Getting started
New to Univents? Set up your workspace and get going here.
22 articles
How do I get started and set up my workspace?After completing this article you will have entered your company details, uploaded your logo and brand colours, and invited your team to Univents.Sample data in a new workspace (and how to delete it)After reading this article you will know what the sample data in your new workspace contains, how to recognise it and how to delete it in one click with a preview.Managing Company DetailsAfter reading this article, your workspace will have company name, address, tax details, and invoicing information fully configured.Set up branding (logo, colors)After reading this, you'll be able to upload your workspace logo, favicon, and color palette so that documents and public pages reflect your brand.Setting Language, Region & Time FormatAfter reading this article you'll know where to switch the interface display language, how the workspace's content language works independently of it, where to set your workspace's country, time zone and date format, and how to set your personal time format to 24-hour or AM/PM.Setting up a workspace for another country (time zone, format, country)After reading this article you'll know what happens when you change your workspace's country, time zone and date format — from calendar and emails to tickets, the tax column and the payment page — and how existing appointments stay protected.Using Univents in eight languagesAfter reading this article you'll know which eight languages Univents supports, where to change the interface, content and document language, what “Beta” means, and what to watch for with invoices in a new language.Image sizes for products, webshop & locations — how photos display perfectlyRecommended resolution, aspect ratio, and file format for product images, the hero image and logo of your booking page (webshop), and location images — so nothing gets cropped awkwardly.Upload an old quote as a PDF (AI import)After this article you know how to upload a quote from your previous software as a PDF, what the AI picks up from it, how to review the data before confirming, and what Univents creates afterwards: customer, event, draft quote, products and, if you want, shifts, schedule and tasks.Access, Roles & PermissionsAfter reading this article you'll know what separates Owner, Admin and Crew, how to grant, change and remove access, and how roles control which modules an admin sees.Email templates and placeholdersAfter reading this you'll know how to edit your email templates, which placeholders each template supports, how the placeholder syntax works, how to set up a separate text variant per event tag, and what a switched-off template means when you send.Moving from your previous system: what happens to your dataWhat gets automatically carried over from your previous system when you move to Univents, what deliberately doesn't transfer automatically, and what to do if something's missing.Creating an additional workspaceAfter reading this you can create a second workspace, switch between your workspaces, and judge when that is worth it and when it is not.How do I download the app?After reading this article, you'll know how to install Univents on your smartphone as an app and sign in on any device.Univents on your phone: the mobile app viewAfter reading this article, you'll know what the mobile app view is, how to install it on your phone, and what you can get done with it on the go — including viewing documents and scanning check-in.Changing or resetting your passwordAfter reading this you can change your password in your profile settings, reset it if you have lost it, and set up a password of your own alongside a Google sign-in.Manage tags: rename, merge, deleteAfter this article you know where to see all tags in your workspace, how to create, rename, merge and delete them, what happens to events, contacts, roles and email templates along the way, and why a tag sometimes cannot be deleted.Plans and add-on modulesAfter this article you know which plans exist, what they are for, which add-on modules you can book from the Core plan, and where you book them.Read access and rights per operationAfter this article you'll know what read access may and may not do, what it costs, and how operations control who may edit which records.Reporting a bug and sending feedback — with a screenshot or by voiceHow to report a bug straight from Univents, send a screenshot, mark what is broken — and how to speak your report instead of typing it.Approvals for quotes, invoices and inquiriesAfter reading this article you will know what approvals are, how to create rules by amount, discount, rooms, booking page or customer tag, who may approve, and when an approval expires.Help, feedback and roadmap: the direct line to usAfter this article you know the four ways to get help and give us feedback in Univents: the Help button, the bug-report button, the path from the AI chat into the support team, and the roadmap where you vote on what comes next.
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