https://help.genaya.com 2026-11-04 weekly 1.0 https://help.genaya.com/getting-started 2026-11-04 weekly 0.8 https://help.genaya.com/articles/getting-started/how-to-set-up-genaya-from-scratch 2026-11-04 weekly 0.7 https://help.genaya.com/articles/getting-started/run-your-business-from-one-conversation 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/run-your-business-from-one-conversation/01-tell-genaya-about-your-business.webp?v=mw13644b https://help.genaya.com/articles/getting-started/how-to-navigate-the-genaya-workspace 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-navigate-the-genaya-workspace/01-the-workspace.webp?v=mw137sl4 https://help.genaya.com/articles/getting-started/how-to-dismiss-or-reopen-the-onboarding-panel 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-dismiss-or-reopen-the-onboarding-panel/01-close-the-setup-guide.webp?v=mw139shy https://help.genaya.com/help-shots/how-to-dismiss-or-reopen-the-onboarding-panel/02-reopen-from-the-header.webp?v=mw139sre https://help.genaya.com/articles/getting-started/what-to-do-after-setup-is-done 2026-11-04 weekly 0.7 https://help.genaya.com/articles/getting-started/how-to-contact-genaya-support 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-contact-genaya-support/01-contact-page.webp?v=mw134zla https://help.genaya.com/help-shots/how-to-contact-genaya-support/02-live-chat.webp?v=mw134zs2 https://help.genaya.com/account-and-sign-in 2026-11-04 weekly 0.8 https://help.genaya.com/articles/account-and-sign-in/how-to-sign-up-for-genaya 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-sign-up-for-genaya/01-sign-up-page.webp?v=mw1izyfp https://help.genaya.com/help-shots/how-to-sign-up-for-genaya/02-email-and-password.webp?v=mw1izzx0 https://help.genaya.com/help-shots/how-to-sign-up-for-genaya/03-google-facebook-apple.webp?v=mw1j00k0 https://help.genaya.com/howto-videos/sign-up-for-genaya.jpg How to sign up for Genaya Learn how to create your Genaya account at app.genaya.com/signup with your work email and a password of at least eight characters, with one letter and one number. See how to show your password to check both entries match, or sign up in one click with Google, Facebook or Apple. After Get Started, Genaya emails you a verification link, and you log in to finish setting up. https://www.youtube.com/embed/z--RjdSUypk 73 2026-11-03 https://help.genaya.com/articles/account-and-sign-in/how-to-sign-in 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-sign-in/01-sign-in.webp?v=mw1353xx https://help.genaya.com/articles/account-and-sign-in/how-to-reset-your-password 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-reset-your-password/01-forgot-password.webp?v=mw1k8bwd https://help.genaya.com/help-shots/how-to-reset-your-password/02-send-reset-link.webp?v=mw1k8c39 https://help.genaya.com/help-shots/how-to-reset-your-password/03-change-password.webp?v=mw1k8cem https://help.genaya.com/howto-videos/reset-your-password.jpg How to reset your password in Genaya Learn how to change your Genaya password from Settings, Security Center, where Change password asks for your current password and a new one, then Update password saves it. Forgot your current password? Email me a reset link sends a link to your own email, and if you cannot sign in at all, click Forgot password on the sign-in page, type your email and click Send reset link. https://www.youtube.com/embed/QhFXNUG3PMo 94 2026-11-04 https://help.genaya.com/articles/account-and-sign-in/how-to-verify-your-email 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-verify-your-email/01-check-your-email.webp?v=mw135cw1 https://help.genaya.com/articles/account-and-sign-in/how-to-accept-a-team-invite 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-accept-a-team-invite/01-activate-your-account.webp?v=mw1354oq https://help.genaya.com/articles/account-and-sign-in/why-do-i-see-account-exists-with-different-credential 2026-11-04 weekly 0.7 https://help.genaya.com/articles/account-and-sign-in/how-to-delete-your-account-and-data 2026-11-04 weekly 0.7 https://help.genaya.com/workspace 2026-11-04 weekly 0.8 https://help.genaya.com/articles/workspace/how-to-edit-your-organization-profile 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-edit-your-organization-profile/01-my-organization.webp?v=mw13gmwh https://help.genaya.com/articles/workspace/how-to-upload-an-organization-logo 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-upload-an-organization-logo/01-upload-avatar.webp?v=mw137jnb https://help.genaya.com/articles/workspace/how-to-pick-a-theme-and-brand-color 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-pick-a-theme-and-brand-color/01-branding-and-appearance.webp?v=mw138du2 https://help.genaya.com/articles/workspace/how-to-update-your-billing-address 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-update-your-billing-address/01-billing-address.webp?v=mw139a6i https://help.genaya.com/articles/workspace/how-to-turn-on-call-transcription 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-turn-on-call-transcription/01-add-call-intelligence.webp?v=mw13aobq https://help.genaya.com/articles/workspace/how-workspace-preferences-persist 2026-11-04 weekly 0.7 https://help.genaya.com/articles/workspace/how-to-use-notes 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-use-notes/01-start-a-note.webp?v=mw1kjijk https://help.genaya.com/help-shots/how-to-use-notes/02-slash-menu.webp?v=mw1kjiwi https://help.genaya.com/help-shots/how-to-use-notes/03-notepad-popup.webp?v=mw1kjj47 https://help.genaya.com/articles/workspace/how-to-restore-an-earlier-version-of-a-note 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-restore-an-earlier-version-of-a-note/01-version-history-button.webp?v=mw135x93 https://help.genaya.com/help-shots/how-to-restore-an-earlier-version-of-a-note/02-compare-and-restore.webp?v=mw135y7n https://help.genaya.com/articles/workspace/how-the-notification-center-works 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-the-notification-center-works/01-notification-center.webp?v=mw13i911 https://help.genaya.com/articles/workspace/how-to-connect-slack-and-microsoft-teams 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-connect-slack-and-microsoft-teams/01-connect-slack.webp?v=mw1c7csq https://help.genaya.com/articles/workspace/how-to-set-a-personal-reminder 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-set-a-personal-reminder/01-create-reminder.webp?v=mw1drxux https://help.genaya.com/help-shots/how-to-set-a-personal-reminder/02-row-menu.webp?v=mw1dryf4 https://help.genaya.com/help-shots/how-to-set-a-personal-reminder/03-reminder-due.webp?v=mw1ds0wk https://help.genaya.com/howto-videos/set-a-personal-reminder.jpg How to set a personal reminder in Genaya Learn how to open your Reminders from the bell at the top right of any page and add a personal reminder with a title and a time: In 20 minutes up to In 3 hours, Tomorrow, Next week, a custom date, or Save for Later with no alert. See how to mark a reminder resolved, reschedule, edit or remove it from its row menu, find finished ones under Show Resolved Reminders, and where Genaya alerts you in Notifications when a reminder comes due. https://www.youtube.com/embed/HTF1We5rQM8 120 2026-11-03 https://help.genaya.com/articles/workspace/how-to-search-your-workspace 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-search-your-workspace/01-search-results.webp?v=mw13hpqy https://help.genaya.com/articles/workspace/how-to-use-keyboard-shortcuts 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-use-keyboard-shortcuts/01-open-the-list.webp?v=mw146ffn https://help.genaya.com/help-shots/how-to-use-keyboard-shortcuts/02-select-the-keys.webp?v=mw146g1v https://help.genaya.com/help-shots/how-to-use-keyboard-shortcuts/03-type-the-new-keys.webp?v=mw146gnp https://help.genaya.com/help-shots/how-to-use-keyboard-shortcuts/04-keys-already-used.webp?v=mw146h1g https://help.genaya.com/howto-videos/use-and-change-keyboard-shortcuts.jpg How to use and change keyboard shortcuts in Genaya Learn how to open Keyboard shortcuts from the keyboard button next to Customize, use the General, Go to and Create shortcuts, and press G then a letter to jump to a page. See how to change a shortcut by clicking its keys and typing new ones, turn a shortcut off with its switch, and put every shortcut back with Restore defaults. https://www.youtube.com/embed/T5xXHCzqHNQ 136 2026-11-03 https://help.genaya.com/roles-and-permissions 2026-11-04 weekly 0.8 https://help.genaya.com/articles/roles-and-permissions/how-the-permission-tree-works 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-the-permission-tree-works/01-call-center-opened.webp?v=mw137ygz https://help.genaya.com/articles/roles-and-permissions/what-the-four-default-roles-cover 2026-11-04 weekly 0.7 https://help.genaya.com/articles/roles-and-permissions/how-to-grant-or-revoke-a-permission 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-grant-or-revoke-a-permission/01-set-the-level.webp?v=mw137ywf https://help.genaya.com/articles/roles-and-permissions/what-assigned-scope-means 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/what-assigned-scope-means/01-employee-assigned.webp?v=mw137zqk https://help.genaya.com/articles/roles-and-permissions/how-to-find-a-permission-by-feature 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-find-a-permission-by-feature/01-search-refund.webp?v=mw1380nw https://help.genaya.com/articles/roles-and-permissions/why-buttons-disappear-when-a-permission-is-off 2026-11-04 weekly 0.7 https://help.genaya.com/billing-and-subscription 2026-11-04 weekly 0.8 https://help.genaya.com/articles/billing-and-subscription/how-genaya-billing-works 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-genaya-billing-works/01-plan-card.webp?v=mw13jl6p https://help.genaya.com/articles/billing-and-subscription/how-genaya-plans-and-pricing-work 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-genaya-plans-and-pricing-work/01-pick-plan-and-interval.webp?v=mw13jln5 https://help.genaya.com/articles/billing-and-subscription/how-usage-and-overages-work 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-usage-and-overages-work/01-usage-overview.webp?v=mw13jlue https://help.genaya.com/articles/billing-and-subscription/how-to-add-seats-companies-or-numbers 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-add-seats-companies-or-numbers/01-open-team.webp?v=mw1kpef3 https://help.genaya.com/help-shots/how-to-add-seats-companies-or-numbers/02-create-team.webp?v=mw1kpek3 https://help.genaya.com/help-shots/how-to-add-seats-companies-or-numbers/03-user-information.webp?v=mw1kpern https://help.genaya.com/help-shots/how-to-add-seats-companies-or-numbers/04-seat-price.webp?v=mw1kpewm https://help.genaya.com/help-shots/how-to-add-seats-companies-or-numbers/05-company-information.webp?v=mw1kpf4c https://help.genaya.com/help-shots/how-to-add-seats-companies-or-numbers/06-company-price.webp?v=mw1kpf9y https://help.genaya.com/help-shots/how-to-add-seats-companies-or-numbers/07-find-a-number.webp?v=mw1kpfjk