Getting Started
OneSuite uses a license to confirm that your installation is authorized for use. Activation connects your site to the subscription or trial assigned to your customer account and allows the product to show the correct license status inside the application.
Licensing
Review site activations associated with your license where available.
CRM
Record notes and customer activity for future reference.
Payments
Products and services appear as invoice line items. They tell the customer what they are paying for and allow the business to calculate accurate subtotals, taxes, discounts, and totals.
Payments
Taxes and discounts affect the final amount a customer owes. They should be applied carefully because they influence billing accuracy, customer trust, and daily reconciliation.
Communications
Send and review email attachments where supported.
Communications
Configure automated call menus where auto attendant tools are available.
Marketing
Use available automation tools for supported marketing or CRM workflows.
Automation
OneSuite Automation and Journey Builder help authorized teams turn repeatable customer, marketing, and operational processes into structured workflows. The objective is not to automate everything. The objective is to identify stable, repeatable work, define a clear starting condition, use only released OneSuite actions, and create a journey that staff can understand, test, monitor, and maintain. This guide explains the operating model for Journey Builder, how to plan a journey before building it, how automation relates to CRM and marketing data, and how to verify that a journey is safe before it is used with live customers.
Communications
Use booking tools for appointment scheduling where available.
Communications
OneSuite Booking turns configured availability into appointment choices for customers and staff. The current production behavior keeps booking availability synchronized with the appointment lifecycle so cancelled or deleted appointments can release their time slots, including reconciliation for certain historical orphaned booking slots.
Communications
Place calls from the browser dialer where voice calling is configured.
Communications
Use connected calendars for scheduling and meeting workflows.
Troubleshooting
Resolve calendar, meeting, and booking connection issues.
Communications
The OneSuite Calendar is the scheduling view for appointments and connected calendar events. The current production build supports connected calendar synchronization, shared calendar visibility, direct opening of appointments, selected-calendar filtering, and live refresh behavior so calendar changes can appear without requiring a full browser reload.
Communications
Review recent calling activity.
Communications
Keep a record of call activity connected to CRM history where available.
Communications
Manage waiting call flows where call queue tools are available.
Communications
Review how calls move between phone numbers, attendants, groups, queues, extensions, and voicemail.
Marketing
Use campaigns where marketing campaign tools are available.
Point of Sale
Organize POS products into categories.
Communications
Start calls directly from CRM records where phone numbers are available.
Point of Sale
Clock in from the POS login or time workflow where enabled.
Point of Sale
Clock out from the POS login or time workflow where enabled.
Point of Sale
Review end-of-shift or end-of-day closeout information where available.
Communications
OneSuite Communications brings customer conversations into the business workspace. Depending on configured services and permissions, users may work with email, Gmail, Outlook, SMS, browser calling, click-to-call, calendars, meetings, booking, Google Meet, Zoom, and related communication history.
Administration
Manage SMS, voice, telephony, and provider settings where available.
CRM
Companies represent organizations, accounts, branches, vendors, churches, customers, or business entities. They help teams group multiple people and activities under the same account so staff can understand the relationship at the organization level instead of only at the individual contact level.
Administration
Manage business-level settings used by OneSuite.
Communications
A Gmail connection allows an authorized Google mailbox to participate in OneSuite email workflows. The current public build separates mailbox records, incoming-mail configuration, and OAuth provider authorization so administrators can verify each part of the connection without confusing the account record with the provider consent process.
Communications
An Outlook or Microsoft 365 connection allows an authorized Microsoft mailbox to participate in OneSuite email workflows. The current public build keeps the mailbox record, incoming-mail configuration, and OAuth provider connection clearly separated so administrators can identify the correct place to set up or repair the account.
CRM
Contacts represent individual people in OneSuite. A contact may be a customer, prospect, vendor contact, ministry partner, staff contact, decision maker, or anyone your organization needs to communicate with. Accurate contacts make the rest of OneSuite more useful because email, SMS, calls, invoices, tasks, and history depend on reliable customer details.
