Welcome to the OptiOffice Helpdesk!
Wie können wir dir helfen?
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Operation manual
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FAQs
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- I want to test the software for 14 days. Do I have to cancel afterwards?
- I would like to have this and that function in OptiOffice
- Do I get a license agreement from OptiOffice?
- How do I deal with the corona tax rates from July 2020?
- What does the software cost?
- After uploading a new image file, the old image is still displayed.
- Where can I find the invoices for my license payments?
- Probleme beim Ausdrucken von Rechnungen, Check-Up´s oder Trainingsplänen.
- How big should the logo be?
- Einige Funktionen funktionieren mit der App nicht?
- Fallen für die SMS-Nachrichten zusätzlich Kosten an?
- How can I cancel OptiOffice?
- Which receipt printer can I use?
- Which debit card reader do I need?
- How do I set up PayPal?
- Can I collect more than one payment cycle in one Sepa file?
- Purpose of use
- Empty the cache / buffer of the OptiOffice app on the smartphone
- Which data can I export or download from OptiOffice?
- Who is entered as the sender of SMS and can be replied to SMS?
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- How does the check-in system work?
- Is there a control for door openers?
- How can I reset the next due date for my memberships?
- When it comes to contracts, what is the difference between limits based on appointment type or based on service?
- How does the data import work?
- The SEPA direct debit amount is not identical to the statistics
- How can I assign external PDF files to a customer?
- What is the maximum file size that I can upload to OptiOffice?
- Is customer data updated when a customer buys online via the shop?
- I accidentally deleted data. What can I do here?
- Contact is created twice. What to do?
- What do the columns from the lead system mean?
- How do I deal with a returned direct debit that arose from a membership contract?
- How do rest periods work
- Why is the membership due date suddenly on date X?
- Rest period postpones the end of the contract but does not change the notice period
- Wie werden SEPA-Lastschriften bei Verträgen abgewickelt?
- How do I create special prices?
- How can I send the cancellation of a membership/contract to my customer?
- What is documented/logged in the contact history?
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- Why are the times in the ics file shifted by an hour?
- Ical has stopped working. What could that be?
- How can appointments from OptiOffice be imported into another calendar?
- How can I change the standard calendar view?
- When will the appointment reminder be sent to customers?
- How does the customer get his appointment automatically in his calendar?
- Wie kann ich im Kalender die Terminart "Privat" bearbeiten oder löschen?
- Customer cancels an appointment too late, can I take him out of the appointment and still settle?
- How can I influence recurring appointments with the tick?
- iCal: Calendar synchronization with Google Calendar works no longer
- What is the appointment check for? How does the billing of the appointments work?
- Google - Warum bekomme ich keine Test-Email, obwohl meine SMTP-Daten richtig eingetragen sind?
- How can I show or hide the holidays in the calendar?
- Can the training places be expanded to more than 20 places?
- Linking services correctly for the appointment check
- How can I change the participants' places of appointments or courses?
- Calender
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- How can I change the colors of the online calendar?
- How can I activate or deactivate the course schedule when booking online?
- Your own individual app in the app store
- When booking online, how can customers see how busy the appointment / course is?
- Change calendar integration on website elevation view
- Wie binde ich den Online-Shop in meine Homepage/Wordpress ein?
- PayPal is not working properly. What could be there?
- How can I sort the articles in the online shop?
- Product is not transferred to the shopping cart. What could that be?
- How can I send access data for the app and customer center to customers?
- Can I refer a friend?
- Where can I set the settings for online booking in the course schedule?
- My customer cannot find our app or the OptiOffice app in the Google PlayStore
- Welche Kalenderansichten gibt es für die Online-Terminbuchung?
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- Grundlagen zum Email-System
- Welche Einstellungen sind wichtig für den Email-Versand aus OptiOffice?
- Fehlermeldung "Mail Delivery System. Undelivered Mail return to sender…"
- Problems with G-Mail - error message when sending e-mail
- Problems with Web.de - error message when sending e-mails
- Umlauts are not displayed correctly in e-mails
- Why do contacts receive an email or newsletter multiple times?
- United Domains emails are not sent!
- Umlauts in URLs
- Does the customer get the e-mail about the series function even if I have set "Newsletter: No" for them?
- Google Workspace
- Google email delivery no longer works!
- Email sending limit
- GMail is changing its SPAM policy
- SPF record at the mail provider
- IONOS: Changes to email sending since January 2024. What do I have to do?
- Kann ich in OptiOffice einen Serienbrief erstellen?
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- Will my card reader work with OptiOffice?
- My invoice does not have an invoice number
- A customer wants their money back. How do I create a credit note or cancel the invoice?
- How can I add a discount to an invoice?
- I am a small business owner. How can I remove sales taxes?
- Wie kann ich Rechnungen per Lastschrift/SEPA einziehen?
- Is it possible to send an invoice directly via optioffice by email?
- How can I use different text templates for my invoices?
- How does the tax advisor get my invoices?
- How do you create an offer?
- OptiOffice's statistics differ from the tax consultant's BWA!
- Dealing with vouchers and credit
- Checkout booking correction
- Deposit stationery
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- How can I change my personal email address?
- Do I need a separate license for each employee?
- Where can I change my personal password?
- How can I add another employee?
- I have several locations / studios, can I link them together?
- How can I delete an employee?
- I have changed the authorization of my trainers. Why doesn't it change anything?
- Only sees supervised contacts? What does this attitude do?
- How do my employees get their access data?
- Permissions: Boss-checkmark
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Explanatory videos
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- The most important studio settings
- Enter your own e-mail server data
- Create services or products
- Create resources
- Create appointment types
- Create packages and assign them to a customer
- Create memberships/contracts
- Declaration - Digital Memberships
- Adjust customer app settings
- New Sepa version for direct debit
- Linking services correctly for the appointment check
- Abrechnung nach Punkte-System
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- Create appointments
- Create recurring appointments
- The most important settings for online appointment booking
- Settings for appointment notifications
- Example - online appointments on a landing page
- Online booking of individual categories
- Transfer appointments to other employees
- Appointment booking with contact preselection
- Availability and working hours
- Handling the preview
- Dealing with the appointment check
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- Send access data for app and customer center to customers
- Employee administration - create employees in OptiOffice
- Deactivate employees
- Assign memberships to a contact
- Cancel memberships
- Preparation for SEPA debit
- Dealing with the customer file
- Handling of tasks and task templates
- Successful lead management
- Create and send newsletters
- Wann muss der Kunde nach einer Ruhezeit wieder zahlen?
- Marketing Plus
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- Create a training plan
- Create your own exercises
- Check Up / Anamnesis - Create your own questions and tests
- Check up / anamnesis - create a template
- Check-Up / Anamnesis - Carry out with the customer
- Create a nutrition plan
- Create your own recipes
- Create video courses
- Assign video course to multiple participants
- Create an advent calendar with OptiOffice video courses
- Documentation - Radiation Protection Ordinance (NiSV) for EMS training
All topics
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Is customer data updated when a customer buys online via the shop?
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Concerning the contact details: The shop uses the fields: first name, last name and e-mail address to check whether the customer already exists. If he doesn't exist, he will be recreated. If he already exists, his contact information will be updated.
Keywords: customer data is renewed after purchase, purchases are automatically stored in the customer, purchased, automatic update customer data, master data, member data
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