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Short guides to getting set up and getting more from Doodali. Can’t find it? Ask us, a real person replies.
Getting started
Setting up your first business
Sign up, add your details and be ready for your first customer in about ten minutes.
Read the guideImporting and exporting
Bring clients across from a spreadsheet or another system, and download any list.
Read the guideInviting your team
Add people to a company, and choose what they can do.
Read the guideAdding, archiving or deleting a business
Run several companies from one login, and tidy up the ones you no longer need.
Read the guideAsking Doodali
Ask questions about your business in plain English.
Read the guideInbox
Adding a form to your website
Send your website’s contact form straight into the Doodali inbox.
Read the guideSeeing where enquiries come from
Track whether enquiries found you through Google, ads, ChatGPT, Facebook or somewhere else, automatically.
Read the guideConnecting Google: sign-in, email and calendar
Sign in with Google, log client emails automatically and send from your own address.
Read the guideFacebook lead ads and Messenger
Get lead ad answers and Page messages in the inbox within seconds.
Read the guideProjects
Project boards and columns
Give each kind of work its own board, with its own stages.
Read the guideSending forms to customers
Collect briefs, details and files from customers, and move the project on when they answer.
Read the guideYour booking page
Let customers book time with you, based on your Google Calendar.
Read the guideMoney
Less juggling. More doing.
Bring one business across and see how it feels. If it isn’t better than what you have now, nothing’s lost.