CRM
Create, search, edit, and manage CRM contacts in OneSuite.
Payments
Creating an invoice is one of the most important billing workflows in OneSuite. An invoice gives the customer a clear request for payment and gives your organization a structured record for billing, follow-up, payment tracking, and receipts.
CRM
OneSuite CRM is the central customer management area for the platform. It helps teams organize contacts, companies, deals, tasks, activities, and customer history. A strong CRM process gives sales, service, billing, and management teams a shared understanding of each customer relationship.
Licensing
Use the customer portal for subscription, license, and account management.
Payments
A daily billing workflow gives staff a repeatable process for creating invoices, sending payment requests, recording payments, issuing receipts, and reviewing open balances. This reduces missed invoices, duplicate payments, and customer confusion.
Workspace
Use the OneSuite dashboard to review activity and open key modules.
CRM
Deals help your team track active sales opportunities, proposals, revenue conversations, or account opportunities. A deal should represent a specific business opportunity with a clear next step, not simply the existence of a customer relationship.
Workforce
Organize employees by department.
Administration
Use diagnostics to identify setup, connection, and configuration issues.
Licensing
Find and use official OneSuite download packages.
Communications
Use connected mailboxes to read, send, and manage customer email in OneSuite.
Communications
Review and manage connected email accounts.
Marketing
OneSuite Campaigns lets authorized users prepare email campaigns for CRM audience segments using the configured email delivery service. A campaign brings together the campaign name, subject, message content, target segment, sender mailbox or delivery path, and sending schedule so marketing outreach can be managed from one workflow.
Communications
The OneSuite Email Client provides a business mailbox experience inside OneSuite. For connected mailboxes, the Inbox performs frequent incremental checks while the Email Client is visible so new messages can appear without requiring the user to press Sync for normal use. Other folders use a slower check cycle to balance responsiveness with provider activity.
Administration
Manage mailbox connections, signatures, and email-related options.
Troubleshooting
Resolve connected mailbox and email loading issues.
Workforce
Create and manage employee records.
CRM
Export CRM contact data for review or external use where permitted.
Communications
Manage phone extensions where telephony extension tools are available.
Getting Started
Your first login confirms that your user account can access the OneSuite workspace. The workspace is the primary area where users manage CRM records, communications, payments, POS, workforce tools, and administrative features based on their permissions.
Marketing
Use forms to collect information where OneSuite form tools are available.
FAQ
Find quick answers to common OneSuite setup and usage questions.
Getting Started
Learn the basics of installing, activating, and accessing OneSuite.
Communications
Connect and use Gmail with OneSuite email tools.
Troubleshooting
Resolve Gmail connection issues.
Communications
Connect and use Google Calendar with OneSuite.
Communications
Use Google Meet where meeting generation is connected to calendar workflows.
CRM
Bring contact data into OneSuite using the available import workflow.
Communications
Incoming Mail and OAuth Connections are separate setup areas in the current OneSuite release. Incoming Mail covers receiving-mail configuration, while OAuth Connections is the canonical place for provider authorization such as Google or Microsoft connections. Keeping these destinations separate makes it easier to diagnose whether a problem is related to mailbox receiving configuration or provider authorization.
Getting Started
Install OneSuite from the provided installable plugin package.
Troubleshooting
Resolve plugin installation and activation problems.
Getting Started
Installing OneSuite adds the OneSuite workspace and business modules to your WordPress site. Installation should be performed by a WordPress administrator using the approved installable ZIP package supplied through the authorized download or customer portal process.
Payments
Invoice fields control what appears on an invoice and how the billing record is searched, understood, and paid. Understanding each field helps users create accurate invoices and avoid customer confusion.
Payments
Invoice statuses help staff understand where an invoice stands in the billing lifecycle. Statuses prevent confusion by showing whether an invoice is still being prepared, has been sent, is waiting for payment, has been paid, or needs follow-up.
