Profiles

ProfilesMay 14,2020

SwiftCloud has a built-in social profile system that can be whatever you want it to be. Website. Need a basic website? We’ve got you covered. Don’t want a website – but want a specific function like a jobs portal? We’ve got that covered too. Client Portal of any type – applying for loans, managing their Read More…

2.42 Updates – Getting Paid: Sign & Pay, SwiftShop, Invoices

Version 2.42 of SwiftCloud sees dozens of small improvements, and addition of payment options tightly integrated into SwiftCloud. Major Components Getting Paid: 8 ways of collecting money through SwiftCloud.AI. Currently we’re using Stripe, but will soon be adding ACH e-Check options, bitcoin, and additional systems to support various currencies and methods. Most of our focus Read More…

SwiftCloud for Sales

Note this is the support system, so here we’ll cover using SwiftCloud for sales. We’ll link to other articles for greater detail, and will add a recorded webinar soon. This is a “super-article” in that it will link to sub-articles, though you can definitely think it will give you super powers too. Here’s one method: Read More…

In-Person e-Signature (Kiosk, Tablet)

Setting up an e-Signature or Store Kiosk is easy with SwiftCloud. The software can be setup in minutes, and several hardware options that leverage off-the-shelf tablets are linked below, so your e-Signature Kiosk can be easy to maintain & inexpensive to set up. You’ll get all the benefits of e-signature on the web, meaning if-then Read More…

Electronic Signature With Payment (Sign & Pay)

You can now get a signature and payment all in one step, on one doc. NOTE: If your doc contains Electronic Signature and a Payment Form, we will automatically change the button to Sign & Pay We have a variety of shortcodes for this, including choose a product, manual entry of dollar amount, and others. Read More…

SwiftCloud on YOUR Domain – Subdomain CName Mapping

SwiftCloud’s new structure is designed to work your way and provide a structure to interface with your clients. SwiftCloud allows for your logo and colors, and is designed to be installed on your domain. You can setup https://SubdomainHere.YourDomain.com OR http://AnyDomainYouChoose.com to map to SwiftCloud Servers. Examples: https://Patients.DentistWebsite.com https://applynow.LoanSite.com or https://HVACJobsPortal.com This will help you set Read More…

Getting Paid

Getting PaidMay 03,2020

We have many ways to collect money in SwiftCloud, which are… Invoice / Estimate / Proposal / Receipt System Shopping Cart / SwiftShop / e-Store Landing Pages or Sales Page Signup-with-Product (i.e. Memberships) e-Sign In-Doc Mode “Sign & Pay” – integrated into an e-Sign doc, or doc-form like a setup or intake form, lease application, Read More…

Guest User (Name Missing)

EASY FIX: Guest User instead of Name TIP: SwiftCloud Docs must have exactly one [swift_name_both] per role. Example: [swift_name_both name=”swift_name_both” role=”Client” required] NOTE: If you add multiple “Name both” into a doc, AND the role is the same, it will convert it to something like [swift_name_both name=”extra_swift_name_both_1588184473527″ role=”Client” required] TIP: Revise that big string of Read More…

How to Sell Leads in SwiftCloud

NOTE: This is the technical operational flowchart of How to Sell Leads Online using SwiftCloud. Below we’ll dive into the business aspect a bit, but once you have a buyer or multiple buyers (easy), here’s how SwiftCloud can help you hook it all up. You have 2 basic ways to hook up the lead distribution, Read More…

Agreements (Subscriptions + Hourly)

Agreements can be either… Subscriptions (+ Lease) Hourly Services This is a powerful and flexible way to either sell any recurring-billing service, or any hourly services as either worker or employer or agency. This can also be used for rental payments for rental property. When add branding and portal systems, this can give you a Read More…