Frequently Asked Questions


Business and Staff

Email & Notifications








Calendar management​​



  • Wolbix's Marketing Tools: Overview

  • Understanding the Announcements Menu

  • Creating a New Announcement

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  • Requesting Documents from Clients

  • How Do You Upload an Internal Document to a Client Card?

  • Document Sharing: Overview

  • My Documents: Your Customized Documents Library


Online Presence

  • Customize Your Contact Form Widget

  • How Do My Clients Login to the Client Portal?

  • Using Your Client Portal

  • Customize Your Client Portal Widget

  • Add the Client Portal Widget to Your Websited 

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Website Widgets



  • Adding a Call To Action Button to Your Facebook Page

  • Connect Your QuickBooks Account to Wolbix

  • Wolbix REST API for Developers

  • Reserve with Google Integration

  • Reserve with Google: Guidelines and Limitations

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