rapidco
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All topics

Start here

  • How rapidco is organised
  • Sign in, password, and MFA
  • Turn modules on

Companies

  • Companies and contacts
  • People on a company

Sales

  • Sales pipeline
  • Proposals and contracts

Projects

  • Create a project
  • Write the project scope
  • Tasks on a project
  • Phases, roadmap, and Gantt
  • Notes, files, links, subcontractors
  • Finish a project and open a follow-up

Documents

  • Documents and templates

Client portal

  • Client portal (staff view)
  • Client portal (customer)

Support

  • Support desk
  • Support requests

Meetings

  • Meetings

Appointments

  • Appointments and public booking
  • Linked workspaces

Billing

  • Invoices
  • Customer billing

Bookkeeping

  • Bookkeeping

HR

  • HR and applications

Leave

  • Leave (vacation planner)

Calendar

  • Company calendar

Website

  • Website module
  • Edit and publish a page
  • News, events, and links
  • Public site, contact, and book

Team

  • Invite the team
  • Roles and who can open what
  • Your profile

Settings

  • Branding
  • Custom domains
  • Workspace settings
  • Export and import a workspace
  • Reports and automation

Meetings

Meetings

Internal agendas, participants, recurrence, and actions. This is not the public booking page.

  1. Turn Meetings on. Create a meeting with title, time, and participants from the team.
  2. Use series if it repeats. Complete a meeting when it is over; actions can stay on the record.
  3. A meeting on a person’s calendar also blocks that person in Appointments if both modules are on. Approved leave does the same.
  4. The company Calendar (optional module) shows meetings next to leave, appointments, and events.
  5. For public “book a slot” with clients or other companies, use Appointments instead.

Related: Appointments and public booking · Company calendar · Invite the team

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