Reference
FAQ
Quick answers for common questions.
How do I invite team members?
Go to Teams , click Invite Member, add email and role, then send.
Can I import expenses?
Yes. Go to Expenses and use Import CSV.
How do I connect with another org?
Open My Community , find the org, and send a connection request.
How do recurring tasks work?
Set a repeat schedule once. New task instances are created automatically.
How do I customize our public page?
Go to Settings → Public Page Settings and choose logo/colors.
How do I sell products or take bookings?
Go to Products , create an item, and mark it public.
How does POS allocation work?
Set 4 percentages in Settings → Financial. They must total 100%.
What are work types?
Work types are labels you use for work logs and labor reports.
Can I edit roles?
Yes. Go to Teams → Role Management . Owner role is fixed.
Do you sell my data?
No. See the Privacy Policy.
Still stuck?
Log in to open Support, or email support@seedlingcrm.com.