The String knowledge base
  • Welcome to The String 👋
  • About The String Solutions
    • About Us
    • The Challenge We Try to Solve!
    • How Does The String Help?!
  • Getting Started
    • Signing Up
    • Dashboard Navigation
    • Complete Setup Your Business Profile
      • Create a new branch
      • Create a new category
      • Add a new brand
      • Add a new product
      • Add a new service
  • How To?!
    • Manage Leads
      • Add New Lead
      • Import Leads
      • Export Leads
      • Filter Leads
      • Customize Leads List View
      • Quick edit lead Info
      • Convert Lead to Customer
      • Assign Lead to Agent/Team Member
      • Send Bulk SMS/Emails
      • Manage Lead Profile
      • Delete Leads
    • Manage Customers
      • Add New Customers
      • Export Customers
      • Customize Customers list View
      • Assign Customers to Agent / Team
      • Customer Profiles
      • Delete Customers
    • Manage Branches
    • Manage Team
      • Create Departments
      • Add Team Members
      • Assign Roles and Permissions
    • Manage Product & Service
      • Add New Product or Service
      • Customize Product/ Service List view
      • Delete Product or Service
    • Manage Public Forms
      • Create new public form
      • Edit forms
      • Embed form into website
      • Analyze Forms
      • Delete form
    • Manage Email Templates
      • Create a New Email Template
      • Edit an Existing Email Template
      • Delete an Email Template
    • Manage Tasks
    • Manage Media & Files
    • Manage Campaigns
      • Customized Forms
      • WhatsApp Messages "soon"
      • SMS "Soon"
      • Email Marketing
    • Manage Automations
      • Leads Journey
      • Segments
      • Sequences
      • Chat Bot "Soon"
      • API and Third-party Integrations - "Coming Soon"
  • Account Management
    • Create an account
    • Reset & Change password
    • Deleting your account
  • Subscription and Pricing
    • Understanding Different Subscription Plans
    • Upgrade or Downgrade Your Plan
    • Cancelling your Subscription
    • Update your Payment method
  • FAQs
    • General FAQs
    • Technical FAQs
    • Billing FAQs
  • Contact Support
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  1. Getting Started

Complete Setup Your Business Profile

Complete your business profile setup to ensure all your information is organized and ready for efficient management and automation.

PreviousDashboard NavigationNextCreate a new branch

Last updated 10 months ago

Follow these simple steps to fully configure your business profile on The String platform.

Add Branch

You must add a branch, headquarter, or store details to manage your business dashboard effectively. This allows you to have a centralized view of all your business locations.

Add Category

Categorize your products or services to keep your inventory organized. This helps in easy navigation and better management of your offerings.

Add Brand

Identify and organize your products under specific brands. This helps customers easily find products from their preferred brands.

Add Product

Define the products your business offers, including details like name, description, price, and stock levels. This is essential for inventory management and sales tracking.

Add Service

Define the services your business offers, including details like name, description, price, and duration. This is crucial for service scheduling and customer management.

Know how to add a new branch
Know how to add a new category
Know how to add a new brand
Know how to add a new product
Know how to add a new service