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Getting Started
- What is Deposyt? Payments and CRM Platform Explained
- Glossary of Deposyt Terms
- Connect NMI to Deposyt CRM
- Connect Dejavoo Terminal to Deposyt CRM
- Connect Authorize.net to Deposyt CRM
- First 24 Hours Checklist
- CRM Account Types
- Create CRM Account
- CRM Setup Mistakes
- Connect Payment Method CRM
- CRM Dashboard Overview
- CRM Roles & Permissions
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Payments / Merchant Account Setup
- High-Risk vs Low-Risk Accounts
- ACH vs Card Payments
- Dual Pricing: How It Works
- Surcharging Rules: What You Need to Know
- PCI Compliance Overview
- Fraud Prevention Basics
- Merchant Account Holds And Reserves
- Merchant Account Underwriting Process
- Merchant Account Approval Time
- Close Merchant Account
- Failed Payments & Dunning
- Payment Funding Schedule
- Merchant Account Overview
- Payment Processing Rates Explained
- KYB KYC Documents
- Supported Business Types: Payment Processing
- View More ( 1 ) Collapse Articles
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CRM Basics (contacts, pipelines, tasks)
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Appointments + Payments (your booking/pay flows)
- Appointment Deposits
- Appointment Statuses CRM
- Appointment Analytics CRM
- Booking Pages CRM
- Calendar Sync CRM
- No Show Handling Appointments
- Partial Payments Appointments
- Pay to Book vs Book to Pay
- Post Booking Automation
- Appointment Rescheduling & Cancellation Rules
- Collect Payment At Booking
- Appointment Types CRM
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Invoices + Deposits + Subscriptions
- Invoice Due Date vs Send Date
- Failed Subscription Payments
- Auto-Pay Invoices
- Cancel Subscription CRM
- Dunning Software
- Subscription Reporting
- Invoice Statuses Explained
- Invoice Software For Small Business
- Split Invoices
- Refunds and Credits in Deposyt
- Subscription Billing Models
- Subscription Billing Software
- Invoice Deposits
- Subscription Upgrades & Downgrades
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Terminals + In-Person Mode
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Automations / Triggers
- Appointment Triggers CRM
- CRM Automation Basics
- CRM Automation Examples
- Conditional Logic CRM
- Automation Delays CRM
- Invoice & Subscription Triggers
- SMS Compliance TCPA
- Payment-Based Triggers in Deposyt
- Sales Triggers CRM Overview
- Smart Follow-Ups CRM
- SMS vs Email CRM
- Test CRM Automations
- Triggers and Actions in Deposyt CRM
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Partners / Affiliate Tracking
- How to Set Up Your Partner Program
- How to Assign Partners to Sales (Invoices & Virtual Terminal)
- Understanding Users, Affiliates, and Partners in Deposyt
- Understanding Partner Signup Pages
- Unique Referral Links
- Revenue Splits Explained
- Dual Pricing & Affiliate Commissions
- Partner Dashboards
- Partner Payouts
- Partner Disputes
- Tracking & Attribution Logic
- Partner Analytics
- Managing Large Partner Networks
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Chargebacks / Disputes
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Calendar
- Accessing the Calendar
- Accessing the Calendar Archive
- Accessing Appointment Types from Calendar
- Accessing Availability from Calendar
- Accessing the Services Menu from Calendar
- Adding Notes to Calendar Appointments
- Assign Users to Calendar Appointments
- Book a Service in Calendar
- Creating a One-Off Appointment
- Create a Task in Calendar
- Creating a Sent Appointment Invite
- Changing the Calendar Views (Day, Week, Month)
- Changing Task Status in Calendar
- Deleting Appointments in Calendar
- Deleting Notes with Reminders in Calendar
- Editing Notes with Reminders in Calendar
- Editing Tasks in Calendar
- Filtering the Calendar
- Move Notes with Reminders to Tomorrow in Calendar
- Navigate Back to Today from Archive
- Rescheduling Appointments in Calendar
- Updating Appointment Status in Calendar
- Viewing All Customers in Calendar Appointments
- Viewing Appointment Details in Calendar
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Dashboard
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Messages