https://help.genaya.com/help-shots/how-to-add-seats-companies-or-numbers/08-number-price.webp?v=mw1kpfor https://help.genaya.com/help-shots/how-to-add-seats-companies-or-numbers/09-see-breakdown.webp?v=mw1kpfuv https://help.genaya.com/articles/billing-and-subscription/how-to-cancel-or-resume-your-subscription 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-cancel-or-resume-your-subscription/01-cancel-subscription.webp?v=mw13jsjr https://help.genaya.com/help-shots/how-to-cancel-or-resume-your-subscription/02-what-happens.webp?v=mw13jsu3 https://help.genaya.com/articles/billing-and-subscription/how-to-update-your-payment-method 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-update-your-payment-method/01-open-payment-methods.webp?v=mw1cmc0d https://help.genaya.com/help-shots/how-to-update-your-payment-method/02-add-a-card.webp?v=mw1cmd49 https://help.genaya.com/help-shots/how-to-update-your-payment-method/03-set-as-default.webp?v=mw1cmesd https://help.genaya.com/help-shots/how-to-update-your-payment-method/04-remove-card.webp?v=mw1cmhms https://help.genaya.com/howto-videos/update-your-payment-method.jpg How to update your payment method in Genaya Learn how to update the card Genaya charges for your organization. Open Settings, then Subscription and Billing and Payment Methods, to add a new card, set a card as default, and remove an old card. Your default card is charged automatically for your subscription, add-ons, phone numbers, and prepaid balance top-ups. https://www.youtube.com/embed/O5n56Tgwi2M 127 2026-11-03 https://help.genaya.com/articles/billing-and-subscription/how-to-download-a-past-invoice 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-download-a-past-invoice/01-download-invoice.webp?v=mw13jm1o https://help.genaya.com/articles/billing-and-subscription/how-to-download-genaya-w9 2026-11-04 weekly 0.7 https://help.genaya.com/articles/billing-and-subscription/why-was-my-card-declined 2026-11-04 weekly 0.7 https://help.genaya.com/articles/billing-and-subscription/who-can-see-billing-and-subscription 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/who-can-see-billing-and-subscription/01-subscription-and-billing.webp?v=mw13k4c6 https://help.genaya.com/trust-and-security 2026-11-04 weekly 0.8 https://help.genaya.com/articles/trust-and-security/how-two-factor-authentication-works 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-two-factor-authentication-works/01-require-a-code.webp?v=mw13cnxh https://help.genaya.com/articles/trust-and-security/how-to-turn-on-login-notifications 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-turn-on-login-notifications/01-security-notifications.webp?v=mw13ekj8 https://help.genaya.com/articles/trust-and-security/how-to-get-notified-of-account-changes 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-get-notified-of-account-changes/01-change-alerts.webp?v=mw13ekyl https://help.genaya.com/articles/trust-and-security/how-to-generate-a-support-pin 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-generate-a-support-pin/01-your-pin.webp?v=mw13ela0 https://help.genaya.com/articles/trust-and-security/how-to-complete-10dlc-business-texting-registration 2026-11-04 weekly 0.7 https://help.genaya.com/articles/trust-and-security/how-genaya-pay-compliance-tracking-works 2026-11-04 weekly 0.7 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https://help.genaya.com/help-shots/how-genaya-rooms-works/01-rooms-home.webp?v=mw13ll1z https://help.genaya.com/articles/rooms/who-can-access-rooms 2026-11-04 weekly 0.7 https://help.genaya.com/articles/rooms/home/how-to-start-an-instant-room 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-start-an-instant-room/01-open-rooms.webp?v=mw1kep7q https://help.genaya.com/help-shots/how-to-start-an-instant-room/02-start-room.webp?v=mw1kepg5 https://help.genaya.com/help-shots/how-to-start-an-instant-room/03-meeting-id.webp?v=mw1keppk https://help.genaya.com/help-shots/how-to-start-an-instant-room/04-copy-link.webp?v=mw1kepzd https://help.genaya.com/articles/rooms/home/how-to-join-a-room-via-link 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-join-a-room-via-link/01-join-room.webp?v=mw13lle3 https://help.genaya.com/articles/rooms/home/how-to-schedule-a-room-with-your-team 2026-11-04 weekly 0.7 https://help.genaya.com/articles/rooms/home/how-to-connect-zoom 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https://help.genaya.com/help-shots/how-to-create-a-rooms-event-booking-page/08-save.webp?v=mw1kyj6u https://help.genaya.com/help-shots/how-to-create-a-rooms-event-booking-page/09-copy-link.webp?v=mw1kyjcf https://help.genaya.com/articles/rooms/events/how-to-edit-event-availability 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-edit-event-availability/01-weekly-hours.webp?v=mw13lmdp https://help.genaya.com/articles/rooms/events/how-to-add-custom-questions-to-an-event 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-add-custom-questions-to-an-event/01-invitee-questions.webp?v=mw13lmqh https://help.genaya.com/articles/rooms/events/how-a-customer-books-a-session-from-an-event-page 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-a-customer-books-a-session-from-an-event-page/01-choose-date-and-time.webp?v=mw13ln3f https://help.genaya.com/help-shots/how-a-customer-books-a-session-from-an-event-page/02-confirm-details.webp?v=mw13lnaw https://help.genaya.com/articles/rooms/events/how-to-share-or-embed-an-event-booking-link 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-share-or-embed-an-event-booking-link/01-copy-link.webp?v=mw13llo1 https://help.genaya.com/articles/rooms/sessions/how-to-find-an-upcoming-session 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-find-an-upcoming-session/01-upcoming-sessions.webp?v=mw13llzs https://help.genaya.com/articles/rooms/sessions/how-to-review-a-past-session 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-review-a-past-session/01-previous-sessions.webp?v=mw13q3m8 https://help.genaya.com/articles/rooms/sessions/how-to-find-session-recordings 2026-11-04 weekly 0.7 https://help.genaya.com/articles/rooms/in-room/how-the-in-room-controls-work 2026-11-04 weekly 0.7 https://help.genaya.com/articles/rooms/in-room/how-to-share-your-screen 2026-11-04 weekly 0.7 https://help.genaya.com/articles/rooms/in-room/how-to-use-the-in-room-chat 2026-11-04 weekly 0.7 https://help.genaya.com/articles/rooms/in-room/how-to-invite-people-mid-call 2026-11-04 weekly 0.7 https://help.genaya.com/articles/rooms/in-room/how-to-end-a-meeting-for-everyone 2026-11-04 weekly 0.7 https://help.genaya.com/articles/rooms/in-room/how-the-guest-pre-join-experience-works 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-the-guest-pre-join-experience-works/01-pre-join.webp?v=mw13u2w5 https://help.genaya.com/articles/rooms/video-intelligence/how-video-intelligence-works 2026-11-04 weekly 0.7 https://help.genaya.com/feature-videos/video-intelligence.jpg Video Intelligence in Genaya A great meeting is easy to forget. Who promised what? What comes next? Video Intelligence gives your video rooms a full transcript and AI notes. The host starts it, right in the room. The host picks a language, and the live transcript translates into it. And suggested actions come filled in from the meeting. So nothing said in the room gets lost after it. https://www.youtube.com/embed/EQ8HwEbylBI 32 2026-11-02 https://help.genaya.com/articles/rooms/video-intelligence/how-to-turn-on-video-intelligence-in-a-room 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-turn-on-video-intelligence-in-a-room/01-add-on.webp?v=mw1khbpa https://help.genaya.com/help-shots/how-to-turn-on-video-intelligence-in-a-room/02-start-room.webp?v=mw1khbv8 https://help.genaya.com/help-shots/how-to-turn-on-video-intelligence-in-a-room/03-switch-on.webp?v=mw1khc4s https://help.genaya.com/help-shots/how-to-turn-on-video-intelligence-in-a-room/04-caption-language.webp?v=mw1khcap https://help.genaya.com/help-shots/how-to-turn-on-video-intelligence-in-a-room/05-suggested-actions.webp?v=mw1khcq7 https://help.genaya.com/help-shots/how-to-turn-on-video-intelligence-in-a-room/06-turn-off.webp?v=mw1khd0a https://help.genaya.com/appointments 2026-11-04 weekly 0.8 https://help.genaya.com/articles/appointments/how-to-create-an-appointment 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-create-an-appointment/01-create-appointment.webp?v=mw137kth https://help.genaya.com/help-shots/how-to-create-an-appointment/02-company-and-client.webp?v=mw137l0l https://help.genaya.com/help-shots/how-to-create-an-appointment/03-contact-and-location.webp?v=mw137l8w https://help.genaya.com/help-shots/how-to-create-an-appointment/04-type-source-description.webp?v=mw137lgs https://help.genaya.com/help-shots/how-to-create-an-appointment/06-assign-employee.webp?v=mw137lwc https://help.genaya.com/help-shots/how-to-create-an-appointment/07-schedule.webp?v=mw137m9j https://help.genaya.com/help-shots/how-to-create-an-appointment/08-save.webp?v=mw137mex https://help.genaya.com/help-shots/how-to-create-an-appointment/05-add-new-option.webp?v=mw137lnp https://help.genaya.com/articles/appointments/how-to-reschedule-or-cancel-an-appointment 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-reschedule-or-cancel-an-appointment/02-status-canceled.webp?v=mw13dj38 https://help.genaya.com/help-shots/how-to-reschedule-or-cancel-an-appointment/01-start-and-end.webp?v=mw13diux https://help.genaya.com/howto-videos/reschedule-or-cancel-an-appointment.jpg How to reschedule or cancel an appointment in Genaya Learn how to move an appointment to a new day and time, or cancel it, right on the appointment in Genaya. Pick a new Start on the calendar and Genaya saves it right away, with End moving to two hours after the new start. Set the Status to Canceled to cancel it, and every change stays logged under Activities. https://www.youtube.com/embed/KpdUD2GqI48 112 2026-11-04 https://help.genaya.com/articles/appointments/how-to-assign-an-appointment-to-the-right-team 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-assign-an-appointment-to-the-right-team/01-service-area.webp?v=mw1klxby https://help.genaya.com/help-shots/how-to-assign-an-appointment-to-the-right-team/02-assign-employee.webp?v=mw1klxpl https://help.genaya.com/help-shots/how-to-assign-an-appointment-to-the-right-team/03-pick-teammate.webp?v=mw1kly7x https://help.genaya.com/help-shots/how-to-assign-an-appointment-to-the-right-team/04-saved.webp?v=mw1klz2i https://help.genaya.com/help-shots/how-to-assign-an-appointment-to-the-right-team/05-show-unmatched.webp?v=mw1klzhs https://help.genaya.com/articles/appointments/how-team-performance-scores-work 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-team-performance-scores-work/01-team-picker-scores.webp?v=mw14enpf https://help.genaya.com/feature-videos/team-scores.jpg Team Performance Scores in Genaya Who should get this job? Right now, that is a guess. Team Performance Scores turns each member's history into a score