Payments
Create and manage customer invoices.
Invoicing
The Invoices page is the central record of invoices in OneSuite. Instead of opening individual customer records or relying on recent activity, billing staff can review the complete invoice register from one searchable screen. The registry is designed for fast day-to-day lookup and review while preserving the existing invoice, payment, email, and public payment workflows.
Invoicing
Invoicing in OneSuite is the business process of turning products, services, fees, deposits, and completed work into a clear customer billing record. The invoicing area should be easy for staff to find because it connects CRM contacts, companies, WooCommerce products where configured, payment links, receipts, and customer history. A strong invoice workflow helps a business explain charges, collect payment, answer customer questions, and maintain accurate billing records.
Marketing
Use landing pages where the module is available in the installed release.
Licensing
Understand the license status shown inside OneSuite.
Licensing
Resolve common activation and license status problems.
Licensing
Licensing and activation confirm that a OneSuite installation is allowed to use the product features included with the organization’s subscription or trial. For business users, the important point is simple: a valid license keeps the workspace available and aligned with the purchased OneSuite plan.
Communications
Mailboxes identify the email accounts that OneSuite users can read from or send through according to their permissions. Keeping mailbox records organized is important because email, campaigns, notifications, and other communications may need a clearly selected sender or receiving account.
Marketing
OneSuite Marketing Segments build dynamic audiences from CRM contacts. The current audience builder is designed to make tags the easiest starting point: choose one or more contact tags, then optionally narrow the audience using other filters. A live Matching Contacts preview helps verify who will be included before the segment is saved or used by a campaign.
Communications
OneSuite can use supported meeting providers such as Google Meet and Zoom for appointments and booking workflows. The current scheduling behavior preserves the selected meeting provider and can resolve organization or user defaults so the generated meeting information matches the provider intended for the appointment.
Workspace
The OneSuite workspace is designed to be usable on desktop and mobile devices. Mobile layouts may collapse navigation, stack cards vertically, and simplify screen areas so users can work from phones or tablets.
Workspace
Move through OneSuite using workspace navigation and module menus.
Getting Started
Use OneSuite menus, module groups, and quick access links.
Getting Started
OneSuite navigation is designed around business modules instead of blog pages. The available navigation items depend on the product configuration, license status, and your user permissions.
Workspace
Notifications and notices help users understand important system states such as setup needs, connection problems, licensing status, or workflow updates. Not every role sees every notice.
Point of Sale
Review POS orders and transaction history.
Communications
Connect and use Outlook or Microsoft 365 mailboxes with OneSuite.
Communications
Connect and use Outlook or Microsoft 365 Calendar with OneSuite.
Troubleshooting
Resolve Outlook or Microsoft 365 connection issues.
Point of Sale
Record money added to the cash drawer where paid-in tools are available.
Point of Sale
Record money removed from the cash drawer where paid-out tools are available.
Payments
Create and share payment links where supported.
Point of Sale
Use connected payment terminals with the POS where configured.
Payments
The Payments area helps businesses create invoices, send payment requests, accept online payments when configured, record payments, issue receipts, and review customer billing history. It is designed for practical daily billing work rather than isolated accounting notes.
Troubleshooting
Resolve payment gateway, invoice, receipt, and payment link issues.
Communications
Manage business phone numbers used by OneSuite communications.
Communications
The OneSuite Phone System brings supported business calling controls into the Communications area. The current public interface includes phone-number management, phone-system setup, phone menus and greetings, browser-based calling tools, and voicemail. Administrators configure the service while staff use the calling experience provided for their role.
Point of Sale
The OneSuite Point of Sale area includes the live register plus supporting pages for Orders, Products, POS Settings, Payment Links, Receipt Settings, Printer Setup, and Printer Routing. These supporting pages let staff and administrators move from taking a transaction to reviewing order history and maintaining the register environment.
