Help
Step-by-step guides for setting up your portal and using each of its tools. If you can't find what you need, email support@tendroom.com.
Getting started
- Set up your portalSign up, choose your portal's address and tools, and get your business ready for its first client.
- Choose your tools and settingsTurn on the tools your business uses, and set your business details, invoice numbers, booking rules and automatic emails.
- Roles: owner, admin and staffWhat the owner, admins and staff can each see and do in your portal, and how to change someone's role.
Clients and bookings
- Clients, inquiries and your contact pageKeep everyone you work for in one place, publish a contact page, and turn the inquiries it brings into clients.
- Bookings and servicesManage your calendar, block days off, and let clients request a date or book an appointment from your contact page.
- Galleries: share photos and filesUpload photos, videos and documents, share them through a private link with an optional passcode, and let clients choose favorites.
Invoices and money
- Invoices and estimatesCreate and send invoices and estimates, bill your hours and expenses, repeat an invoice on a schedule, and turn an estimate into an invoice.
- Getting paid and payment remindersRecord what your clients pay, send automatic reminders for overdue invoices, and see what's still owed.
- Expenses, mileage and reportsTrack what you spend and the miles you drive, with receipts, sorted for tax time, and see your year month by month.
Your team
- Add your teamInvite people to your portal, choose their role, set who they report to and their pay, and remove someone who leaves.
- Schedules, shift swaps and time offPlan the week's shifts, email everyone their schedule, and handle shift swap and time off requests.
- Timesheets and payYour team logs hours each week, you approve them, and gross pay is calculated from approved hours, ready to export for payroll.
- Tasks, projects and recurring tasksAssign jobs to your team, track them from to do to done, group them into projects, and repeat the ones that recur.
Your business
- Your brand: logo, colors and fontAdd your logo, choose your colors and font, and set how the contact, invoice and gallery pages your clients see look.
- Use your own domainGive your portal, contact page, invoices and galleries an address on your own domain, such as portal.yourbusiness.com.
- Bring your data over from another toolImport your clients, invoices, appointments, products and tasks from a file you export from the tool you used before.
- Connected apps: Slack, Zapier and webhooksSend what happens in your portal, such as a new inquiry or a paid invoice, to Slack, Zapier or your own systems as it happens.
Your account
- Your account and two-factor sign-inChange your password, turn on two-factor sign-in, keep your backup codes, and sign out of other devices.
- Your plan and paying TendroomWhat Tendroom costs, what your plan includes, how to add people or storage, and what happens if a payment is late.
- Download your data, or close your businessExport spreadsheets or a complete copy of your data, and what happens when you close your business.