Getting started with Sage and Satago - Tips
To help you get started on your journey with our platform, we have curated a collection of resources that are specifically designed to guide you through the initial steps. These resources aim to ensure that your experience with our platform is as seamless and efficient as possible. In addition to this, we have included a highly informative demo video that serves as a useful reference point for you.
We also provide a variety of additional resources that cover essential topics, such as:
Integrating your inbox: How do I connect my own email domain?
Managing customer communications: Can I group customers I do not wish to send reminders to?
Customising your templates: How do I customise my reminder templates?
Setting up automated emails: How do I customise my sending schedules?
These resources are designed to provide you with step-by-step instructions that will help you maximise the benefits of using Satago. Whether your goal is to streamline your financial processes or to enhance your cash flow, you can be assured that these materials will serve as an excellent starting point for achieving your objectives.