Settings

Estimates can be built and managed from the dedicated "Estimates" section in the mobile app.

We’ve introduced a flexible course unlocking system, allowing community admins to customize how members access courses. You can now set up access rules based on your community’s engagement model and monetization strategy.

The

This article will show you how to use the new Entity History feature in the Listings platform. Integrated with Bizura’s Audit Logs, it gives you full visibility into all updates made to listings — what changed, who changed it, and when. Perfect for c

The Refund Workflow Trigger allows you to automate important tasks whenever a refund is issued. Whether you're notifying customers, assigning internal follow-ups, or handling failed refunds, this trigger streamlines your workflows to save time and en

This article talks about how the feature enhances scheduling flexibility, ensuring customers can book with a specific team member while leveraging round-robin appointment distribution.

Documents added to custom fields are added to a Folder named "Custom Fields" in the "Internal" section.

This article will provide a deeper view into bot training via Web URLs and points to keep in mind.

Understand the key differences between Free and Premium Prospecting in Bizura and choose the right option for your agency’s needs. This guide breaks down features, capabilities, and ideal use cases for each tier, helping you make informed decisions a

Agencies with already Premium Prospecting Subscription at agency level can now simplify billing and reduce costs by linking one sub-account to their existing Prospecting subscription. This update enables shared access to premium features across both

A comprehensive overview of WhatsApp pricing, billing, and rebilling for agencies and sub-accounts in Bizura.

The

The Business Profile section is a collection of settings such as business name and address, among others.

Properly assigning team members in Round Robin Calendars ensures fair and efficient appointment distribution. This feature allows businesses to automate scheduling while maintaining the flexibility to assign appointments based on specific preferences

The

Your

This article will walk you through how to build Segments in Bizura for use in your email campaigns. Segments let you filter contacts based on live conditions like tags, activity, or location. They automatically update in real-time, ensuring your audi

General Information covers your brand identity and key account properties. Set your logo, business names, contact email/phone, branded system-generated links (API domain), business website, niche, and API key so downstream features use accurate, on-b

Connect your WhatsApp Business account to LeadConnector. Choose the method that fits your situation.

Audit Logs Export helps agencies and locations export audit history to CSV for compliance reviews, investigations, and internal reporting. The feature uses the same filters available in Audit Logs, adds a dedicated Exports tab for tracking jobs, and

Get up to speed with Bizura’s redesigned

Bizura now prevents domains from being connected to multiple conflicting product types when doing so would disrupt an existing setup.Before a domain is connected to a new product, the system checks whether the domain is already being used by another

Enhance your account security with the new Authenticator App Support for Two-Factor Authentication (2FA) in Bizura. This feature allows you to use popular authenticator apps for secure, flexible, and reliable login verification. Enjoy added resilienc

Agency Admins and Owners

Bizura supports

This article will show you how to manage user roles and permissions at the sub-account level in Bizura. You’ll learn how to control what your users can access, assign custom visibility rules, and configure powerful granular permissions for modules li

In this article, we discuss how you, as an agency admin, can granularly manage your users' permissions across various modules.

The Agency Owner role is the primary user in agency account management, enhancing decision-making and communication processes. This role provides additional privileges and streamlines ownership transfers, contributing to efficient and effective agenc

1. Ask them which Internet service provider (ISP) they are using

This article explains how to create or update users at the account level so they can manage multiple Bizura sub-accounts without being granted access to the agency dashboard. You'll learn how to assign the correct role, configure access settings, and

The following is a table outlining permissions of sub-account level roles.

Email signatures in Bizura help your team keep outbound emails consistent and professional. Each staff user can have their own signature. This makes it easy to maintain branding and contact details across both one-to-one emails and automated sends.

Managing who has access to your Bizura account(s) is crucial for security, efficiency, and accountability. This article explains how to set up and control user access both at the

This article provides a comprehensive guide to the WhatsApp Settings page within your Bizura location. Learn how to manage your account status, add phone numbers, create message templates, and build interactive WhatsApp Flows to streamline your custo

The Manage Scoring page in Bizura has been rebuilt with the HiRise design, giving you a faster, cleaner workspace and share-friendly URLs that remember your exact view—helping teams fine-tune engagement scoring with less friction.

This guide provides comprehensive instructions on how to navigate and utilize the upgraded

Custom Values are key:value pairs that can be created once and reused throughout the platform.

This article provides a comprehensive guide to managing billing within Bizura sub-accounts. Learn how to handle subscriptions, payments, and wallet balances effectively using the intuitive interface designed for seamless financial management.

Bizura's Media Storage now features Multi-Select capabilities, enabling users to perform bulk actions such as moving, downloading, and deleting files. This enhancement streamlines file management and boosts efficiency.

Do you want to avoid missing important calls and potentially losing out on business opportunities? Bizura offers a convenient missed-call-text-back feature to help you stay on top of your game. This feature can quickly be able and allows you to send

The Company Object Automation settings give users the ability to repurpose business details fields for the company. The migration will help users transfer field data, create new companies & map respective contacts under them seamlessly.

The Media Library stores assets like images and videos. Different products have different limitations on the files that can be used in them.

When you interact with our support teams, they may request you to provide a location ID where you face a problem. Location ID is a unique ID given to every sub-account in your agency account. This helps us identify your client's account and narrow do

Snapshots Version Management lets agencies see exactly what changed in a snapshot after every refresh. Use Version History to review added, removed, and synced assets, and rely on version references in Account Snapshots to keep teams aligned. This ar

Quickly control which in‑app banners your clients see—and keep your interface on‑brand—using Bizura’s Banner Management in Agency Settings. Use it to review, prioritize, and enable/disable banners across the agency and connected sub‑accounts so only

Unified Payment Options brings seamless, flexible billing to every SaaS location in Bizura. Whether you manage multiple sub-accounts or one location, you can now choose to pay with a saved card, wallet credits, or (for agencies) the agency card. No m

Bizura has begun capturing Tax ID numbers from its customers worldwide to ensure we are meeting our tax obligations. Here's a quick guide to update the Tax information for your agency.

Note: This is accessible for Agency Admin users only. Users with other roles will not see this option. The user must have the Enable Login As permission turned on in Agency permissions. Otherwise, the Login As button will not appear.

This article addresses frequently asked billing questions for Bizura agency accounts, including subscription types, payment issues, invoice access, financial assistance, cancellations, and upgrades. It helps agency owners manage their billing effecti

When you interact with our support, services, customer success or product teams they will request your Agency's Relationship Number. This allows us to distinctly identify your agency account so we can serve you better.

Keeping your agency's address up-to-date in Bizura ensures accurate billing, communication, and representation across the platform. This guide provides a step-by-step process to update your agency's address details.

The Optimize Experience section of your Agency Settings is where you can control features we use to gather feedback, educate new users, and notify users.

This article explains how to create, manage, and optimize Custom Menu Links in Bizura to enhance platform navigation and integrate external tools directly into the user interface.

This article will guide you through deleting a sub-account (location) in Bizura. It also explains the 24-hour grace period that allows you to reverse a deletion before it becomes permanent.

This article provides a step-by-step guide on upgrading your Bizura subscription to a Pro plan. You’ll learn how to navigate the Billing Dashboard, review available plans, and complete the upgrade process seamlessly.

This guide explains how to customize system-generated links in Bizura by configuring branded (API) domains at both the Agency and Sub-account levels. Implementing branded domains enhances deliverability and reinforces brand recognition when sending l

This article will show you how to update and personalize your Agency Company Settings in Bizura! From updating your agency's name, email, and logo to adding custom code or enabling powerful features like AI and advanced triggers, this guide walks you