Documentation

Getting Started

Welcome to the CEOToolSuite documentation. This guide will help you get started with our platform and explore its features.

Creating Your Account

To get started with CEOToolSuite, you'll need to create an account:

1. Visit the signup page and enter your information
2. Choose a plan that fits your business needs
3. Set up your company profile
4. Start exploring the platform features

Platform Overview

CEOToolSuite consists of several integrated modules:

• Forms & Payments: Create forms and accept payments
• Sites & Emails: Build websites and send professional emails
• Portal & Dashboard: Manage your business from a central dashboard
• API & Integrations: Connect with other business tools

Forms & Payments

Our Forms module allows you to create powerful, interactive forms with payment processing capabilities.

Creating a Form

To create a new form:

1. Navigate to the Forms section in your dashboard
2. Click "Create New Form"
3. Use the drag-and-drop builder to add fields
4. Configure form settings and submission actions
5. Publish your form

Adding Payment Processing

To enable payments on your form:

1. Navigate to the "Payments" tab in the form builder
2. Select a payment gateway (Square or NMI)
3. Configure payment options (one-time, subscription, etc.)
4. Set up pricing and checkout experience
5. Save and publish your form

Sites & Emails

Build and host websites and create professional email communications.

Creating a Website

To create a new website:

1. Navigate to the Sites section in your dashboard
2. Click "Create New Site"
3. Choose a template or start from scratch
4. Customize your site with the visual builder
5. Publish your site to your domain

Setting Up Email Campaigns

To create an email campaign:

1. Navigate to the Emails section in your dashboard
2. Click "Create New Campaign"
3. Select a template or create your own design
4. Add your content and configure settings
5. Schedule or send your campaign

Portal & Dashboard

Manage your business from a central dashboard with customizable widgets.

Customizing Your Dashboard

To customize your dashboard:

1. Navigate to the Portal section
2. Click "Edit Dashboard"
3. Drag and drop widgets to arrange them
4. Configure widget settings and data sources
5. Save your dashboard layout

Managing Team Members

To add team members:

1. Navigate to the "Team" section in your dashboard
2. Click "Add Member"
3. Enter team member details and assign roles
4. Set permissions for each module
5. Save and send invitation

Frequently Asked Questions