarketing Page Main Working Interface for Telemarketing Agents - Overview: What the Telemarket...
Publisher Page
Publisher Dashboard
- Publisher Dashboard Analytics & Performance Intelligence for Publisher Projects - Overview: What t...
Publisher Page
Publisher Page Module
- Publisher Page Complete Operational Workspace for Publishing Projects - Overview: What the Publish...
דף המפרסם
Dashboard for Advertisers
- Advertiser Dashboard Data Analysis and Performance Intelligence for Advertiser Projects - Overview...
Shukli Product Module
Shukli Product Page
- Shukli Products Page — - Overview: What the Shukli Products Page Is The Shukli Products Page...
Support Module
Support page Module
- Support Page — Documentation - What is the Support Page? The Support Page is a full-scale cu...
Settings Module
Special Modules (Sub-Module)
Special Modules – - Overview – Special Modules Special Modules is an advanced configurat...
Settings Module
Site Builder (Sub-Module)
- Site Builder – Complete Functional Overview - What is Site Builder? Site Builder is the webs...
Settings Module
Accuring and Automation (Sub-Module)
⚡ Accruing and Automation – Complete Functional Overview - What is Accruing and Automation? Ac...
Settings Module
Biz1 Settings (Sub-Module)
⚙️ Biz1 Settings – Complete Functional Overview - What is Biz1 Settings? Biz1 Settings is the ...
Settings Module
Company Settings (Sub-Module)
- Company Settings – Deep Sub-Module Documentation - What is Company Settings? Company Setting...
Settings Module
Profile (Sub-Module)
- Profile Settings – Sub-Module Overview - What is Profile Settings? Profile Settings is the p...
מודול מוצר שוקלי
Product page considerations
- Shukli Products Page — - Overview: What is the Shukli Products Page The Shukli Products Page...
מודול מוצר שוקלי
Product page evaluators
- Shukli Products Page — - Overview: What is the Shukli Products Page The Shukli Products Page...
Settings Module
Settings Page Module
Settings – Main Page Description Overview The Settings page is the central configuration hub o...
מודול הגדרות
Website builder (sub-module)
- Website Builder – Full Functional Review - What is the Website Builder? The Website Builder ...
מודול הגדרות
Accumulation and Automation (Sub-module)
⚡ Aggregation and Automation – Full Functional Overview - What are Aggregation and Automation?...
מודול הגדרות
Settings Biz1 (sub-module)
⚙️ Biz1 Settings – Full Functional Overview - What are Biz1 Settings? Biz1 Settings is the main cont...
מודול הגדרות
Module Page Settings
Settings – Main Page Description Overview The Settings page is the main configuration hub of t...
Communications Module
Package (Communication Sub-Module)
Communications Sub-Module: Package Overview The Package sub-module is responsible for managing all c...
Communications Module
ESIM (Communication Sub-Module)
Communications Sub-Module: ESIM Overview The ESIM (eSIM) sub-module is responsible for managing all ...
Communications Module
Phone (Communication Sub-Module)
Communications Sub-Module: Phone Overview The Phone sub-module is responsible for managing all mobil...
Communications Module
Company (Communication Sub-Module)
- Communications Sub-Module: Company Overview The Company sub-module is responsible for managing tel...
Communications Module
Client (Communication Sub-Module)
- Communications Sub-Module: Client Overview The Client Communication sub-module is the primary and ...
Communications Module
Communications Management Module
- Communications Module – Complete Overview The Communications Module is a centralized managem...
Reports & Import
Reports Import & Data Management
- Reports Module – Complete Overview The Reports Module is a centralized analytics and data ma...
Billing & Subscription
Plans Details & Subscription Management
- Plans Details Page Subscription Control, Pricing Strategy & Feature Governance Center - What Is th...
מודול תקשורת
ESIM (sub-module communication)
Communication Sub-module: ESIM Overview The ESIM (eSIM) sub-module is responsible for managing all e...
מודול תקשורת
Telephone (communication sub-module)
Communication Submodule: Phone Overview The Phone submodule is responsible for managing all mobile p...
מודול תקשורת
Peer (communication sub-module)
- Communication Sub-module: Company Overview The Company sub-module is responsible for managing comm...
