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  1. HappyCo
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  3. Setup Guide

Setup Guide

A short guide to run you through each step of getting your account setup that covers: adding your team, importing Units, editing Templates and branding Reports.

  • Setup: Import Units or Properties into your HappyCo Account in Manage
  • Setup: Add Users and Manage Their Role
  • Property Provisioning Portal
  • Setup: Add and Import Units in app
  • Setup: Templates and Ratings
  • Setup: Customize and Brand Reports
  • Setup: How to Use and Configure Required Fields
  • Setup: How to Use and Configure Custom Scores
  • Call Complete: How to create users for your onsite team?
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