Course curriculum

  • 1

    Personalize your account

    • Your Implementation Plan
    • Add your logos and contact info
    • Set your terms and conditions
    • Save time with emailed document templates
    • Customize Categories to fit your shop
    • Configuring your POS Settings
  • 2

    Importing your data

    • Exporting Customers and Contacts
    • Importing Your Customers, Contacts, and Vendors
    • Importing past Transactions from your old system
  • 3

    Add your teammates

    • Add your Users
    • Setup your Notifications
    • Define user Roles
    • Add outgoing email (SMTP) Settings for each User
  • 4

    Build your workflow

    • What is a workflow template?
    • Build your first Workflow Template
    • Adding Custom Fields
    • Test your new Workflow Template
    • Sample Workflow Templates
  • 5

    Integrate your accounting

    • Before You Sync
    • Syncing to Quickbooks Online
    • Syncing to Quickbooks Desktop
    • Syncing to Xero
  • 6

    Next steps

    • User Training
    • Test and Tune
    • Configure Your Products
    • Talk To Us
    • Go Live


Bryant from shopVOX

Director of Customer Success

Bryant from shopVOX

Before joining the team here at shopVOX, I spent 5 years helping a small shop grow to over $1mil in sales. We sold a bit of everything - traditional print (business cards, brochures), signage, vehicle wraps, screen printing, and embroidery.As our Director of Customer Success, my goal is to create more successful shops and share the best practices we've learned from working closely with our clients over the last 7 years.