Getting Started
Set up your account, invite your team, and learn your way around MonuDesk.
- What is MonuDesk?Get familiar with MonuDesk — orders, Conversations, notifications, payments, multiple offices, and Insights.
- How to Create Your AccountSet up your MonuDesk account in under two minutes.
- Your First Look at MonuDeskA quick tour of the MonuDesk sidebar, top bar, order board, Conversations, and notifications when you first log in.
- How to Invite Your TeamInvite team members, assign their locations and roles, and learn the seat rule that catches people out — removing someone does not lower your bill on its own.
- Using MonuDesk on an iPad or TabletHow touch drag, taps, and full-screen layout work on a tablet
- A Tour of the Settings MenuA map of every Settings section plus a where-do-I-set-this lookup, so you stop hunting for the screen you need.
- What Each Plan Includes: Basic, Pro, Max and LegacySee exactly which MonuDesk pages your plan opens, what the Pro star and the Pro pitch card mean, and how to move between tiers.
- Using MonuDesk on Your PhoneThe bottom bar, orders, scanning documents, notifications, and adding MonuDesk to your phone's home screen
- The MonuDesk iPhone AppDownload MonuDesk from the App Store, sign in, get your notifications on your iPhone, and see where your plan and billing are managed.
- Your Shop Setup ChecklistThe Shop Setup checklist new accounts get: where it sits, the ten steps, Skip and Remind me, and what happens when you finish.
- Website Leads: Get Quotes from Your WebsitePut a lead form and MonuStudio on your website with MonuDesk Max, see what arrives on your board, and email the family a price.
- What's Included in MonuDesk MaxWhat MonuDesk Max adds on top of Pro, what it costs, how to upgrade, how a Max pilot works and how to move down.