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Guides
Getting Started
Set up your workspace from scratch - account, organization, team, first appointment, first invoice.
Account & Sign In
Sign up, sign in, social login, password reset, email verification, team invite activation - everything access-related.
Workspace
Your organization profile - name, contact info, billing address, branding, theme, call transcription master toggle.
Roles & Permissions
Four roles (employee, dispatcher, manager, admin) plus owner - and the matrix of permissions across every Genaya feature.
Billing & Subscription
Your Genaya subscription - payment method, invoices, W-9, and how billing works.
Trust & Security
Two-factor auth, login alerts, security notifications, and compliance tracking for 10DLC + GenayaPay.
Products
Home Dashboard
Customizable at-a-glance overview of your business - KPIs, trends, schedules, and team performance with drag-and-drop personalization.
Rooms
Browser-based video meetings - instant rooms, scheduled rooms with your team, and public booking pages for clients to pick a slot.
Appointments
Schedule, assign, and run jobs - one record per appointment with status, team, items, and history.
Clients
The contact book of everyone you do work for - companies, individuals - with history, contacts, and per-client preferences.
Leads
Pipeline of prospects you have not yet converted to clients - organized into Lead Tables you can customize per business stream.
Estimates
Quotes you send to clients for approval - convertible to invoices once accepted.
Invoices
Bill clients and get paid - line items, taxes, partial payments, and GenayaPay collection in one record.
Expenses
Track money going out - vendor bills, reimbursable employee expenses, and per-appointment costs.
Schedule
The visual calendar - Day, Week, Month, and Timeline views with drag-and-drop, a map view, and the Unscheduled rail.
Call Center
Browser-based calls, SMS, IVR, queues, recordings, and live agent presence - your full contact center in Genaya.
Inbox
The standalone SMS inbox - every text conversation across your numbers in one place, with tags and read state.
Live Chat
An embeddable chat widget for your website - visitors message you from any page, and every conversation lands in your Inbox.
GenayaPay
Take card + ACH payments, schedule payouts, win disputes, and configure your processing settings - all in Genaya.
Engage
Your public face: company profile, forms, bookings, surveys, widgets, and reviews - everything customers see and interact with outside the app.
Campaigns
Email, SMS and paid ad campaigns in one place - build audiences, design templates, send or schedule campaigns, launch ads on the ad accounts you own, and track the results.
Websites
Websites is in Beta: it is available to every organization and still improving. Describe a business or an idea and Genaya AI builds the website - or a web app with visitor accounts - from your words, wiring in your services, booking page, lead forms, reviews, hours and number when the site is about your own business, published to your own genaya.site link or a domain you already own.
Tasks
Custom task boards organized into Environments - each with its own statuses, fields, and team. Drag-and-drop Kanban or list view.
Genaya AI
Your in-workspace AI - ask questions about your operation in plain English, keep a project per initiative with a live brief and decisions, teach it your rules, attach files for context.
Live Control Center
Real-time admin oversight - a map of every team member's last location plus a live roster of presence + activity feed.
Analytics
Every report of your workspace - calls, messages, video, sales, money and work - on one date range, with key numbers, charts and tables you can search and export.
Inventory
Track stock across locations, reserve units against invoices, fulfill orders - every fulfillment audited.
PayDesk
Run payroll for your team - timesheets, pay periods, commissions, audited reports.
Automations
Trigger actions automatically when events happen in Genaya - send messages, create tasks, notify your team.
Operations
The admin and config back-room - team, companies, vendors, service areas, phone numbers, call flow, tags, custom fields, items, taxes, and more.
Genaya Mobile App
Run your business from your phone - the native companion to app.genaya.com, with the same account, data, and permissions.
AI Receptionist
An AI voice agent that answers your calls around the clock, calls back the ones your team missed, books appointments and reminds clients of them.
Client Portal
A private, white-label link your clients use to view appointments and estimates, see invoices, and pay online - no account or password.
Developer API
A REST API at api.genaya.com/v1 - create API keys, read and write your Genaya data from your own code, and build integrations.
Notes
A block-based notes workspace with AI writing help, sharing, tags, archive, and full version history.
Reminders
Quick personal pings that live in the notification bell - set a time or save one for later, then resolve it with a checkbox.
Property Management
Run rental properties end to end - properties and units, leases, automated rent collection, and maintenance tickets that become scheduled jobs.
Business Formation
Form an LLC or corporation in any state and stay on top of state compliance after - filings, EIN, registered agent, and annual reports, all from Operations.
Files
Every upload across Genaya in one media manager - folders, sharing, free stock images, an image studio, and a storage pool sized by your plan.
E-Sign Docs
Upload a PDF or a photo once, place the signature and input fields, and send it to as many people as you like: each person gets their own copy to fill and sign in a browser with no account, with its own signed PDF.
Signage
Turn any TV into a live board - pair a screen with a one-time code, build pages of real workspace data and announcements, and let it rotate unattended.
Power Dialer
Compliant one-call-at-a-time outbound calling through lists you own - Do Not Call, local calling hours, consent, and attempt limits enforced on every dial.
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