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/howto-videos/use-notes.jpg How to use Notes in Genaya Learn how to write and organize notes in Genaya. Open Notes from the Schedule menu, search and filter your list, start a note from scratch, and add headings, checklists and banners with the slash menu. See how every note saves as you type, how Version history and the Actions menu work, and how Notepad opens your notes on any page. https://www.youtube.com/embed/1YfQMO-KD78 141 2026-11-04 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/howto-videos/add-seats-companies-or-numbers.jpg How to add seats, companies, or numbers in Genaya Learn how to add a seat, a company or a phone number in Genaya right where you create it, without moving to a bigger plan. See the price of each add-on on the Review step, from an extra seat in Create Team to an extra company in Create Company and an extra local number in Create Number. Then open Subscription & Billing and click See breakdown to check every line of your next charge, or use Change plan to compare. https://www.youtube.com/embed/DIrrqnf2dsE 191 2026-11-04 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/howto-videos/complete-10dlc-business-texting-registration.jpg How to complete 10DLC business texting registration in Genaya Learn how to register your business for 10DLC texting in Genaya, from Settings and Compliance to Start 10DLC verification. Fill in your Brand details, legal business name, EIN, industry vertical, website, business address and Authorized representative, then add your privacy policy and terms of service links, preview the pages Genaya wrote for you and copy the SMS consent checkbox text. Submit for review checks your website the way the carrier reviewer will, and carriers usually approve in one to three business days. https://www.youtube.com/embed/c9irDaSPGDg 192 2026-11-04 https://help.genaya.com/articles/trust-and-security/how-genaya-pay-compliance-tracking-works 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-genaya-pay-compliance-tracking-works/01-genayapay-status.webp?v=mw13h29i https://help.genaya.com/articles/trust-and-security/how-genaya-protects-your-data 2026-11-04 weekly 0.7 https://help.genaya.com/home-dashboard 2026-11-04 weekly 0.8 https://help.genaya.com/articles/home-dashboard/what-is-the-home-dashboard 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/what-is-the-home-dashboard/01-home-dashboard.webp?v=mw13rl51 https://help.genaya.com/articles/home-dashboard/how-to-customize-your-home-dashboard 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-customize-your-home-dashboard/01-customize.webp?v=mw1ke02x https://help.genaya.com/help-shots/how-to-customize-your-home-dashboard/02-add-widgets.webp?v=mw1ke09o https://help.genaya.com/help-shots/how-to-customize-your-home-dashboard/03-reorder.webp?v=mw1ke0ep https://help.genaya.com/help-shots/how-to-customize-your-home-dashboard/04-resize.webp?v=mw1ke0j3 https://help.genaya.com/help-shots/how-to-customize-your-home-dashboard/05-remove.webp?v=mw1ke0nh https://help.genaya.com/help-shots/how-to-customize-your-home-dashboard/06-reset.webp?v=mw1ke0rl https://help.genaya.com/help-shots/how-to-customize-your-home-dashboard/07-done.webp?v=mw1ke0v5 https://help.genaya.com/howto-videos/customize-your-home-dashboard.jpg How to customize your Home Dashboard in Genaya Learn how to make your Genaya Home Dashboard your own. Click Customize to enter edit mode, add widgets from the catalog, remove the ones you do not need, resize them by pulling a corner and drag them into a new order. Every change saves to your account the moment you make it and never changes a teammate's Home. https://www.youtube.com/embed/QuaeXeldGf8 119 2026-11-04 https://help.genaya.com/articles/home-dashboard/understanding-home-dashboard-widgets 2026-11-04 weekly 0.7 https://help.genaya.com/articles/home-dashboard/widgets-for-every-product 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/widgets-for-every-product/01-add-widgets-genaya-ai.webp?v=mw13rvol https://help.genaya.com/articles/home-dashboard/how-to-use-the-home-date-range-picker 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-use-the-home-date-range-picker/01-date-range-menu.webp?v=mw13sp96 https://help.genaya.com/rooms 2026-11-04 weekly 0.8 https://help.genaya.com/articles/rooms/how-genaya-rooms-works 2026-11-04 weekly 0.7 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/howto-videos/start-an-instant-room.jpg How to start an instant room in Genaya Learn how to start an instant room in Genaya Rooms with one click, no calendar, no invitees and no scheduling. See how to share the meeting link, copy the meeting ID, invite people by email or from your team, and use the microphone, camera, share screen and chat buttons. Then see how to leave the meeting or end it for everyone. https://www.youtube.com/embed/YQy209r4vrM 125 2026-11-04 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 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-connect-zoom/01-connect-zoom.webp?v=mw18jna3 https://help.genaya.com/articles/rooms/events/how-to-create-a-rooms-event-booking-page 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-create-a-rooms-event-booking-page/01-add-event.webp?v=mw1kyh2k https://help.genaya.com/help-shots/how-to-create-a-rooms-event-booking-page/02-name-the-event.webp?v=mw1kyh88 https://help.genaya.com/help-shots/how-to-create-a-rooms-event-booking-page/03-duration.webp?v=mw1kyhdz https://help.genaya.com/help-shots/how-to-create-a-rooms-event-booking-page/04-weekly-hours.webp?v=mw1kyhuc https://help.genaya.com/help-shots/how-to-create-a-rooms-event-booking-page/05-timezone.webp?v=mw1kyi63 https://help.genaya.com/help-shots/how-to-create-a-rooms-event-booking-page/06-more-options.webp?v=mw1kyiqc https://help.genaya.com/help-shots/how-to-create-a-rooms-event-booking-page/07-invitee-question.webp?v=mw1kyj0r 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/howto-videos/use-rooms.jpg How to use Rooms in Genaya Take a full tour of a live Genaya room with people on camera. Start an instant room, share the meeting link, and let guests in from the waiting room with Admit or Deny, one at a time or from the Participants panel. Then learn every control by name: muting or removing someone, Invite people and Copy invite link, pinning a person to the spotlight, the microphone and camera with their device menus and Backgrounds and effects, Share screen and reactions, the More options menu with Record meeting, Video Intelligence, the meeting timer and Meeting settings, the room chat and Genaya AI, the top bar with the meeting ID, meeting details, Fullscreen, picture in picture and Minimize to a box, and finally Leave meeting or End meeting for all. https://www.youtube.com/embed/5Md5lLwGqTI 225 2026-11-04 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/howto-videos/turn-on-video-intelligence-in-a-room.jpg How to turn on Video Intelligence in a room in Genaya Learn how to turn on Video Intelligence in a Genaya room. See where an owner or admin checks the add-on in Subscription and Billing, start a room, and switch it on with the Video Intelligence button beside the three dots. Then read the Summary, Smart Notes, Actions and Transcript tabs, translate live captions, and turn it off with the stop button. https://www.youtube.com/embed/F9OUEUbAG_0 131 2026-11-04 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/howto-videos/assign-an-appointment-to-the-right-team.jpg How to assign an appointment to the right team in Genaya Learn how to assign an appointment to the right team in Genaya. Check the Service area and the Appointment type, see the team who match with their performance scores, show the unmatched team when you need someone else, and pick the teammate who fits best. Then use Send to share the job details in app, by SMS or by email. https://www.youtube.com/embed/ZDvyu2MFzGM 145 2026-11-04 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/howto-videos/attach-price-book-items-to-an-appointment.jpg How to attach price book items to an appointment in Genaya Learn how to attach price book items to an appointment in Genaya. Open the appointment, click Items, then use Add item to pick services and products from your price book, set the quantity and price, and add blank lines or let Help me generate fill them in. Choose the tax, watch Subtotal, Total and Balance Due add up, and turn the items into a draft invoice with Create Invoice. https://www.youtube.com/embed/oKmtnpXRM9s 119 2026-11-04 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/howto-videos/send-appointment-reminders-to-clients.jpg How to send appointment reminders to clients in Genaya Learn how to send appointment reminders to your clients with the Appointment reminder recipe in Genaya Automations. You will set the reminder to go out one day before, pick the number it texts from, add details with Variables, and turn on a send window so texts only go out during business hours. Save it as Active and every appointment gets its reminder, even when it moves. https://www.youtube.com/embed/4ovQN2m_RMw 131 2026-11-04 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/howto-videos/create-a-client.jpg How to create a client in Genaya Learn how to create a client in Genaya. Open Clients from Schedule, click Create Client, fill in the name, company, address, lead source, phone and email, and Genaya flags clients that already match so you never create a duplicate. Then open the new client's page and book their first appointment, invoice or estimate with the client already filled in. https://www.youtube.com/embed/IS1RX8aJ9LM 143 2026-11-04 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/howto-videos/merge-duplicate-clients.jpg How to merge duplicate clients in Genaya Genaya has no one-click merge, so this video shows how to handle duplicate clients the safe way. You compare the two records, check the duplicate's appointments and invoices, copy a missing phone number onto the record you keep, then set the duplicate to Inactive so it leaves the Active list while its history stays intact. https://www.youtube.com/embed/0Max1TsnMvM 139 2026-11-04 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/howto-videos/add-a-client-contact-person.jpg How to add a client contact person in Genaya Learn how to add a contact person for a company client in Genaya. Open the client, choose Create new and then Contact, and the New Contact