Help Center
Short videos that show you how to do things in Sophiie. Ask a question below, or browse by topic.
Getting started
See all 6
0:54How do I get started with Sophiie?
0:52How do I test Sophiie before going live?
0:59How do I use Sophiie Assistant?
0:53What is HQ, my Sophiie home page?Inbox Management
See all 4
0:57How do I filter my inquiries?
0:56How do I reply to and action an enquiry?
0:57What are Tasks and how do I approve messages Sophiie drafts?
1:19What are the channels in Inquiries?Customer Management
See all 10
0:53How do I add a new contact in Sophiie?
0:49How do I edit a customer’s contact details?
1:05How do companies work in Sophiie?
0:45How do I add notes to a contact in Sophiie?Job Management
See all 2
Schedule Management
See all 4
1:04How do I set up booking confirmations and reminders for my customers?
1:00How does Sophiie confirm bookings, and why do some need my review?
1:20How do I use the Schedule tab in Sophiie?
1:04How do I use Find a time to schedule a job?Quotes
See all 1
Invoices
See all 4
0:44How do I add my logo and brand colours to quotes and invoices?
1:13How do I set my quote and invoice defaults?
0:56How do I set up automatic payment reminders for unpaid invoices?
1:10How do invoices work in Sophiie?Settings
See all 32
0:49How do I add FAQs in Sophiie?
0:48How do I create and manage tags in Sophiie?
0:54How do I add products in Sophiie?
0:42How do I set restrictions in Sophiie?Account
See all 7
0:47How do I see who changed a setting in my account?
0:34How do I export my calls, transcripts and contacts?
0:50How do I update my profile details?
0:50What’s my Sophiie password, and how do I get my login details?
