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Find step-by-step guides for every part of the CMART™ platform.
Getting Started with CMART™
14 articles
- → Setting up your account for the first time
- → Connecting your custom domain
- → Inviting your team members
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Your SMART Website
10 articles
- → Choosing and applying your website template
- → Adding your services and pricing
- → Connecting your booking widget
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Booking & Calendar Setup
16 articles
- → Setting your availability and working hours
- → Creating your first booking calendar
- → Syncing with Google or Outlook Calendar
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Automation & Workflows
18 articles
- → Building your first automation workflow
- → Setting up appointment reminders
- → Creating a lead follow-up sequence
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WhatsApp, SMS & Email
12 articles
- → Connecting WhatsApp to CMART
- → Setting up WhatsApp automation sequences
- → Creating email campaigns and broadcasts
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AI Tools
8 articles
- → Setting up your AI Receptionist
- → Activating the AI Chat Widget on your website
- → Using the AI Content Writer
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Payments & Billing
11 articles
- → Connecting PayFast to your CMART account
- → Setting up deposits for bookings
- → Creating and sending invoices
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CRM & Pipeline
9 articles
- → Adding and managing contacts
- → Setting up your sales pipeline stages
- → Tagging and segmenting your contacts
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Reputation & Reviews
7 articles
- → Connecting your Google Business profile
- → Setting up automated review requests
- → Responding to reviews from CMART
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Niche Setup Guides
8 articles
- → CMART setup guide for Solar Contractors
- → CMART setup guide for Beauty & Wellness
- → CMART setup guide for Coaches
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Integrations
10 articles
- → Connecting Zapier to CMART
- → Setting up Zoom for video appointments
- → Integrating with Facebook and Instagram
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Reports & Analytics
6 articles
- → Reading your dashboard overview
- → Tracking revenue by source
- → Exporting your contact and booking reports
View all →
Most Popular Help Articles
The articles our CMART users read most
How to complete your CMART account setup in 30 minutes→
Setting up your first booking calendar — step by step→
How to activate the 5 most important automation workflows→
Connecting WhatsApp to CMART for the first time→
How to connect PayFast and accept online payments→
Adding team members and setting their permissions→
Setting up your AI Receptionist — complete guide→
Creating your first email campaign in CMART→
Understanding your CMART dashboard and reports→
Setting up automated Google review requests→
Connecting your custom domain to your SMART Website→
How to embed your booking widget on an external website→
Learn with Video Tutorials
Step-by-step video walkthroughs for every CMART feature
8:24
CMART Platform Overview — Everything You Need to Know
Getting Started
9:51
How to Set Up Your Booking Calendar in 10 Minutes
Booking & Calendar
12:03
Building Your First Automation Workflow Step by Step
Automation
7:38
Connecting WhatsApp and Setting Up Automated Messages
WhatsApp & SMS
6:17
Setting Up Your AI Receptionist — Complete Walkthrough
AI Tools
8:55
Getting Paid: PayFast, Invoicing, and Payment Links
Payments