How to use Vin-G

Set up your business

1. Create your free account, or sign in if you have one.
2. Pick your answer under Choose your business type. Vin-G then uses your words, such as "clients", "patients" or "students".
3. Fill in Business basics: your name, contact details and logo.
4. Set your Opening hours, so customers only book when you are open.
5. Under Modules, choose the apps you want. You can change this later.
6. Invite your team. Go to Settings → Team, click Invite, pick a Role and the Apps each person can open.
7. Bring your data (see below), or try sample data first.
8. Tick off the setup checklist on your dashboard. It ends with Send your first invoice.

Bring your data, or try sample data

Already keep records in Excel, Tally, Vyapar or Zoho Books? Bring them in.

1. Go to Settings → Import & connect and click New import.
2. Answer What are you importing? and Where is it coming from?
3. Upload your file: an Excel/CSV file, or an export from Tally (Day Book, Sales Register, Payment vouchers), Vyapar or Zoho Books.
4. Under Map columns, match your columns to ours. Next time, click Use a saved template.
5. Check the Preview, then click Start import.
6. Made a mistake? You can undo the whole import from its report page.

• Just exploring? Choose Try sample data in the Your data step of setup. Every app fills with example customers, bookings, invoices and products.
• When you are ready, go to Settings → Data and click Remove sample data. Only sample records are deleted. Your own data is not touched.

From booking to bank

1. A customer books online in Bookings. The booking shows on their CRM timeline.
2. They get a reminder before the visit.
3. After the visit, you mark the booking as completed.
4. A draft invoice appears in Invoices. Check it and send it.
5. The customer pays online from the invoice.
6. The payment is recorded as income in Finance.
7. The payment shows on their CRM timeline, and Analytics updates.

The same idea elsewhere

• A store order becomes an invoice, and the buyer becomes a CRM contact.
• A deal marked Won in CRM becomes a draft invoice.

Turn enquiries into leads

1. In Forms, start from a template, such as an enquiry form.
2. Add a marketing-consent checkbox if you want to email people later.
3. Publish the form and share its link, for example on WhatsApp or Instagram.
4. Each reply appears in CRM as a new lead, ready for you to follow up.

Email the people who said yes

1. Open Campaigns and start a campaign from a template.
2. Pick who should get it. Only people who agreed to marketing are included.
3. Preview it, then send now or schedule it.
4. Once it has gone out, open the campaign to see opens, clicks and the top links people clicked.

• Open counts are approximate, because some email apps block or pre-load images.
• People who unsubscribed are never tracked.

Keep documents with the right customer

1. Open Docs.
2. To convert, merge, split or compress a file, use the Tool Wizard. These files stay on your device.
3. To keep a document, upload it to Document Intelligence.
4. Choose the customer it belongs to.
5. The document now shows on that customer's CRM timeline.

Folders and share links

• In Docs, sort your documents into folders.
• To send a document to someone, create a share link. You choose when it expires, and you can add a password.
• Share links are download only. People can't change your file.
• Changed your mind? Turn the link off (revoke it) and it stops working straight away.

See money in and money out

• In Finance, open the Income screen to see the payments you have received.
• It also shows each month's income against your expenses, and what is left over (your net).

Add people once

1. Add an employee in HR, or add staff in Bookings.
2. They appear in the other app too, so you never type them twice.
3. To let them sign in, go to Settings → Team and click Invite.
4. Choose their Role and the Apps they can open.
5. Use Resend or Revoke for invites that are still waiting. The Audit log shows who changed what.

• In HR, your team can clock in and out and request leave. Managers approve leave in one place.
• Managers can edit an employee's profile in HR.
• Staff can update their own phone number and emergency contact under My profile. Private details, such as pay, stay in HR.

Find anything, from any app

1. Press Ctrl+K (or Cmd+K on a Mac) in any app.
2. Type a name, an invoice number or a phone number.
3. Click a result to open it.

• The bell at the top of every app shows what needs your attention, such as new bookings or payments.
• Click See all to open Settings → Notifications and choose what you hear about.
• Vin-G works on your phone's browser too. No download is needed.

Free, Pro and seats

• You can start for free. Compare Free and Pro on the pricing page.
• Each person on your team uses a seat. If you see All seats are in use, click See plans to add more.

Refer another business

1. Go to Settings → Refer & earn. Only the owner sees this page.
2. Click Copy link and share it.
3. When they pay for Pro, you both get a free month of Pro.

What we do with your data

• We store your business data so your apps can work. Only the people you invite can see it.
• Marketing emails only go to people who agreed to receive them.
• Docs tools (convert, merge, split, compress) work on your device. Those files are not uploaded.
• The cookie banner lets you choose which cookies we use.
• You can export your data, or ask us to delete it, at any time.
• Read the details in our Privacy Policy and Security page.

Getting help

• Click the Help (?) button in the top bar of any app. It links to that app's guide, to this guide, and to Take the tour.
• Take the tour gives you a quick walk around.
• Each app has its own guide, listed in Guides for each app.
• Still stuck? Send us a message on the Contact page.