22 docs tagged with "client-essentials"

How to connect your Google, Outlook, iCloud, or Calendly calendar to your CRM profile so online booking shows your real availability and prevents double bookings.

How Symphony Core connects your domain for booking pages and reliable email — in three steps, without touching your current website or email.

How to bring a WhatsApp phone number onboard so it works inside your CRM — what you provide, what we handle.

How to connect your Square account to your CRM so you can take online and invoice payments through Square.

How to reach the Symphony Core team — the address to use, what to include, response times, and what support covers.

How to add Symphony Core as a partner on your Meta (Facebook/Instagram) Business Manager so we can run ads, messaging, and WhatsApp.

Publish and schedule Google Business Profile posts — updates, events, and offers — directly from your Symphony Core platform.

The steps to move your domain registration away from Cloudflare Registrar to another registrar, cleanly.

How to grant Symphony Core access to manage your DNS when your domain uses Cloudflare.

How to give Symphony Core what we need to set up your website and email DNS when your domain is at Namecheap.

Grant Symphony Core manager access to your Google Business Profile so we can optimize your local listing.

What to expect if you end your Symphony Core engagement — your data, your accounts, and a clean handover.

How to take payments and send invoices from your CRM, and which payment providers are supported.

How your Symphony Core business number works for texting and calls, your three number options, and how WhatsApp fits into the picture.

How Symphony Core sets up authenticated email sending on your domain — what we configure, the verification timeline, and how to keep deliverability strong.

How to keep your business hours accurate everywhere — Google Business Profile, holiday hours, and your booking calendar — and when to just ask us.

To send business SMS in the US you must register with carriers using your exact IRS legal name and EIN. The CP575 is the letter that proves them — here's what it is and how to supply it.

The difference between the WhatsApp Business API in Symphony Core and the WhatsApp app on your phone.

Automated emails from your CRM send through a dedicated sending subdomain for deliverability, so the technical 'from' details can look slightly different — here's why that's normal and good.

Why owning business email on your own domain with Google Workspace improves professionalism, security, and control.

Your CRM sends automated marketing and reminders; Google Workspace is your one-to-one business inbox. Here's why you want both and which to use for what.

How to find your Symphony Core invitation email, set your password, and sign in at app.symphonycore.com — plus fixes for the most common login blockers.