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Step by step guides for every part of Wizard Application, from setting up your workspace to sending your first invoice.
Start here
New to Wizard Application? These guides get your workspace and your team ready.
Guides by feature
Account and settings
AI Employee
- Hire an AI Employee
- Review AI Employee Help Desk Drafts
- Set AI Employee Limits and Pause Work
- Use an AI Employee as a Scrum Master
Asset Tracking
- Track Assets with Wizard Tags
- Customise Asset Types with Fields
- Organise Assets by Location and Team
- Track Cameras and Kit for Your Marketing Team
- Track Laptops and IT Equipment
- Track Machines and Tools
Blueprints
- Automate Work with Blueprints
- Choose Blueprint Triggers and Conditions
- Route Work with Blueprint Condition Branches
- Schedule Recurring Work with Blueprints
- Use Blueprint Variables and Iteration
- Review Blueprint Execution Logs
Brainstorm
- Brainstorm on a Whiteboard
- Map a Process on a Brainstorm Whiteboard
- Expand Ideas with Wizard AI in Brainstorm
Calendar
Calendar Bookings
- Take Bookings Online
- Share a Booking Page with Your Team
- Take Payments and Deposits for Bookings
- Invite People to Book
- Raise Orders and Invoices from Bookings
Communications
- Send Emails and Texts
- Organise Your Communications Inbox
- Choose Communications Settings for Your Team
Content
- Manage Content and Your Knowledge Base
- Publish a Knowledge Base Article
- Add a Product to Your Catalog
- Scan a Product Barcode
- Add a Product Category
Court Bundles
Creative Studio
- Make Decks, Images and PDFs in Creative Studio
- Present and Share a Pitch Deck
- Create and Finish an Image in Creative Studio
Documents
Forms
Help Desk
- Set Up Your Help Desk
- Stay on Top of Your Tickets
- Answer Tickets with Knowledge Base Articles
- Automate Your Help Desk with Blueprints
- Keep Requesters Updated with Help Desk Automations
HR Management
- Set Up Time Off and Expenses
- Onboard a New Starter
- Request and Approve Training
- Build Your Org Chart
- Keep Team Member Records and Files
Incident Management
Integrations
- Connect Xero
- Take Payments with Stripe or PayPal
- Connect Video Meetings and Cloud Storage
- Connect with the API
Password Vault
Point of Sale
- Set Up Products for the Till
- Sell in Person with the Till
- Give Refunds at the Till
- Cash Up and Read Till Reports
Portals
Projects
- Run a Project
- Plan and Run Sprints
- Track Milestones and Epics
- Connect GitHub to a Project
- Automate Project Tasks
Recruitment
- Post a Job and Track Candidates
- Ask Screening Questions on Applications
- Add Candidates and Parse CVs
- Screen and Match Candidates with AI
- Run AI Interviews
- Work with Client Companies and Placements
- Forecast Revenue and Set Targets
Reports & Forecasts
- Use Your Dashboard and Reports
- Find the Right Report for Your Work
- Filter and Export a Report
- Schedule Reports for Automatic Delivery
- Manage Scheduled Reports and Download Runs
Roadmap and decisions
- Plan Goals and Log Decisions
- Update Roadmap Goal Progress and Metrics
- View and Filter Goals on the Roadmap
- Customize Roadmap Dashboard Views
- Track Decisions Through to Outcomes
Sales CRM
- Add Leads and Track Deals
- Create and Send an Invoice
- Manage Orders
- Keep Customer Records
- See Which Companies Visit Your Website
Team Chat
- Chat with Your Team
- Use Threads and Search in Team Chat
- Share Documents, Forms and Tasks in Team Chat
- Attach Files and Media in Team Chat
Time Tracking
- Track Time and Bill for It
- Set Up Work Types and Rates
- Review and Correct Time Entries
- Get Timesheets Signed Off and Paid
Visitor Management
- Set Up Visitor Sign In
- Run Visitor Checks
- Let Walk-Ins Sign Themselves In
- Look After Visitor Cards and Kiosks
Website Builder
- Buy or Connect a Domain
- Build Your Website
- Sell Online from Your Website
- Write Blog Posts for Your Website
- Set Up Menus, SEO and Redirects
- Add a Chatbot to Your Website
- Translate Your Website
- Manage Your Website Settings and Analytics
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Moving from another tool
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