I’m a Franchisor
Use these guides if you are in the franchise development team and need help to set up the company
36 Articles
I’m a Consultant
Use these guides if you are a broker for any franchise in the platform
9 Articles
I’m a Candidate
Use these guides if you are going through the discovery process and need help
7 Articles
Suggested Articles
How to Create and Update Business Information
Learn how to find and edit the Information and Financial sections for your company.
How to edit your personal profile
Learn how to edit your personal profile information.
How to invite team tembers into the platform
Learn how to add new members to your franchise development team.
How to renew and edit FDD
Learn the process to upload a new Franchise Disclosure Document (FDD) to the financial overview
How to upload FDD
Learn how to upload the FDD and PIN its relevant sections
How to pin sections of FDD
Learn how to pin sections of the FDD to make it easier for your candidates to navigate the document.
How to select census data fields to be displayed in your territories
Learn how to set the desired data fields for your territories map and heat map.
How to edit state compliance and activate it
Learn how to toggle on and off the states your brand is compliant.
How to create a territory
Learn how to merge polygons to create a new territory
How to edit territory colors
Learn how to edit the color of all your territories.
How to see territory demographic data
Learn how to access detailed demographic data for the territories you created.
How to display only polygons with desired demographic data
Learn how to filter and display polygons based on specific demographic criteria, such as population size and household income.
How to extract a territory and download as PDF
Learn how to extract a singular territory into a downloadable PDF
How to assign a candidate to a territory
Learn how to update a territory status and assign a candidate to it
How to delete a territory
Learn how to delete a territory
How to edit a territory name
Learn how to edit a territory name after its creation
Understanding stage types
Learn the difference between each stage type and their best use cases.
How to edit a stage and stage items
Learn how to edit a stage item
How to delete a stage and stage items
Learn how to delete a stage and its stage items
How to create a stage and stage items
Learn how to create a stage and stage item with title, description and type
How to set feature locks for all candidates
Learn how to lock features for all candidates going through your discovery process
How to edit pipeline items
Learn how to edit the stage items shown in the pipeline page.
How to invite a candidate into the platform
Learn how to invite a new candidate into the platform
How to edit a lead profile
Learn how to edit a lead profile, background, and financial information.
How to add notes and documents to a lead profile
Learn how to add notes to a candidate profile
How to assign a consultant to a candidate
Learn how to assign a consultant to a candidate after its invitation
How to edit a candidate profile
Learn how to edit the profile for a candidate going through the discovery process
How to advance a candidate in the discovery process
Learn how to advance a candidate in the discovery process
How to set feature locks for a specific candidate
Learn how to overwrite organization-wide feature locks by setting candidate-specific feature locks
How to edit General Settings
Learn how to update your organization’s general settings
How to edit zee login page information
Learn how to edit image and texts present in zee login page
How to add suggested Aimei prompts
Learn how to add prompts to help users interact with Aimei
How to set up your email root domain
Learn how to set up the primary domain used for your email services
How to upload documents
Learn how to upload document
How to add your existing franchisees information
Learn how to add your existing franchisees to the zees and consultants dashboard
How to add links
Learn how to add links to all 3 dashboards
How to refer a candidate to the franchisor
Learn how to refer a candidate to be accepted by the franchisor
How to chat with Aimei
Learn how to ask questions to Aimei
How to edit your profile
Learn how to edit your profile
How to edit a candidate profile
Learn how to edit a candidate profile
How to see territories created by franchisor
Learn how to see territories created by the franchise development team
How to navigate the FDD
Learn how to read and navigate the FDD
How to read documents shared by the franchise leadership team
Learn how to read documents shared by the franchise leadership team
How to see all franchise contacts
Learn how to see all franchise contacts
How to read documents shared by the franchise leadership team
Learn how to see all documents shared by franchisor
How to complete a step
Learn how to complete the step to advance in the discovery process
How to chat with Aimei
Learn how to chat with Aimei to ask your questions
How to like a territory
Learn how to like a territory and save it in your profile
How to request a territory
Learn how to reserve a territory by requesting it to the franchisor
How to navigate the FDD
Learn how to navigate the FDD
How to see all documents assigned to your profile
Learn how to see shared, signed, and uploaded docs
How to see franchise contacts
Learn how to find contacts in the franchise development team and active franchisees
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