OneSuite Articles
Search the official OneSuite documentation library.
Activating Your License
Activate OneSuite and confirm license status
Read article →Activations
Review site activations associated with your license where available.
Read article →Activities
Record and review CRM actions such as calls, notes, messages, and follow-ups.
Read article →Attachments
Send and review email attachments where supported.
Read article →Auto Attendants
Configure automated call menus where auto attendant tools are available.
Read article →Automation
Use available automation tools for supported marketing or CRM workflows.
Read article →Booking
Use booking tools for appointment scheduling where available.
Read article →Browser Dialer
Place calls from the browser dialer where voice calling is configured.
Read article →Calendar
Use connected calendars for scheduling and meeting workflows.
Read article →Calendar Troubleshooting
Resolve calendar, meeting, and booking connection issues.
Read article →Call History
Review recent calling activity.
Read article →Call Logging
Keep a record of call activity connected to CRM history where available.
Read article →Call Queues
Manage waiting call flows where call queue tools are available.
Read article →Call Routing
Review how calls move between phone numbers, attendants, groups, queues, extensions, and voicemail.
Read article →Campaigns
Use campaigns where marketing campaign tools are available.
Read article →Categories
Organize POS products into categories.
Read article →Click-to-Call
Start calls directly from CRM records where phone numbers are available.
Read article →Clock In
Clock in from the POS login or time workflow where enabled.
Read article →Clock Out
Clock out from the POS login or time workflow where enabled.
Read article →Closeout Reports
Review end-of-shift or end-of-day closeout information where available.
Read article →Communications Overview
Understand OneSuite communication tools for email, SMS, voice, telephony, meetings, and calendars.
Read article →Communications Settings
Manage SMS, voice, telephony, and provider settings where available.
Read article →Companies
Manage company records and relate contacts to organizations
Read article →Company Settings
Manage business-level settings used by OneSuite.
Read article →Connecting Gmail
Connect Gmail with OAuth and begin syncing your mailbox.
Read article →Connecting Outlook
Connect Microsoft Outlook or Microsoft 365 mailboxes with OAuth.
Read article →Contacts
Create, edit, search, and manage contacts
Read article →Contacts Overview
Create, search, edit, and manage CRM contacts in OneSuite.
Read article →CRM Overview
Understand customers, companies, deals, tasks, activities, and timeline records
Read article →Customer Portal
Use the customer portal for subscription, license, and account management.
Read article →Dashboard
Use the dashboard and snapshot areas
Read article →Deals
Track sales opportunities and business opportunities
Read article →Departments
Organize employees by department.
Read article →Diagnostics
Use diagnostics to identify setup, connection, and configuration issues.
Read article →Downloads
Access approved OneSuite download packages.
Read article →Use connected mailboxes to read, send, and manage customer email in OneSuite.
Read article →Email Accounts
Review and manage connected email accounts.
Read article →Email Settings
Manage mailbox connections, signatures, and email-related options.
Read article →Email Troubleshooting
Resolve connected mailbox and email loading issues.
Read article →Employees
Create and manage employee records.
Read article →Export Contacts
Export CRM contact data for review or external use where permitted.
Read article →Extensions
Manage phone extensions where telephony extension tools are available.
Read article →First Login
Sign in and reach the OneSuite workspace
Read article →Forms
Use forms to collect information where OneSuite form tools are available.
Read article →Frequently Asked Questions
Find quick answers to common OneSuite setup and usage questions.
Read article →Getting Started with OneSuite
Learn the basics of installing, activating, and accessing OneSuite.
Read article →Gmail
Connect and use Gmail with OneSuite email tools.
Read article →Gmail Troubleshooting
Resolve Gmail connection issues.
Read article →Google Calendar
Connect and use Google Calendar with OneSuite.
Read article →Google Meet
Use Google Meet where meeting generation is connected to calendar workflows.
Read article →Import Contacts
Bring contact data into OneSuite using the available import workflow.
Read article →Installation
Install OneSuite from the provided installable plugin package.
Read article →Installation Troubleshooting
Resolve plugin installation and activation problems.
Read article →Installing OneSuite
Upload, activate, and verify OneSuite in WordPress
Read article →Invoices
Create and manage customer invoices.
Read article →Landing Pages
Use landing pages where the module is available in the installed release.
Read article →License Status
Understand the license status shown inside OneSuite.
Read article →License Troubleshooting
Resolve common activation and license status problems.