- Accessing Messages
- Add an Email Signature
- Insert a Booking Invite in the Messages Module
- Insert a Shortcode
- Insert an Email Template
- Insert Media by Uploading a File
- Insert Media Using Live Capture
- Inserting a Link
- Manage the Actions Menu
- Message Icons and Their Meanings
- Save a Message as a Template
- Schedule an Email or Message
- Use the AI Features in Email
- Use the Edit Tools in Email
- Use the Text-to-Speech Functionality
- Use the View Tools in Email
- Using Table Functionalities in Email
- Using the Tools’ Functionalities in Email
- View Facebook Messages
- Archiving Messages
- Insert a Message Template
- Mark a Message as Read or Unread
- Use the Format Tools in Email
- Use the Insert Tools in Email
- View Failed Messages
- Checking All Unread Messages
- Identifying and Viewing Untouched Messages
- Viewing Archived Messages
- Viewing Scheduled Messages
- Filtering Messages in the Messages Module
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Call Log
- Accessing the Call Log
- Adding an Unknown Contact
- Bulk Applying Tags
- Bulk Archiving Calls
- Bulk Assigning Contacts to a User
- Bulk Clearing Notifications
- Bulk Moving Customers Between Pipeline Stages
- Bulk Replying to Messages
- Clearing All New Missed Calls
- Exporting the Call Log
- Filtering the Call Log by Date Range
- Filtering the Call Log by Status
- Filtering the Call Log by User
- Filtering the Call Log by Voicemails
- Making a Call
- Setting Up Call Settings
- Sorting the Call Log
- Viewing and Unarchiving Call Logs
- Viewing New Missed Calls
- View More ( 4 ) Collapse Articles
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Sell Live
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Contacts
- Accessing The Contacts
- Adding a New Contact
- Bulk Applying Tags to Contacts
- Bulk Assigning a User to Contacts
- Bulk Creating a Contact List
- Bulk Deleting Contacts
- Bulk Exporting Selected Contacts
- Bulk Moving Contacts Between Pipelines or Stages
- Bulk Removing Tags from Contacts
- Exporting Contacts
- Filtering Contacts
- Managing the Contact Column Tab
- Managing the Contact Density Tab
- Navigating to Lists from the Contacts Section
- Navigating to Pipelines from the Contacts Section
- Navigating to Settings from the Contacts Section
- Saving a Smart View in Contacts
- Searching for a Contact
- Using the Bulk Reply Feature in Contacts
- Using the Three-Dot Menu in the Contacts Section
- View More ( 5 ) Collapse Articles
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Partners
- Accessing the Affiliates Overview
- Accessing the Partners
- Managing Affiliates’ Three-Dot Options (Grid and List View)
- Managing Partners’ and Affiliates’ Announcements
- Managing Partners’ and Affiliates’ Global Commission Settings
- Managing Partners’ Three-Dot Options (Grid and List View)
- Navigating to Affiliates from the Partners Section
- Partner Signup Form Sharing
- Partners’ and Affiliates’ Trigger Setup
- Pinning a Partner for Quick Access (Grid and List View)
- Pinning Affiliates for Quick Access (Grid and List View)
- Setting Up a New Partner
- Viewing Affiliates' Leads
- Viewing Partners’ Affiliates
- Accessing Partner's Overview
- Converting Affiliates to Partners
- Create and Manage Affiliates Folders
- Create and Manage Partner Folders
- Filtering Affiliates
- Filtering the Partners
- Managing Affiliates’ Bulk Actions in List View
- Managing Partners’ Bulk Actions in List View
- View More ( 7 ) Collapse Articles
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Notes
- Accessing Notes
- Accessing Tasks from Notes
- Accessing the Customer Modal from Notes
- Adding a Note to a Folder
- Arranging Notes by day
- Converting a Note to a Task
- Create and Manage Notes Folders
- Creating a New Note
- Editing a Note
- Filtering Notes by Assigned User(s)
- Managing Reminders for Notes
- Marking a Note as Done
- Performing Bulk Actions on Notes
- Pin a Note for Quick Access
- Replying to a Note
- Viewing All Notes
- Viewing All Notes with Reminders
- Viewing All Notes with Replies
- Viewing All Pinned Notes
- View More ( 4 ) Collapse Articles
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Tasks
- Accessing Tasks
- Filtering Tasks by Assigned User(s)
