WorkMail Pro Guides
Step-by-step help for your email, AI assistant, documents, e-signatures, online booking, accounting and CRM. Use the search box at the top to find anything.
Getting started
Welcome to WorkMail ProWhat is included and how to sign in for the first time.Plans and tiersWhich features come with Essential, Business and Executive.
Webmail
Reading and writing emailCompose, reply, attach files, schedule and use templates.Folders, tags and filtersOrganise mail automatically.Signatures and identitiesSet up your email signature and sender names.Contacts and calendarAddress books, events, invitations and booking sync.Phones, tablets and Outlook (IMAP/SMTP)Add your mailbox to iPhone, Android, Outlook or Thunderbird.
AI
AI Writing AssistantImprove emails while you write.AI Assistant (search, actions and Confirm cards)Ask questions across all your apps and approve actions safely.
Docs & e-signatures
DocsDocuments, spreadsheets, presentations and PDFs.E-signaturesSend documents and quotes for signature, track them and keep signed copies.
Online booking
Online booking pagesCreate booking pages, set availability and share your link.Share your booking link, widget and email linkPut booking on your website and in your emails.Deposits with your own PayFast or Yoco accountTake a deposit when someone books.
Invoicing
Invoicing in Docs: overviewQuick quotes and invoices with online payment.Set up your companyBusiness name, logo, address and bank details.ClientsSave the customers you bill.Products and servicesSaved items and prices.Create and send quotes and invoicesBuild a PDF, convert quotes, email it.Get paid online with PayFast or YocoPay-now button on every invoice.Track paymentsPaid, unpaid and totals.Invoicing or Accounting?Which tool to use.
Accounting
Accounting: customers, items, quotes and invoicesBill your customers and track payments.PayFast and Yoco details on invoicesLet customers pay your invoices online.
CRM
Admin & security
Users and mailboxes (admin)Add or remove users and reset passwords.Passwords and two-factor authenticationKeep your account safe.