# Archie Help Center

> Help center for Archie

## Getting Started for Admins

- [Understanding how to Navigate Archie](https://help.archieapp.co/en/articles/8686209-understanding-how-to-navigate-archie.md): Explore insights on efficiently navigating our page
- [Configuring your basic settings](https://help.archieapp.co/en/articles/8688942-configuring-your-basic-settings.md): Setting your preferences and basic configurations to set your system according to your needs
- [Configuring your billing](https://help.archieapp.co/en/articles/8694517-configuring-your-billing.md): Setting up and customizing billing parameters to meet your specific business requirements
- [Configuring your contracts for e-signature and your terms & conditions](https://help.archieapp.co/en/articles/8702091-configuring-your-contracts-for-e-signature-and-your-terms-conditions.md): Configuring your e-signature, contracts, and Terms & conditions
- [Configuring your workspace](https://help.archieapp.co/en/articles/8705213-configuring-your-workspace.md): Creating the different elements that will be used for booking
- [Configuring your plans, products, and passes](https://help.archieapp.co/en/articles/8709586-configuring-your-plans-products-and-passes.md): Creating and customizing your plans, products, and passes to meet your business needs
- [Setting up your tour and lead form](https://help.archieapp.co/en/articles/8715619-setting-up-your-tour-and-lead-form.md): Configuring your tour settings and make the most of our lead forms
- [Configuring your integrations](https://help.archieapp.co/en/articles/8715647-configuring-your-integrations.md): Start to integrate Archie with your website and with external apps
- [Configuring your email notifications](https://help.archieapp.co/en/articles/8791840-configuring-your-email-notifications.md): Managing how you want to receive notifications from Archie
- [Navigating the Dashboard & Tasks](https://help.archieapp.co/en/articles/8728970-navigating-the-dashboard-tasks.md): Navigate and manage upcoming meetings, subscriptions, bookings, and tasks
- [Creating and understanding client accounts](https://help.archieapp.co/en/articles/8719404-creating-and-understanding-client-accounts.md): Work with different accounts to interact with the system
- [Creating and managing room, desk, office, and resource bookings.](https://help.archieapp.co/en/articles/8733460-creating-and-managing-room-desk-office-and-resource-bookings.md): Efficiently manage all of your bookings
- [Selling and managing plans, services, products, and passes.](https://help.archieapp.co/en/articles/8736429-selling-and-managing-plans-services-products-and-passes.md): Efficiently manage all of your plans, services, products, and passes.
- [Managing your invoices, credit notes, and payments](https://help.archieapp.co/en/articles/8737204-managing-your-invoices-credit-notes-and-payments.md): Work your invoices and credit notes with the different options available
- [Handling your leads, tour request, and sending quotes](https://help.archieapp.co/en/articles/8738517-handling-your-leads-tour-request-and-sending-quotes.md): Leverage our tools to enhance and expand your client base
- [Managing your community & events](https://help.archieapp.co/en/articles/8738824-managing-your-community-events.md): Create engagement with your clients
- [Understanding the Reports and analytics](https://help.archieapp.co/en/articles/8738990-understanding-the-reports-and-analytics.md): Review insights created for your site