from zero to ten. Close rate, average ticket, and cancellations. On a new appointment, your team sorts from best to worst. Pick an appointment type, and the list re-ranks for that exact type. New members show as New, until they have enough history. https://www.youtube.com/embed/QV9xMTHskIo 33 2026-11-02 https://help.genaya.com/articles/appointments/how-appointment-statuses-work 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-appointment-statuses-work/01-statuses-page.webp?v=mw14frlp https://help.genaya.com/articles/appointments/how-to-attach-items-and-services-to-an-appointment 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-attach-items-and-services-to-an-appointment/01-open-the-appointment.webp?v=mw1kv4w4 https://help.genaya.com/help-shots/how-to-attach-items-and-services-to-an-appointment/02-open-items.webp?v=mw1kv55s https://help.genaya.com/help-shots/how-to-attach-items-and-services-to-an-appointment/03-add-from-price-book.webp?v=mw1kv5c3 https://help.genaya.com/help-shots/how-to-attach-items-and-services-to-an-appointment/04-quantity-and-amount.webp?v=mw1kv5ml https://help.genaya.com/articles/appointments/how-to-send-appointment-reminders-to-clients 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-send-appointment-reminders-to-clients/01-open-automations.webp?v=mw13cuid https://help.genaya.com/help-shots/how-to-send-appointment-reminders-to-clients/02-appointment-reminder-recipe.webp?v=mw13cun8 https://help.genaya.com/help-shots/how-to-send-appointment-reminders-to-clients/03-how-long-before.webp?v=mw13cus5 https://help.genaya.com/help-shots/how-to-send-appointment-reminders-to-clients/04-choose-a-number.webp?v=mw13cuxj https://help.genaya.com/help-shots/how-to-send-appointment-reminders-to-clients/05-the-message.webp?v=mw13cv3z https://help.genaya.com/help-shots/how-to-send-appointment-reminders-to-clients/06-send-window.webp?v=mw13cv9d https://help.genaya.com/help-shots/how-to-send-appointment-reminders-to-clients/07-active-and-save.webp?v=mw13cve7 https://help.genaya.com/articles/appointments/how-genaya-appointments-works 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-genaya-appointments-works/01-appointment-page.webp?v=mw14d3rd https://help.genaya.com/help-shots/how-genaya-appointments-works/02-appointments-list.webp?v=mw14d40b https://help.genaya.com/clients 2026-11-04 weekly 0.8 https://help.genaya.com/articles/clients/how-to-create-a-client 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-create-a-client/02-contact-details.webp?v=mw13as73 https://help.genaya.com/help-shots/how-to-create-a-client/03-address.webp?v=mw13asca https://help.genaya.com/help-shots/how-to-create-a-client/04-create-client.webp?v=mw13asgx https://help.genaya.com/help-shots/how-to-create-a-client/01-create-client.webp?v=mw13as05 https://help.genaya.com/articles/clients/how-to-add-a-client-to-an-appointment 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-add-a-client-to-an-appointment/02-change-the-client.webp?v=mw14240s https://help.genaya.com/help-shots/how-to-add-a-client-to-an-appointment/01-search-clients.webp?v=mw1423h1 https://help.genaya.com/articles/clients/how-to-merge-duplicate-clients 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-merge-duplicate-clients/01-copy-missing-details.webp?v=mw1kmmxo https://help.genaya.com/help-shots/how-to-merge-duplicate-clients/02-set-status-inactive.webp?v=mw1kmn6h https://help.genaya.com/help-shots/how-to-merge-duplicate-clients/03-inactive-filter.webp?v=mw1kmnky https://help.genaya.com/articles/clients/how-to-view-a-clients-history 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-view-a-clients-history/01-client-overview.webp?v=mw141lkw https://help.genaya.com/articles/clients/how-to-add-a-client-contact-person 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-add-a-client-contact-person/01-open-the-client.webp?v=mw1kp9rg https://help.genaya.com/help-shots/how-to-add-a-client-contact-person/02-create-new-contact.webp?v=mw1kp9zu https://help.genaya.com/help-shots/how-to-add-a-client-contact-person/03-new-contact-form.webp?v=mw1kpah2 https://help.genaya.com/help-shots/how-to-add-a-client-contact-person/04-shown-in-create.webp?v=mw1kpauj https://help.genaya.com/help-shots/how-to-add-a-client-contact-person/05-search-by-company.webp?v=mw1kpb9q https://help.genaya.com/help-shots/how-to-add-a-client-contact-person/06-the-new-contact.webp?v=mw1kpbh0 https://help.genaya.com/articles/clients/how-genaya-clients-works 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-genaya-clients-works/01-clients-table.webp?v=mw141jxc https://help.genaya.com/leads 2026-11-04 weekly 0.8 https://help.genaya.com/articles/leads/how-genaya-leads-works 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-genaya-leads-works/01-lead-table.webp?v=mw1483de https://help.genaya.com/articles/leads/how-to-auto-assign-leads 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-auto-assign-leads/01-open-features.webp?v=mw1l4vgk https://help.genaya.com/help-shots/how-to-auto-assign-leads/02-open-auto-assign.webp?v=mw1l4vnz https://help.genaya.com/help-shots/how-to-auto-assign-leads/03-pick-the-rotation.webp?v=mw1l4vwv https://help.genaya.com/help-shots/how-to-auto-assign-leads/04-save-result.webp?v=mw1l4w80 https://help.genaya.com/help-shots/how-to-auto-assign-leads/05-distribute-unassigned.webp?v=mw1l4wjw https://help.genaya.com/howto-videos/auto-assign-new-leads-to-your-team.jpg How to auto-assign new leads to your team in Genaya Learn how to turn on Auto Lead Assigner in Genaya so new leads are shared out to your team automatically. Open Auto Assign on a lead table tab, pick who gets the leads under Rotate between, and distribute the leads that have no assignee yet. Every new lead in that tab then goes to the next member in turn, and a lead that arrives with an assignee keeps it. https://www.youtube.com/embed/b2LLagBU_-w 121 2026-11-04 https://help.genaya.com/articles/leads/how-to-create-a-lead-table 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-create-a-lead-table/01-start-from-scratch.webp?v=mw1kpy1x https://help.genaya.com/help-shots/how-to-create-a-lead-table/02-name-the-table.webp?v=mw1kpyf2 https://help.genaya.com/help-shots/how-to-create-a-lead-table/03-add-a-column.webp?v=mw1kpyyz https://help.genaya.com/help-shots/how-to-create-a-lead-table/04-assign-the-team.webp?v=mw1kpzgv https://help.genaya.com/help-shots/how-to-create-a-lead-table/05-finished-table.webp?v=mw1kpzrn https://help.genaya.com/articles/leads/how-to-convert-a-lead-to-a-client 2026-11-04 weekly 0.7 https://help.genaya.com/articles/leads/how-to-import-leads-from-a-csv 2026-11-04 weekly 0.7 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https://help.genaya.com/articles/estimates/how-clients-approve-and-sign-an-estimate 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-clients-approve-and-sign-an-estimate/01-add-signature.webp?v=mw145elx https://help.genaya.com/articles/estimates/how-to-convert-an-estimate-to-an-invoice 2026-11-04 weekly 0.7 https://help.genaya.com/articles/estimates/how-to-add-a-deposit-to-an-estimate 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-add-a-deposit-to-an-estimate/01-accepted-estimate.webp?v=mw1ks6rt https://help.genaya.com/help-shots/how-to-add-a-deposit-to-an-estimate/02-collect-a-payment.webp?v=mw1ks6w8 https://help.genaya.com/help-shots/how-to-add-a-deposit-to-an-estimate/03-amount-and-method.webp?v=mw1ks71j https://help.genaya.com/help-shots/how-to-add-a-deposit-to-an-estimate/04-note-and-record.webp?v=mw1ks79z https://help.genaya.com/articles/estimates/how-to-resend-an-estimate-link 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-resend-an-estimate-link/01-select-and-remind.webp?v=mw144tuk https://help.genaya.com/help-shots/how-to-resend-an-estimate-link/02-reminder-popup.webp?v=mw144uwq https://help.genaya.com/articles/estimates/how-to-track-estimate-conversion-rate 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-track-estimate-conversion-rate/02-estimates-in-range.webp?v=mw1440hx https://help.genaya.com/help-shots/how-to-track-estimate-conversion-rate/01-estimate-win-rate.webp?v=mw14405w https://help.genaya.com/invoices 2026-11-04 weekly 0.8 https://help.genaya.com/articles/invoices/how-to-create-an-invoice 2026-11-04 weekly 0.7 https://help.genaya.com/articles/invoices/how-to-send-an-invoice-by-email 2026-11-04 weekly 0.7 https://help.genaya.com/articles/invoices/how-to-collect-payment-on-an-invoice 2026-11-04 weekly 0.7 https://help.genaya.com/articles/invoices/how-to-record-a-manual-payment-on-an-invoice 2026-11-04 weekly 0.7 https://help.genaya.com/articles/invoices/how-to-refund-a-payment 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-refund-a-payment/01-open-the-payment.webp?v=mw1l6o4b https://help.genaya.com/help-shots/how-to-refund-a-payment/02-refund-popup.webp?v=mw1l6odk https://help.genaya.com/articles/invoices/how-to-handle-overdue-invoices 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-handle-overdue-invoices/02-filter-to-overdue.webp?v=mw1lox19 https://help.genaya.com/help-shots/how-to-handle-overdue-invoices/03-send-reminders.webp?v=mw1loxae https://help.genaya.com/help-shots/how-to-handle-overdue-invoices/04-call-or-text.webp?v=mw1loxh5 https://help.genaya.com/help-shots/how-to-handle-overdue-invoices/05-collect-payment.webp?v=mw1loxos https://help.genaya.com/help-shots/how-to-handle-overdue-invoices/01-overdue-balance.webp?v=mw1lowsp https://help.genaya.com/articles/invoices/how-to-customize-invoice-branding 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-customize-invoice-branding/01-organization-logo-and-contact.webp?v=mw1kxdbw https://help.genaya.com/help-shots/how-to-customize-invoice-branding/02-company-logo.webp?v=mw1kxdjr https://help.genaya.com/help-shots/how-to-customize-invoice-branding/03-logo-on-the-invoice.webp?v=mw1kxdqv https://help.genaya.com/articles/invoices/payment-schedules/how-payment-schedules-work 2026-11-04 weekly 0.7 https://help.genaya.com/feature-videos/payment-schedules.jpg Payment Schedules in Genaya A big job should not mean one big bill. Clients want to pay in steps. You want to get paid along the way. Payment Schedules splits an appointment into up to twelve payments. By percent or by dollars, each with a due date and a milestone note. Send any payment for the client to pay online, or collect it yourself. See what is paid, due, and overdue, right on the appointment. https://www.youtube.com/embed/8b9vYvkzkpE 34 2026-11-02 https://help.genaya.com/articles/invoices/payment-schedules/how-to-add-a-payment-schedule-to-an-appointment 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-add-a-payment-schedule-to-an-appointment/01-add-payment-schedule.webp?v=mw1lddqn https://help.genaya.com/help-shots/how-to-add-a-payment-schedule-to-an-appointment/02-pick-how-to-split.webp?v=mw1ldedu https://help.genaya.com/help-shots/how-to-add-a-payment-schedule-to-an-appointment/03-fill-each-row.webp?v=mw1ldf05 https://help.genaya.com/help-shots/how-to-add-a-payment-schedule-to-an-appointment/04-past-due-reminders.webp?v=mw1ldf5m https://help.genaya.com/help-shots/how-to-add-a-payment-schedule-to-an-appointment/05-save.webp?v=mw1ldfax https://help.genaya.com/help-shots/how-to-add-a-payment-schedule-to-an-appointment/06-saved-schedule.webp?v=mw1ldfii 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https://help.genaya.com/articles/schedule/smart-schedule/how-smart-schedule-suggests-a-time-and-team-member 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-smart-schedule-suggests-a-time-and-team-member/01-smart-schedule-suggestions.webp?v=mw14lg7h https://help.genaya.com/feature-videos/smart-schedule.jpg Smart Schedule in Genaya Booking one appointment should not take three calendars. Who is free? Who is already nearby? Smart Schedule reads the address, the appointment type, and your team's day. Then it suggests open times, ranked by who is free and whose other jobs are close. Pick one, and the date, time and team member drop into the form. It never books on its own. 