Checklist

When you first start using the Envision Cloud program, you will want to enter your business-specific information to allow service and product sales. We have created a list of the recommended steps to follow when getting started to make the process as smooth as possible. Use the checklist below to keep on track with entering information! Each step in this list is linked to the applicable section to make your life even easier.

1. Company Settings
2. Setup Resources & Resource Categories
3. Inventory: Department List
4. Inventory: Class List
5. Inventory: Manufacturer List
6. Inventory: Vendor List
7. Inventory: Enter Retail Items
8. Inventory: Enter Services
9. Employee: Setup Security Profiles
10. Employee: Setup Commission Plans
11. Employee: Setup Employee Goals
12. Employee: Add Employees
13. Employee: Setup Employee Schedules
14. Client: Create Lead Sources
15. Client: Setup Loyalty Programs
16. Enter Coupons

 

Once these setup steps are complete, you can start using your Envision Cloud program!

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