Point of Sale
Use the OneSuite point of sale for products, register actions, orders, terminals, receipts, and closeout.
Troubleshooting
Resolve register, terminal, receipt, and closeout issues.
Workforce
Manage staff positions used in workforce records.
Point of Sale
Manage products available in the POS.
Workspace
Review and manage the signed-in user profile where available.
Communications
Configure the connected communications provider settings used by voice or SMS features.
Payments
Review and send receipts for completed transactions where available.
Payments
Receipts confirm that payment was received and give customers proof of the transaction. Payment history helps staff answer billing questions, reconcile daily activity, and review customer accounts.
Payments
Recording payments keeps invoice balances, customer history, and receipts accurate. Payments may come through an online processor when configured, or they may need to be recorded by staff when money is received through another approved method.
Reference Library
This reference explains common invoice and payment terms used throughout OneSuite documentation. It helps staff use consistent language when creating invoices, answering customer questions, and reviewing payment history.
Point of Sale
Process sales in the POS register.
Communications
Route calls to a group of users or extensions where ring groups are configured.
Workforce
Manage workforce roles or labels where available.
Administration
Control what users can see and do inside OneSuite.
Point of Sale
Review available POS sales reporting.
Workspace
Search helps users find records, articles, and module information without manually browsing through long lists. Search behavior may vary by module, but the best results come from using specific names, phone numbers, email addresses, companies, or keywords.
Workspace
Search helps users find customers, companies, invoices, tasks, communications, and operational records without manually browsing every module. Good search habits reduce duplicate records, speed up customer service, and make daily work more reliable.
Payments
Invoice search helps staff quickly find billing records by customer, invoice number, status, date, or related details. Fast invoice lookup is essential during customer calls, payment follow-up, and reconciliation.
Payments
Sending an invoice moves it from internal preparation to customer action. A clear invoice with the correct customer details, amount, due date, and payment instructions helps customers pay faster and reduces support questions.
Communications
Understand shared number behavior for team SMS use.
Communications
Create and manage email signatures for connected mailboxes.
Communications
Configure SIP-related settings where SIP tools are available.
Communications
Review and continue text conversations with contacts.
Communications
OneSuite SMS provides business text messaging from numbers available to the user. In shared-number environments, conversation ownership and privacy are critical: a conversation initiated or assigned for one user should not become visible to unrelated users simply because the underlying business number is shared. Current production work also supports administrator management of which operating number a user can use as additional numbers are added. This guide explains the user workflow, shared-number expectations, and verification practices that protect customer conversation context.
Communications
Use SMS conversations to communicate with customers by text message.
Troubleshooting
Resolve SMS sending, receiving, or conversation issues.
Workspace
Snapshots are summary areas that help users understand the current state of a module before opening detailed records. They may show counts, status information, readiness indicators, recent activity, or quick links depending on the module.
Payments
Connect and use Stripe payment workflows where available.
Licensing
Manage subscription status through the customer portal.
Getting Started
OneSuite runs as a WordPress plugin and depends on a healthy WordPress environment. Meeting the requirements before installation prevents activation problems, slow performance, email connection issues, and payment or communications failures.
Task Guides
This task guide combines the essential billing steps for a new user: find or create the customer, create an invoice, add charges, review totals, and send the invoice or payment request.
Task Guides
This task guide walks a new user through creating the first customer record in OneSuite. A complete customer record is the starting point for calls, emails, SMS messages, tasks, deals, invoices, and service history.
Task Guides
This task guide explains how staff should think through using WooCommerce products on an invoice when WooCommerce is part of the production commerce workflow. The purpose is to help billing users create clear, accurate invoices without manually retyping standard product or service names.
CRM
Tasks keep customer follow-up and internal work from being forgotten. In OneSuite, tasks may be used for sales calls, billing reminders, service follow-up, administrative actions, or any work that needs ownership and completion.