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Details get lost after every call. Call Intelligence transcribes your calls, live. Then it writes the notes for you, automatically. And it suggests actions, already filled in from the call: book, charge, invoice, or follow up. 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Who is free? Guessing costs you calls. Live Agents adds a live view right inside your Call Center. See who is available, on a call, or offline. See every call ringing or in progress, and who is handling it. It updates live, as calls move through the queue. 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Right now. If they have to call, they might just leave. Live Chat adds a chat widget to your website. Match your brand, set your business hours, and ask for a name first. Every chat lands in your Inbox, next to your texts and social messages. 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https://help.genaya.com/help-shots/how-live-chat-conversations-reach-your-inbox/01-inbox-live-chat.webp?v=mw15jwq6 https://help.genaya.com/articles/live-chat/conversations/how-to-reply-to-a-website-visitor 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-reply-to-a-website-visitor/01-open-the-conversation.webp?v=mw1ltfxm https://help.genaya.com/help-shots/how-to-reply-to-a-website-visitor/02-type-and-send.webp?v=mw1ltg2v https://help.genaya.com/help-shots/how-to-reply-to-a-website-visitor/03-keep-the-thread.webp?v=mw1ltg8v https://help.genaya.com/articles/live-chat/conversations/how-to-route-chats-to-team-members 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-route-chats-to-team-members/01-routing-section.webp?v=mw15h1sz https://help.genaya.com/genayapay 2026-11-04 weekly 0.8 https://help.genaya.com/articles/genayapay/how-genaya-genayapay-works 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-genaya-genayapay-works/01-genayapay.webp?v=mw15d661 https://help.genaya.com/articles/genayapay/who-can-do-what-in-genayapay 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/who-can-do-what-in-genayapay/01-genaya-pay-permissions.webp?v=mw15fz8j https://help.genaya.com/articles/genayapay/how-to-keep-your-dispute-and-refund-rates-healthy 2026-11-04 weekly 0.7 https://help.genaya.com/articles/genayapay/onboarding/how-to-complete-genayapay-onboarding 2026-11-04 weekly 0.7 https://help.genaya.com/articles/genayapay/onboarding/how-to-respond-to-an-action-required-requirement 2026-11-04 weekly 0.7 https://help.genaya.com/articles/genayapay/onboarding/how-to-change-the-bank-account-payouts-go-to 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-change-the-bank-account-payouts-go-to/01-open-genaya-pay-settings.webp?v=mw1c5sl5 https://help.genaya.com/help-shots/how-to-change-the-bank-account-payouts-go-to/02-payouts-and-accounts.webp?v=mw1c5ti9 https://help.genaya.com/help-shots/how-to-change-the-bank-account-payouts-go-to/03-add-bank-account.webp?v=mw1c5tzv https://help.genaya.com/help-shots/how-to-change-the-bank-account-payouts-go-to/04-connect-my-bank.webp?v=mw1c5uqc https://help.genaya.com/help-shots/how-to-change-the-bank-account-payouts-go-to/05-make-default.webp?v=mw1c5w2v https://help.genaya.com/help-shots/how-to-change-the-bank-account-payouts-go-to/06-bank-change-rules.webp?v=mw1c5yjg https://help.genaya.com/howto-videos/change-the-bank-account-payouts-go-to.jpg How to change the bank account payouts go to in Genaya Learn how to change the bank account your GenayaPay payouts land in. Open Genaya Pay, go to Settings and Payouts and accounts, click Add bank account to connect your payout bank by logging in to it, then use Make default so that bank receives every payout. You also see the rules before you switch: a quick identity check, payouts paused for 5 days, and linked banks that stay linked. https://www.youtube.com/embed/tJBj8DjyLS4 120 2026-11-04 https://help.genaya.com/articles/genayapay/overview/how-to-read-the-genayapay-overview-dashboard 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-read-the-genayapay-overview-dashboard/01-overview.webp?v=mw15bhp1 https://help.genaya.com/articles/genayapay/payments/how-to-find-a-specific-payment 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-find-a-specific-payment/01-search-payments.webp?v=mw15f04r https://help.genaya.com/articles/genayapay/payments/how-payment-statuses-work 2026-11-04 weekly 0.7 https://help.genaya.com/articles/genayapay/payments/what-happens-after-a-client-applies-to-pay-over-time 2026-11-04 weekly 0.7 https://help.genaya.com/articles/genayapay/payments/how-to-charge-a-card-manually 2026-11-04 weekly 0.7 https://help.genaya.com/articles/genayapay/payments/how-to-assign-a-payment-to-a-company 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-assign-a-payment-to-a-company/01-company-field.webp?v=mw15blij https://help.genaya.com/articles/genayapay/payments/how-to-refund-a-genayapay-payment 2026-11-04 weekly 0.7 https://help.genaya.com/articles/genayapay/payments/how-to-export-payments-to-csv 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-export-payments-to-csv/01-export-icon.webp?v=mw15do3d https://help.genaya.com/articles/genayapay/payouts/how-payouts-are-scheduled 2026-11-04 weekly 0.7 https://help.genaya.com/articles/genayapay/payouts/why-was-my-payout-on-hold 2026-11-04 weekly 0.7 https://help.genaya.com/articles/genayapay/payouts/how-to-read-the-payout-history-table 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-read-the-payout-history-table/01-payout-history.webp?v=mw15dxtp https://help.genaya.com/articles/genayapay/disputes/how-to-handle-a-disputed-payment 2026-11-04 weekly 0.7 https://help.genaya.com/articles/genayapay/disputes/how-dispute-statuses-work 2026-11-04 weekly 0.7 https://help.genaya.com/articles/genayapay/disputes/how-to-reduce-your-dispute-rate 2026-11-04 weekly 0.7 https://help.genaya.com/articles/genayapay/settings/how-to-edit-the-statement-descriptor 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-edit-the-statement-descriptor/01-edit-descriptor.webp?v=mw169c7c https://help.genaya.com/articles/genayapay/settings/how-to-change-the-payout-schedule 2026-11-04 weekly 0.7 https://help.genaya.com/articles/genayapay/settings/how-to-turn-on-ach-payments 2026-11-04 weekly 0.7 https://help.genaya.com/articles/genayapay/settings/how-to-charge-a-service-fee-on-payments 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-charge-a-service-fee-on-payments/01-service-fee.webp?v=mw169rka https://help.genaya.com/articles/genayapay/settings/how-to-enable-tips-on-invoices 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-enable-tips-on-invoices/01-tips-card.webp?v=mw169dd7 https://help.genaya.com/articles/genayapay/settings/how-to-require-card-on-file-for-deposits 2026-11-04 weekly 0.7 https://help.genaya.com/articles/genayapay/settings/how-to-configure-charge-notification-emails 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-configure-charge-notification-emails/01-charge-notifications.webp?v=mw169x2p https://help.genaya.com/articles/genayapay/settings/tap-to-pay-on-iphone 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/tap-to-pay-on-iphone/01-tap-to-pay-setting.webp?v=mw1lrt6x https://help.genaya.com/help-shots/tap-to-pay-on-iphone/02-charge-permission.webp?v=mw1lrtbc https://help.genaya.com/howto-videos/accept-payments-with-tap-to-pay-on-iphone.jpg How to accept payments with Tap to Pay on iPhone in Genaya Learn how to accept contactless card payments in person with Tap to Pay on iPhone in Genaya. You will find Tap to Pay in Genaya Pay Settings under Payment methods, see its fee and switch, and learn how to start a charge with Collect payment in the Genaya mobile app. Finally, you will choose which roles can charge customers in Role and Permissions. https://www.youtube.com/embed/spQ5S1yTWHc 134 2026-11-04 https://help.genaya.com/articles/genayapay/card-machines/what-is-the-genaya-card-machine 2026-11-04 weekly 0.7 https://help.genaya.com/articles/genayapay/card-machines/how-to-order-a-card-machine 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-order-a-card-machine/01-hardware-store.webp?v=mw15t03v https://help.genaya.com/articles/genayapay/card-machines/how-to-pair-a-card-machine 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-pair-a-card-machine/01-pair-form.webp?v=mw15t0nv https://help.genaya.com/articles/genayapay/card-machines/how-to-charge-a-customer-on-the-machine 2026-11-04 weekly 0.7 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https://help.genaya.com/help-shots/how-to-find-everything-coming-in-from-engage/01-timeline-feed.webp?v=mw162nv1 https://help.genaya.com/articles/engage/profiles/how-to-set-up-your-public-company-profile 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-set-up-your-public-company-profile/01-profile-editor.webp?v=mw161du0 https://help.genaya.com/articles/engage/profiles/how-to-verify-your-domain 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-verify-your-domain/01-domain-verification.webp?v=mw160u0u https://help.genaya.com/articles/engage/profiles/how-to-show-or-hide-the-book-now-button-on-the-profile 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-show-or-hide-the-book-now-button-on-the-profile/01-profile-settings.webp?v=mw160uq6 https://help.genaya.com/articles/engage/profiles/how-to-set-business-hours-on-your-profile 2026-11-04 weekly 0.7 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https://help.genaya.com/help-shots/how-to-duplicate-or-archive-a-form/01-duplicate-archive.webp?v=mw1621qo https://help.genaya.com/articles/engage/bookings/how-to-create-a-booking-page 2026-11-04 weekly 0.7 https://help.genaya.com/articles/engage/bookings/how-to-link-a-booking-page-to-your-company-profile 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-link-a-booking-page-to-your-company-profile/01-show-bookings.webp?v=mw1622ku https://help.genaya.com/articles/engage/bookings/how-to-assign-a-booking-page-to-a-team 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-assign-a-booking-page-to-a-team/01-assign-team.webp?v=mw162gda