מודול תקשורת
Communication Management Module
- Communications Module – Full Overview The Communications Module is a centralized management ...
דוחות & ייבוא
Import Reports & Data Management
- Reports Module – Full Overview The Reports Module is a central system for data analysis and ...
חיוב ומנוי
Program Details and Subscription Management
- Plan Details Page Subscription Control Center, Pricing Strategy & Feature Management - What is the...
חיוב ומנוי
Details of programs and subscription management
- Program Details Page Subscription Control Center, Pricing Strategy & Feature Management - What is ...
Gannt Chart Module
Gannt Chart Page
- Gantt Chart Page Visual Project Timeline, Task Distribution & Delivery Control System - What Is th...
Call Tracking Page
Call Tracking Page Module
- Call Tracking Page Complete Call Analytics, Monitoring & Performance Intelligence System - What Is...
Goals Module
Goals Module
- Goals Page Complete Performance, Productivity & Achievement Tracking System - What Is the Goals Pa...
Source Log
Source Log Module
- Source Page (Source Log) Complete Customer Acquisition & Performance Intelligence Module - What Is...
Combo Meeting module
Customer Connections (Combo Meeting)
Customer Connections Dashboard Complete, Structured & Visually Oriented Description The Customer Con...
Reports Moule
Deposit (Sub-Module)
- Deposit Report Centralized Tracking of Bank Deposits - What Is the Deposit Report? The Deposit Rep...
Reports Moule
Monthly Report (Sub-Module)
- What Is the Monthly Report? The Monthly Report is a time-based financial intelligence report that ...
Reports Moule
Payers tracking (Sub-Module)
- Payers Tracking Customer-Centric Payment Intelligence - What Is Payers Tracking? Payers Tracking i...
Reports Moule
Order report (Sub-Module)
- Order Report Executive-Level Order & Invoice Intelligence - Purpose of the Order Report The Order ...
Reports Moule
CashFlow Report (Sub-Moule)
- CashFlow Report Week-Based Cash Movement & Liquidity Visibility Module - Conceptual Overview (What...
Reports Moule
Obligo Report (Sub-Module)
- Obligo Report Customer Obligation & Debt Visibility Module - Conceptual Overview (What the Obligo ...
Reports Moule
Cunto (Sub-Module)
- Cunto Module A Controlled, Conditional Check-Processing Workflow - Conceptual Overview (What Cunto...
Reports Moule
Checks (Sub-Module)
- Checks Module Controlled, Auditable, and Legally Traceable Check Payment Management - Conceptual O...
Reports Moule
Documents (Sub-Module)
- Documents Module Unified Financial Document Intelligence & Control Layer - Conceptual Overview (Wh...
Reports Moule
Payment Tracking ( Sub-Module)
- What is Payment Tracking? Payment Tracking is the core financial intelligence engine of the Report...
Reports Moule
Reports Moule
- Reports Page Central Payment, Finance & Cash Intelligence Module - High-Level Overview (Main Modul...
מודול תרשים גאנט
Gantt chart page
- Gantt Chart Page Visual Project Timeline, Task Distribution & Delivery Control System - What is a ...
מודול יעדים
Module Goals
- Goals Page A complete system for tracking performance, productivity & achievements - What is the G...
מודול פגישות קומבו
Customer Relations (Combined Meeting)
Customer Relations Dashboard Complete, Structured, and Visually-Oriented Description The Customer Re...
דיווחים מול
Tracking Payers (Sub-module)
- Payer Tracking Customer-Focused Payment Intelligence - What is Payer Tracking? Payer Tracking is a...
דיווחים מול
Payer Tracking (Sub-module)
- Payer Tracking Customer-Focused Payment Intelligence - What is Payer Tracking? Payer Tracking is a...
מדווח מול
Orders Report (Sub-module)
- Order Report Order and Invoice Intelligence at the Senior Management Level - Purpose of the Order ...
מדווח מול
Cash Flow Report (Sub-Module)
- Cash Flow Report Cash Movement Module and Weekly Liquidity Transparency - Conceptual Overview (Wha...
דוחות מוּל
Account (sub-module)
- Conto Module Controlled and Conditional Workflow for Check Processing - Conceptual Overview (What ...
