Best Practices
Coach
Outbound
- Overview
- How to Complete Compliance Approvals for Outbound
- SMS Campaign Setup Guide Overview
- Creating a Use Case (Step 1)
- Setting up a Workflow (Step 2)
- Build Your Audience (Step 3)
- Creating the Campaign (Step 4)
- End -to-End Campaign Creation & Best Practices
- Audience preview and execution logs
- Campaign preferences
Responder
- Overview
- How to enter postal codes in Services Areas
- How to use booking windows in the Avoca Dashboard
- How to change/delete user access?
- How to set up Fees and Rulesets?
- How to Set Up Holidays and Holiday Fees in the Avoca Dashboard
- On-Call Calendar Setup & User Guide
- How to use the feedback doc?
- How to create a support ticket?
- How to Configure and Use Avoca Capacity
- How does ST forward numbers to Avoca?
- How to set up Call Reason Mapping
- Notifications Settings
- How to Configure Transfer Destinations
- Managing Business Units and Job Types
- Adding Guidance for Service and Appointment Types
- How to review calls in the Avoca Dashboard
- Difference between Appointment/Service Type Guidance, Business Unit and Job Type Descriptions?
- How to Manage Tags in Avoca (ServiceTitan)
- How to set up Appointment/Service Type Guidance
- How to define what an emergency is in Avoca
- How to set up Holidays?
- Upload additional information using CSV/PDF files
ServiceTitan
Simple Scheduler
- Overview
- Simple Scheduler How to configure UTM tracking
- Simple Scheduler: Set Up
- Adding Simple Scheduler to your website
- Simple Scheduler: Setting Up Notifications
- Simple Scheduler: Reviewing Analytics
- How to setup google reserve
- Activate your Simple Scheduler with Reserve with Google
- Simple Scheduler settings
Speed to Lead
Dashboard
Coach
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Last modified on April 8, 2026
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