https://skedx.io/help/crm/inbox/send-a-whatsapp-template-from-a-record/ https://skedx.io/help/videos/crm/inbox/send-a-whatsapp-template-from-a-record-poster.jpg Send a WhatsApp template to one person from their record Open the person’s record, click Email, switch to WhatsApp, pick an approved template, check each variable is filled, and click Send template. https://skedx.io/help/videos/crm/inbox/send-a-whatsapp-template-from-a-record.mp4 66 2026-11-04 yes https://skedx.io/help/crm/profiles/see-what-needs-you-today-on-a-list/ https://skedx.io/help/videos/crm/profiles/see-what-needs-you-today-on-a-list-poster.jpg See everything that needs you today — My day New people to contact, missed calls, calls and follow-ups, meetings, payment reminders, chats waiting and people with no next step — as counts you open in place. https://skedx.io/help/videos/crm/profiles/see-what-needs-you-today-on-a-list.mp4 77 2026-11-11 yes https://skedx.io/help/crm/profiles/read-a-profiles-page/ https://skedx.io/help/videos/crm/profiles/read-a-profiles-page-poster.jpg Read a profile’s page: its own numbers, views and filter A profile built on Enquiries opens on the same page as Enquiries, with a side panel, its own four numbers, and Fields and Report in the gear. https://skedx.io/help/videos/crm/profiles/read-a-profiles-page.mp4 68 2026-11-03 yes https://skedx.io/help/crm/profiles/group-a-list-by-stage-status-owner-or-any-field/ https://skedx.io/help/videos/crm/profiles/group-a-list-by-stage-status-owner-or-any-field-poster.jpg Group a list by stage, status, owner or any field Group by splits Enquiries and every profile list into bands — by Stage, Status, Owner, Source, Priority or any of your fields (dates by period, numbers by ranges, multi-select) — saves your custom groups, and keeps your choice on every device. https://skedx.io/help/videos/crm/profiles/group-a-list-by-stage-status-owner-or-any-field.mp4 84 2026-11-06 yes https://skedx.io/help/crm/analytics/see-what-you-did-and-what-moved/ https://skedx.io/help/videos/crm/analytics/see-what-you-did-and-what-moved-poster.jpg See what you did and what moved — My Work My Work shows one person’s day, week or month on one page: who they touched, what moved, what was won, and who still has no next step — and, for a manager, the whole team, each person once. https://skedx.io/help/videos/crm/analytics/see-what-you-did-and-what-moved.mp4 121 2026-11-11 yes https://skedx.io/help/forms/team/get-a-seat-in-skode-form/ https://skedx.io/help/videos/forms/team/get-a-seat-in-skode-form-poster.jpg Get a seat in SkedX Form Without a seat you can view, not change. Ask an admin for one — or, as an admin, give it in Users & Teams. https://skedx.io/help/videos/forms/team/get-a-seat-in-skode-form.mp4 65 2026-11-07 yes https://skedx.io/help/flow/team/invite-teammates-to-skode-flow/ https://skedx.io/help/videos/flow/team/invite-teammates-to-skode-flow-poster.jpg Invite teammates to SkedX Flow — and see what became of each invite Invite someone by email, choose their role, and see on their card whether the invite was delivered, bounced or is still on its way. https://skedx.io/help/videos/flow/team/invite-teammates-to-skode-flow.mp4 34 2026-11-03 yes https://skedx.io/help/flow/channels/free-whatsapp-replies-and-what-each-message-costs/ https://skedx.io/help/videos/flow/channels/free-whatsapp-replies-and-what-each-message-costs-poster.jpg Free WhatsApp replies and what each message costs Each WhatsApp number gets 1,000 free replies a month, chats from your ads are free for 72 hours, and the wallet shows how many free replies each number has used. https://skedx.io/help/videos/flow/channels/free-whatsapp-replies-and-what-each-message-costs.mp4 51 2026-11-03 yes https://skedx.io/help/flow/channels/connect-your-whatsapp-number-to-skode-flow/ https://skedx.io/help/videos/flow/channels/connect-your-whatsapp-number-to-skode-flow-poster.jpg Connect your WhatsApp number to SkedX Flow Add a WhatsApp Business number from Settings, press Finish at the end of Facebook’s window, and let Flow follow it until the number is connected. https://skedx.io/help/videos/flow/channels/connect-your-whatsapp-number-to-skode-flow.mp4 69 2026-11-03 yes https://skedx.io/help/flow/templates/send-a-whatsapp-campaign-to-many-contacts/ https://skedx.io/help/videos/flow/templates/send-a-whatsapp-campaign-to-many-contacts-poster.jpg Send a WhatsApp campaign to many contacts Pick who gets it, pick an approved template, see the cost, send — and finish a campaign the wallet only part-covered. https://skedx.io/help/videos/flow/templates/send-a-whatsapp-campaign-to-many-contacts.mp4 59 2026-11-11 yes https://skedx.io/help/flow/contacts/build-an-audience-in-skode-flow/ https://skedx.io/help/videos/flow/contacts/build-an-audience-in-skode-flow-poster.jpg Build an audience in SkedX Flow Choose who is in an audience — by Stage, tags, last seen, channel or your own fields — see the live count, and send a campaign to it. https://skedx.io/help/videos/flow/contacts/build-an-audience-in-skode-flow.mp4 58 2026-11-11 yes https://skedx.io/help/accounts/plans-and-billing/buy-a-plan-or-add-seats/ https://skedx.io/help/videos/accounts/plans-and-billing/buy-a-plan-or-add-seats-poster.jpg Buy a plan or add seats Choose a plan for any SkedX app, add people to it, and pay in one step. https://skedx.io/help/videos/accounts/plans-and-billing/buy-a-plan-or-add-seats.mp4 99 2026-11-07 yes