BizCRM App

Step-by-Step Guide to Configuring Client Sign-Up Settings in Your Application

STEP 1: Click on "App Settings" to Access Application Configuration

  • Navigate to the App Settings section in the sidebar.
  • Click on the App Settings link to view the application configuration options.
  • Review the Client Sign up Settings area, which includes:
    • Allow Client Signup checkbox.
    • Client Signup URL for client registration.
  • Ensure to save any changes made in this section.

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STEP 2: Click on "Client Sign up Settings" Tab

  • Navigate to the App Settings section.
  • Click on the Client Sign up Settings tab to access the relevant configuration options.
  • Ensure you review the following input fields:
    • Date Format: Select your preferred date format.
    • Time Format: Choose between 12-hour or 24-hour format.
    • Default Timezone: Set the timezone according to your preference.
    • Default Currency: Specify the currency for transactions.
    • Language: Select the desired language for the application.
  • After making the necessary selections, proceed to the next step by clicking on "Allow Client Signup."

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STEP 4: Click on "Allow Client Signup"

  • Locate the "Allow Client Signup" label in the Client Sign up Settings section.
  • Click on the input field associated with this label to enable client sign-ups.
  • Ensure the field is highlighted, indicating it's ready for input.
  • Optionally, provide the Client Signup URL in the adjacent field for client registration.
  • After making changes, remember to click the "Save" button to apply your settings.

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STEP 5: Click on "Need admin approval after client signup"

  • Navigate to the Client Sign up Settings section.
  • Locate the label "Need admin approval after client signup."
  • Click on this option to enable the requirement for admin approval after client sign-up.
  • Ensure that the setting is highlighted to confirm your selection.
  • Proceed to the next step by clicking on "Save" to confirm your settings.

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STEP 6: Click on "Save" to Confirm Settings

  • Ensure all required fields are filled in the Client Sign-up Settings.
  • Review the options: "Allow Client Signup" and "Need admin approval after client signup."
  • Click the Save button to confirm your settings.
  • Verify that the changes are saved successfully before proceeding to the next step.

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STEP 7: Click on "Allow Client Signup"

  • Ensure the "Allow Client Signup" checkbox is selected.
  • Review the "Client Signup URL" provided below the checkbox.
  • If needed, click the "Copy" button to copy the URL for client registration.
  • Make sure to check the option for "Need admin approval after client signup" if applicable.
  • After confirming all settings, click "Save" to finalize changes.

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