Read article →Mobile Workspace
Use OneSuite on phones and tablets
Read article →Navigation
Move through OneSuite using workspace navigation and module menus.
Read article →Notifications
Understand workspace notices and alerts
Read article →Orders
Review POS orders and transaction history.
Read article →Outlook
Connect and use Outlook or Microsoft 365 mailboxes with OneSuite.
Read article →Outlook Calendar
Connect and use Outlook or Microsoft 365 Calendar with OneSuite.
Read article →Outlook Troubleshooting
Resolve Outlook or Microsoft 365 connection issues.
Read article →Paid In
Record money added to the cash drawer where paid-in tools are available.
Read article →Paid Out
Record money removed from the cash drawer where paid-out tools are available.
Read article →Payment Links
Create and share payment links where supported.
Read article →Payment Terminals
Use connected payment terminals with the POS where configured.
Read article →Payments Troubleshooting
Resolve payment gateway, invoice, receipt, and payment link issues.
Read article →Phone Numbers
Manage business phone numbers used by OneSuite communications.
Read article →POS Overview
Use the OneSuite point of sale for products, register actions, orders, terminals, receipts, and closeout.
Read article →POS Troubleshooting
Resolve register, terminal, receipt, and closeout issues.
Read article →Positions
Manage staff positions used in workforce records.
Read article →Products
Manage products available in the POS.
Read article →Profile
Review and manage the signed-in user profile where available.
Read article →Provider Configuration
Configure the connected communications provider settings used by voice or SMS features.
Read article →Receipts
Review and send receipts for completed transactions where available.
Read article →Register
Process sales in the POS register.
Read article →Ring Groups
Route calls to a group of users or extensions where ring groups are configured.
Read article →Roles
Manage workforce roles or labels where available.
Read article →Roles and Permissions
Control what users can see and do inside OneSuite.
Read article →Sales Reports
Review available POS sales reporting.
Read article →Search
Find records and documentation faster
Read article →Shared SMS
Understand shared number behavior for team SMS use.
Read article →Signatures
Create and manage email signatures for connected mailboxes.
Read article →SIP Configuration
Configure SIP-related settings where SIP tools are available.
Read article →SMS Conversations
Review and continue text conversations with contacts.
Read article →SMS Overview
Use SMS conversations to communicate with customers by text message.
Read article →SMS Troubleshooting
Resolve SMS sending, receiving, or conversation issues.
Read article →Snapshots
Understand OneSuite snapshot panels
Read article →Stripe
Connect and use Stripe payment workflows where available.
Read article →Subscription Management
Manage subscription status through the customer portal.
Read article →System Requirements
Recommended WordPress, hosting, browser, and service requirements
Read article →Tasks
Create and manage follow-up work
Read article →Telephony Troubleshooting
Resolve extension, routing, ring group, queue, and phone number issues.
Read article →Templates
Use email templates for consistent customer messages where templates are available.
Read article →Time and Attendance
Review staff time activity where time tracking is available.
Read article →Timeline
Review a unified history of related CRM interactions.
Read article →Troubleshooting Center
Start here when OneSuite does not behave as expected.
Read article →Understanding Navigation
Use the OneSuite navigation structure effectively
Read article →Understanding the Free Trial
Understand trial countdown behavior, expiration, and upgrade paths.
Read article →Updating OneSuite
Safely update OneSuite to a newer certified package
Read article →User Profile
Review your account and profile options
Read article →Users
Manage WordPress or OneSuite users who need platform access.
Read article →Voice Overview
Use available voice calling tools inside OneSuite.
Read article →Voice Troubleshooting
Resolve browser dialer, click-to-call, or call history issues.
Read article →Voicemail
Manage voicemail behavior where voicemail tools are available.
Read article →Welcome to OneSuite
Learn what OneSuite is, where to begin, and how the major areas of the platform fit together.
Read article →Welcome to OneSuite
OneSuite overview and how the documentation is organized
Read article →Workforce Overview
Manage employees, departments, positions, roles, and time and attendance.
Read article →Workforce Troubleshooting
Resolve employee, role, and time tracking issues.
Read article →Workspace Overview
Overview of the OneSuite workspace shell
Read article →Workspace Tour
Learn the major areas of the OneSuite workspace
Read article →Workspace Troubleshooting
Resolve workspace loading, navigation, or access issues.
Read article →Zoom
Use Zoom where Zoom meeting integration is connected.
Read article →