Contact Management
Background When you attempt to store a credit card for a customer, we attempt to authorize it for $0.01 or $1.00 to ensure that the card is valid and the a...
Thu, 14 Mar, 2024 at 11:37 AM
In certain sections of Molo you will see a Files tab where you can upload images, PDF's, word processing documents, and other files to Molo. Here are so...
Wed, 26 Dec, 2018 at 5:56 PM
You can edit a contact and enter a dollar amount into the Account Limit to set a limit for the Current Balance a customer can have in their house account. ...
Wed, 26 Dec, 2018 at 10:16 PM
Delete a Contact If a contact has no linked reservations, statements or invoices, they can be removed by simply clicking the delete button at the bottom o...
Mon, 4 Nov, 2019 at 2:52 PM
To set a contact as an Owner of a Slip, go to go to Admin > Spaces, select the specific slip and then select Edit. From there, you will be able to select...
Thu, 26 Sep, 2019 at 4:10 PM
Background Molo supports storing one or multiple bank accounts securely so that you can take payments and deposits using bank accounts via ACH. This is cur...
Fri, 10 Nov, 2023 at 1:39 PM
Summary The new Contact List page is meant to bring a bunch of improvements and optimizations that have been requested by current Molo users. It allows you...
Wed, 3 Mar, 2021 at 1:10 PM
Bulk Emailing allows you to email directly out of Molo without the need to integrate with a third party email client. This video explains how Bulk Emailing ...
Fri, 3 Feb, 2023 at 10:55 AM