CompanyOn's Knowledge Base

Welcome to the CompanyOn Knowledge Base! This is your go-to resource for all things CompanyOn.

Our goal is to empower you with the information and support you need to optimize the use of our product and achieve better outcomes for your clients and your business. This knowledge base is your go-to resource for answers to your questions, or for assistance in using our platform effectively.

For further assistance, please reach us at support@companyon.ca

Setting up your CompanyOn Account

This categorie guides users through the process of creating and setting up a new account with CompanyOn. It includes step-by-step instructions, screenshots, and helpful tips for a qucik set up of an account.

Client case files management and electronic documentation

This category is a collection of information and resources on how to effectively create, organize, and maintain client files, including how to document care electronically, access records from anywhere and storage.

Billing Processes

"Billing processing" category provides resources on how to efficiently and effectively process billing for clients. Includes tips on invoicing, payment tracking, and troubleshooting common billing issues. Helps businesses streamline their billing process

Calendar

Here you will find a collection of tips and tutorials on how to effectively use CompanyOn calendar to manage time and schedule appointment. This include tutorials on setting reminders and organizing appointments.

Products

"Products" category provides step-by-step guide on how to add products to your CompanyOn account and how to process payment for them and orders when products are purchased online.

Expenses

"Expenses" category offers step by step on how to track expenses for business use. Helps to keep expenses under control and make the most of financial resources for the business.

Financial/Operational Reports

"Reports" category offers resources on how to create and analyze various types of reports for business use. Includes tips on data visualization, report automation, and insights analysis. Helps to make data-driven decisions and understand key trends.

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