form arrives filled in with the client's details. Give the person their own name, phone and email, choose where the contact is Shown in, and find everyone at the company from Contacts search. https://www.youtube.com/embed/3GDXif4J-84 126 2026-11-04 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/howto-videos/create-a-lead-table.jpg How to create a lead table in Genaya Learn how to create a lead table in Genaya. Start from scratch, give the table a name, and add Phone, Email and Status columns with your own options. Then assign your team and choose whether members see all leads or only the leads assigned to them. https://www.youtube.com/embed/2-hbBa0WLSE 148 2026-11-04 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 https://help.genaya.com/articles/leads/how-to-track-where-leads-come-from 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-track-where-leads-come-from/01-add-source-column.webp?v=mw1ldt8i https://help.genaya.com/help-shots/how-to-track-where-leads-come-from/02-tag-a-row.webp?v=mw1ldteu https://help.genaya.com/help-shots/how-to-track-where-leads-come-from/03-lead-sources.webp?v=mw1lduri https://help.genaya.com/howto-videos/track-where-leads-come-from.jpg How to track where leads come from in Genaya Learn how to see which channel brings in each lead in Genaya. Add a Source column to a lead table with options like Google Search, Facebook and Referral, then tag every lead as it comes in. Keep the same channels under Operations, Lead Sources, so appointments and clients use matching values. https://www.youtube.com/embed/jow2ZYIRGNM 140 2026-11-04 https://help.genaya.com/articles/leads/how-to-connect-facebook-lead-ads 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-connect-facebook-lead-ads/01-open-lead-sources.webp?v=mw1l0klb https://help.genaya.com/help-shots/how-to-connect-facebook-lead-ads/02-connect-facebook.webp?v=mw1l0l73 https://help.genaya.com/help-shots/how-to-connect-facebook-lead-ads/03-pick-your-pages.webp?v=mw1l0ltn https://help.genaya.com/estimates 2026-11-04 weekly 0.8 https://help.genaya.com/articles/estimates/how-to-create-and-send-an-estimate 2026-11-04 weekly 0.7 https://help.genaya.com/howto-videos/create-and-send-an-estimate.jpg How to create and send an estimate in Genaya Learn how to create an estimate in Genaya from Finance, pick the company it comes from, choose your client and add items from your Price Book with their prices. Set the Terms so the Expires Date moves to match, add a note, and use Show preview to see the PDF, the email and the Approval page your client gets. Then send it by email, and the badge reads Sent until your client accepts or declines. https://www.youtube.com/embed/q-NwgktW1Wo 156 2026-11-04 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/howto-videos/add-a-deposit-to-an-estimate.jpg How to add a deposit to an estimate in Genaya Learn how to take a deposit on an accepted estimate in Genaya. Find the estimate in Finance with the All Time and Accepted filters, check its total and number, then open Genaya Pay and use Collect a payment to record the deposit amount, method, company and client. Turn on Internal note to write which estimate the deposit is for, so your records stay clear. https://www.youtube.com/embed/85kHHHwLTlk 127 2026-11-04 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/howto-videos/create-an-invoice.jpg How to create an invoice in Genaya Learn how to create an invoice in Genaya. Open Finance, click Invoices and Create Invoice, then pick your company and client, add items from your Price Book, set the Terms for the due date and add a note. Preview it as a PDF, an email or a payment page, then send the invoice or collect a payment. https://www.youtube.com/embed/BbYzg3EtPhQ 159 2026-11-04 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/howto-videos/record-a-manual-payment-on-an-invoice.jpg How to record a manual payment on an invoice in Genaya Learn how to record a manual payment on an invoice in Genaya. Open the invoice, click Add payment, enter the amount, choose a manual method like Check, and add the check number as an internal note. Then click Record payment, and the invoice keeps the rest open as its new, lower balance. https://www.youtube.com/embed/KRzKgWo0gm4 125 2026-11-04 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/howto-videos/refund-a-payment.jpg How to refund a payment in Genaya Learn how to refund a card payment from the invoice it paid in Genaya. Open the payment details, click Refund, set the amount for a full or partial refund, pick a reason and confirm. The payment then shows Partially Refunded with the refund listed under Refunds, and the money lands back on the same card in 5 to 10 business days. https://www.youtube.com/embed/hGcQmaQhnec 122 2026-11-04 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/howto-videos/handle-overdue-invoices.jpg How to handle overdue invoices in Genaya Learn how to find every overdue invoice in Genaya with the Status filter, see how late each one is with the Days due filter, and send payment reminders to several clients at once. Then open one invoice to check the Balance Due, call or text the client, and collect the payment when it comes in. https://www.youtube.com/embed/o6lfU5dr8gc 119 2026-11-04 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/howto-videos/customize-invoice-branding.jpg How to customize invoice branding in Genaya Learn how to put your brand on every invoice in Genaya. Open a company under Operations, change its logo and check the name, phone, email and website that print at the top of its invoices, then see them on an invoice with Show preview. If a company has no logo of its own, new invoices use your organization's logo from Settings, My Organization. https://www.youtube.com/embed/bMY1NjZF94A 149 2026-11-04 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 https://help.genaya.com/howto-videos/add-a-payment-schedule-to-an-appointment.jpg How to add a payment schedule to an appointment in Genaya Learn how to split an appointment total into scheduled payments in Genaya, like a deposit, progress billing and a final balance. Open the appointment, go to Finance and add a payment schedule, then set each payment's amount, when it is due, how you expect to be paid and a short note. You can also email the client when a payment is past due, then save the schedule to the appointment. https://www.youtube.com/embed/WRTAb-kDW2k 137 2026-11-04 https://help.genaya.com/articles/invoices/payment-schedules/how-to-collect-or-auto-charge-a-scheduled-payment 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-collect-or-auto-charge-a-scheduled-payment/02-card-and-auto-charge.webp?v=mw1lrx32 https://help.genaya.com/help-shots/how-to-collect-or-auto-charge-a-scheduled-payment/03-card-on-file.webp?v=mw1lrx7h https://help.genaya.com/help-shots/how-to-collect-or-auto-charge-a-scheduled-payment/04-confirm-and-save.webp?v=mw1lrxbk https://help.genaya.com/help-shots/how-to-collect-or-auto-charge-a-scheduled-payment/01-send-or-collect.webp?v=mw1lrwyt https://help.genaya.com/expenses 2026-11-04 weekly 0.8 https://help.genaya.com/articles/expenses/how-to-record-an-expense 2026-11-04 weekly 0.7 https://help.genaya.com/articles/expenses/how-to-extract-a-receipt-with-ai 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-extract-a-receipt-with-ai/01-autofill-from-file.webp?v=mw1l0g3y https://help.genaya.com/help-shots/how-to-extract-a-receipt-with-ai/02-ai-fills-the-form.webp?v=mw1l0ghe https://help.genaya.com/help-shots/how-to-extract-a-receipt-with-ai/03-create-expense.webp?v=mw1l0grc https://help.genaya.com/help-shots/how-to-extract-a-receipt-with-ai/04-expense-saved.webp?v=mw1l0h0r https://help.genaya.com/howto-videos/extract-a-receipt-with-ai.jpg How to extract a receipt with AI in Genaya Learn how Genaya AI reads a receipt and fills in a new expense for you. Upload a photo or scan with Autofill from file, and the vendor, date, reference number, payment method, line items and Total fill in on their own. Then check it against the receipt and click Create expense, with the receipt already attached. https://www.youtube.com/embed/QnhECDPHMsI 126 2026-11-04 https://help.genaya.com/articles/expenses/how-to-mark-an-expense-as-reimbursable 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-mark-an-expense-as-reimbursable/01-reimburse-to.webp?v=mw14f3u3 https://help.genaya.com/articles/expenses/how-to-attach-a-receipt-to-an-expense 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-attach-a-receipt-to-an-expense/01-add-attachment.webp?v=mw14deox https://help.genaya.com/articles/expenses/how-to-categorize-expenses-for-reporting 2026-11-04 weekly 0.7 https://help.genaya.com/articles/expenses/how-to-tie-an-expense-to-a-specific-job 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-tie-an-expense-to-a-specific-job/01-assign-appointment.webp?v=mw14h16a https://help.genaya.com/schedule 2026-11-04 weekly 0.8 https://help.genaya.com/articles/schedule/how-to-use-the-schedule-calendar 2026-11-04 weekly 0.7 https://help.genaya.com/howto-videos/use-the-schedule-calendar.jpg How to use the Schedule calendar in Genaya Learn how the Schedule puts every appointment and every teammate on one screen in Genaya. Switch between the Day, Week, Month, Timeline and Agenda views, open an appointment for a quick look, drag to reschedule or reassign, and give Unscheduled appointments a day and a teammate. Then use Filter Results, the Map with live team locations, and Schedule Settings to set business hours, colors and the schedule template. https://www.youtube.com/embed/m1mnh5a3q0M 156 2026-11-04 https://help.genaya.com/articles/schedule/how-to-filter-the-calendar-by-team-or-service-area 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-filter-the-calendar-by-team-or-service-area/01-open-filter-results.webp?v=mw1la5s7 https://help.genaya.com/help-shots/how-to-filter-the-calendar-by-team-or-service-area/02-pick-your-filters.webp?v=mw1la604 https://help.genaya.com/help-shots/how-to-filter-the-calendar-by-team-or-service-area/03-scope-companies.webp?v=mw1la665 https://help.genaya.com/help-shots/how-to-filter-the-calendar-by-team-or-service-area/04-filtered-calendar.webp?v=mw1la6fj https://help.genaya.com/howto-videos/filter-the-calendar-by-team-or-service-area.jpg How to filter the calendar by team or service area in Genaya Learn how to use Filter Results on the Schedule to see only one teammate's appointments