## Knowledge Hub

- [Working with E-Invoicing](https://help.archieapp.co/en/articles/13941525-working-with-e-invoicing.md): Learn how to enable e-invoicing in Archie and set the email addresses that will receive electronic invoices.
- [Refunding a client's credit/debit card with a Credit note](https://help.archieapp.co/en/articles/8758625-refunding-a-client-s-credit-debit-card-with-a-credit-note.md): Step by step instructions to refund a payment
- [Refunding a client's deposit](https://help.archieapp.co/en/articles/8752168-refunding-a-client-s-deposit.md): Step by step instructions to create a credit note for a deposit already received
- [Creating a credit note](https://help.archieapp.co/en/articles/8758623-creating-a-credit-note.md): Step by step instructions to create a credit note
- [Creating a custom invoice](https://help.archieapp.co/en/articles/8758624-creating-a-custom-invoice.md): Step by step instructions to create an Invoice
- [Reviewing outstanding invoices](https://help.archieapp.co/en/articles/8758626-reviewing-outstanding-invoices.md): Filter all of your open invoices
- [Reviewing how billing configuration works](https://help.archieapp.co/en/articles/8758617-reviewing-how-billing-configuration-works.md): Going through the billing settings and their outcomes
- [Adding processing fee to payments](https://help.archieapp.co/en/articles/9117527-adding-processing-fee-to-payments.md): Step-by-step instructions to add a processing fee
- [Pausing Billing for a Subscription/Membership](https://help.archieapp.co/en/articles/9186481-pausing-billing-for-a-subscription-membership.md): Putting on hold a subscription
- [Enabling Auto-charge](https://help.archieapp.co/en/articles/9269553-enabling-auto-charge.md): Simplify your billing process with the Auto-charge feature
- [Understanding why an invoice has not been paid automatically](https://help.archieapp.co/en/articles/9269748-understanding-why-an-invoice-has-not-been-paid-automatically.md): Troubleshooting Unpaid Invoices
- [Understanding why a client invoice has not been generated](https://help.archieapp.co/en/articles/9269826-understanding-why-a-client-invoice-has-not-been-generated.md): Unissued client invoices, common causes and solutions
- [How to generate an invoice before the billing cycle](https://help.archieapp.co/en/articles/9283190-how-to-generate-an-invoice-before-the-billing-cycle.md): Step by step guide to generate an upcoming invoice before the invoice generation day
- [Using Credit Notes and Prepaid Balances for Invoices](https://help.archieapp.co/en/articles/9827281-using-credit-notes-and-prepaid-balances-for-invoices.md): Learn how to automatically apply credit notes and prepaid balances to settle invoices
- [Working with day passes](https://help.archieapp.co/en/articles/8758618-working-with-day-passes.md): Step-by-step instructions to check in on a user's behalf, review check ins, and canceling a check in
- [Setting and working with credits](https://help.archieapp.co/en/articles/8758619-setting-and-working-with-credits.md): Understanding how to work with credits
- [Creating plans, products, and services for a certain group of users](https://help.archieapp.co/en/articles/8758620-creating-plans-products-and-services-for-a-certain-group-of-users.md): Customizing your plans, products, and services for specific groups.
- [Assigning or modifying a plan for an office, desk, or room.](https://help.archieapp.co/en/articles/8758621-assigning-or-modifying-a-plan-for-an-office-desk-or-room.md): Discover how to link elements to a pre-purchased membership
- [Booking credits not working](https://help.archieapp.co/en/articles/8853482-booking-credits-not-working.md): Fixing most common issues when working with credits
- [Choosing Between Desk Booking and Day Pass Systems](https://help.archieapp.co/en/articles/9324894-choosing-between-desk-booking-and-day-pass-systems.md): Difference between regular desk booking vs Day pass
- [Setting working hours for your Elements/Items](https://help.archieapp.co/en/articles/8758628-setting-working-hours-for-your-elements-items.md): Configure your business hours for your workspace