https://help.genaya.com/articles/engage/surveys/how-to-create-and-share-a-survey 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-create-and-share-a-survey/01-survey-builder.webp?v=mw161k21 https://help.genaya.com/articles/engage/surveys/how-to-pause-or-resume-a-survey 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-pause-or-resume-a-survey/01-status-badge.webp?v=mw161l0c https://help.genaya.com/articles/engage/surveys/how-to-read-survey-responses-in-the-timeline 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-read-survey-responses-in-the-timeline/01-survey-responses.webp?v=mw162gvn https://help.genaya.com/articles/engage/widgets/how-to-embed-a-review-widget-on-your-website 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-embed-a-review-widget-on-your-website/02-copy-the-script-tag.webp?v=mw16jqyl https://help.genaya.com/help-shots/how-to-embed-a-review-widget-on-your-website/01-pick-company-and-widget.webp?v=mw16jqgh https://help.genaya.com/articles/engage/reviews/how-to-request-a-review-from-a-customer 2026-11-04 weekly 0.7 https://help.genaya.com/howto-videos/request-a-review-from-a-customer.jpg How to request a review from a customer in Genaya Learn how to ask every client for a review automatically in Genaya. Start from the Share your Engage profile recipe in Automations, pick your company's profile, keep Leave a review selected, choose Text message and the number it texts from, check the message, and save it as Active. From then on, every client gets your review link when their appointment is marked Done. https://www.youtube.com/embed/na-kjdyJ4NM 128 2026-11-04 https://help.genaya.com/articles/engage/reviews/how-to-reply-to-a-review 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-reply-to-a-review/02-write-and-send.webp?v=mw16lrf2 https://help.genaya.com/help-shots/how-to-reply-to-a-review/01-reply-on-the-review.webp?v=mw16lr51 https://help.genaya.com/articles/engage/reviews/how-to-mark-a-review-as-replied-or-delete-a-reply 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-mark-a-review-as-replied-or-delete-a-reply/01-existing-replies-and-delete.webp?v=mw16qp6s https://help.genaya.com/articles/engage/reviews/how-the-engage-home-dashboard-summarizes-reviews 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-the-engage-home-dashboard-summarizes-reviews/01-company-ratings-and-stars.webp?v=mw16s12w https://help.genaya.com/marketing 2026-11-04 weekly 0.8 https://help.genaya.com/articles/marketing/how-genaya-campaigns-works 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-genaya-campaigns-works/01-campaigns-page.webp?v=mw1647lt https://help.genaya.com/articles/marketing/how-to-track-opens-and-clicks 2026-11-04 weekly 0.7 https://help.genaya.com/articles/marketing/how-unsubscribes-are-handled 2026-11-04 weekly 0.7 https://help.genaya.com/articles/marketing/how-campaign-emails-are-billed 2026-11-04 weekly 0.7 https://help.genaya.com/articles/marketing/audiences/how-to-build-an-audience 2026-11-04 weekly 0.7 https://help.genaya.com/articles/marketing/audiences/how-to-import-and-manage-contacts 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-import-and-manage-contacts/01-contacts-page.webp?v=mw166cwb https://help.genaya.com/articles/marketing/audiences/how-segments-work 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-segments-work/01-segment-library-or-create.webp?v=mw1645wy https://help.genaya.com/articles/marketing/audiences/how-contact-profiles-work 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-contact-profiles-work/01-contact-profile.webp?v=mw166dg5 https://help.genaya.com/articles/marketing/audiences/how-suppression-works 2026-11-04 weekly 0.7 https://help.genaya.com/articles/marketing/templates/how-to-design-an-email-template 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-design-an-email-template/01-open-templates.webp?v=mw1lw1a7 https://help.genaya.com/help-shots/how-to-design-an-email-template/02-build-with-blocks.webp?v=mw1lw1v8 https://help.genaya.com/help-shots/how-to-design-an-email-template/03-genaya-ai-bar.webp?v=mw1lw239 https://help.genaya.com/help-shots/how-to-design-an-email-template/04-save.webp?v=mw1lw2bd https://help.genaya.com/articles/marketing/templates/how-to-personalize-emails-with-merge-tags 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-personalize-emails-with-merge-tags/01-variables-menu.webp?v=mw16gs1s https://help.genaya.com/articles/marketing/templates/how-templates-handle-dark-mode 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-templates-handle-dark-mode/01-dark-preview.webp?v=mw16ittr https://help.genaya.com/articles/marketing/sending/how-to-send-a-campaign 2026-11-04 weekly 0.7 https://help.genaya.com/articles/marketing/sending/how-to-schedule-a-campaign 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-schedule-a-campaign/01-finish-the-wizard.webp?v=mw1luzfs https://help.genaya.com/help-shots/how-to-schedule-a-campaign/02-choose-schedule.webp?v=mw1luzm8 https://help.genaya.com/help-shots/how-to-schedule-a-campaign/03-cancel-schedule.webp?v=mw1luzso https://help.genaya.com/articles/marketing/sending/how-to-send-from-your-own-domain 2026-11-04 weekly 0.7 https://help.genaya.com/articles/marketing/flows/how-to-create-a-flow 2026-11-04 weekly 0.7 https://help.genaya.com/articles/marketing/flows/flow-triggers-explained 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/flow-triggers-explained/01-all-triggers.webp?v=mw16amzz https://help.genaya.com/articles/marketing/flows/how-flow-waits-and-conditional-splits-work 2026-11-04 weekly 0.7 https://help.genaya.com/articles/marketing/flows/flow-text-messages-consent-and-quiet-hours 2026-11-04 weekly 0.7 https://help.genaya.com/articles/marketing/flows/how-to-read-flow-results 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-read-flow-results/01-analytics-tab.webp?v=mw16aoej https://help.genaya.com/websites 2026-11-04 weekly 0.8 https://help.genaya.com/articles/websites/how-genaya-websites-works 2026-11-04 weekly 0.7 https://help.genaya.com/articles/websites/build/how-to-build-a-website 2026-11-04 weekly 0.7 https://help.genaya.com/articles/websites/build/how-to-start-from-a-ready-made-template 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-start-from-a-ready-made-template/01-open-templates.webp?v=mw1m3by4 https://help.genaya.com/help-shots/how-to-start-from-a-ready-made-template/02-use-template.webp?v=mw1m3c9m https://help.genaya.com/help-shots/how-to-start-from-a-ready-made-template/03-site-created.webp?v=mw1m3cgc https://help.genaya.com/help-shots/how-to-start-from-a-ready-made-template/04-edit-and-publish.webp?v=mw1m3cmp https://help.genaya.com/articles/websites/build/how-to-edit-your-website-by-chat 2026-11-04 weekly 0.7 https://help.genaya.com/articles/websites/build/how-to-click-to-edit-a-page 2026-11-04 weekly 0.7 https://help.genaya.com/articles/websites/build/what-sections-a-website-can-have 2026-11-04 weekly 0.7 https://help.genaya.com/articles/websites/build/build-from-your-idea-not-from-your-business 2026-11-04 weekly 0.7 https://help.genaya.com/articles/websites/build/how-to-build-a-web-app 2026-11-04 weekly 0.7 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Control Center in Genaya Where is everyone right now? You should not need ten phone calls to find out. Live Control Center shows your team on a live map. See who is online, who is busy, and who is away. Get an alert when someone is away too long, or disconnects. 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2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/who-can-access-inventory/01-inventory-permissions.webp?v=mw17ripk https://help.genaya.com/articles/inventory/home/how-to-read-the-inventory-home-dashboard 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-read-the-inventory-home-dashboard/01-stock-value-and-kpis.webp?v=mw17rceq https://help.genaya.com/help-shots/how-to-read-the-inventory-home-dashboard/02-stat-grid-warnings.webp?v=mw17rcpz https://help.genaya.com/articles/inventory/products/how-to-add-a-product-to-the-catalog 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-add-a-product-to-the-catalog/01-new-product-form.webp?v=mw1d6l8q https://help.genaya.com/help-shots/how-to-add-a-product-to-the-catalog/02-inventory-tracked.webp?v=mw1d6o53 https://help.genaya.com/articles/inventory/products/how-to-edit-or-deactivate-a-product 2026-11-04 weekly 0.7 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https://help.genaya.com/paydesk 2026-11-04 weekly 0.8 https://help.genaya.com/articles/paydesk/how-genaya-paydesk-works 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-genaya-paydesk-works/01-paydesk-home.webp?v=mw19lnn9 https://help.genaya.com/articles/paydesk/who-can-do-what-in-paydesk 2026-11-04 weekly 0.7 https://help.genaya.com/articles/paydesk/timesheets/how-to-log-your-own-timesheet 2026-11-04 weekly 0.7 https://help.genaya.com/articles/paydesk/timesheets/how-to-approve-your-teams-timesheets 2026-11-04 weekly 0.7 https://help.genaya.com/articles/paydesk/timesheets/how-to-confirm-payroll-before-closing-a-period 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-confirm-payroll-before-closing-a-period/01-confirm-payroll.webp?v=mw1jbval https://help.genaya.com/articles/paydesk/payroll/how-pay-periods-work 2026-11-04 weekly 0.7 https://help.genaya.com/articles/paydesk/payroll/how-to-add-a-bonus-or-deduction-adjustment 2026-11-04 weekly 0.7 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A special deal. A one-time split. Custom Commission Rates adds a card to the Items tab of an appointment. Set a dollar amount or a percent, for each team member, and for the vendor. It replaces the standard rules on that one appointment, and nowhere else. Your commissions page, reports, statements, and exports all follow it. https://www.youtube.com/embed/WLPurZS4sIo 34 2026-11-02 https://help.genaya.com/articles/paydesk/performance-pay/how-performance-pay-rules-work 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-performance-pay-rules-work/01-new-commission-rule.webp?v=mw1jo479 https://help.genaya.com/feature-videos/performance-pay.jpg Performance Pay in Genaya One flat commission does not fit every job. A big project is not a small visit. Performance Pay turns commission into rules you control. Set your conditions: appointment type, service area, lead source, or job total. Pay a flat amount, or a percent of the total, the subtotal, or the profit. The first matching rule wins, in the order you added them. And it feeds your commissions automatically. https://www.youtube.com/embed/5UoCb-m8Bs8 35 2026-11-02 https://help.genaya.com/articles/paydesk/performance-pay/how-to-create-a-performance-pay-rule 2026-11-04 weekly 0.7 https://help.genaya.com/articles/paydesk/tax-center/how-the-tax-center-prepares-1099s 2026-11-04 weekly 0.7 https://help.genaya.com/articles/paydesk/tax-center/how-to-collect-w9-details-and-generate-1099-nec-forms 2026-11-04 weekly 0.7 https://help.genaya.com/articles/paydesk/reports/how-to-read-paydesk-reports 