דוחות מוּל
Konto (sub-module)
- Conto Module Controlled and Conditional Workflow for Check Processing - Conceptual Overview (What ...
דוחות מוּל
Conto (sub-module)
- Conto Module Controlled and Conditional Workflow for Check Processing - Conceptual Overview (What ...
דיווחים מול
Tests (sub-module)
- Checks Module Supervised, auditable, and legally traceable check payment management - Conceptual O...
דיווחים מול
Payment Tracking (Sub-module)
- What is Payment Tracking? Payment Tracking is the core financial information engine of the Reports...
מדווח מול
Reports versus
- Reports Page Central Intelligence Module for Payments, Finances, and Cash - Overview (Main Module ...
Product Report Module
Storage (Sub-Module)
- What Is the Storage Section? The Storage section displays all products physically stored in wareho...
Product Report Module
Storage List (Sub-Module)
What This Module Is The Storage List module is the physical inventory backbone of the system. It rep...
Product Report Module
Insurance (Sub-Module)
- What Is the Insurance Module? The Insurance module is a specialized financial & customer-risk mana...
Product Report Module
Suppliers (Sub-Module)
- What Is the Suppliers Module? The Suppliers module is the foundation of inbound business operation...
Product Report Module
Detail Orders (Sub-Module)
- What Is the Detail Orders Module? The Detail Orders module is the most granular and accurate view ...
Product Report Module
Meeting Reports (Sub-Module)
- What Is the Meeting Reports Module? The Meeting Reports Module is the central tracking system for ...
Product Report Module
Subscriptions (Sub-Module)
- What Is the Subscriptions Report? The Subscriptions Report is the central control panel for recurr...
Product Report Module
Orders (Sub-Module)
- What Is the Orders Section? The Orders Section is the operational backbone of the Product Report m...
Product Report Module
Customer Sales (Sub-Module)
- What Is Customer Sales Reports? Customer Sales Reports is an analytical module that shows everythi...
Product Report Module
User Sales (Sub-Module)
- What Is User Sales Reports? User Sales Reports is a performance-tracking module that shows how muc...
Product Report Module
Product Groups (Sub-Module)
- What Is a Product Group? A Product Group is a predefined bundle of multiple products presented as ...
Product Report Module
Product Category (Sub-Module)
- Product Categories The Structural & Organizational Brain of the Product System If Products define ...
Product Report Module
Product (Sub-Module)
- Products Sub-Module (Core of the Product Report System) The Products sub-module is the foundation ...
Product Report Module
Product Report module
- Main Product Report – Full Description (Core Module) The Product Report module is a centrali...
מודול דוח מוצר
Order Details (Sub-module)
- What is the Detailed Orders module? The Detailed Orders module is the most detailed and accurate v...
מודול דוחות מוצרים
Appointments (Sub-module)
- What is the Subscriptions Report? The Subscriptions Report is the central dashboard for recurring ...
מודול דוחות מוצר
Sales User (Sub-module)
- What are User Sales Reports? User Sales Reports is a performance tracking module that shows how mu...
Files Module
Files Management
- What the Files Module Is The Files module in biz1 is the system’s central document vault . I...
Work Diary Module
Work Diary Module
- 1. Module Purpose at a Glance What the Work Diary does (in one view): ⏱ Tracks employee working ti...
My Users Module
My Users Module
1. Overview The My Users Module is a centralized administration and billing management system design...
Calendar Module
Calendar Module
- What the Calendar Module The Calendar Module is not just a date view or scheduling screen. It is a...
Expenses Module
Expenses Module
- What the Expenses Module The Expenses Module is not just a data entry screen. It is a financial co...
Tickets Module
Tickets Module
- What Is the Tickets Module? The Tickets Module is a full-scale customer support, service request, ...
מודול קבצים
File management
- 1. What is the Files Module really? The Files Module is the system's central document vault , desi...
מודול יומן עבודה
Work Log Module
```html - 1. Module Purpose at a Glance What the Work Log Does (in one view): ⏱ Tracks employee work...
מודול כרטיסים
Cards module
- What is the Tickets Module? The Tickets Module is a full-scale customer support, service request, ...
Documents Modules
Order Proposal
- Purpose An Order Proposal is a pre-sales document used to present an offer, quotation, or commerci...
