Help Center

Getting Started

How can i Create my menu on the Online Store?

You create menu by clicking on the Add menu items in the Menu Section.

Your created menu items will get published in your online store.

What is a Client Portal?

Unibook client portal is a web application which provides Unibook users a secure storage space to let them share the important documents or information with their clients.

Your client can order online, chat, share file and information regarding your ongoing project with the client via Client Portal

This Client Portal can be accessed through a web browser. It provides two-way Communication between Client and the service provider.

How can I get new clients from my Unibook Online Store?

Unibook Online Store is the sum content about your business and services on the Internet. It is composed of personal and professional information shared on public. Where the Potential Client your services and details and connect with you and to know about your services.

You can publish your service menu on your store, Client can order online and pay for the services.

It will spread you business and services with thousands of potential clients and will also give a boost to your marketing efforts, which for many SMB’s just starting out, are lackluster at best

Account

Can I start taking orders with Incomplete Profile & Without KYC ?

Clients prefer complete profiles so we encourage you to put as much information as possible on your profile so it helps get more customers.

Profile / Online Store

Can i get leads from Facebook ?

Yes you can post your Unibook profile on your Facebook profile or Facebook business page and clients can directly land on Unibook page and can book your service.

How to do this:

If Opening Facebook.com from Desktop

1-Click your name in the top right corner of your Facebook page to view your Timeline.

2-Click "About" under your profile picture to enter editing mode.

3-Click the "Edit" button in the Contact Info section.

4-Type the URL of your website in the Website text box.

5-Click "Save" to update your information.

P.S. - Don’t forget to make it public so that it can be viewed by Clients

If opening Facebook app from android

1-Click your Display Pic at the top left corner of your Facebook page to view your Timeline.

2-Click “Edit Public Details” to enter editing mode to update your website

3-Go to bottom and Click "Edit your About Info"

4-Click the Edit" button in the Contact Info section.

5-Type the URL of your website in the Website text box.

6-Click Save" to update your information.

Updating website on your Business Page

1-Click the "Edit Page" button on your Facebook business page, and then click the "Update Info" option in the drop-down list. ..

2-Enter a new URL in the Website text field.

3-Click the "Save Changes" button to publish the new address.

Can i get leads from Instagram ?

Yes you can post your Unibook profile on your Instagram profile and clients can directly land on Unibook page and can book your service.

How to do this:

If opening Instagram app from android/Iphone

1-Tap instagram-user-profile or your profile picture in the bottom right to go to your profile.

2-Tap Edit Profile at the top of the screen, then tap Bio.

3-Write your bio and add the URL to your website.

4-Tap Done (iPhone) or (Android).

If opening Instagram from Mobile Browser

1-Tap your profile picture in the bottom right to go to your profile.

2-Tap Edit Profile at the top of the screen, then tap Bio.

3-Write your bio and add the URL to your website.

4-Tap Submit.

If opening Instagram from a computer

1-Click your profile picture in the top right corner, then click instagram-user-profileProfile.

2-Click Edit Profile at the top of the screen, then click Bio.

3-Write your bio and add the URL to your website.

4-Click Submit.

How do i get leads from google My business account to my Unibook account ?

You can update your Unibook profile on your Google My business account. Clients visiting your google page can directly book service from there through Unibook profile.

Click on this link to know about process

How does my digital profile help me to get more clients?

Unibook digital profile is the sum content about your business and services on the internet. Unibook digital profile is composed of personal and professional information. Where the potential client can view your online store and connect with you to know about your services. Your digital profile is the first impression of your business that a client gets. A good digital profile and attractive website will get your business noticed and will plant a good first impression in the minds of potential clients. It will spread your business and services with thousands of potential clients and will also give a boost to your marketing efforts, which for many SMB’s just starting out, are lackluster at best.

Projects & Orders

How Can I Create a New Order?