or only the appointments in the service areas you pick. You will also see how Search filters finds a filter fast, how the Companies dropdown narrows the calendar, and how Clear all brings your whole calendar back. https://www.youtube.com/embed/7GCEwkHkozQ 144 2026-11-04 https://help.genaya.com/articles/schedule/how-to-handle-unscheduled-appointments 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-handle-unscheduled-appointments/01-open-unscheduled.webp?v=mw1lttw8 https://help.genaya.com/help-shots/how-to-handle-unscheduled-appointments/02-sort-the-queue.webp?v=mw1ltu1o https://help.genaya.com/help-shots/how-to-handle-unscheduled-appointments/03-drag-onto-the-calendar.webp?v=mw1ltu8s https://help.genaya.com/help-shots/how-to-handle-unscheduled-appointments/04-drop-here-to-unschedule.webp?v=mw1ltue8 https://help.genaya.com/howto-videos/handle-unscheduled-appointments.jpg How to handle unscheduled appointments in Genaya Learn how to find every appointment without a date in the Unscheduled panel of the Genaya Schedule, sort the queue by appointment type, and drag a card onto a team member's day to schedule it. You will also see the 8 AM start it gets, where to change Start, and how to drop a scheduled appointment back where it says Drop here to unschedule. https://www.youtube.com/embed/eU0TeHTgx-I 123 2026-11-04 https://help.genaya.com/articles/schedule/how-to-use-the-schedule-map-view 2026-11-04 weekly 0.7 https://help.genaya.com/howto-videos/use-the-schedule-map-view.jpg How to use the Schedule map view in Genaya See every appointment with an address on a map beside your Schedule calendar. Learn to read the status colored dots, open an appointment card, pick the Light, Satellite or Colors style, and turn on Routing to see each teammate's stops in order. Then zoom, tilt into 3D, expand the map or open it in fullscreen. https://www.youtube.com/embed/VslZsqtmiO4 162 2026-11-04 https://help.genaya.com/articles/schedule/how-to-show-tasks-on-the-schedule 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-show-tasks-on-the-schedule/01-show-on-schedule-tasks.webp?v=mw14dxjw https://help.genaya.com/help-shots/how-to-show-tasks-on-the-schedule/02-tasks-on-the-calendar.webp?v=mw14dycv https://help.genaya.com/articles/schedule/how-to-print-or-export-a-days-schedule 2026-11-04 weekly 0.7 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. You review it, and you stay in control. https://www.youtube.com/embed/MnWve2TJPpo 35 2026-11-02 https://help.genaya.com/articles/schedule/smart-schedule/how-to-book-an-appointment-with-smart-schedule 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-book-an-appointment-with-smart-schedule/01-start-the-appointment.webp?v=mw1lo68j https://help.genaya.com/help-shots/how-to-book-an-appointment-with-smart-schedule/02-open-smart-schedule.webp?v=mw1lo6f7 https://help.genaya.com/help-shots/how-to-book-an-appointment-with-smart-schedule/03-day-and-duration.webp?v=mw1lo6nu https://help.genaya.com/help-shots/how-to-book-an-appointment-with-smart-schedule/04-pick-a-slot.webp?v=mw1lo6te https://help.genaya.com/help-shots/how-to-book-an-appointment-with-smart-schedule/05-finish-and-save.webp?v=mw1lo6zv https://help.genaya.com/howto-videos/book-an-appointment-with-smart-schedule.jpg How to book an appointment with Smart Schedule in Genaya Learn how to book an appointment with Smart Schedule in Genaya. Fill in the client, address and appointment type, open Smart Schedule on the day you picked, and read each suggested slot by time, team member, travel from a prior job and performance score. Then pick a slot from the cards, the timeline or the map, and create the appointment with the date, time and team member already filled in. https://www.youtube.com/embed/HxwX2t9StRo 162 2026-11-04 https://help.genaya.com/call-center 2026-11-04 weekly 0.8 https://help.genaya.com/articles/call-center/how-genaya-call-center-works 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-genaya-call-center-works/01-call-center.webp?v=mw14ecxu https://help.genaya.com/howto-videos/use-the-call-center.jpg How to use the Call Center in Genaya Take a full tour of the Genaya Call Center. See the calls list and Search calls, the Missed, Messages, Tags and Blocked tabs, and the inbox filter. Open your call settings to set Online or Offline, Background calling, the companies you see and your audio. Use the Wireless Caller to pick the number you call from, type or tap a number and place a call, or switch to a new text. Open Live Agents to see All Agents, Live Calls and the Calls Queue. Then open a conversation to filter it, block a number, show the contact info, call back, classify it with tags, a value and notes, and reply with attachments, Genaya AI, Help me write and Quick texts. https://www.youtube.com/embed/6uEOOA_NYa0 183 2026-11-04 https://help.genaya.com/articles/call-center/how-to-set-up-call-center-for-your-team 2026-11-04 weekly 0.7 https://help.genaya.com/howto-videos/set-up-call-center-for-your-team.jpg How to set up Call Center for your team in Genaya Learn how to set up Call Center for your team in Genaya. Open a number under Operations, Phone numbers and choose whether calls ring agents, run a call flow, or forward to another phone, then build a flow from a template like Ring the team, then voicemail. Create a Call Center Team, add your agents, and allow Call Center access for a role in Role and Permissions. https://www.youtube.com/embed/jhQ9wrEdfpA 151 2026-11-04 https://help.genaya.com/articles/call-center/who-can-access-call-center-features 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/who-can-access-call-center-features/01-call-center-permissions.webp?v=mw14h0q2 https://help.genaya.com/articles/call-center/how-call-recording-works 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-call-recording-works/01-activate-call-recording.webp?v=mw14juk0 https://help.genaya.com/articles/call-center/how-call-center-companies-filter-works 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-call-center-companies-filter-works/01-companies-filter.webp?v=mw14ngqn https://help.genaya.com/articles/call-center/why-do-my-calls-show-as-spam-likely 2026-11-04 weekly 0.7 https://help.genaya.com/articles/call-center/call-intelligence/how-call-intelligence-works 2026-11-04 weekly 0.7 https://help.genaya.com/feature-videos/call-intelligence.jpg Call Intelligence in Genaya Nobody can talk and take good notes at the same time. 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. So your team stays on the conversation, not the keyboard. https://www.youtube.com/embed/x5rHGwt7L2Y 30 2026-11-02 https://help.genaya.com/articles/call-center/call-intelligence/how-to-enable-call-intelligence 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-enable-call-intelligence/01-open-billing.webp?v=mw1lvxku https://help.genaya.com/help-shots/how-to-enable-call-intelligence/02-add-call-intelligence.webp?v=mw1lvxra https://help.genaya.com/help-shots/how-to-enable-call-intelligence/03-confirm.webp?v=mw1lvy1o https://help.genaya.com/help-shots/how-to-enable-call-intelligence/04-active.webp?v=mw1lvy8l https://help.genaya.com/howto-videos/enable-call-intelligence.jpg How to enable Call Intelligence in Genaya Learn how to add Call Intelligence from Settings in Subscription and Billing, review the checkout with your prorated minutes and price, and turn it on so every inbound and outbound call transcribes and gets AI SmartNotes automatically. You will also see where to remove the add-on later and what stays available when you do. https://www.youtube.com/embed/ei-YhB3kxqQ 120 2026-11-04 https://help.genaya.com/articles/call-center/call-intelligence/how-to-view-call-transcript 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-view-call-transcript/01-open-the-call.webp?v=mw1lisvr https://help.genaya.com/help-shots/how-to-view-call-transcript/02-transcript-tab.webp?v=mw1lit1w https://help.genaya.com/help-shots/how-to-view-call-transcript/03-read-the-transcript.webp?v=mw1litaw https://help.genaya.com/articles/call-center/call-intelligence/how-to-use-smart-notes 2026-11-04 weekly 0.7 https://help.genaya.com/articles/call-center/call-intelligence/how-caller-id-works 2026-11-04 weekly 0.7 https://help.genaya.com/articles/call-center/dialer/how-to-place-an-outbound-call 2026-11-04 weekly 0.7 https://help.genaya.com/howto-videos/place-an-outbound-call.jpg How to place an outbound call in Genaya Learn how to place an outbound call from the Wireless Caller, the phone built into Genaya, right in your browser. Pick the number you are calling from, type the number you are calling, and click Place Call. See how to mute, hold, transfer and use the keypad during the call, then hang up and classify the call with tags, a deal value and internal notes. https://www.youtube.com/embed/VI9mhWtNlKw 106 2026-11-04 https://help.genaya.com/articles/call-center/dialer/how-to-pick-microphone-and-speaker 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-pick-microphone-and-speaker/01-audio-settings.webp?v=mw15aw21 https://help.genaya.com/help-shots/how-to-pick-microphone-and-speaker/02-microphone-and-speakers.webp?v=mw15ay6x https://help.genaya.com/articles/call-center/dialer/how-the-floating-active-call-banner-works 2026-11-04 weekly 0.7 https://help.genaya.com/articles/call-center/calls/how-to-answer-an-incoming-call 2026-11-04 weekly 0.7 https://help.genaya.com/articles/call-center/calls/how-to-transfer-a-call 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-transfer-a-call/01-open-the-transfer-panel.webp?v=mw1lg9bp https://help.genaya.com/help-shots/how-to-transfer-a-call/02-pick-an-agent.webp?v=mw1lg9h3 https://help.genaya.com/help-shots/how-to-transfer-a-call/03-external-number.webp?v=mw1lg9mc https://help.genaya.com/howto-videos/transfer-a-call.jpg How to transfer a call in Genaya Learn how to answer a call in the Genaya Call Center and hand it to a teammate without dropping the caller. Open the Transfer call panel, then pick a teammate under Available now with a single click, or send the call to an outside phone with External number. Your side of the call then ends on its own, and the call's status reads transferred. https://www.youtube.com/embed/cd9t-RxYsWs 104 2026-11-04 https://help.genaya.com/articles/call-center/calls/how-to-listen-to-a-call-recording 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-listen-to-a-call-recording/01-recording-player.webp?v=mw15fhde