- Viewing All Incomplete Tasks
- Accessing Analytics from Tasks
- Accessing Notes from Tasks
- Accessing the Customer Modal from Tasks
- Assign a user to a Task
- Changing Task Due Date
- Changing Task Priority
- Changing Task Status
- Create a New Task
- Create and Manage Task Folders
- Editing a Task
- Exporting Tasks
- Filtering Tasks
- Managing Task Smart Views
- Moving Tasks to a Folder
- Performing Bulk Actions on Tasks
- Viewing All Completed Tasks
- Viewing All in Progress Tasks
- Viewing All Overdue Tasks
- Viewing All Pending Tasks
- Viewing All Tasks by Folder
- View More ( 8 ) Collapse Articles
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Campaigns
- Accessing Campaigns
- Viewing All Campaigns
- Viewing Draft Campaigns
- Viewing Sent Campaigns
- Editing a Draft Campaign
- Viewing Campaign Replies
- Viewing Campaign Results
- Adding Contacts in a Campaign
- Inserting a Template into a Message Sequence
- Managing Campaigns via the Three-Dot Menu (Card View)
- Managing Campaigns via the Three-Dot Menu (Table View)
- Performing Bulk Actions in Campaigns (Table View)
- Adding an Email to a Message Sequence
- Adding SMS to a Message Sequence
- Changing and Understanding Views (Table and Card) in the Campaigns Section
- Clone a Campaign
- Create and Manage Folders in Campaigns (Table and Card View)
- Creating a Campaign
- Move a Campaign to a folder (Table View)
- Pausing Campaigns (Table and Card View)
- Pin a Campaign (Table and Card View)
- Using AI in Campaign Messaging Sequence
- View Hidden Folders
- Viewing Campaigns by Folder
- View More ( 9 ) Collapse Articles
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Forms
- Accessing the Form Settings
- Accessing the Forms
- Add Trigger to Form (Card View)
- Add Trigger to Form (List View)
- Change Form Status (Card View)
- Change Form Status (List View)
- Clone Form (Card View)
- Clone Form (List View)
- Creating a Card Form
- Creating a Classic Form
- Creating and Managing Form Folders
- Customizing Form within the Form Builder
- Delete Selected Form (Card View)
- Delete Selected Form (List View)
- Edit Selected Form (Card View)
- Edit Selected Form (List View)
- Manage Forms via Three-Dot Menu (Card View)
- Manage Forms via Three-Dot Menu (List View)
- Navigating to the Forms Card View from List View
- Perform Bulk Actions (Card View)
- Perform Bulk Actions (List View)
- Pin a Form to the Top (Card View)
- Pin a Form to the Top (List View)
- View Form Results (Card View)
- View Form Results (List View)
- View Hidden Folders
- View Live Form (Card View)
- View Live Form (List View)
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Funnels
- Adding a Funnel Template
- Changing the Funnel Layout While Editing
- Cloning a Funnel Step
- Deleting a Funnel Step
- Editing a Funnel Step
- Previewing the Funnel While Editing
- Saving a Funnel as a Template
- Saving a Funnel as Draft
- Viewing Funnel Step Leads
- Accessing Domains from Funnels
- Accessing Forms from Funnels
- Accessing Funnels
- Accessing Products from Funnels
- Accessing the Funnel Settings
- Accessing the Funnel’s First Landing Page
- Adding Steps to a Funnel
- Cloning a Funnel
- Copying the Funnel’s First Step Link
- Creating a New Funnel
- Creating and Managing Funnel Folders
- Deleting a Funnel
- Downloading the Funnel QR Code
- Editing a Funnel
- Managing Funnel Status
- Perform Bulk Actions
- View Funnel Sales
- View Funnel Stats
- View Hidden Folders
- View More ( 13 ) Collapse Articles
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Triggers
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All Media
- Accessing All Media
- Accessing Company Library
- Accessing Funnel Media
- Accessing Analytics
- Accessing Media Folders
- Accessing Media Requests
- Accessing Media Upload Links
- Adjust Density in List View
- Changing and Understanding Views (Card and List) in the All Media Section
- Creating and Managing Folders
- Exporting Media from List View
- Filtering Media (Card View)
- Filtering Media (List View)
- Filtering Media by Assigned User(s)
- Manage Media via Three-Dot Menu (Card View)
- Manage Media via Three-Dot Menu (List View)
- Managing Columns in List View
- Managing Smart Views (List View)
- Sending Media Request