Order will be automatically created when the client order online from your online store. You can manually create the order by Clicking on the Add Order button in the client's chat attachment button or via quick action button.

What are different statues associated with the order?

There are four statues associated with the orders to indicate the different stages

Four statues are Enquiry, Confirmed, Completed and Cancelled.

1. Enquiry - orders in which the client has generated some enquiry about a certain menu item or services.

2. Confirmed - orders which are confirmed for the business.

3. Completed - orders which are completed ones, the user can manually mark them complete.

4. Cancelled - Order which are cancelled by the client and Service Provider.

How can i send Reminder to a client

You can send reminders to your Clients on Unibook by clicking on reminders in the attachment of client chat window.

You can send reminders on - PAyment link, Contracts, invoice, Quotations, Shortlisting, remaining amount and Other(for any other subject).

Select the reminders from the attachment button in the Chat Window. Fill the required fields and Click on Send. The Reminder will be sent to the client.

Is my business and client information secure on Unibook?

Yes, your business and client data is 100% Safe & Secure with us./p>

Does Unibook charge fees on any orders placed by my clients?

No. We do not charge any fees on orders, orders are solely managed by the business owners, Unibook does not charge any fees for that.

Business Documents

What kind of Templates & files I can sent to client through unibook Chat ?

Through Unibook you can share below list of items to a client. You have to go into any project and click on attachment button at the bottom to share below items:

1) Unibook Templates (Invoice, Contract, Quotation)

2) Portfolio uploaded on your profile

3) Payment Link

4) Reminder for different instances like payment due, Contract pending etc

5) Images & Videos from your gallery

6) Documents saved on your mobile

7) Picture directly clicked from Camera

8) Location

9) Contact details

Do you have an Invoice, Contract & Quotation template ?

We have provided 3 templates which you can share with your clients:

1) Invoice: When you want to bill your client without requiring them to sign a contract..

2) Quotation: When you know your client is ready to both sign a Contract and make their first payment, this file allows for a seamless booking process.

3) Contract: When you require a signature from your client, without needing to send a list of proposed services or collect payment.

Payment & Finances

What is Finance Section?

Finance is your ledger book which store all the orders and payment associated with that client.

Finance has two tabs - Order Book and Payments

Order Book
Order Book stores the complete list of orders associated with that client. You can take various action such as edit, change status, check details for order in the orderbook.

Payments
This stores all the payments for that client. You can take various action such as, view details, edit, delete, sending reminder for payments in this section

What forms of payments are accepted through Unibook ?

Your clients can pay online through all payment modes listed below:

-Debit Card

-Credit Card

-UPI

-Netbanking

-Mobile Wallets

-Corporate Cards

You can also manually log payments received if they're made via cash, check, or outside Unibook Platform.

How long does it take to get paid through Unibook ?

We process payment as soon as possible, We take 2 days to process payment to your account. In some cases it might get delayed due to Weekends, public holidays & payment gateway delays.

Are there processing fees when I get paid through Unibook ?

Yes there is small processing fee which is charged for different payment modes. Fee structure is as below:

-Debit Cards more than 2K: 1.00%

-Debit Cards less than 2K: 0.40%

-Rupay: 0.20%

-UPI: 0.15%

-Credit Cards: 1.75%

-Net-banking Top (SBI, ICICI, HDFC, AXIS, KOTAK): 1.65%

-Net-banking Top (SBI, ICICI, HDFC, AXIS, KOTAK): 1.65%

-Mobile Wallets: 1.75%

-Corporate Cards: 2.50%

-International Cards: 2.75%

-AMEX: 2.75%

-EMI & Cardless EMI (Zest Money, Early Salary etc): 2.50% "

Others

If i'm facing any issue whom do i need to contact ?

"In case of any issue you can reach out to us on Whatsapp and email.

Contact Us:

Email Id-support@unibook.in

Contact Number-+91-6363728799"

Get Unibook and transform your business to digital now

+ 91