- [Setting items in your inventory to be visible to certain group of users](https://help.archieapp.co/en/articles/8758629-setting-items-in-your-inventory-to-be-visible-to-certain-group-of-users.md): Customizing your rooms and desk groups for specific groups.
- [Working with the booking settings](https://help.archieapp.co/en/articles/8818682-working-with-the-booking-settings.md): Configure how do you want to work with your regular bookings
- [Reviewing your bookings](https://help.archieapp.co/en/articles/9186800-reviewing-your-bookings.md): Open the calendar view to review your bookings
- [Editing or cancelling a booking](https://help.archieapp.co/en/articles/9213450-editing-or-cancelling-a-booking.md): Canceling Bookings in Booking Management
- [Setting booking dependency with your elements](https://help.archieapp.co/en/articles/9385164-setting-booking-dependency-with-your-elements.md): Set an element \(room/office/desk group\) to be automatically booked if another element has been booked
- [How to configure bookable conference rooms](https://help.archieapp.co/en/articles/9426199-how-to-configure-bookable-conference-rooms.md): Creating a conference room to have it available for Hourly/half day/Daily booking
- [How to configure bookable desks](https://help.archieapp.co/en/articles/9426228-how-to-configure-bookable-desks.md): Creating a desk group to have it available for Hourly/half day/Daily booking
- [How to configure bookable private offices](https://help.archieapp.co/en/articles/9426257-how-to-configure-bookable-private-offices.md): Creating a private office to have it available for Hourly/half day/Daily booking
- [How to configure the day pass system for desks](https://help.archieapp.co/en/articles/9426263-how-to-configure-the-day-pass-system-for-desks.md): Configuring your desk group to be available via a day pass
- [Setting your minimum time interval, booking attributes, and preparation time](https://help.archieapp.co/en/articles/9980792-setting-your-minimum-time-interval-booking-attributes-and-preparation-time.md): Configure your booking intervals to adapt to your needs
- [Setting closure days](https://help.archieapp.co/en/articles/8758635-setting-closure-days.md): Closing your business for specific days
- [Creating a discount code](https://help.archieapp.co/en/articles/8792836-creating-a-discount-code.md): Step-by-step instructions to create a discount code
- [Request a password reset](https://help.archieapp.co/en/articles/9205518-request-a-password-reset.md): Reset a password for an account
- [Working with Menu Items](https://help.archieapp.co/en/articles/9205584-working-with-menu-items.md): Enabling or disabling Menu elements
- [Enabling the client self sign-up flow](https://help.archieapp.co/en/articles/9283241-enabling-the-client-self-sign-up-flow.md): Allow customers to create an account without making a purchase
- [Changing Display Language in Your Workspace](https://help.archieapp.co/en/articles/9289774-changing-display-language-in-your-workspace.md): Setting the language for your workspace and your profile.
- [Setting a private profile picture](https://help.archieapp.co/en/articles/9827473-setting-a-private-profile-picture.md): Adding a profile picture that can be seen only by admins
- [Reviewing the payments received](https://help.archieapp.co/en/articles/8758638-reviewing-the-payments-received.md): Reviewing all the transactions made in your spaces
- [Understanding why a payment was rejected](https://help.archieapp.co/en/articles/8758636-understanding-why-a-payment-was-rejected.md): Reviewing the error when a payment is rejected
- [What is an active user](https://help.archieapp.co/en/articles/8823723-what-is-an-active-user.md): Explaining the concept of an active user in the system
- [Setting up Archie's visitor management app](https://help.archieapp.co/en/articles/8758633-setting-up-archie-s-visitor-management-app.md): Setting and using Archie's visitor management app
- [Reviewing the status of a contract](https://help.archieapp.co/en/articles/9213459-reviewing-the-status-of-a-contract.md): Locating the contracts shared with an account