- Share Media (Card and List View)
- Sorting Media (Card View)
- Uploading Media by Browsing Files
- Uploading Media by Live Capture
- View More ( 8 ) Collapse Articles
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Quick Actions
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Customer Modal
- Accessing Appointments from the Customer Modal
- Accessing Campaigns from the Customer Modal
- Accessing Communications from the Customer Modal
- Accessing Courses from the Customer Modal
- Accessing Forms Filled from the Customer Modal
- Accessing Media from the Customer Modal
- Accessing Notes & Tasks from the Customer Modal
- Accessing Purchases from the Customer Modal
- Accessing Services from the Customer Modal
- Accessing the Customer Modal
- Assign to a User/Partners/Affiliates
- Manage Tags
- Move a Customer to a Pipeline or Stage
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Appointment Types
- Accessing Appointment Types
- Accessing Availability from Appointment Types
- Accessing the Calendar from Appointment Types
- Accessing the Services Menu from Appointment Types
- Available Quick Actions in Appointment Types (Card View)
- Available Quick Actions in Appointment Types List View
- Create a New Collective Appointment Type
- Create a New Group Appointment Type
- Create a New One-Off Meeting Appointment Type
- Create a New One-on-One Appointment Type
- Create a New Round Robin Appointment Type
- Create and Manage Folders in Appointment Types (Card and List View)
- Display More Hidden Appointment Types (Card View)
- Enabling and Disabling Appointment Type Status (Card and List View)
- Filtering Appointment Types (Card and List View)
- Filtering Appointment Types by All Users (Card and List View)
- Managing Appointment Types via the Three-Dot Menu (Card View)
- Managing Appointment Types via the Three-Dot Menu (List View)
- Perform Bulk Actions in Appointment Type List View
- View More ( 4 ) Collapse Articles
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Services
- Accessing Appointment Types from Services
- Accessing Availability from Services
- Accessing Calendar View from Services
- Accessing the Services
- Accessing the Services Customizer
- Accessing the Services Settings
- Adding a New Category
- Adding a New Service
- Copy Services Page Link
- Deleting a Service
- Deleting a Service Category
- Downloading the Services QR Code
- Editing a Service Category
- Editing a Service in the Services Section
- Editing Business Info via the Customizer
- Editing the Services Appearance via the Customizer
- Expanding and Collapsing Categories and Services
- Moving a Service to a Category
- Performing Bulk Actions in Services
- Previewing All Users’ Widgets
- Previewing My Widget
- Previewing the Services Page
- Rearranging Categories and Services in the Services Section
- Setting Up Service Settings
- Sharing the Services Page Link
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Sales
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Orders
- Accessing Orders
- View All Orders
- View Courses
- View Invoices
- View One-Time Orders
- View Services
- View Subscription Orders
- View Tiered Products
- View Upsells
- View Virtual Terminal
- Accessing Card on File in the Customer Hub
- Accessing Customer Modal
- Accessing Invoices in the Customer Hub
- Accessing Orders in the Customer Hub
- Accessing Subscriptions in the Customer Hub
- Edit Order
- Filter Orders By Date Range
- Filter Orders By Product
- Filtering Orders
- Manage Subscription
- Manage Subscription via Three-Dot Menu
- Managing My Profile in the Customer Hub
- Open Customer Hub
- Send Card Update to Customer
- Sending Customer Hub Link
- Sorting Orders
- View Customer History
- View Failed Orders
- View Gift Cards
- View Order Summary
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Products
- Creating a Tiered Pricing Product
- Downloading the Product and Checkout Page QR Code
- Filtering Products
- Managing Products via the Three-Dot Menu
- Navigating to All Orders
- Navigating to Sales Reports
- Accessing Product Settings
- Accessing Products
- Activating and Deactivating Products
- Copying the Product Page and Checkout Page Links
- Creating a One-Time Purchase Product
- Creating a Subscription Product