Documents Modules
Purchase Order
- Purpose A Purchase Order (PO) is a formal internal and external procurement document used by a com...
Documents Modules
Detail Order
- Purpose A Detail Order is a comprehensive order document used to capture full, item-level, commerc...
Documents Modules
Newspaper Order
- Purpose A Newspaper Order is a commercial order document used to manage and track the booking, pub...
Documents Modules
Donation Receipt
Purpose A Donation Receipt is a financial and legal confirmation document issued to acknowledge that...
Documents Modules
GR/IR
- Purpose GR/IR stands for Goods Receipt / Invoice Receipt . It is an internal accounting and invent...
Documents Modules
Receipt Tax Invoice
- Purpose A Receipt Tax Invoice is a combined legal document that serves two purposes at the same ti...
Documents Modules
Receipt (Invoices)
- Purpose A Receipt is a payment confirmation document issued after money is received from a custome...
Documents Modules
Delivery Invoice
- Purpose A Delivery Invoice (also called Delivery Note / Delivery Document ) is a logistics and ful...
Documents Modules
Proforma Invoice
- Purpose A Proforma Invoice is a preliminary, non-legal document used to present a price quotation ...
Documents Modules
Credit Invoice (Credit Note)
- Purpose A Credit Invoice , also known as a Credit Note , is an official financial document used to...
Documents Modules
Tax Invoice (Invoice)
- Tax Invoice Purpose A Tax Invoice is the primary and legally recognized billing document used by a...
Documents Modules
Documents Module – Complete Overview & Functionality
The Documents Module is a centralized system designed to create, manage, generate, and track all bus...
Missions Modules
Missions Module – Task Dependency & Order Control
What Is Mission Dependency? Mission Dependency is a powerful control feature that ensures missions a...
Missions Modules
Missions Module – Task Management Overview
What the Missions Module Is The Missions Module is Biz1’s central task management system &mdas...
מסמכים מודולים
Order Details
- Purpose A Detailed Order is a comprehensive order document used to capture full, item-level, comme...
מסמכים מודולים
Receipt for a donation
Purpose A donation receipt is a financial and legal confirmation document issued to confirm that a d...
מסמכים מודולים
Receipt for donation
Purpose A donation receipt is a financial and legal confirmation document issued to confirm that a d...
מסמכים מודולים
Receipt / Invoice
- Purpose GR/IR stands for Goods Receipt / Invoice Receipt . It is an internal accounting and invent...
מסמכים מודולים
Intake / Invoice
- Purpose GR/IR stands for Goods Receipt / Invoice Receipt . It is an internal accounting and invent...
מסמכים מודולים
Tax Invoice Receipt
- Purpose A Tax Invoice Receipt is a combined legal document that serves two purposes simultaneously...
מסמכים מודולים
קבלה (חשבוניות)
- Purpose A receipt is a payment confirmation document issued after receiving money from a client. I...
מסמכים מודולים
Receipts (Invoices)
- Purpose A receipt is a payment confirmation document issued after receiving money from a customer....
מסמכים מודולים
Credit Note (Credit Slip)
- Purpose A credit note , also known as a Credit Note , is an official financial document used for r...
מסמכים מודולים
Documents Module – Complete Overview and Functionality
The Documents Module is a central system designed to create, manage, generate, and track all busines...
מסמכים מודולים
Documents Module – Full Overview and Functionality
The Documents Module is a central system designed to create, manage, generate, and track all busines...
מודולי משימות
Tasks Module – Task Dependency & Order Control
What is Task Dependency? Task dependency is a powerful control feature that ensures tasks are comple...
מודולי משימות
Tasks Module – Overview of Task Management
The Task Module is a task management system that helps teams to create, assign, track, and complete ...
Management Modules
Projects Module
The Projects Module is a complete project and task management system designed to help teams plan, tr...
Dashboard
Dashboard Module
Dashboard Module – Full Description With Employee Monitoring & Tags Data (Add Tags) Explained ...
Email
Email Module
The Email Module is a powerful and fully integrated email management system within the Biz1 platform...
Communication
WhatsApp Module – Settings
WhatsApp Module – Full Settings (3-Step Configuration Flow) The WhatsApp Module in Biz1 is a f...