## Integrations

- [Integrating Archie to your website](https://help.archieapp.co/en/articles/8758631-integrating-archie-to-your-website.md): Locating and using your Archie public links
- [Integrating Stripe with Archie](https://help.archieapp.co/en/articles/8792027-integrating-stripe-with-archie.md): Setting up your Stripe account
- [Integrating Kisi with Archie](https://help.archieapp.co/en/articles/8828204-integrating-kisi-with-archie.md): Setting up your Kisi account
- [Integrating Ezeep with Archie](https://help.archieapp.co/en/articles/8802367-integrating-ezeep-with-archie.md): Setting up your Ezeep account
- [Integrating your Google Workspace account with Archie](https://help.archieapp.co/en/articles/8792730-integrating-your-google-workspace-account-with-archie.md): Setting up your Google account
- [Integrating your Microsoft 365 account with Archie](https://help.archieapp.co/en/articles/8758630-integrating-your-microsoft-365-account-with-archie.md): Setting up your Office 365 account
- [Integrating Xero with Archie](https://help.archieapp.co/en/articles/8843643-integrating-xero-with-archie.md): Setting up your Xero account
- [Integrating QuickBooks with Archie](https://help.archieapp.co/en/articles/8858015-integrating-quickbooks-with-archie.md): Setting up your QuickBooks account
- [Integrating Zapier with Archie](https://help.archieapp.co/en/articles/8858866-integrating-zapier-with-archie.md): Setting up Zapier
- [Integrating HubSpot with Archie](https://help.archieapp.co/en/articles/8858971-integrating-hubspot-with-archie.md): Setting up your HubSpot account
- [Integrating IronWiFi with Archie](https://help.archieapp.co/en/articles/8871766-integrating-ironwifi-with-archie.md): Setting up your IronWiFi account
- [Integrating Ezeep Blue with Archie](https://help.archieapp.co/en/articles/9391267-integrating-ezeep-blue-with-archie.md)
- [Integrating Slack with Archie](https://help.archieapp.co/en/articles/9397395-integrating-slack-with-archie.md): Setting your Slack account
- [Integrating GoCardless with Archie](https://help.archieapp.co/en/articles/9677691-integrating-gocardless-with-archie.md): Setting up your GoCardless account
- [Integrating Custom Door Access app with Archie](https://help.archieapp.co/en/articles/9682980-integrating-custom-door-access-app-with-archie.md): Setting up your custom door access
- [Integrating DoorFlow with Archie](https://help.archieapp.co/en/articles/9689399-integrating-doorflow-with-archie.md): Setting up your DoorFlow account
- [Integrating Google analytics with Archie](https://help.archieapp.co/en/articles/9689603-integrating-google-analytics-with-archie.md): Setting up your Google analytics account
- [Integrating Custom Payment Gateway with Archie](https://help.archieapp.co/en/articles/9709219-integrating-custom-payment-gateway-with-archie.md): Setting up your custom payment gateway
- [Integrating your Microsoft 365 account with app registration](https://help.archieapp.co/en/articles/9765495-integrating-your-microsoft-365-account-with-app-registration.md)
- [Integrating Papercut MF with Archie](https://help.archieapp.co/en/articles/9834897-integrating-papercut-mf-with-archie.md): Setting up your Papercut MF account
- [Integrating Zoom with Archie](https://help.archieapp.co/en/articles/9834721-integrating-zoom-with-archie.md): Setting up your Zoom account
- [Integrating your Google personal account with Archie](https://help.archieapp.co/en/articles/9889309-integrating-your-google-personal-account-with-archie.md): Setting up your Google account
- [Integrating Google Tag manager with Archie](https://help.archieapp.co/en/articles/10310060-integrating-google-tag-manager-with-archie.md): Setting up your Google Tag manager account
- [Integrating Salto with Archie](https://help.archieapp.co/en/articles/11024679-integrating-salto-with-archie.md): Setting up your Salto account
- [Integrating Papercut Hive with Archie](https://help.archieapp.co/en/articles/12630772-integrating-papercut-hive-with-archie.md): Setting up your Papercut Hive account
- [Integrating Brivo with Archie](https://help.archieapp.co/en/articles/14604634-integrating-brivo-with-archie.md): Setting up your Brivo account

## Archie apps

- [Visitors app](https://help.archieapp.co/en/articles/8872577-visitors-app.md): Working with the Visitors app
- [Rooms app](https://help.archieapp.co/en/articles/8874385-rooms-app.md): Working with the Rooms app
- [Supported Versions for Our Mobile Apps](https://help.archieapp.co/en/articles/11571739-supported-versions-for-our-mobile-apps.md): Minimum requirements for our apps