https://help.genaya.com/articles/call-center/calls/how-to-tag-and-add-notes-to-a-call 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-tag-and-add-notes-to-a-call/01-add-tags.webp?v=mw15hq1i https://help.genaya.com/help-shots/how-to-tag-and-add-notes-to-a-call/02-notes.webp?v=mw15hq75 https://help.genaya.com/articles/call-center/calls/how-to-search-for-a-call 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-search-for-a-call/01-search-calls.webp?v=mw15hxi8 https://help.genaya.com/articles/call-center/calls/how-to-set-a-deal-value-on-a-call 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-set-a-deal-value-on-a-call/01-set-value.webp?v=mw15hlp0 https://help.genaya.com/articles/call-center/calls/how-ai-call-summaries-appear-in-the-thread 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-ai-call-summaries-appear-in-the-thread/01-call-intelligence.webp?v=mw15i9h1 https://help.genaya.com/articles/call-center/calls/how-to-connect-callrail-or-ringcentral-with-call-sync 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-connect-callrail-or-ringcentral-with-call-sync/01-api-key-tip.webp?v=mw1lyf4x https://help.genaya.com/help-shots/how-to-connect-callrail-or-ringcentral-with-call-sync/02-activate-call-sync.webp?v=mw1lyfh5 https://help.genaya.com/help-shots/how-to-connect-callrail-or-ringcentral-with-call-sync/03-paste-key-connect.webp?v=mw1lyfpv https://help.genaya.com/help-shots/how-to-connect-callrail-or-ringcentral-with-call-sync/04-connect-ringcentral.webp?v=mw1lyfxp https://help.genaya.com/howto-videos/connect-callrail-or-ringcentral-with-call-sync.jpg How to connect CallRail or RingCentral with Call Sync in Genaya Learn how to connect CallRail or RingCentral to Genaya with Call Sync, found under Settings, Integrations. You will paste your CallRail API key, choose how far back to import past calls, and see how RingCentral connects with a sign in and no key. Your calls are matched to your clients by phone number and show up under Recent imported calls, next to your Genaya calls. https://www.youtube.com/embed/N-n79wc6wMM 147 2026-11-04 https://help.genaya.com/articles/call-center/messages/how-to-send-an-sms 2026-11-04 weekly 0.7 https://help.genaya.com/articles/call-center/messages/how-to-view-the-mixed-calls-and-sms-thread 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-view-the-mixed-calls-and-sms-thread/01-mixed-thread.webp?v=mw14yamx https://help.genaya.com/articles/call-center/messages/how-to-search-for-a-conversation 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-search-for-a-conversation/01-search-messages.webp?v=mw14zfc5 https://help.genaya.com/articles/call-center/messages/how-to-use-quick-texts-saved-replies 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-use-quick-texts-saved-replies/01-create-a-quick-text.webp?v=mw1ln7v3 https://help.genaya.com/help-shots/how-to-use-quick-texts-saved-replies/02-add-a-variable.webp?v=mw1ln8di https://help.genaya.com/help-shots/how-to-use-quick-texts-saved-replies/03-insert-while-texting.webp?v=mw1ln8n2 https://help.genaya.com/howto-videos/use-quick-texts-saved-replies.jpg How to use Quick Texts saved replies in Genaya Learn how to use Quick Texts, your saved replies in the Genaya Call Center, so you never retype the same message all day. See how to open Quick texts in the message box, search your saved replies, and create a new one with a title, a message, variables like Company name and the companies it belongs to. Then insert it into the composer with every variable already filled in, ready to edit before you send. https://www.youtube.com/embed/bXsDQxtVuiM 132 2026-11-04 https://help.genaya.com/articles/call-center/messages/how-to-use-ai-smart-follow-up 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-use-ai-smart-follow-up/01-open-conversation.webp?v=mw1lqjno https://help.genaya.com/help-shots/how-to-use-ai-smart-follow-up/02-ai-generate-message.webp?v=mw1lqjsh https://help.genaya.com/help-shots/how-to-use-ai-smart-follow-up/03-help-me-write.webp?v=mw1lqjy9 https://help.genaya.com/help-shots/how-to-use-ai-smart-follow-up/04-draft-and-send.webp?v=mw1lqk3g https://help.genaya.com/help-shots/how-to-use-ai-smart-follow-up/05-numbered-list-draft.webp?v=mw1lqk8v https://help.genaya.com/howto-videos/use-ai-smart-follow-up.jpg How to use AI smart follow-up in Genaya Learn how AI smart follow-up in the Genaya Call Center reads the recent messages in a conversation and drafts your next reply for you. See how to use AI Generate Message, tell Genaya what to say with Help me write, move between drafts with Undo and Redo, and send it like any other text. Nothing sends by itself, so you always have the final word. https://www.youtube.com/embed/uoFybz0zImg 127 2026-11-04 https://help.genaya.com/articles/call-center/messages/how-to-filter-a-conversation-by-calls-or-messages 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-filter-a-conversation-by-calls-or-messages/01-filter-menu.webp?v=mw155zau https://help.genaya.com/articles/call-center/live-agents/how-live-agents-works 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-live-agents-works/01-live-agents-panel.webp?v=mw159vlq https://help.genaya.com/feature-videos/live-agents.jpg Live Agents in Genaya The phone rings. 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. Show it or hide it with one tap. https://www.youtube.com/embed/1L2kpCUFl9M 30 2026-11-02 https://help.genaya.com/articles/call-center/live-agents/how-agent-presence-works 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-agent-presence-works/01-status-menu.webp?v=mw1593js https://help.genaya.com/articles/call-center/live-agents/how-to-monitor-a-live-call 2026-11-04 weekly 0.7 https://help.genaya.com/articles/call-center/live-agents/how-to-use-the-live-calls-and-queue-panel 2026-11-04 weekly 0.7 https://help.genaya.com/articles/call-center/contact-panel/how-to-use-the-contact-panel 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-use-the-contact-panel/01-contact-panel.webp?v=mw15bcl6 https://help.genaya.com/articles/call-center/contact-panel/how-caller-id-identifies-inbound-callers 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-caller-id-identifies-inbound-callers/01-caller-name.webp?v=mw14wsyk https://help.genaya.com/articles/call-center/contact-panel/how-to-add-a-contact-photo 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-add-a-contact-photo/01-contact-avatar.webp?v=mw14x8n5 https://help.genaya.com/articles/call-center/contact-panel/how-to-add-notes-to-a-contact 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-add-notes-to-a-contact/01-note-box.webp?v=mw14x94n https://help.genaya.com/articles/call-center/contact-panel/how-to-classify-a-conversation-with-tags-and-value 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-classify-a-conversation-with-tags-and-value/01-classification.webp?v=mw14wvgz https://help.genaya.com/help-shots/how-to-classify-a-conversation-with-tags-and-value/02-tag-picker.webp?v=mw14wvmv https://help.genaya.com/chats 2026-11-04 weekly 0.8 https://help.genaya.com/articles/chats/how-genaya-chats-works 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-genaya-chats-works/01-inbox.webp?v=mw14zvpw https://help.genaya.com/articles/chats/how-to-start-a-new-chat 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-start-a-new-chat/01-new-chat-button.webp?v=mw1m3p0p https://help.genaya.com/help-shots/how-to-start-a-new-chat/02-find-a-contact.webp?v=mw1m3p7b https://help.genaya.com/help-shots/how-to-start-a-new-chat/03-new-contact.webp?v=mw1m3pd2 https://help.genaya.com/help-shots/how-to-start-a-new-chat/04-from-number.webp?v=mw1m3pj7 https://help.genaya.com/help-shots/how-to-start-a-new-chat/05-first-message.webp?v=mw1m3ppp https://help.genaya.com/howto-videos/start-a-new-chat.jpg How to start a new chat in Genaya Learn how to start a new chat from the Inbox in Genaya. Click the new chat button, find a contact or add a new one, and pick the number the conversation texts from. Then write your first message, and sending it creates the conversation for your whole team. https://www.youtube.com/embed/G5XlaVHBBG8 123 2026-11-04 https://help.genaya.com/articles/chats/how-to-organize-chats-with-tags 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-organize-chats-with-tags/01-row-menu.webp?v=mw1531gr https://help.genaya.com/help-shots/how-to-organize-chats-with-tags/02-pick-a-tag.webp?v=mw1531pe https://help.genaya.com/live-chat 2026-11-04 weekly 0.8 https://help.genaya.com/articles/live-chat/how-genaya-live-chat-works 2026-11-04 weekly 0.7 https://help.genaya.com/feature-videos/live-chat.jpg Live Chat in Genaya A website visitor has a question. 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. Run one widget per site or brand, and assign each chat to the right person. https://www.youtube.com/embed/NvAAFIB9iIA 30 2026-11-02 https://help.genaya.com/articles/live-chat/how-the-ai-receptionist-answers-your-live-chat 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-the-ai-receptionist-answers-your-live-chat/01-turn-on-and-pick.webp?v=mw15z6kz https://help.genaya.com/articles/live-chat/how-live-chat-is-billed 2026-11-04 weekly 0.7 https://help.genaya.com/articles/live-chat/widgets/how-to-create-a-live-chat-widget 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-create-a-live-chat-widget/02-create-a-widget.webp?v=mw1ltawi https://help.genaya.com/help-shots/how-to-create-a-live-chat-widget/04-pick-the-company.webp?v=mw1ltb3b https://help.genaya.com/help-shots/how-to-create-a-live-chat-widget/05-brand-color.webp?v=mw1ltb79 https://help.genaya.com/help-shots/how-to-create-a-live-chat-widget/06-create-widget.webp?v=mw1ltba3 https://help.genaya.com/help-shots/how-to-create-a-live-chat-widget/07-install-snippet.webp?v=mw1ltbe6 https://help.genaya.com/howto-videos/create-a-live-chat-widget.jpg How to create a Live Chat widget in Genaya Learn how to create a Live Chat widget in Genaya, from naming it and picking the company its chats belong to, to setting its brand color, position and launcher icon while the live preview shows every change instantly. Then create the widget, copy its one-line install snippet from the Install section, and turn it Live when you are ready to show it on your site. https://www.youtube.com/embed/SLeY7HmvDG4 133 2026-11-04 https://help.genaya.com/articles/live-chat/widgets/how-to-brand-your-chat-widget 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-brand-your-chat-widget/01-appearance.webp?v=mw15z722 