Communications
Team Chat gives OneSuite users an internal business messaging experience for group conversations and person-to-person communication. Current production work includes Messenger-style conversation presentation, group management, direct messaging controls, files and picture sharing, emoji and attachment tools, popup chat behavior, and user-avatar support where profile imagery is available. The purpose of Team Chat is to keep operational conversation close to the work employees perform in OneSuite without turning customer SMS or email into an internal staff channel.
Troubleshooting
Resolve extension, routing, ring group, queue, and phone number issues.
Communications
Use email templates for consistent customer messages where templates are available.
Workforce
Review staff time activity where time tracking is available.
CRM
Review a unified history of related CRM interactions.
CRM
The timeline and activity history help users understand what has already happened with a customer. This is important before calling, emailing, billing, scheduling, or escalating an issue because it prevents staff from working without context.
Troubleshooting
Start here when OneSuite does not behave as expected.
Getting Started
Use the OneSuite navigation structure effectively
Licensing & Activation
Understand trial countdown behavior, expiration, and upgrade paths.
Getting Started
Updating OneSuite keeps your installation aligned with the current production release. Updates may include fixes, interface improvements, security hardening, documentation alignment, or certified module changes. Always update carefully and verify key workflows after the update completes.
Workspace
The user profile area contains account-related options for the signed-in user. Depending on configuration and permissions, users may be able to review profile details, change account settings, update password information, or sign out.
Administration
Roles and permissions control what each user can see and do in OneSuite. This protects sensitive areas, keeps staff focused, and prevents users from accidentally changing records outside their responsibility.
Administration
Manage WordPress or OneSuite users who need platform access.
Payments
Products and services are central to both invoicing and point-of-sale workflows. When OneSuite is used with WooCommerce, WooCommerce may provide the product catalog that supports item names, prices, categories, tax behavior, and ecommerce order context. OneSuite then allows staff to use those approved products in practical business workflows such as creating invoices, processing POS sales, reviewing receipts, and serving customers.
Communications
Use available voice calling tools inside OneSuite.
Troubleshooting
Resolve browser dialer, click-to-call, or call history issues.
Communications
OneSuite Voicemail provides the user-facing area for business voicemail within the Communications module. Voicemail is used when call routing intentionally sends a caller to a mailbox or when a user cannot answer. The public documentation focuses on configuring and reviewing voicemail through the visible OneSuite interface rather than internal call-processing components.
Getting Started
The OneSuite Knowledgebase is the official product documentation library for Diadem OneSuite. It is designed for business owners, administrators, managers, office staff, cashiers, sales teams, ministry teams, and end users who need clear instructions for operating the platform. OneSuite brings CRM, communications, payments, invoicing, POS, workforce tools, scheduling, marketing, licensing, and administration into one connected business workspace. This documentation is synchronized to the PASS35H66DN RC1 GOLD R63.97 public WordPress distribution. This article explains how to use the documentation library as a practical operating manual rather than a simple help page.
Getting Started
OneSuite overview and how the documentation is organized
CRM
Contacts are the center of customer relationship management in OneSuite. WooCommerce customers and orders can provide important customer details such as name, email address, phone number, billing address, shipping address, and purchase activity. When a business uses WooCommerce and OneSuite together, staff should understand how ecommerce customer information relates to CRM contacts and customer history.
WooCommerce
WooCommerce plays an important commerce role in OneSuite when a business uses WordPress ecommerce, online ordering, product catalogs, or website-based checkout. In that configuration, WooCommerce is not just a separate online store. It can help support the product, order, customer, and catalog information that staff may see or use across POS, invoicing, CRM, receipts, and customer history.
Reference Library
WooCommerce plays an important role in OneSuite because it can serve as the commerce foundation for products, services, customer purchase history, online ordering, and connected sales workflows. OneSuite should be understood as the business operating layer that brings CRM, invoicing, POS, communications, and customer history together, while WooCommerce can provide the product catalog and ecommerce order foundation when that capability is installed and configured on the same WordPress site.
