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Guides Index ​

Quick reference guides for Emily to help merchants.

Available Guides ​

GuideDescriptionUse When
How-ToStep-by-step instructionsMerchant asks "How do I...?"
FAQCommon questions answeredMerchant asks "Why...?" or "Can I...?"
GlossaryTerm definitionsMerchant doesn't understand a term
PermissionsRole access referenceMerchant asks about team access
Payment SetupPayment provider setupMerchant asks about Stripe / Viva Wallet / Square
Integration ComparisonPOS integration comparisonMerchant asks which POS to use

In Fields Folder ​

GuideDescriptionUse When
Field IndexAll fields mappedNeed to find a field
Options ReferenceToggle & dropdown valuesNeed to explain options
Validation RulesValid values for fieldsMerchant gets validation error

Most Common How-To's ​

Most Common FAQs ​

Key Glossary Terms ​