How to Send a Price Notification to a Client?
After updating a client's prices, you can send them an automatic email notification so they're always aware of the current rates they're working with.
Go to Profiles → Clients.
Click on the client's name.
Open the Destinations tab.
Click Show all in...
How to Schedule a Price Changing?
Instead of updating a client's price immediately, you can schedule it to take effect at a specific date and time. This is useful when you've agreed on a price change in advance and want it to apply automatically without having to remember...
How to Schedule a Vendor Price Change?
When an aggregator notifies you of an upcoming price change, you can schedule it in advance so the new rate takes effect automatically at the exact date and time – without any manual intervention on the day.
Schedule a Price Change
Go to Current...
How to Restrict Sending Methods for a Client?
You can control which connection methods each client is allowed to use for sending SMS. By default, all methods are enabled — you can turn off any of them at any time without affecting the client's account setup.
Go to Profiles → Clients.
In...
How to Provide Access to Resellers?
You can control what each reseller can see and do in the platform. Permissions are split into roles — ready-made access templates — and separate permits that let you grant access to specific sections.
Before You Start
Make sure the reseller account is already...
How to Integrate the Privat24 Service?
The Private24 integration automatically pulls the current EUR, USD, and UAH exchange rates from PrivatBank's public API and updates them on the platform every hour. Once set up, all currency conversions on the platform stay in sync with real market rates without...