https://help.genaya.com/articles/live-chat/widgets/how-to-set-business-hours-and-away-messages 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-set-business-hours-and-away-messages/01-limit-to-business-hours.webp?v=mw1j1sop https://help.genaya.com/help-shots/how-to-set-business-hours-and-away-messages/02-timezone-and-weekly-hours.webp?v=mw1j1unu https://help.genaya.com/help-shots/how-to-set-business-hours-and-away-messages/03-away-message.webp?v=mw1j1wt5 https://help.genaya.com/howto-videos/set-business-hours-and-away-messages.jpg How to set business hours and away messages in Genaya Learn how to limit a Live Chat widget to business hours in Genaya. Turn on Limit to business hours, pick your timezone, set your weekly hours, close a day or change its opening time, and write the away message visitors see outside your hours. Messages sent after hours still land in your Inbox. https://www.youtube.com/embed/_X0nsXhCrFw 122 2026-11-04 https://help.genaya.com/articles/live-chat/widgets/how-to-use-the-pre-chat-form 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-use-the-pre-chat-form/01-pre-chat-form.webp?v=mw15yadp https://help.genaya.com/articles/live-chat/widgets/how-to-run-multiple-widgets 2026-11-04 weekly 0.7 https://help.genaya.com/articles/live-chat/installation/how-to-install-the-widget-on-your-website 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-install-the-widget-on-your-website/01-copy-the-snippet.webp?v=mw1cl0ye https://help.genaya.com/help-shots/how-to-install-the-widget-on-your-website/02-turn-it-live.webp?v=mw1cl314 https://help.genaya.com/howto-videos/install-the-widget-on-your-website.jpg How to install the widget on your website in Genaya Learn how to install the Genaya Live Chat widget on your website. Open your widget, go to Install in Sections, and copy its script tag to paste before the closing body tag on every page where the chat should appear. You will also see how to email the snippet to a developer, copy it from the three dots menu, and make sure the widget is Live. https://www.youtube.com/embed/bG9QwfiBA7I 113 2026-11-04 https://help.genaya.com/articles/live-chat/installation/how-to-turn-a-widget-live-or-off 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-turn-a-widget-live-or-off/01-live-switch.webp?v=mw15ybki https://help.genaya.com/articles/live-chat/installation/how-to-fix-a-widget-that-does-not-show 2026-11-04 weekly 0.7 https://help.genaya.com/articles/live-chat/conversations/how-live-chat-conversations-reach-your-inbox 2026-11-04 weekly 0.7 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/howto-videos/reply-to-a-website-visitor.jpg How to reply to a website visitor in Genaya Learn how to answer a website visitor from your Genaya Inbox. See how to show only Live chat conversations, open the visitor's thread and check the widget and company it came from. Then type your reply, use Genaya AI or Quick texts if you like, and click Send so the visitor sees it in the chat on your website within seconds. https://www.youtube.com/embed/Rb-gKE9ynpw 108 2026-11-04 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/howto-videos/complete-genayapay-onboarding.jpg How to complete GenayaPay onboarding Learn how the account owner completes the Genaya Pay application so your business can accept cards, Tap to Pay, and Apple or Google Pay. Walk through Business details, Owner information, Verify identity, Connect bank, and Review and submit, with your progress saved as you go. https://www.youtube.com/embed/kp6leCORQGI 179 2026-11-04 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/howto-videos/charge-a-card-manually.jpg How to charge a card manually in Genaya Learn how to charge a card manually in Genaya Pay for phone orders, deposits taken on the spot or any one-off charge. Open Payments, click Collect payment, enter the amount, pick the company and the client, then add the card and click Charge card. Turn on Email a receipt and the receipt goes out the moment the charge succeeds. https://www.youtube.com/embed/PL_rjplh1tc 121 2026-11-04 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/howto-videos/refund-a-genayapay-payment.jpg How to refund a GenayaPay payment Learn how to refund a card payment in GenayaPay. Find the charge in Payments, open its Payment details, then click Refund to return the whole payment or a smaller amount, pick a reason, and confirm. Only completed card payments can be refunded, and the money lands back on the same card in 5 to 10 business days. https://www.youtube.com/embed/sz6Q_U-k_jE 130 2026-11-04 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 https://help.genaya.com/articles/genayapay/card-machines/tips-on-the-card-machine 2026-11-04 weekly 0.7 https://help.genaya.com/articles/genayapay/card-machines/fees-for-in-person-payments 2026-11-04 weekly 0.7 https://help.genaya.com/articles/genayapay/card-machines/card-machine-offline-troubleshooting 2026-11-04 weekly 0.7 https://help.genaya.com/articles/genayapay/card-machines/the-genaya-logo-on-the-machine-screen 2026-11-04 weekly 0.7 https://help.genaya.com/engage 2026-11-04 weekly 0.8 https://help.genaya.com/articles/engage/how-genaya-engage-works 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-genaya-engage-works/01-engage-overview.webp?v=mw160rbj https://help.genaya.com/articles/engage/who-can-edit-engage-content 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/who-can-edit-engage-content/01-engage-permissions.webp?v=mw161ax2 https://help.genaya.com/articles/engage/how-to-find-everything-coming-in-from-engage 2026-11-04 weekly 0.7 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 https://help.genaya.com/help-shots/how-to-set-business-hours-on-your-profile/01-business-hours.webp?v=mw161eoi https://help.genaya.com/articles/engage/profiles/how-to-pick-categories-for-your-profile 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-pick-categories-for-your-profile/01-choose-a-category.webp?v=mw160w62 https://help.genaya.com/articles/engage/forms/how-to-build-a-lead-capture-form 2026-11-04 weekly 0.7 https://help.genaya.com/howto-videos/build-a-lead-capture-form.jpg How to build a lead capture form in Genaya Learn how to build a lead capture form in Genaya Engage. Start a new form, add Full Name, Email, Phone and a Long Text question, mark fields Required, pick a Color Scheme and a layout, then preview it on desktop, tablet or mobile. Turn on Send submissions to a Lead Table, publish the form, and share it with its public URL, an embed code for your website, or a link sent straight to a client, so every visitor who fills it out lands as a new lead. https://www.youtube.com/embed/BMwedbW2v80 143 2026-11-04 https://help.genaya.com/articles/engage/forms/how-to-embed-a-form-on-your-website 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-embed-a-form-on-your-website/01-share-page.webp?v=mw161edo https://help.genaya.com/articles/engage/forms/how-to-assign-a-form-to-a-team 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-assign-a-form-to-a-team/01-assign-team.webp?v=mw161ex0 https://help.genaya.com/articles/engage/forms/how-to-duplicate-or-archive-a-form 2026-11-04 weekly 0.7 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/howto-videos/create-a-booking-page.jpg How to create a booking page in Genaya Learn how to create a booking page in Genaya Engage, where clients pick a time that works for them. Name the page, pick its company, then set the look, the services, availability, the client information fields, a GenayaPay deposit and what happens to new bookings. Preview it, publish it, and share the public URL, the embed code or a link straight to a client. https://www.youtube.com/embed/zQtTaaiasRU 177 2026-11-04 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/howto-videos/design-an-email-template.jpg How to design an email template in Genaya Learn how to design an email template in Genaya with the block builder, from naming it and writing your message to adding a button and setting the font and brand color for the whole email. Then check it in Preview on a phone and in a dark mode inbox, save it, and reuse it in every campaign. https://www.youtube.com/embed/_Q2Dxv_8y0E 153 2026-11-04 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/howto-videos/send-a-campaign.jpg How to send a campaign in Genaya Learn how to send an email campaign from Marketing in Genaya. Create a campaign, choose your audience, the sender, the subject line and a template, then send it now or schedule it. Watch the results to see how many were sent, delivered and bounced. https://www.youtube.com/embed/hL8AMPf7sZM 154 2026-11-04 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/howto-videos/schedule-a-campaign.jpg How to schedule a campaign in Genaya Learn how to schedule a campaign in Genaya Marketing. Open your draft, choose Schedule in Send time, pick the day and the time, and Genaya sends it on its own when the time comes. You also see how to find a scheduled campaign, send it now instead, or cancel the schedule to turn it back into a draft. https://www.youtube.com/embed/Wwn0Bpl558A 125 2026-11-04 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/howto-videos/create-a-flow.jpg How to create a flow in Genaya Learn how to create a flow in Genaya, an automatic journey of emails and texts that a contact enters when something happens. You will open Campaigns and Flows, choose the Client created trigger, set who can enter, and add an email, a wait and a text message. Then you check the sender in Flow settings, press Update to save, and see how the Live switch turns the flow on. https://www.youtube.com/embed/gx4fF12zGHE 159 2026-11-04 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/howto-videos/start-from-a-ready-made-template.jpg How to start from a ready-made template in Genaya Learn how to start a new website in Genaya from a ready-made template. Open Marketing, then Websites, browse the template gallery, filter it by type and industry, and open a template to see its large preview, pages and description. Click Use Template and Genaya creates the site at once as a Draft, with its pages, look and pictures already in place, ready to edit with Genaya AI or by clicking a section, then publish. https://www.youtube.com/embed/g_dydbhI7gg 143 2026-11-04 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 https://help.genaya.com/help-shots/how-to-build-a-web-app/01-describe-the-app.webp?v=mw175etg