MyCo Documentation & Help Center

List all resources / Looking for something?

---

How to change the billing address option on your invoices

---

How to Set Up and Manage Recurring Invoices

---

How can I create/manage a project⏱️?

---

How to setup an Out of Office

---

How to delete/remove a contact from your database

---

How can I capture referrals?? in My Centre Office?

---

How to issue a customer contract/agreement on MyCo

---

Why are my emails going to junk?

---

Sending Birthday Emails in My Centre Office

---

What is MyCo, and how can it help me in my business?

---

API Documentation

---

MyCoins - Earning & Redemption in My Centre Office

---

How to clean up your contact list, removing contacts that don't engage

---

How to send an email to a custom audience (using the audience builder) 📧

---

How to sell your service using a form

---

In the event of a disaster -> Disaster Recovery & Business Continuity Process

---

Where do I start? Please watch the video!

---

Understanding your email delivery statistics on MyCo

---

MyCO User Interface

---

How do I import my contacts?

---

How do Forms 📝 work in MyCo?

---

How do you close/expire a form?

---

How to setup instalment payments

---

How do Emails 📧 work in My Centre Office?

---

How do I send an Email 📧 to a group or list of my contacts?

---

How can I customise my Signature🖋️?

---

How does SMS 💬 work in MyCO?

---

How does the Calendar 🗓️ work in MyCo?

---

How to connect MyCO to Zoom

---

How does Bookkeeping 💰 work in My Centre Office?

---

What financial reports can I run in MyCO?

---

How to connect my STRIPE account

---

How can I take payment from a customer, to fulfill an order?

---

What are the Insight 📊 reports?

---

How to create and use Service Plans 🤝

---

How do Customer Reviews ⭐ work in MyCO?

---

How does the Course Manager 🎓 module work in MyCO?

---

How to access the Homework Portal 📱

---