User's Manual

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SohoOS User Manual, version 7.0
Using Your SohoOS Account
After you finish setting up your Business Profile and myPage, click the SohoOS logo on the left side of the
top bar go to the My Business page. This acts as the hub of your account and allows you to access the vast
majority of your business tools. The very first time you see this page, you can view video tutorials by clicking
on the button, which will bring up a window with numerous tutorials that explain the different features of
the SohoOS platform. When you are finished watching the tutorials, click the icon on the top right to
close the window.
Image 20 – Initial My Business View
By default, your homepage is the My Business View mode. As soon as you click the My Business bar,
located on the left, you will be taken to your homepage, where you can see all the recent activities in your
account.
When viewing your account in My Business View mode, your contact list is found on the left side of your
screen. From there you can search or select contacts, and doing so will allow you to shift between Selected
Contact View and My Business View. Selected Contact View is another way of referring to the pages that
you see when selecting a specific contact.
My Business View is ideal for users with a high volume of customers. Online businesses with many products
won't need to store detailed information about each one of their many customers. However, more service-
oriented businesses (e.g. consultants) may want to keep comprehensive records of the personal details and
transaction histories of their few intimate clients. These businesses may prefer Selected Contact View.
Shifting between these two viewing modes makes it simple for any type of business to get the most out of
SohoOS.