https://help.genaya.com/articles/websites/build/how-to-build-a-game-a-calculator-or-an-interactive-tool 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-build-a-game-a-calculator-or-an-interactive-tool/01-say-what-you-want.webp?v=mw175gci https://help.genaya.com/articles/websites/build/how-to-change-colors-and-fonts-by-hand 2026-11-04 weekly 0.7 https://help.genaya.com/articles/websites/build/how-to-replace-regenerate-or-crop-a-picture 2026-11-04 weekly 0.7 https://help.genaya.com/articles/websites/publish/how-to-publish-and-share-the-public-link 2026-11-04 weekly 0.7 https://help.genaya.com/articles/websites/publish/how-to-connect-your-own-domain 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-connect-your-own-domain/02-type-your-domain.webp?v=mw1lzu0q https://help.genaya.com/help-shots/how-to-connect-your-own-domain/03-two-records.webp?v=mw1lzu9h https://help.genaya.com/help-shots/how-to-connect-your-own-domain/04-check-now.webp?v=mw1lzuie https://help.genaya.com/howto-videos/connect-your-own-domain.jpg How to connect your own domain in Genaya Learn how to connect a domain you already own to your Genaya website. Open Connect domain from the address strip, type your domain on the Domains page, then add the TXT and CNAME records Genaya shows you at your DNS provider. Genaya checks them on its own, secures the connection automatically, and your genaya.site link keeps working too. https://www.youtube.com/embed/IZBWHtJfYyU 128 2026-11-04 https://help.genaya.com/articles/websites/publish/how-to-buy-a-domain-in-genaya 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-buy-a-domain-in-genaya/01-find-a-name.webp?v=mw16ilqs https://help.genaya.com/help-shots/how-to-buy-a-domain-in-genaya/02-price-and-term.webp?v=mw16im8j https://help.genaya.com/articles/websites/publish/how-to-manage-dns-records-and-renewals 2026-11-04 weekly 0.7 https://help.genaya.com/articles/websites/publish/how-to-appear-in-google 2026-11-04 weekly 0.7 https://help.genaya.com/articles/websites/publish/how-the-badge-and-report-link-work 2026-11-04 weekly 0.7 https://help.genaya.com/articles/websites/publish/how-versions-and-rewind-work 2026-11-04 weekly 0.7 https://help.genaya.com/articles/websites/publish/why-a-publish-needs-review 2026-11-04 weekly 0.7 https://help.genaya.com/articles/websites/leads-and-bookings/how-leads-from-your-site-arrive 2026-11-04 weekly 0.7 https://help.genaya.com/articles/websites/leads-and-bookings/how-bookings-and-deposits-work-on-your-site 2026-11-04 weekly 0.7 https://help.genaya.com/articles/websites/leads-and-bookings/your-websites-own-forms-and-booking-page 2026-11-04 weekly 0.7 https://help.genaya.com/articles/websites/sell/how-to-sell-items-and-services-on-your-website 2026-11-04 weekly 0.7 https://help.genaya.com/articles/websites/sell/how-checkout-and-orders-work 2026-11-04 weekly 0.7 https://help.genaya.com/articles/websites/sell/how-to-refund-a-website-order 2026-11-04 weekly 0.7 https://help.genaya.com/articles/websites/data/your-websites-data-tables-and-records 2026-11-04 weekly 0.7 https://help.genaya.com/articles/websites/dashboard/how-to-grow-your-site-from-dashboard-marketing 2026-11-04 weekly 0.7 https://help.genaya.com/articles/websites/dashboard/how-to-use-your-websites-data-through-the-api 2026-11-04 weekly 0.7 https://help.genaya.com/articles/websites/dashboard/how-to-read-your-websites-logs 2026-11-04 weekly 0.7 https://help.genaya.com/articles/websites/dashboard/how-to-view-your-websites-code 2026-11-04 weekly 0.7 https://help.genaya.com/articles/websites/dashboard/how-to-read-your-websites-analytics 2026-11-04 weekly 0.7 https://help.genaya.com/articles/websites/manage/how-to-set-the-favicon-home-page-duplicate-or-save-as-template 2026-11-04 weekly 0.7 https://help.genaya.com/articles/websites/manage/how-to-delete-a-website-and-the-trash 2026-11-04 weekly 0.7 https://help.genaya.com/articles/websites/manage/what-the-mobile-app-can-do-with-websites 2026-11-04 weekly 0.7 https://help.genaya.com/tasks 2026-11-04 weekly 0.8 https://help.genaya.com/articles/tasks/how-genaya-tasks-works 2026-11-04 weekly 0.7 https://help.genaya.com/articles/tasks/who-can-do-what-in-tasks 2026-11-04 weekly 0.7 https://help.genaya.com/articles/tasks/environments-hub/how-the-tasks-environments-hub-works 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-the-tasks-environments-hub-works/01-environments-hub.webp?v=mw17j1l0 https://help.genaya.com/articles/tasks/environments-hub/how-to-create-a-tasks-environment 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-create-a-tasks-environment/01-create-tasks-environment.webp?v=mw17jxwa https://help.genaya.com/articles/tasks/environments-hub/how-to-share-an-environment-with-your-team 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-share-an-environment-with-your-team/01-assign-team.webp?v=mw17jmye https://help.genaya.com/articles/tasks/environments-hub/how-to-unassign-yourself-from-a-shared-environment 2026-11-04 weekly 0.7 https://help.genaya.com/articles/tasks/environment-detail/how-to-use-the-board-view 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-use-the-board-view/01-board-view.webp?v=mw17jyua https://help.genaya.com/help-shots/how-to-use-the-board-view/02-task-card.webp?v=mw17jzmx https://help.genaya.com/articles/tasks/environment-detail/how-to-use-the-list-view 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-use-the-list-view/01-list-view.webp?v=mw17j7gd https://help.genaya.com/articles/tasks/environment-detail/how-to-create-a-task 2026-11-04 weekly 0.7 https://help.genaya.com/howto-videos/create-a-task.jpg How to create a task in Genaya Learn how to create a task in Genaya Tasks. Open your environment board, click the plus on a column, name the task, add a description, set the due and end dates, choose a priority and assign it to your team. Then find your new task card with Search tasks. https://www.youtube.com/embed/yvmCCaWeV_E 128 2026-11-04 https://help.genaya.com/articles/tasks/environment-detail/how-to-edit-a-task 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-edit-a-task/01-task-popup.webp?v=mw16qp2m https://help.genaya.com/articles/tasks/environment-detail/how-to-delete-a-task 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-delete-a-task/01-delete-on-hover.webp?v=mw16rtv5 https://help.genaya.com/articles/tasks/fields-and-statuses/how-to-manage-status-groups 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-manage-status-groups/01-status-groups.webp?v=mw16ttjs https://help.genaya.com/articles/tasks/fields-and-statuses/how-to-add-custom-fields-to-tasks 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-add-custom-fields-to-tasks/01-new-field.webp?v=mw16vhno 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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. So you can step in before a client ever has to call you. https://www.youtube.com/embed/_ezsHh2dJ9I 30 2026-11-02 https://help.genaya.com/articles/live-control-center/who-can-access-live-control-center 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/who-can-access-live-control-center/01-live-center-permission.webp?v=mw1dlt3k https://help.genaya.com/articles/live-control-center/map/how-to-use-the-live-control-center-map 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-use-the-live-control-center-map/01-live-center-map.webp?v=mw1dl3iz https://help.genaya.com/articles/live-control-center/map/how-presence-states-show-on-the-map 2026-11-04 weekly 0.7 https://help.genaya.com/articles/live-control-center/map/how-to-focus-on-a-team-member 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-focus-on-a-team-member/01-focused-member.webp?v=mw1dmj9c https://help.genaya.com/articles/live-control-center/map/how-to-change-the-map-style 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/howto-videos/log-your-own-timesheet.jpg How to log your own timesheet in Genaya Learn how to log your own hours in Genaya PayDesk with My timesheet. Click Clock in when your shift starts, Start break and End break for breaks, and Clock out when you finish. Then see your hours today and over the last 7 days, your Recent shifts with their Pending or Approved status, and where your payslips show up. https://www.youtube.com/embed/o67dIde1S60 121 2026-11-04 https://help.genaya.com/articles/paydesk/timesheets/how-to-approve-your-teams-timesheets 2026-11-04 weekly 0.7 https://help.genaya.com/howto-videos/approve-your-teams-timesheets.jpg How to approve your team's timesheets in Genaya Learn how to review and approve the hours your team clocked in PayDesk before they reach payroll. See how to pick a custom pay period, check each person's shifts and breaks, fix a wrong time with a reason, approve or reject a shift, and approve every pending shift at once with Approve all. https://www.youtube.com/embed/FAEFTRSLhwA 147 2026-11-04 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 https://help.genaya.com/articles/paydesk/payroll/how-to-close-a-pay-period 2026-11-04 weekly 0.7 https://help.genaya.com/articles/paydesk/payroll/how-to-ensure-pay-periods-are-up-to-date 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-ensure-pay-periods-are-up-to-date/01-open-current-periods.webp?v=mw19lpqj https://help.genaya.com/articles/paydesk/commissions/how-commissions-are-tracked-and-paid 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-commissions-are-tracked-and-paid/01-commissions-page.webp?v=mw19lxpt https://help.genaya.com/articles/paydesk/commissions/how-to-override-or-reverse-a-commission 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-override-or-reverse-a-commission/01-edit-or-remove-on-the-report.webp?v=mw1jligz https://help.genaya.com/help-shots/how-to-override-or-reverse-a-commission/02-edit-appointment.webp?v=mw1jljmw https://help.genaya.com/articles/paydesk/commissions/how-to-recompute-a-commission-after-rate-changes 2026-11-04 weekly 0.7 https://help.genaya.com/articles/paydesk/commissions/how-to-pay-1099-payees-by-bank-transfer 2026-11-04 weekly 0.7 https://help.genaya.com/articles/paydesk/commissions/how-to-set-custom-commission-rates-on-an-appointment 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-set-custom-commission-rates-on-an-appointment/01-commission-tab.webp?v=mw1jbdxb https://help.genaya.com/help-shots/how-to-set-custom-commission-rates-on-an-appointment/02-turn-on.webp?v=mw1jbe06 https://help.genaya.com/help-shots/how-to-set-custom-commission-rates-on-an-appointment/03-set-each-payee.webp?v=mw1jbe3f https://help.genaya.com/feature-videos/custom-commission-rates.jpg Custom Commission Rates in Genaya Some jobs do not fit your standard commission. 