Communication
WhatsApp Web Module
WhatsApp Module – Full Description (Biz1) The WhatsApp Module in Biz1 is a complete communicat...
Appointment
Doctor Appointment Management System
The Appointment Management System allows customers and staff to easily book, manage, reschedule, and...
תקשורת
<p>WhatsApp Web module</p>
WhatsApp Module – Full Description (Biz1) The WhatsApp module in Biz1 is a complete communicat...
פגישה
Queue management system for doctors
A queue management system allows clients and staff to easily book, manage, reschedule, and cancel ap...
API
העברת לידים מטופס אלמנטור
יש להכנס ללוח הבקרה של וורדפרס, לטופס האלמנטור. בפעולות אחר שליחה יש להוסיף וובוק, ושם לשים את הקישו...
API
Getting Leads from Facebook without Zapier
Step: 1 Open your Facebook account and log in to the Developers Console https://developers.facebook....
API
Receiving leads from Facebook without Zapier
Step: 1 Open your Facebook account and log in to the developer console https://developers.facebook.c...
Robots WhatsApp
How to add a logo to WhatsApp Business
1. Go to business Facebook settings. Assets. Find the WhatsApp asset. 2. Under the 3 dots, there is ...
Communication. Email. SMS. Telephony
Add new outgoing mail address
To connect a new email account, first you need to obtain the outgoing mail (SMTP) settings from your...
תקשורת. אימייל. SMS. טלפוניה
Adding a new outgoing mail address
To connect a new email account, first you need to get the outgoing mail (SMTP) settings from your em...
API
שינוי שדה ללקוח
תומך ב: שדות ושדות מותאמות אישית. שדה מותאם אישית יש לקבל את שמו באנגלית ולהוסיף cf- לדוגמה cf-field...
API
קבלת לידים ב API
כדי לקבל לידים ב API יש קודם כל לקבל API_KEY הקוד נמצא בתחתית העמוד הראשי בהגדרות של היוזר הראשי נית...
הגדרת תשלומים
הגדרת טרנזילה
שלב ראשון: הגדרת מסוף. (שימו לב, על המסוף לעבוד. מסוף ללא טוקנים לא יוכל לשמור נתונים לפעם הבאה) הגד...
API
WordPress Plugin
To connect leads from WordPress. 1. Download the plugin: https://biz1.co.il/Biz1-plugin.zip 2. Insta...
Customers
Customer Management Biz1
The BIZ1 system is an advanced CRM system that will help you manage your business with ease. In this...
לקוחות
Biz1 Customer Management
The BIZ1 system is an advanced CRM system that will help you manage your business easily. In this vi...
Customers
Email and Task Management about the Client - Biz1
The BIZ1 system is an advanced CRM system that will help you manage your business with ease. In this...
לקוחות
Email and Task Management Regarding the Client - Biz1
The BIZ1 system is an advanced CRM system that will help you manage your business easily. In this vi...
Communication. Email. SMS. Telephony
Email connection for sending and receiving messages
This guide refers to sending email via a Gmail account. It is also possible through other accounts, ...
Ejob
Create Resume
Want an impressive CV? With Ejob you can do that. You can build digital CVs that various employers w...
Ejob
Creating a resume
Want impressive resumes? With Ejob, you can do that. You can build digital resumes that various empl...
Customers
Email and Task Management
The BIZ1 system is an advanced CRM system that will help you manage your business easily. In this vi...
Articles
Need quality articles for SEO or any other topic? A new venture for Biz1 clients allows you to get professional articles at a negligible cost?
Register now for free here and start ordering quality articles for SEO. You order, we write! Introdu...
מאמרים
Do you need quality articles for SEO or any other topic? A new venture for Biz1 customers allows you to get professional articles at zero cost?
Register now for free here and start ordering high-quality articles for SEO. You order, we write! In...
הרשמה
Registration and a brief overview of the Biz1 system
The BIZ1 system is an advanced CRM system that will help you manage your business easily. You can ma...
הרשמה
How do I register for the Biz1 system?
The Biz1 system is a CRM system that helps you manage your business correctly, easily, and simply. Y...
הרשמה
How do you register for the Biz1 system?
The Biz1 system is a CRM system that helps you manage your business correctly, easily and simply. Yo...