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-read-paydesk-reports/01-pick-the-dates.webp?v=mw1jefvz https://help.genaya.com/help-shots/how-to-read-paydesk-reports/02-open-a-report.webp?v=mw1jegr0 https://help.genaya.com/help-shots/how-to-read-paydesk-reports/03-read-the-page.webp?v=mw1jeh5w https://help.genaya.com/articles/paydesk/reports/how-to-export-payroll-summary-as-csv 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-export-payroll-summary-as-csv/01-download.webp?v=mw1jh6c5 https://help.genaya.com/help-shots/how-to-export-payroll-summary-as-csv/02-send-by-email.webp?v=mw1jh73j https://help.genaya.com/automations 2026-11-04 weekly 0.8 https://help.genaya.com/articles/automations/how-to-create-an-automation 2026-11-04 weekly 0.7 https://help.genaya.com/articles/automations/how-to-build-a-multi-step-automation-flow 2026-11-04 weekly 0.7 https://help.genaya.com/articles/automations/how-to-use-automations-recipes 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-use-automations-recipes/01-open-automations.webp?v=mw190ns8 https://help.genaya.com/help-shots/how-to-use-automations-recipes/02-pick-a-recipe.webp?v=mw190nux https://help.genaya.com/help-shots/how-to-use-automations-recipes/03-review-the-builder.webp?v=mw190nyl https://help.genaya.com/help-shots/how-to-use-automations-recipes/04-edit-the-message.webp?v=mw190o1p https://help.genaya.com/help-shots/how-to-use-automations-recipes/05-save.webp?v=mw190o3r https://help.genaya.com/articles/automations/how-to-view-automation-run-history 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-view-automation-run-history/01-activity-tab.webp?v=mw182nz8 https://help.genaya.com/help-shots/how-to-view-automation-run-history/02-run-history.webp?v=mw182qmn https://help.genaya.com/articles/automations/how-to-edit-or-duplicate-an-automation 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-edit-or-duplicate-an-automation/01-edit-and-update.webp?v=mw1dkfql https://help.genaya.com/help-shots/how-to-edit-or-duplicate-an-automation/02-duplicate.webp?v=mw1dkh7p https://help.genaya.com/articles/automations/how-to-delete-an-automation 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-delete-an-automation/01-row-menu-delete.webp?v=mw1dkjgs https://help.genaya.com/articles/automations/what-triggers-are-available 2026-11-04 weekly 0.7 https://help.genaya.com/operations 2026-11-04 weekly 0.8 https://help.genaya.com/articles/operations/how-genaya-operations-works 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-genaya-operations-works/01-operations-home.webp?v=mw1k4h1t https://help.genaya.com/articles/operations/team/how-to-invite-a-team-member 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-invite-a-team-member/01-create-team.webp?v=mw12s0fd https://help.genaya.com/help-shots/how-to-invite-a-team-member/02-pick-user-type.webp?v=mw12s0mu https://help.genaya.com/help-shots/how-to-invite-a-team-member/03-user-info-and-companies.webp?v=mw12s0um https://help.genaya.com/help-shots/how-to-invite-a-team-member/04-review-and-create.webp?v=mw12s12o https://help.genaya.com/help-shots/how-to-invite-a-team-member/05-member-page.webp?v=mw12s18v https://help.genaya.com/howto-videos/invite-a-team-member.jpg How to invite a team member in Genaya Learn how to invite a team member in Genaya. Open Team in Operations, click Create Team, choose a user type, enter their name, email and phone, pick the companies they work in, then review and click Create User so Genaya emails them a link to join. You will also see how to change their role and set the appointment types and service areas they can be scheduled for. https://www.youtube.com/embed/u4QSVq0vdxI 153 2026-11-04 https://help.genaya.com/articles/operations/team/how-external-employees-work 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-external-employees-work/01-pick-external-employee.webp?v=mw1k4mjh https://help.genaya.com/help-shots/how-external-employees-work/02-review-and-create.webp?v=mw1k4nh8 https://help.genaya.com/feature-videos/external-employees.jpg External Employees in Genaya Not everyone who works with you is on your payroll. But you still need them on the schedule. External Employees adds outside workers to your team list. Assign them work like your own team, with no login and no paid seat. Track their commissions, and keep their W-9 status in one place. So working with outside help stays organized as you grow. https://www.youtube.com/embed/KJAtumKXkPA 32 2026-11-02 https://help.genaya.com/articles/operations/team/how-to-edit-a-team-members-permissions 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-edit-a-team-members-permissions/01-open-team.webp?v=mw12ylz5 https://help.genaya.com/help-shots/how-to-edit-a-team-members-permissions/02-open-the-member.webp?v=mw12ym6n https://help.genaya.com/help-shots/how-to-edit-a-team-members-permissions/03-pick-the-role.webp?v=mw12ymdn https://help.genaya.com/help-shots/how-to-edit-a-team-members-permissions/04-save-settings.webp?v=mw12ymio https://help.genaya.com/help-shots/how-to-edit-a-team-members-permissions/05-customize-roles.webp?v=mw12ymo3 https://help.genaya.com/help-shots/how-to-edit-a-team-members-permissions/06-open-a-product.webp?v=mw12ymui https://help.genaya.com/help-shots/how-to-edit-a-team-members-permissions/07-set-the-view-level.webp?v=mw12ymzr https://help.genaya.com/help-shots/how-to-edit-a-team-members-permissions/08-switch-each-action.webp?v=mw12yn5u https://help.genaya.com/articles/operations/team/how-to-deactivate-a-team-member 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-deactivate-a-team-member/02-deactivate-member.webp?v=mw1k5e5u https://help.genaya.com/help-shots/how-to-deactivate-a-team-member/01-status-switch.webp?v=mw1k5dun https://help.genaya.com/articles/operations/companies/how-to-add-a-company 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-add-a-company/01-open-companies.webp?v=mw12sk9r https://help.genaya.com/help-shots/how-to-add-a-company/02-create-company.webp?v=mw12skd9 https://help.genaya.com/help-shots/how-to-add-a-company/03-company-info.webp?v=mw12skk5 https://help.genaya.com/help-shots/how-to-add-a-company/04-assign-users.webp?v=mw12skq8 https://help.genaya.com/help-shots/how-to-add-a-company/05-review.webp?v=mw12skvd https://help.genaya.com/howto-videos/add-a-company.jpg How to add a company in Genaya Learn how to add a company in Genaya from Operations, Companies. Fill in the company info with just a name and a primary phone, choose who can work with it, then check the review and click Create Company. Your new company is then ready to pick on your numbers, appointments and invoices. https://www.youtube.com/embed/-BKrDmrjEyw 121 2026-11-03 https://help.genaya.com/articles/operations/companies/how-to-edit-or-deactivate-a-company 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-edit-or-deactivate-a-company/01-edit-company.webp?v=mw1k5l9y https://help.genaya.com/help-shots/how-to-edit-or-deactivate-a-company/02-numbers-connected.webp?v=mw1k5lxz https://help.genaya.com/articles/operations/vendors/how-to-add-a-vendor 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-add-a-vendor/01-vendor-information.webp?v=mw1k5uwn https://help.genaya.com/feature-videos/vendors.jpg Vendors in Genaya Who was that supplier again? The number is buried in someone's inbox. Vendors keeps your suppliers and partners in one directory. Name, phone, email, type, and rate. Add internal notes, so the whole team knows who to call. Attach a vendor to an appointment, and their base rate sets what they earn. So the next time you need them, the answer is one search away. https://www.youtube.com/embed/fg0okFNh9V4 34 2026-11-02 https://help.genaya.com/articles/operations/vendors/how-to-deactivate-a-vendor 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-deactivate-a-vendor/01-vendor-status.webp?v=mw1k5uhi https://help.genaya.com/articles/operations/service-areas/how-to-define-a-service-area 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-define-a-service-area/01-open-service-areas.webp?v=mw19fwgr https://help.genaya.com/help-shots/how-to-define-a-service-area/02-create-service-area.webp?v=mw19fwnd https://help.genaya.com/help-shots/how-to-define-a-service-area/03-name-and-color.webp?v=mw19fx1t https://help.genaya.com/help-shots/how-to-define-a-service-area/04-pick-a-mode.webp?v=mw19fxgm https://help.genaya.com/help-shots/how-to-define-a-service-area/05-radius-and-place.webp?v=mw19fxou https://help.genaya.com/help-shots/how-to-define-a-service-area/06-include-the-pin.webp?v=mw19fy07 https://help.genaya.com/help-shots/how-to-define-a-service-area/07-review.webp?v=mw19fy7z https://help.genaya.com/help-shots/how-to-define-a-service-area/08-on-the-list.webp?v=mw19fynv https://help.genaya.com/feature-videos/service-areas.jpg Service Areas in Genaya Your team should not lose hours on the road. Service Areas puts your coverage on a map: search a city, drop a pin and set a radius, or draw the exact shape you serve, and mark exclusions. New appointments find their area from the address, and your schedule, team and reports follow. https://www.youtube.com/embed/QSMgSn6ckW0 37 2026-11-02 https://help.genaya.com/articles/operations/service-areas/how-to-assign-a-team-member-to-service-areas 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-assign-a-team-member-to-service-areas/01-service-areas.webp?v=mw1k5clu https://help.genaya.com/articles/operations/numbers/how-to-provision-a-phone-number 2026-11-04 weekly 0.7 https://help.genaya.com/articles/operations/numbers/how-to-port-in-an-existing-number 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-port-in-an-existing-number/01-create-port-request.webp?v=mw1k5v6m https://help.genaya.com/articles/operations/numbers/how-to-turn-on-recording-for-a-number 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-turn-on-recording-for-a-number/01-activate-call-recording.webp?v=mw19tmij https://help.genaya.com/articles/operations/number-pools/how-number-pools-track-website-calls 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-number-pools-track-website-calls/01-pool-attribution.webp?v=mw1a08b1 https://help.genaya.com/feature-videos/number-pools.jpg Number Pools in Genaya Your phone rings. But which ad paid for that call? Without tracking, you are guessing. Number Pools shows website visitors a tracking number. Create a pool, and paste one snippet on your site. When they call, your call log can show the campaign, the ad click, and the landing page. Calls ring your business like any other number. So you can put your budget where the calls really come from. https://www.youtube.com/embed/Zck1R7qH7qw 33 2026-11-02 https://help.genaya.com/articles/operations/number-pools/how-to-create-a-website-number-pool 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-create-a-website-number-pool/01-website-pool.webp?v=mw19vet6 https://help.genaya.com/help-shots/how-to-create-a-website-number-pool/02-pool-setup.webp?v=mw19vf3h