Browse by category
Getting Started
Everything you need to set up Vendi Today and get your first contacts, campaigns, pages, and payments live.
26 articlesContacts
Everything for organizing, segmenting, and maintaining your contact database at scale — beyond the basics of adding and editing a single record.
23 articlesCRM
Import your data, find and view records efficiently, and connect related records together with notes, tasks, and associations.
10 articlesCompanies
Manage business accounts as their own records, separate from individual contacts — including automation, bulk tools, and cross-platform use of company data.
8 articlesMerge Fields & Custom Variables
Personalize communications and organize your data with merge fields, custom values, custom fields, and pre-built custom object templates.
4 articlesGoKollab
GoKollab is the companion marketplace and mobile app for your communities and courses — where members discover, buy, and engage with what you've built.
9 articlesUniversity
Practical how-tos for getting more out of Vendi Today's automation and marketing tools.
3 articlesNotifications
Control what Vendi Today alerts you about, and how — across conversations, tasks, calendar, reviews, and live chat.
2 articlesInternationalization
Work in your own language, give your clients a portal in theirs, and report translation issues when you spot them.
3 articlesCompliance
How Vendi Today protects your data, and the compliance options available for regulated industries.
2 articlesAdd-ons & Sales Trainings
Extend your account with optional add-ons, and protect customer data privacy.
2 articlesCustom Objects
Build your own record types for the things standard contacts and opportunities don't cover — properties, vehicles, projects, and more — complete with fields, associations, automation, and bulk tools.
13 articlesLogic & Fulfillment
Reference material and behind-the-scenes tools for connecting Vendi Today to other systems, organizing reusable data, and managing your account and billing.
9 articlesCertificates
Design, issue, and manage certificates and badges that recognize course completions and other achievements — from building a template to automating delivery and tracking who's earned what.
17 articlesReputation Management & Reviews
Everything you need to collect reviews, respond to them, and show them off — from sending your first review request to letting AI handle responses and comparing yourself against competitors.
22 articlesReporting
Understand where your leads and revenue actually come from, track ad performance, monitor your team, and build reports that keep you and your team accountable to the numbers that matter.
20 articlesIntegrations
Connect the other tools you already use — ad platforms, payments, email, messaging, and business software — so data flows into Vendi Today automatically instead of requiring manual entry.
21 articlesClient Portal
The branded home base where your customers log in to access their courses, communities, invoices, contracts, and more — everything in one place, without you fielding constant "how do I log in" requests.
22 articlesConversations
Every message with your contacts — email, SMS, live chat, Facebook, Instagram, and internal team notes — in one unified inbox.
26 articlesDocuments & Contracts
Build proposals, contracts, and quotes with e-signatures and payments built in — send them by email, SMS, or a public link, and keep everything tracked and organized.
26 articlesE-commerce Store
Turn your website into a fully functional online store — build your catalog, configure shipping and checkout, recover abandoned carts, and connect the shipping and platform integrations that keep orders flowing.
31 articlesOpportunities & Pipelines
Track every deal from first contact to close. Build pipelines that match your sales process, manage opportunities as they move through them, and automate the busywork in between.
29 articlesMiscellaneous
Browser-side troubleshooting for common loading and display issues.
2 articlesSettings
Configure your account end to end — business profile, team and security, communication settings, domains, and audit logs.
22 articlesMobile & Desktop App
Run your business from anywhere — contacts, calls, calendars, point of sale, invoicing, and more from the mobile and desktop apps.
32 articlesDashboards
Build live, visual reports of your business performance — sales, marketing, appointments, and revenue — and share them with your team.
34 articlesEverything you need to send, personalize, deliver, and troubleshoot email in Vendi Today — from writing your first campaign to recovering from a deliverability problem.
40 articlesMemberships & Communities
Package your knowledge into courses, build a paid membership around them, and give your customers a community space to talk to each other and to you — all inside the same portal they already use.
36 articlesIndustry Guides
Growth playbooks for specific business types — how to set up Vendi Today's lead capture, booking, payments, reviews, and follow-up tools for the way your particular industry actually works. Each guide builds on the core Vendi Today features covered elsewhere in the help center (Contacts, Conversations, Calendars, Payments, Reputation Management, Workflows) and applies them to a real day-to-day workflow for that business type.
21 articlesPayments
Everything you need to get paid — invoices and estimates, payment links, your product catalog, taxes and coupons, subscriptions, connected processors, and gift cards.
69 articlesCalendars & Appointments
Everything you need to build, customize, and manage booking calendars — from simple one-off appointments to multi-service booking pages, staff-based scheduling, rentals, and third-party calendar sync.
31 articles