- Previewing the Product Page and Checkout Page
- Sorting Products
- Switching from List View to Grid View
- Test Mode
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Invoices
- Accessing Invoice Settings
- Accessing Invoices
- Filter Invoices by Due Date
- Create a Refund
- Perform Bulk Actions
- View Invoice Details
- Accessing Customer Modal from Invoices
- Creating New Invoice
- Filtering Invoices
- Managing Invoice Templates
- Managing Invoices via the Three-Dot Menu
- Sorting Invoices
- View All Invoices
- View Cancelled Invoices
- View Order Summary
- View Outstanding Invoices
- View Overdue Invoices
- View Paid Invoices
- View Refunded Invoices
- View Voided Invoices
- View Archived Invoices
- View Draft Invoices
- View Failed Invoices
- View More ( 8 ) Collapse Articles
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Discounts
- Accessing Discounts
- Adding Conditions on an Existing Discount
- Creating a New Discount
- Deleting an Existing Discount
- Editing an Existing Discount
- Editing the Discount General Information
- Filtering Discounts by Created By
- Filtering Discounts by Created Date
- Filtering Discounts by Status
- Save Discount as Draft
- Sorting Discounts
- Unpublishing an Existing Discount
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Gift Cards
- Accessing Gift Cards
- Accessing Sales Reports
- Activating or Deactivating a Trigger
- Add a Group in Premade Gift Cards
- Add an Item in Premade Gift Cards
- Arranging Premade Gift Cards
- Creating a new Gift Card
- Creating a Trigger in the Gift Cards Section
- Delete a Gift Card Order
- Filter Gift Card Orders
- Managing Premade Gift Cards Using the Three-Dot Menu
- Sharing Premade Gift Card Links
- View Customers
- View Gift Card Analytics
- View Orders
- View Premade Gift Cards
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Pricing
- Accessing the Pricing
- Creating a New Price List
- Editing Price List Details
- Editing Prices Manually
- Filtering Price Lists by Created By
- Filtering Price Lists by Created Date
- Filtering Price Lists by Status
- Importing a Price List
- Managing Price Lists via the Three-Dot Menu
- Remove a Product
- Sorting Price Lists
- Viewing Other Price Lists
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Virtual Terminal
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Business Profile
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My Profile
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Security
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Users/Partners/Affiliates
- Accessing Affiliates
- Accessing Partners
- Accessing Users
- Accessing Users / Partners / Affiliates
- Activating or Deactivating a Partner
- Activating or Deactivating a User
- Activating or Deactivating an Affiliate
- Edit a Partner
- Edit a User
- Edit an Affiliate
- Managing a Partner via the three-dot menu
- Managing a User via the three-dot menu
- Managing a User via the three-dot menu inside a Team
- Managing an Affiliate via the three-dot menu
- Perform Bulk actions for Affiliates
- Perform Bulk actions for Partners
- Perform Bulk actions for Users
- Accessing Teams
- Creating a new Team
- Inviting a new user
- Manage a Team
- Manually create a new user
- View More ( 7 ) Collapse Articles
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Access Levels
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Notifications
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Calendar Settings
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Communications Settings
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Tags
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Templates
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Customer Form Builder
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Lists
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Domains
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Labels
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Integrations
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Zapier Automations
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Developer Section
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Twilio 10 DLC
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Pipelines