https://help.genaya.com/articles/operations/number-pools/how-to-install-the-number-pool-snippet 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-install-the-number-pool-snippet/01-copy-the-snippet.webp?v=mw19z9zw https://help.genaya.com/help-shots/how-to-install-the-number-pool-snippet/02-test-your-installation.webp?v=mw19za7r https://help.genaya.com/articles/operations/call-masking/how-call-masking-works 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-call-masking-works/01-set-up-call-masking.webp?v=mw1jsggu https://help.genaya.com/articles/operations/call-masking/how-to-set-up-call-masking 2026-11-04 weekly 0.7 https://help.genaya.com/articles/operations/blocked-numbers/how-to-block-a-phone-number 2026-11-04 weekly 0.7 https://help.genaya.com/articles/operations/blocked-numbers/what-happens-when-a-number-is-blocked 2026-11-04 weekly 0.7 https://help.genaya.com/articles/operations/call-flow/how-call-flow-routing-works 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-call-flow-routing-works/01-sales-and-support-menu.webp?v=mw1a8ja8 https://help.genaya.com/articles/operations/call-flow/how-to-create-a-call-flow 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-create-a-call-flow/01-open-call-flow.webp?v=mw12qxn2 https://help.genaya.com/help-shots/how-to-create-a-call-flow/02-create-call-flow.webp?v=mw12qxr5 https://help.genaya.com/help-shots/how-to-create-a-call-flow/03-name-the-flow.webp?v=mw12qxy0 https://help.genaya.com/help-shots/how-to-create-a-call-flow/04-record-your-calls.webp?v=mw12qy35 https://help.genaya.com/help-shots/how-to-create-a-call-flow/05-spam-filter.webp?v=mw12qy86 https://help.genaya.com/help-shots/how-to-create-a-call-flow/06-greeting.webp?v=mw12qyfj https://help.genaya.com/help-shots/how-to-create-a-call-flow/07-schedule.webp?v=mw12qynz https://help.genaya.com/help-shots/how-to-create-a-call-flow/08-simulcall.webp?v=mw12qytx https://help.genaya.com/help-shots/how-to-create-a-call-flow/09-voicemail.webp?v=mw12qyyf https://help.genaya.com/help-shots/how-to-create-a-call-flow/10-numbers-and-save.webp?v=mw12qz64 https://help.genaya.com/help-shots/how-to-create-a-call-flow/11-step-groups.webp?v=mw12qzd9 https://help.genaya.com/howto-videos/create-a-call-flow.jpg How to create a call flow in Genaya Build a call flow in Genaya from scratch: record your calls, screen out spam, greet your callers, route calls by your business hours, ring your team at once with Simulcall and catch missed calls with voicemail. Then pick the numbers the flow answers and save. Along the way you see every step the builder offers, in its four groups: Route, Connect, Actions and End the call. https://www.youtube.com/embed/2WjnIILjZ38 173 2026-11-03 https://help.genaya.com/articles/operations/call-center-team/how-to-create-a-call-center-team 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-create-a-call-center-team/01-create-team.webp?v=mw1a2ya2 https://help.genaya.com/articles/operations/call-center-team/how-to-add-or-remove-team-members 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-add-or-remove-team-members/02-team-members.webp?v=mw1k3akp https://help.genaya.com/help-shots/how-to-add-or-remove-team-members/01-edit-team.webp?v=mw1k3a0c https://help.genaya.com/articles/operations/uploaded-recordings/how-to-upload-a-call-flow-recording 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-upload-a-call-flow-recording/01-upload-a-recording.webp?v=mw1k5nwa https://help.genaya.com/articles/operations/hold-music/how-to-add-hold-music 2026-11-04 weekly 0.7 https://help.genaya.com/articles/operations/porting-in-numbers/how-to-start-a-number-port 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-start-a-number-port/01-create-port-request.webp?v=mw1k6tym https://help.genaya.com/articles/operations/appointment-types/how-to-configure-appointment-types 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-configure-appointment-types/01-open-appointment-types.webp?v=mw12wfwg https://help.genaya.com/help-shots/how-to-configure-appointment-types/02-create-appointment-type.webp?v=mw12wfym https://help.genaya.com/help-shots/how-to-configure-appointment-types/03-name-and-order.webp?v=mw12wg10 https://help.genaya.com/help-shots/how-to-configure-appointment-types/04-create.webp?v=mw12wg3q https://help.genaya.com/help-shots/how-to-configure-appointment-types/05-in-the-list.webp?v=mw12wg7m https://help.genaya.com/help-shots/how-to-configure-appointment-types/06-pick-it-on-an-appointment.webp?v=mw12wgaa https://help.genaya.com/howto-videos/configure-appointment-types.jpg How to configure appointment types in Genaya Learn how to configure appointment types in Genaya, the categories your team picks when booking, like Consultation, Installation or Follow-up. See how to create a new type with its name, display order, description and assigned companies, turn a type on or off with the Active switch, and pick it on a new appointment from Quick Actions. https://www.youtube.com/embed/VviUTC50I9Q 121 2026-11-03 https://help.genaya.com/articles/operations/items-and-services/how-to-manage-items-and-services 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-manage-items-and-services/01-open-price-book.webp?v=mw1357fw https://help.genaya.com/help-shots/how-to-manage-items-and-services/02-create-category.webp?v=mw1357o3 https://help.genaya.com/help-shots/how-to-manage-items-and-services/03-name-the-category.webp?v=mw1357w6 https://help.genaya.com/help-shots/how-to-manage-items-and-services/04-create-item.webp?v=mw13580p https://help.genaya.com/help-shots/how-to-manage-items-and-services/05-item-type.webp?v=mw13586h https://help.genaya.com/help-shots/how-to-manage-items-and-services/06-title-and-description.webp?v=mw1358mq https://help.genaya.com/help-shots/how-to-manage-items-and-services/07-price-cost-and-tax.webp?v=mw135919 https://help.genaya.com/help-shots/how-to-manage-items-and-services/08-status-and-category.webp?v=mw1359e9 https://help.genaya.com/help-shots/how-to-manage-items-and-services/09-create-item.webp?v=mw1359ue https://help.genaya.com/help-shots/how-to-manage-items-and-services/10-retire-an-item.webp?v=mw135a24 https://help.genaya.com/howto-videos/manage-your-price-book.jpg How to manage your price book in Genaya Learn how to manage your price book in Genaya. Open Price Book under Finance, group your items with color coded categories, and add a product or service with its price, cost, tax and website settings. Then see how to retire an item with the Inactive status and open any row to edit its saved details. https://www.youtube.com/embed/bi1adrSzKeY 145 2026-11-04 https://help.genaya.com/articles/operations/lead-sources/how-to-manage-lead-sources 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-manage-lead-sources/01-add-a-lead-source.webp?v=mw1kaea5 https://help.genaya.com/feature-videos/lead-source-cost.jpg Lead Source Cost in Genaya Every lead costs you something. An ad click. A referral fee. A purchased lead. But do you know what each one really cost? Lead Source Cost adds an Allow cost option to your lead sources. Then a small cost button sits right under the lead source picker. Whoever books the work records the cost, on the appointment or the client. And your lead source report shows appointment costs for each source. https://www.youtube.com/embed/y_2aqBt4p5g 36 2026-11-02 https://help.genaya.com/articles/operations/custom-fields/how-to-add-a-custom-field 2026-11-04 weekly 0.7 https://help.genaya.com/feature-videos/custom-fields.jpg Custom Fields in Genaya Every business tracks something different. Custom Fields adds your own fields to appointments, clients, estimates and invoices: text, numbers, dates, dropdowns, checkboxes and file uploads. Group them, limit them by appointment type, and switch them off any time. https://www.youtube.com/embed/EEpIwvc1Sus 42 2026-11-02 https://help.genaya.com/articles/operations/custom-fields/how-to-group-custom-fields 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-group-custom-fields/02-put-a-field-in-the-group.webp?v=mw1kg29s https://help.genaya.com/help-shots/how-to-group-custom-fields/01-create-a-group.webp?v=mw1kg21m https://help.genaya.com/articles/operations/sub-status/how-sub-statuses-refine-appointment-workflow 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-sub-statuses-refine-appointment-workflow/02-add-sub-status.webp?v=mw1kj9b7 https://help.genaya.com/help-shots/how-sub-statuses-refine-appointment-workflow/01-new-sub-status.webp?v=mw1kj937 https://help.genaya.com/articles/operations/tags/how-to-use-tags-to-categorize-records 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-use-tags-to-categorize-records/01-create-a-tag.webp?v=mw1kkqx9 https://help.genaya.com/articles/operations/field-validation/how-to-make-a-field-required 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-make-a-field-required/01-default-fields.webp?v=mw1klmrc https://help.genaya.com/articles/operations/taxes/how-to-set-up-tax-rules 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-set-up-tax-rules/01-open-taxes.webp?v=mw131wmq https://help.genaya.com/help-shots/how-to-set-up-tax-rules/02-pick-the-company.webp?v=mw131wp9 https://help.genaya.com/help-shots/how-to-set-up-tax-rules/03-create-tax-or-fee.webp?v=mw131wrp https://help.genaya.com/help-shots/how-to-set-up-tax-rules/04-name-and-rate.webp?v=mw131wuc https://help.genaya.com/help-shots/how-to-set-up-tax-rules/05-tax-group.webp?v=mw131wx3 https://help.genaya.com/help-shots/how-to-set-up-tax-rules/06-set-the-default.webp?v=mw131x06 https://help.genaya.com/help-shots/how-to-set-up-tax-rules/07-tax-id.webp?v=mw131x3m https://help.genaya.com/help-shots/how-to-set-up-tax-rules/08-save-changes.webp?v=mw131x83 https://help.genaya.com/howto-videos/set-up-tax-rules.jpg How to set up tax rules in Genaya Learn how to set up tax rules for each company in Genaya. Create tax rates and custom fees, combine State Tax and City Tax into a Sales Tax group, and mark it as default so new line items on your estimates and invoices pick it up automatically. You will also record the tax ID that prints on this company's invoices. https://www.youtube.com/embed/PQCSjXcKAF0 143 2026-11-03 https://help.genaya.com/articles/operations/numbering/how-to-set-invoice-and-estimate-numbering 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-set-invoice-and-estimate-numbering/01-invoice-and-estimate-ids.webp?v=mw1j5f0m https://help.genaya.com/articles/operations/schedule-settings/how-to-set-business-hours-and-timezone 2026-11-04 weekly 0.7 https://help.genaya.com/articles/operations/contacts/how-to-add-a-contact 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-add-a-contact/02-contact-details.webp?v=mw1j6ufy https://help.genaya.com/help-shots/how-to-add-a-contact/01-new-contact.webp?v=mw1j6uc9 https://help.genaya.com/articles/operations/contacts/how-contacts-are-created-from-calls 2026-11-04 weekly 0.7 https://help.genaya.com/mobile-app 2026-11-04 weekly 0.8 https://help.genaya.com/articles/mobile-app/about-the-mobile-app 2026-11-04 weekly 0.7 