Training Your Team
Get your team up to speed on Daybook quickly.
Quick Start for New Members
Share these essential guides with new team members:
- Your First Invoice in 5 Minutes - Core workflow
- Adding Clients - Client management basics
- How Customers Pay - Payment process
Role-Based Training
For Admins
Admins should understand:
- All features below
- Team management: Adding Team Members
- Permissions: Permissions Explained
- Settings configuration
For Members
Members should learn:
- Creating and sending invoices
- Managing clients
- Recording payments
- Time tracking (if used)
For Viewers
Viewers need to know:
- How to navigate the dashboard
- How to view invoices and reports
- What they cannot do (and why)
Training Checklist
Day 1: Getting Started
- [ ] Log in to Daybook
- [ ] Explore the dashboard
- [ ] View existing clients
- [ ] View an existing invoice
- [ ] Create a test invoice (Members/Admins)
Day 2: Core Workflows
- [ ] Add a new client (Members/Admins)
- [ ] Create and send an invoice
- [ ] Record a manual payment
- [ ] View payment history
Day 3: Advanced Features
- [ ] Set up tax rates (Admins)
- [ ] Use time tracking
- [ ] Generate reports
- [ ] Customize invoice settings (Admins)
Best Practices
Consistency
Establish team standards for:
- How to name clients (Company vs Contact name first)
- Invoice numbering format
- Payment terms to use
- When to send reminders
Communication
- Use internal notes on invoices for team communication
- Check activity logs to see recent team actions
- Set up notifications for important events
Data Quality
- Complete all client fields when possible
- Use tags consistently to organize clients
- Archive (don't delete) old clients
Getting Help
Team members can:
- Search documentation: Use the search bar above
- Contact support: Click the help button in Daybook
- Ask an Admin: Your team admins can help with most questions
Common Questions from New Users
Q: Why can't I see billing settings? A: Only the account owner can access billing. This protects your payment information.
Q: Can I undo something? A: Most actions can be reversed. Invoices can be voided, clients can be restored from archive. Contact support for help.
Q: Who can see what I do? A: All actions are logged. Admins can see team activity in reports.