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/howto-videos/create-an-automation.jpg How to create an automation in Genaya Learn how to build an automation in Genaya from scratch. Pick a trigger like Lead created, send the lead a text with their first name, create a follow up task for your team, set the send window and the daily action cap, then save it Active so it runs as soon as it's saved. https://www.youtube.com/embed/6n5l_3lnwkQ 154 2026-11-04 https://help.genaya.com/articles/automations/how-to-build-a-multi-step-automation-flow 2026-11-04 weekly 0.7 https://help.genaya.com/howto-videos/build-a-multi-step-automation-with-waits-and-if-else-paths.jpg How to build a multi-step automation with waits and if / else paths in Genaya Learn how to build an automation that is a whole flow, not just one rule. Start from the Lead created trigger, send a text right away, pause with a Wait of two days, then split the path with an If / else on Client email. Leads with an email get a Send email step on the Yes path, and the rest get a Create task on the Otherwise path. https://www.youtube.com/embed/1qja-HYmnPo 156 2026-11-04 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/howto-videos/add-hold-music.jpg How to add hold music in Genaya Learn how to add hold music in Genaya. Upload your own track in the Audio Library as Hold music, then pick it in the Queue step of your Call Flow so it loops while callers wait for the next available agent. https://www.youtube.com/embed/tYBhiYFhUoM 131 2026-11-04 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/howto-videos/set-business-hours-and-timezone.jpg How to set business hours and timezone in Genaya Learn how to set your business hours and timezone in Genaya Schedule Settings. Pick your organization's timezone, date and time formats and first day of the week, close the days you're not open and set each open day's hours in half hour steps. Then set the Schedule visible hour range and click Save Changes, so your schedule grays out the hours you're closed. https://www.youtube.com/embed/k0D9tv5YO1w 134 2026-11-04 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/howto-videos/sign-in-to-the-genaya-mobile-app.jpg How to sign in to the Genaya mobile app Learn how to sign in to the Genaya mobile app with the same account you use on the web. Open the app, type your email and password, and Sign in takes you right to Home in your own workspace. You can also sign in with Google, Facebook or Apple once the app is installed from the App Store or Google Play. Forgot your password? Forgot password lets you send yourself a reset link, and New to Genaya? Sign up creates your account in your browser. https://www.youtube.com/embed/DmRWTeHnJww 52 2026-11-04 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/howto-videos/get-around-the-genaya-mobile-app.jpg How to get around the Genaya mobile app Learn how to get around the Genaya mobile app. The bar along the bottom holds Home, Genaya AI, the Dialer, Schedule and Pay, with the blue plus in the middle to create things fast: Call, Text and Room on top, then Schedule and Finance. Menu opens every page you can use, with Search at the top. And every list has one filter button: pick a date range and a status, and, when your workspace has more than one company, a company. The list and the numbers on top follow what you pick. https://www.youtube.com/embed/_M7YLMeDjUs 97 2026-11-04 https://help.genaya.com/articles/mobile-app/quick-create-on-mobile 2026-11-04 weekly 0.7 https://help.genaya.com/howto-videos/create-things-fast-with-the-button.jpg How to create things fast with the + button in Genaya Learn how to create things fast with the blue plus button in the Genaya mobile app. Quick actions opens with Call, Text and Room on top. Under Schedule you start new appointments, leads and clients; under Finance, Invoice and Estimate create the draft right away, and Collect payment opens right there. The pencil switches actions on or off, you only see the actions your role allows, and the blue New button on Home opens the same menu. https://www.youtube.com/embed/MgmkeMeSxvc 68 2026-11-04 https://help.genaya.com/articles/mobile-app/home-screen 2026-11-04 weekly 0.7 https://help.genaya.com/howto-videos/read-your-home-screen-on-the-phone.jpg How to read your Home screen on the phone in Genaya Learn what is on the Home screen of the Genaya mobile app. At the top, your picture opens Settings, the bell shows your unread notifications, Search finds anything and the blue New button opens Quick actions. Below sit what you collected and your sales, the dates that switch the whole page, your payments by day, quick chips to create things in one tap, your tiles for appointments, messages, leads and invoices, Up next, and the Genaya AI section with everything that needs you. Pull down to refresh it all at once. https://www.youtube.com/embed/QJ2sJt1kOcc 84 2026-11-04 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/howto-videos/talk-to-genaya-ai-on-the-phone.jpg How to talk to Genaya AI on the phone Learn how to talk to Genaya AI in the Genaya mobile app. Tap Genaya AI in the bottom bar, then type your question in the box, or tap the mic to dictate it and tap the check to drop your words in. For hands-free, tap the dark orb: talk mode is on, so ask out loud and Genaya answers in a natural voice, then listens again. Tap the mic to mute yourself and the X to end. Under every answer, the speaker reads it aloud in the same natural voice, and More lets you pin it to Home or send it to a teammate. https://www.youtube.com/embed/1h3G3xZyx0I 55 2026-11-04 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/howto-videos/build-a-receptionist.jpg How to build a receptionist in Genaya Learn how to build an AI Receptionist in Genaya that answers your calls and your chats, books real appointments, captures leads and takes messages. You create the receptionist, write its Greeting, pick a Personality and a voice, teach it your business, choose what it can do on a call and where it answers. Then you save it and add it to a Call Flow so it starts answering. https://www.youtube.com/embed/mKXYh7DiQBU 159 2026-11-04 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/howto-videos/put-the-receptionist-on-the-phones.jpg How to put the receptionist on the phones in Genaya Learn how to put your AI receptionist on the phones in Genaya. Open a call flow, insert an AI Receptionist step after the Dial step so your AI catches the calls nobody picks up, pick your receptionist, and keep a voicemail after it. Then keep the flow Active and click Update. https://www.youtube.com/embed/gctXf_0lqIQ 126 2026-11-04 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/howto-videos/create-an-api-key.jpg How to create an API key in Genaya Learn how to create an API key in Genaya from Settings, Developer, so your own code and your integrations can read and write your Genaya data. You will name the key, pick Live or Test mode, set an expiry, choose only the scopes the integration needs, and copy the full key the one time it is shown. You will also see where to roll or revoke a key later. https://www.youtube.com/embed/EWqR1AiOjGg 139 2026-11-04 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 https://help.genaya.com/articles/public-api/requests/how-to-authenticate-api-requests 2026-11-04 weekly 0.7 https://help.genaya.com/articles/public-api/requests/how-api-rate-limits-work 2026-11-04 weekly 0.7 https://help.genaya.com/articles/public-api/requests/how-api-request-pools-and-overage-pricing-work 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-api-request-pools-and-overage-pricing-work/01-api-requests-usage.webp?v=mw1amddg https://help.genaya.com/articles/public-api/requests/how-to-retry-safely-with-idempotency-keys 2026-11-04 weekly 0.7 https://help.genaya.com/notes 2026-11-04 weekly 0.8 https://help.genaya.com/articles/notes/how-to-create-a-note 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-create-a-note/01-new-note-button.webp?v=mw1kdabr https://help.genaya.com/articles/notes/how-to-use-the-block-editor 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-use-the-block-editor/01-slash-menu.webp?v=mw1kera2 https://help.genaya.com/help-shots/how-to-use-the-block-editor/02-formatting-toolbar.webp?v=mw1kergo https://help.genaya.com/articles/notes/how-to-edit-a-note-with-ai 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-edit-a-note-with-ai/01-edit-with-ai.webp?v=mw1kfwq5 https://help.genaya.com/articles/notes/how-to-share-a-note-with-teammates 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-share-a-note-with-teammates/01-assign-note.webp?v=mw1kavnd https://help.genaya.com/help-shots/how-to-share-a-note-with-teammates/02-pick-teammates.webp?v=mw1kavw8 https://help.genaya.com/articles/notes/how-to-find-and-organize-your-notes 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-find-and-organize-your-notes/02-pin-and-tag.webp?v=mw1k8lyv https://help.genaya.com/help-shots/how-to-find-and-organize-your-notes/01-search-and-filters.webp?v=mw1k8lqi https://help.genaya.com/articles/notes/how-to-archive-and-restore-a-note 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-archive-and-restore-a-note/01-archive-note.webp?v=mw1kcayw https://help.genaya.com/help-shots/how-to-archive-and-restore-a-note/02-unarchive.webp?v=mw1kcb5d https://help.genaya.com/articles/notes/how-to-see-a-notes-version-history 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-see-a-notes-version-history/01-version-history-button.webp?v=mw1kgto0 https://help.genaya.com/help-shots/how-to-see-a-notes-version-history/02-preview-a-version.webp?v=mw1kgu2q https://help.genaya.com/articles/notes/who-can-see-a-note 2026-11-04 weekly 0.7 https://help.genaya.com/reminders 2026-11-04 weekly 0.8 https://help.genaya.com/articles/reminders/what-are-reminders 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/what-are-reminders/01-reminders-tab.webp?v=mw1ky7il https://help.genaya.com/articles/reminders/how-to-create-a-reminder 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-create-a-reminder/01-new-reminder.webp?v=mw1kz6t4 https://help.genaya.com/help-shots/how-to-create-a-reminder/02-pick-when.webp?v=mw1kz706 https://help.genaya.com/help-shots/how-to-create-a-reminder/03-create.webp?v=mw1kz75q https://help.genaya.com/articles/reminders/how-to-resolve-and-reopen-a-reminder 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-resolve-and-reopen-a-reminder/01-resolve-checkbox.webp?v=mw1l249f https://help.genaya.com/help-shots/how-to-resolve-and-reopen-a-reminder/02-row-menu.webp?v=mw1l24gg https://help.genaya.com/articles/reminders/how-to-switch-between-in-progress-and-resolved 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-switch-between-in-progress-and-resolved/01-resolved-view.webp?v=mw1l0upw https://help.genaya.com/articles/reminders/how-reminders-fire-when-due 2026-11-04 weekly 0.7 https://help.genaya.com/articles/reminders/how-to-edit-or-delete-a-reminder 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-edit-or-delete-a-reminder/01-row-menu.webp?v=mw1l25mf https://help.genaya.com/help-shots/how-to-edit-or-delete-a-reminder/02-edit-reminder.webp?v=mw1l25yg https://help.genaya.com/articles/reminders/reminders-vs-tasks 2026-11-04 weekly 0.7 https://help.genaya.com/property-management 2026-11-04 weekly 0.8 https://help.genaya.com/articles/property-management/what-is-property-management 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/what-is-property-management/01-turn-it-on.webp?v=mw1avbjx https://help.genaya.com/feature-videos/property-management.jpg Property Management in Genaya Rent. 