- Accessing The Pipelines
- Add a Contact within a Pipeline Stage
- Add an Entire List of Contacts to a Pipeline Stage
- Adding an Appointment Type to a Pipeline Stage
- Adding and Managing Folders
- Create a New Pipeline
- Filtering the Pipeline by Assigned User(s)
- Filtering The Pipelines
- Identify if a Pipeline is Connected to a Partner or an Affiliate
- Save a Smart View within a Pipeline Stage
- Sorting Pipelines
- Available Actions in the Pipeline’s Three-Dot Menu (Grid and List View)
- Accessing Pipeline Settings
- Adding a Form to a Pipeline Stage
- Adding a New Stage to a Pipeline (Card View)
- Adding a New Stage to a Pipeline (Horizontal and List View)
- Adding a Trigger to a Pipeline Stage
- Adjust the Pipeline Stage Card View
- Changing and Understanding Views (Grid and List) in the Pipeline Section
- Changing and Understanding Views (Horizontal, Grid, and List) in the Pipeline Stage Section
- Deleting a Selected Pipeline (Grid and List View)
- Exporting Contacts Within a Pipeline Stage (Horizontal and List View)
- Move a Selected Pipeline to a Folder (Grid and List View)
- Move Contacts to Another Pipeline or Stage (Card View)
- Move Contacts to Another Pipeline or Stage (Horizontal View)
- Move Contacts to Another Pipeline or Stage (List View)
- Opening the Contact Modal in the Stage Section and Available Actions
- Perform Bulk Actions in List View
- Pin a Selected Pipeline for Quick Access (Grid and List View)
- Saving a Pipeline as a Template in Grid or List View
- Viewing All Pipelines by Folder
- View More ( 16 ) Collapse Articles
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Courses
- Accessing Appearance Customizer
- Accessing Courses
- Accessing Global Course Settings
- Accessing Global Course Triggers
- Changing and Understanding Views (Card and List) in the Courses Section
- Creating a Course
- Inviting a Customer to a Course
- Managing Course Curriculum
- Managing Course Settings
- Managing Courses via the Three-Dot Menu (Card View)
- Managing Courses via the Three-Dot Menu (List View)
- Sharing a Course
- Sorting Courses
- Accessing the Edit Form from Courses
- Activate / Deactivate: A step in a Curriculum
- Adding a Form for Free Courses
- Adding a Module to a Curriculum
- Adding a Step/Lesson to a Curriculum
- Adding Module/Step Automations
- Adding New Member Automations
- Editing a Step/Lesson in a Module
- Exporting Course Members
- Filtering Course Members
- Managing a Quiz in a Module
- Managing Course Automations
- Managing Course Members
- Managing Course Pricing
- Performing Bulk Actions in Course Members
- Performing Bulk Actions in Curriculum
- Previewing a Course
- Previewing the Course Landing Page
- Rearranging Module and Steps inside a Curriculum
- Viewing Analytics
- Creating a new Global Course Trigger
- View More ( 19 ) Collapse Articles
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Ecommerce Settings
- Accessing Currencies
- Accessing the E-commerce Settings
- Add an Offline Payment Method
- Managing Card Expiration Settings
- Managing Fulfillment
- Managing Payments
- Managing Price Adjustment Settings
- Managing Regions
- Managing Return Reasons
- Managing Store Details
- Managing Subscription Saver Settings
- Managing Subscription Settings
- Managing Tax Settings
- Set a Payment method as Active
- Managing Templates for Offline Cash Payment Methods
- Managing 2FA Settings
- View More ( 1 ) Collapse Articles
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Integrations (Zapier, APIs, etc.)
< All Topics
Print
Accessing Notes
Posted
Updated
Bytimothy A
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Overview:
Accessing Notes lets you view, organize, and manage all important information related to contacts, tasks, or activities in one place. This helps you track communication, add updates, and maintain organized records for better workflow and follow-ups.
Follow these steps to access notes:
Step 1: On your Dashboard, navigate to the Notes tab under the Customers section.
Step 2: This module lets you record important details, updates, and interactions related to a contact or deal, helping your team keep track of relevant information in one place.
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