https://help.genaya.com/articles/mobile-app/signing-in-to-mobile 2026-11-04 weekly 0.7 https://help.genaya.com/articles/mobile-app/how-to-buy-from-the-mobile-app 2026-11-04 weekly 0.7 https://help.genaya.com/articles/mobile-app/bottom-navigation 2026-11-04 weekly 0.7 https://help.genaya.com/articles/mobile-app/quick-create-on-mobile 2026-11-04 weekly 0.7 https://help.genaya.com/articles/mobile-app/home-screen 2026-11-04 weekly 0.7 https://help.genaya.com/articles/mobile-app/what-you-can-do-on-the-go 2026-11-04 weekly 0.7 https://help.genaya.com/articles/mobile-app/genaya-ai-on-mobile 2026-11-04 weekly 0.7 https://help.genaya.com/articles/mobile-app/permissions-on-mobile 2026-11-04 weekly 0.7 https://help.genaya.com/ai-receptionist 2026-11-04 weekly 0.8 https://help.genaya.com/articles/ai-receptionist/what-is-the-ai-receptionist 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/what-is-the-ai-receptionist/01-ai-receptionist-page.webp?v=mw1kudc2 https://help.genaya.com/feature-videos/ai-receptionist.jpg AI Receptionist in Genaya A missed call is a lost client. And you cannot answer every time. The AI Receptionist answers your calls with a natural voice. It books appointments, captures leads, and takes messages. And it hands off to your team when it should. Build it for free, and try a free preview. Add it when you are ready to go live. https://www.youtube.com/embed/tQUKblj2D5A 30 2026-11-02 https://help.genaya.com/articles/ai-receptionist/how-to-build-a-receptionist 2026-11-04 weekly 0.7 https://help.genaya.com/articles/ai-receptionist/how-to-configure-what-the-receptionist-does 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-configure-what-the-receptionist-does/01-actions-page.webp?v=mw1kuedr https://help.genaya.com/articles/ai-receptionist/how-to-put-the-receptionist-on-the-phones 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-put-the-receptionist-on-the-phones/01-open-call-flow.webp?v=mw19v8ue https://help.genaya.com/help-shots/how-to-put-the-receptionist-on-the-phones/02-add-ai-receptionist.webp?v=mw19v9e3 https://help.genaya.com/help-shots/how-to-put-the-receptionist-on-the-phones/03-pick-your-receptionist.webp?v=mw19v9yv https://help.genaya.com/help-shots/how-to-put-the-receptionist-on-the-phones/04-after-the-dial-step.webp?v=mw19vab1 https://help.genaya.com/help-shots/how-to-put-the-receptionist-on-the-phones/05-keep-a-fallback.webp?v=mw19vaj9 https://help.genaya.com/help-shots/how-to-put-the-receptionist-on-the-phones/06-save-the-flow.webp?v=mw19vaq5 https://help.genaya.com/articles/ai-receptionist/what-happens-on-a-live-call 2026-11-04 weekly 0.7 https://help.genaya.com/articles/ai-receptionist/how-billing-and-call-metering-work 2026-11-04 weekly 0.7 https://help.genaya.com/articles/ai-receptionist/who-can-manage-the-ai-receptionist 2026-11-04 weekly 0.7 https://help.genaya.com/articles/ai-receptionist/how-to-pick-the-receptionist-voice 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-pick-the-receptionist-voice/01-hear-the-voices.webp?v=mw1kuf5z https://help.genaya.com/help-shots/how-to-pick-the-receptionist-voice/02-speed-and-wait.webp?v=mw1kuffw https://help.genaya.com/articles/ai-receptionist/how-to-take-payments-by-phone-with-the-receptionist 2026-11-04 weekly 0.7 https://help.genaya.com/articles/ai-receptionist/how-the-receptionist-speaks-the-callers-language 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-the-receptionist-speaks-the-callers-language/01-speak-the-callers-language.webp?v=mw1kugbf https://help.genaya.com/articles/ai-receptionist/how-to-monitor-and-take-over-an-ai-call 2026-11-04 weekly 0.7 https://help.genaya.com/articles/ai-receptionist/how-to-talk-to-your-receptionist-in-the-inbox 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-talk-to-your-receptionist-in-the-inbox/01-ai-receptionist-filter.webp?v=mw1k032i https://help.genaya.com/articles/ai-receptionist/chat-receptionist/how-the-chat-receptionist-works 2026-11-04 weekly 0.7 https://help.genaya.com/feature-videos/ai-chat-receptionist.jpg AI Chat Receptionist in Genaya Messages come in from everywhere, all day. And slow replies lose clients. The AI Chat Receptionist steps in, and answers for you. It books appointments, and captures leads, right in the conversation. Replies land in your one Inbox, with every other conversation. Your team can pause the AI any time, and take over. So every message gets an answer, day or night. https://www.youtube.com/embed/z6MEwF8cuyc 36 2026-11-02 https://help.genaya.com/articles/ai-receptionist/chat-receptionist/how-to-turn-on-the-chat-receptionist 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-turn-on-the-chat-receptionist/01-add-the-add-on.webp?v=mw1jmkem https://help.genaya.com/help-shots/how-to-turn-on-the-chat-receptionist/02-answer-messages.webp?v=mw1jmlt9 https://help.genaya.com/articles/ai-receptionist/chat-receptionist/how-to-take-over-a-chat-from-the-ai 2026-11-04 weekly 0.7 https://help.genaya.com/articles/ai-receptionist/chat-receptionist/how-chat-replies-are-metered 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-chat-replies-are-metered/01-chat-message-meter.webp?v=mw1k38cu https://help.genaya.com/articles/ai-receptionist/calls-it-makes/how-the-receptionist-calls-back-missed-calls 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-the-receptionist-calls-back-missed-calls/01-actions-page.webp?v=mw1jgvkv https://help.genaya.com/help-shots/how-the-receptionist-calls-back-missed-calls/02-call-back-missed-calls.webp?v=mw1jgxjn https://help.genaya.com/articles/ai-receptionist/calls-it-makes/how-appointment-reminder-calls-work 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-appointment-reminder-calls-work/01-actions-page.webp?v=mw1jil2t https://help.genaya.com/help-shots/how-appointment-reminder-calls-work/02-appointment-reminder-calls.webp?v=mw1jinfl https://help.genaya.com/client-portal 2026-11-04 weekly 0.8 https://help.genaya.com/articles/client-portal/client-portal-overview 2026-11-04 weekly 0.7 https://help.genaya.com/feature-videos/client-portal.jpg Client Portal in Genaya Stop chasing clients over email. Where is my estimate? When are you coming? How do I pay? The Client Portal gives them one secure place. They see upcoming appointments, review and approve estimates, and pay invoices. It carries your branding, and each client sees only their own records. Approvals and payments land on the right record by themselves. https://www.youtube.com/embed/QwUudAsFruM 31 2026-11-02 https://help.genaya.com/articles/client-portal/client-portal-send-link 2026-11-04 weekly 0.7 https://help.genaya.com/articles/client-portal/client-portal-request-link 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/client-portal-request-link/01-enter-the-email-on-file.webp?v=mw1kje55 https://help.genaya.com/articles/client-portal/client-portal-what-clients-see 2026-11-04 weekly 0.7 https://help.genaya.com/articles/client-portal/client-portal-pay-invoice 2026-11-04 weekly 0.7 https://help.genaya.com/articles/client-portal/client-portal-security 2026-11-04 weekly 0.7 https://help.genaya.com/public-api 2026-11-04 weekly 0.8 https://help.genaya.com/articles/public-api/how-the-genaya-developer-api-works 2026-11-04 weekly 0.7 https://help.genaya.com/feature-videos/developer-api.jpg Developer API in Genaya Your business runs on more than one tool. Those tools should talk to each other. The Developer API lets them read and write your records. Appointments, clients, invoices, and more. Issue scoped keys, live or test. Signed webhooks push events to your server as they happen. And the docs include code samples, a full reference, and a live console. https://www.youtube.com/embed/muaH7RT1mN0 33 2026-11-02 https://help.genaya.com/articles/public-api/how-to-find-the-right-api-resource 2026-11-04 weekly 0.7 https://help.genaya.com/articles/public-api/how-to-read-the-full-api-reference 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-read-the-full-api-reference/01-endpoint-reference.webp?v=mw1algj6 https://help.genaya.com/articles/public-api/api-keys/how-to-create-an-api-key 2026-11-04 weekly 0.7 https://help.genaya.com/articles/public-api/api-keys/how-api-key-scopes-work 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-api-key-scopes-work/01-scopes.webp?v=mw1ai3vl https://help.genaya.com/articles/public-api/api-keys/how-to-revoke-or-rotate-an-api-key 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-revoke-or-rotate-an-api-key/01-revoke-key.webp?v=mw1aivlq 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Leases. Repairs. Too many tools for one building. Property Management runs your properties and units in one place. Create a lease, linked to a tenant, with start and end dates. Bill rent automatically each month, or send it as an invoice. Turn a maintenance ticket into an appointment. 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Scanning. Chasing signatures. A signed document should not take a week. E-Sign Docs lets you upload a PDF or photo, and place the fields once. Signature, initials, date, and text. Send it by email or text. Everyone signs from a private link, on any device. See who signed, and who is still waiting. 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Today's schedule. Your numbers. A team leaderboard. Signage turns any screen into a live dashboard. Pair a TV in seconds, then build pages from your real data. Add your own announcements, media, and a clock. It rotates by itself, in any browser, with no app to install. https://www.youtube.com/embed/xAojLMZl0po 30 2026-11-02 https://help.genaya.com/articles/signage/screens/how-to-create-a-screen 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-create-a-screen/01-screens-list.webp?v=mw1lv17a https://help.genaya.com/help-shots/how-to-create-a-screen/02-new-screen.webp?v=mw1lv1fe https://help.genaya.com/help-shots/how-to-create-a-screen/03-screen-editor.webp?v=mw1lv1qb https://help.genaya.com/articles/signage/screens/how-to-pair-a-tv-with-a-pairing-code 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-pair-a-tv-with-a-pairing-code/01-pair-a-display.webp?v=mw1lwp7o https://help.genaya.com/articles/signage/pages/how-to-build-signage-pages 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-build-signage-pages/01-add-page.webp?v=mw1lz7px https://help.genaya.com/help-shots/how-to-build-signage-pages/02-page-settings.webp?v=mw1lz7vm https://help.genaya.com/articles/signage/pages/what-a-screen-shows-and-what-it-keeps-private 2026-11-04 weekly 0.7 https://help.genaya.com/power-dialer 2026-11-04 weekly 0.8 https://help.genaya.com/articles/power-dialer/how-genaya-power-dialer-works 2026-11-04 weekly 0.7 https://help.genaya.com/feature-videos/power-dialer.jpg Power Dialer in Genaya Working a call list by hand is slow. Dial. Log it. Find the next one. Power Dialer hands each agent the next person, and places the call. One call at a time, with a live person on every call. Every dial checks your Do Not Call list, local calling hours, and attempt limits. 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