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. And see income, expenses, and net, for each property. https://www.youtube.com/embed/nF_HORgwgfM 36 2026-11-02 https://help.genaya.com/articles/property-management/properties-and-units/how-to-add-a-property-and-units 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-add-a-property-and-units/01-new-property.webp?v=mw1b5yz8 https://help.genaya.com/help-shots/how-to-add-a-property-and-units/02-add-the-units.webp?v=mw1b5z81 https://help.genaya.com/articles/property-management/properties-and-units/what-does-the-dashboard-show 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/what-does-the-dashboard-show/01-dashboard.webp?v=mw1b6zb1 https://help.genaya.com/articles/property-management/leases/how-to-create-a-lease 2026-11-04 weekly 0.7 https://help.genaya.com/howto-videos/create-a-lease.jpg How to create a lease in Genaya Learn how to create a lease in Genaya Property Management. Pick the property and unit, choose the tenant from your clients, then set the start date, monthly rent, billing day, notes and security deposit. Your new lease opens with its terms, ready to set up rent billing and a move in schedule the tenant can pay online. https://www.youtube.com/embed/kqOleSfWTqQ 139 2026-11-04 https://help.genaya.com/articles/property-management/leases/how-to-end-a-lease 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-end-a-lease/01-open-the-lease.webp?v=mw1b8nl9 https://help.genaya.com/help-shots/how-to-end-a-lease/02-end-lease.webp?v=mw1b8nuz https://help.genaya.com/articles/property-management/rent-billing/how-rent-collection-works 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-rent-collection-works/01-set-up-rent-billing.webp?v=mw1ba3dz https://help.genaya.com/articles/property-management/rent-billing/how-deposits-and-move-in-charges-work 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-deposits-and-move-in-charges-work/01-move-in-schedule.webp?v=mw1bbwsk https://help.genaya.com/articles/property-management/maintenance-tickets/how-to-create-a-maintenance-ticket 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-create-a-maintenance-ticket/01-new-ticket.webp?v=mw1be85p https://help.genaya.com/articles/property-management/maintenance-tickets/how-to-convert-a-ticket-into-a-job 2026-11-04 weekly 0.7 https://help.genaya.com/articles/property-management/financials/how-property-financials-work 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-property-financials-work/01-property-financials.webp?v=mw1l2c7h https://help.genaya.com/business-formation 2026-11-04 weekly 0.8 https://help.genaya.com/articles/business-formation/what-is-business-formation 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/what-is-business-formation/01-business-filings.webp?v=mw1km47i https://help.genaya.com/articles/business-formation/who-can-order-business-filings 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/who-can-order-business-filings/01-companies-and-company-formation.webp?v=mw1kr9ux https://help.genaya.com/articles/business-formation/form-an-llc/how-to-form-an-llc-with-genaya 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-form-an-llc-with-genaya/01-open-business-filings.webp?v=mw1apnp9 https://help.genaya.com/help-shots/how-to-form-an-llc-with-genaya/02-state-and-package.webp?v=mw1apovr https://help.genaya.com/help-shots/how-to-form-an-llc-with-genaya/03-company-details.webp?v=mw1appdr https://help.genaya.com/help-shots/how-to-form-an-llc-with-genaya/04-members-and-managers.webp?v=mw1appw8 https://help.genaya.com/help-shots/how-to-form-an-llc-with-genaya/05-ein-application.webp?v=mw1apqva https://help.genaya.com/help-shots/how-to-form-an-llc-with-genaya/06-contact-and-profile.webp?v=mw1aprhu https://help.genaya.com/help-shots/how-to-form-an-llc-with-genaya/07-review-and-pay.webp?v=mw1apscl https://help.genaya.com/howto-videos/form-an-llc-with-genaya.jpg How to form an LLC with Genaya Learn how to form an LLC in Genaya from Business Filings in Operations. Pick your state and a package, then add the company's legal name, its address, the members and managers, and the EIN answers. Review every detail and Total today, then Pay and file, and Genaya files with the state, obtains the EIN and appoints a registered agent. https://www.youtube.com/embed/0IdMhPN2rQ0 190 2026-11-04 https://help.genaya.com/articles/business-formation/form-an-llc/what-is-included-in-each-llc-package 2026-11-04 weekly 0.7 https://help.genaya.com/articles/business-formation/form-an-llc/how-state-filing-fees-and-processing-times-work 2026-11-04 weekly 0.7 https://help.genaya.com/articles/business-formation/form-an-llc/how-to-choose-member-managed-or-manager-managed 2026-11-04 weekly 0.7 https://help.genaya.com/articles/business-formation/form-an-llc/how-alternative-names-work-and-what-happens-if-a-state-rejects-a-name 2026-11-04 weekly 0.7 https://help.genaya.com/articles/business-formation/form-an-llc/how-the-ein-questionnaire-works 2026-11-04 weekly 0.7 https://help.genaya.com/articles/business-formation/form-an-llc/what-happens-after-your-llc-is-approved 2026-11-04 weekly 0.7 https://help.genaya.com/articles/business-formation/form-an-llc/forming-a-corporation-instead-of-an-llc 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/forming-a-corporation-instead-of-an-llc/01-what-are-you-forming.webp?v=mw1l9fm7 https://help.genaya.com/help-shots/forming-a-corporation-instead-of-an-llc/02-tax-treatment.webp?v=mw1l9fwl https://help.genaya.com/articles/business-formation/state-compliance/how-to-set-up-compliance-for-a-company-you-already-have 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-set-up-compliance-for-a-company-you-already-have/01-set-up-compliance.webp?v=mw1lkb9t https://help.genaya.com/help-shots/how-to-set-up-compliance-for-a-company-you-already-have/02-the-entity.webp?v=mw1lkbh6 https://help.genaya.com/help-shots/how-to-set-up-compliance-for-a-company-you-already-have/03-members-and-managers.webp?v=mw1lkbmo https://help.genaya.com/articles/business-formation/state-compliance/how-registered-agent-service-and-renewal-works 2026-11-04 weekly 0.7 https://help.genaya.com/articles/business-formation/state-compliance/how-annual-reports-and-compliance-reminders-work 2026-11-04 weekly 0.7 https://help.genaya.com/articles/business-formation/state-compliance/how-to-fix-a-filing-that-needs-attention 2026-11-04 weekly 0.7 https://help.genaya.com/articles/business-formation/billing-and-refunds/how-refunds-and-receipts-work-for-business-filings 2026-11-04 weekly 0.7 https://help.genaya.com/articles/business-formation/billing-and-refunds/how-llc-formation-affects-company-seats-and-billing 2026-11-04 weekly 0.7 https://help.genaya.com/files 2026-11-04 weekly 0.8 https://help.genaya.com/articles/files/how-genaya-files-works 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-genaya-files-works/01-files-home.webp?v=mw1c5dd9 https://help.genaya.com/articles/files/how-storage-limits-work-in-files 2026-11-04 weekly 0.7 https://help.genaya.com/articles/files/folders-and-uploads/how-to-upload-files-and-create-folders 2026-11-04 weekly 0.7 https://help.genaya.com/articles/files/folders-and-uploads/how-product-folders-collect-attachments 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-product-folders-collect-attachments/01-billing-product-folder.webp?v=mw1c6lh0 https://help.genaya.com/articles/files/folders-and-uploads/how-to-create-a-note-lead-table-or-task-board-from-files 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-create-a-note-lead-table-or-task-board-from-files/01-new-menu.webp?v=mw1k47n8 https://help.genaya.com/articles/files/sharing-and-organizing/how-to-share-a-file-or-folder-with-teammates 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-share-a-file-or-folder-with-teammates/01-share-with.webp?v=mw1c6wwu https://help.genaya.com/help-shots/how-to-share-a-file-or-folder-with-teammates/02-share-with-team.webp?v=mw1c6xac https://help.genaya.com/articles/files/sharing-and-organizing/how-to-move-rename-star-and-trash-files 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-move-rename-star-and-trash-files/01-file-menu.webp?v=mw1c5mfn https://help.genaya.com/articles/files/free-images-and-studio/how-to-add-free-stock-images-and-icons 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-add-free-stock-images-and-icons/01-search-free-images.webp?v=mw1c7f0i https://help.genaya.com/help-shots/how-to-add-free-stock-images-and-icons/02-add-to-my-files.webp?v=mw1c7hlj https://help.genaya.com/articles/files/free-images-and-studio/how-to-edit-an-image-in-file-studio 2026-11-04 weekly 0.7 https://help.genaya.com/help-shots/how-to-edit-an-image-in-file-studio/01-file-studio.webp?v=mw1c7klx https://help.genaya.com/esign-docs 2026-11-04 weekly 0.8 https://help.genaya.com/articles/esign-docs/how-genaya-e-sign-docs-works 2026-11-04 weekly 0.7 https://help.genaya.com/feature-videos/esign-docs.jpg E-Sign Docs in Genaya Printing. 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. 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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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