https://skedx.io/help/accounts/plans-and-billing/change-the-card-or-upi-on-your-autopay/ https://skedx.io/help/videos/accounts/plans-and-billing/change-the-card-or-upi-on-your-autopay-poster.jpg Your autopay: change the card or UPI, and fix a payment that didn’t go through See how your company pays every month, change the card or UPI in one window, and what to press when the bank declines. https://skedx.io/help/videos/accounts/plans-and-billing/change-the-card-or-upi-on-your-autopay.mp4 113 2026-11-06 yes https://skedx.io/help/accounts/plans-and-billing/download-your-invoices/ https://skedx.io/help/videos/accounts/plans-and-billing/download-your-invoices-poster.jpg Download your invoices and credit notes Every payment has an invoice on Billing, and every refund a credit note beside it — open them, save the PDF, and see what came back. https://skedx.io/help/videos/accounts/plans-and-billing/download-your-invoices.mp4 51 2026-11-05 yes https://skedx.io/help/flow/team/control-what-each-person-can-see-and-do-in-skode-flow/ https://skedx.io/help/videos/flow/team/control-what-each-person-can-see-and-do-in-skode-flow-poster.jpg Control what each person can see and do in SkedX Flow Roles, levels, whose chats, which accounts, one person’s modules and extension-only access — every way to control access in SkedX Flow, in one walk-through. https://skedx.io/help/videos/flow/team/control-what-each-person-can-see-and-do-in-skode-flow.mp4 77 2026-11-04 yes https://skedx.io/help/flow/inbox/reply-to-instagram-and-messenger-chats/ https://skedx.io/help/videos/flow/inbox/reply-to-instagram-and-messenger-chats-poster.jpg Reply to Instagram and Messenger chats: up to 7 days On Instagram and Messenger your team can reply for 7 days after the customer’s last message. After that the chat waits for the customer to write again. https://skedx.io/help/videos/flow/inbox/reply-to-instagram-and-messenger-chats.mp4 37 2026-11-04 yes https://skedx.io/help/flow/templates/get-a-whatsapp-template-approved/ https://skedx.io/help/videos/flow/templates/get-a-whatsapp-template-approved-poster.jpg Get a WhatsApp template approved Write variables the way WhatsApp reads them, use made-up samples, and know what to do while a template is in review or after it is rejected. https://skedx.io/help/videos/flow/templates/get-a-whatsapp-template-approved.mp4 95 2026-11-11 yes https://skedx.io/help/crm/profiles/move-a-record-through-its-stages/ https://skedx.io/help/videos/crm/profiles/move-a-record-through-its-stages-poster.jpg Move a record through its stages The stage rail on a record: where they are, how long they have been there, and how to move them on — and Stage in your lists: a column, sorting, filters, Quick edit and export. https://skedx.io/help/videos/crm/profiles/move-a-record-through-its-stages.mp4 53 2026-11-06 yes https://skedx.io/help/crm/profiles/lead-info-top-box-and-revenue-tab/ https://skedx.io/help/videos/crm/profiles/lead-info-top-box-and-revenue-tab-poster.jpg Lead Info, the top box and the Revenue tab One click changes any row, card or tab in Edit layout; Lead Info shows the same fields as the top box; the Revenue tab takes a stage and products. https://skedx.io/help/videos/crm/profiles/lead-info-top-box-and-revenue-tab.mp4 46 2026-11-03 yes https://skedx.io/help/crm/calendar/create-a-booking-link/ https://skedx.io/help/videos/crm/calendar/create-a-booking-link-poster.jpg Create a booking link and share it A link per kind of meeting, each its own page — people pick a free time and it lands on your calendar and on their record. https://skedx.io/help/videos/crm/calendar/create-a-booking-link.mp4 79 2026-11-04 yes https://skedx.io/help/crm/calendar/design-a-booking-link/ https://skedx.io/help/videos/crm/calendar/design-a-booking-link-poster.jpg Design a booking link: questions, its own look, and what happens after Each link is its own page — ask what this kind of booking needs, give it a cover and colour, and choose what the visitor sees after booking. https://skedx.io/help/videos/crm/calendar/design-a-booking-link.mp4 78 2026-11-07 yes https://skedx.io/help/crm/calendar/design-your-booking-page/ https://skedx.io/help/videos/crm/calendar/design-your-booking-page-poster.jpg Give your booking page its look — or let the brand kit lead Your page follows the company brand kit by default. Switch that off to choose its logo, cover, accent colour, headline and button — every link that follows your page changes with it. https://skedx.io/help/videos/crm/calendar/design-your-booking-page.mp4 39 2026-11-04 yes https://skedx.io/help/crm/calendar/share-your-company-booking-page/ https://skedx.io/help/videos/crm/calendar/share-your-company-booking-page-poster.jpg Your company’s one address — and where it leads skode.ai/book/<your company> forwards to your first team meeting’s link. Team meetings live at skode.ai/book/<your company>/<link>. https://skedx.io/help/videos/crm/calendar/share-your-company-booking-page.mp4 40 2026-11-04 yes https://skedx.io/help/crm/calendar/what-people-see-when-they-book/ https://skedx.io/help/videos/crm/calendar/what-people-see-when-they-book-poster.jpg What people see when they book you — and how they move or cancel The page your booking link opens: pick a day and a time in their own time zone, a few details, booked — and later, move or cancel it themselves from the same link. https://skedx.io/help/videos/crm/calendar/what-people-see-when-they-book.mp4 102 2026-11-04 yes