MyBiz Help Center

Find all the answers to your questions about how to use MyBiz. You can also read our Privacy Policy and Terms of Service.

MyBiz General Info

About MyBiz

MyBiz is a messaging tool that enables you and your team to organize your work all in one place. MyBiz is your single hub for things like to do lists, coordination of team members and projects, and scheduling. It prevents critical business work from falling through the cracks. This lets you focus more on making your business successful.

No more details slipping through the cracks. No need to open up multiple programs to manage communications, task lists, and scheduling. How beautiful is that?

Operating platforms

MyBiz works across all platforms: Web, iOS, and Android.

What do businesses use MyBiz for?

MyBiz helps you organize your work and communications in one place. With MyBiz you can:

  1. Post work schedules
  2. Have a central place for team members to post open shifts
  3. Create “to do” task lists
  4. Share links to important documents
  5. Manage project communication

Quick Start Guide for Managers

The keys to success

MyBiz only works if businesses and its team members embrace it. The 3 C’s to success in using MyBiz are:

  1. Communication: Give your team heads-up that you’ll be using a new tool for communications, day-to-day operations, task management, and scheduling. Let them know how MyBiz will change the way they do their work (for the better!).
  2. Commitment: Your team takes its cue from you, so make the decision to use MyBiz as the only channel for communication and stick to it! Model the behavior you want to see in your team members by using it often.
  3. Consistency: Use MyBiz every day for every task. If some team members are still using other communication tools or channels (like email or text messages) for conversations, they’ll miss out on getting the info they need to get their work done.

Ready to get started? Keep reading below…

Step 1: Decide how you’d like to use MyBiz

Deciding what you’d like to use MyBiz for is the first step in using it.

You can start using MyBiz right away for team-wide announcements or general announcements. You can also set up Groups in MyBiz, focused on work groups or processes. Here are some examples of Groups that you might consider setting up:

  • Scheduling
  • Functional teams, like Admin, Sales, Service
  • Employee groups, such as Managers, Bartenders, Front of the House, Back of the House
  • Shift teams, such as Morning Shift, Afternoon Shift
  • Project team, such as Smith Wedding, New Sales Pitch Deck
  • Work processes, such as Social Media Management, New Flavor Development
  • Inventory and work tracking, such as Waste Log, Orders
  • Individual groups for each client for private, direct communications

Step 2: Give your team heads-up

When you sign up for MyBiz and start inviting your team, you’ll have the option to customize invitation messages to give team members the reasons why you are using the tool.

But you can start communicating this earlier. Give your team a heads-up about MyBiz at a meeting or an in an email. That way, they won’t be surprised when they receive the invitation.

Step 3: Customize your MyBiz space

Once you’ve created your account, you can customize your profile and add your business logo.

Add your photo

Make sure your whole team knows who you are! Upload your mug to MyBiz. Click on Account. Click on the blue pencil (the edit button). Click on your profile picture to upload a new picture from your camera’s gallery or take an image with your camera.

Add or change your business logo

When you sign up and get into your account for the first time, you’ll be asked if you’d like to upload a logo. If you’d like to do that at a later time, just ping us in your personal Support Channel and send us your business logo and we’ll update it for you.

Step 4: Get your team onboard

MyBiz will become your one and only communication tool. This means that the more people you invite to your team, the more powerful MyBiz becomes for the business. Once you have your account set up, the next step is to invite your team. See the Invitations section in the Help Center to learn how to invite your team members.

Inviting someone from outside your business

You can also invite people outside of your business. However, just keep in mind that they would have access to the Staff Directory and All Team group. If you don’t invite them to any of the other groups, they won’t be able to see the conversations in them or participate.

If you’d like to add an external person to MyBiz and don’t want them to see anything else but info in the Group they belong to, contact us in Support and we can customize MyBiz for you to make it so.

MyBiz Support can help you get your team set up

Need additional help? We’d be happy to assist. Contact us in your private support channel and we can do a call with your team to get them set up.

Step 5: Create your Groups

A group can be a conversation among a selected group of people in the business that is on-going or temporary. A group can be a “living” message board that keeps the communication of details between staff members all in one place about a specific topic. Instead of emailing or texting each other back and forth, you can create a group that keeps a recorded history of that topic, a “Daily Log Book,” for example can be helpful for keeping track of incidents, busier than normal days, tasks, etc.

Every group is private only to the people in that group, just like a group text message. Every group also comes with a built-in Shared Task List, that is visible only to the members of the group.

There is no maximum number of groups that you can create, and there is no maximum number of people you can have in the group.

See the Groups section in the Help Center to learn how to create groups.

Step 6: Add links to tools

The Tools section of MyBiz is where you can save links to your most commonly used business applications, such as your scheduling application, Quickbooks, and Google Docs etc. Once saved, every team member can access the business application from the Tools section. Think of it as shared bookmarks that your team has access to.

We have also included links to download MyBiz from the Apple and GooglePlay Stores for your team’s convenience.

See the Tools section in the Help Center to learn how to invite your team members.

Step 7: Start using it!

What are you waiting for? Get going on MyBiz and use it every day for communications and managing your team. Need more help? Look below under Help Resources for links to instructional videos and other ways in which you can contact us for assistance.

Help Resources

Support channel

Every team member has his or her own Support Channel in which they can access our Support Team for help. Ping us 24/7 and we’ll get back to you as soon as we can during normal business hours.

Email support

You can contact us by email at support@townsqared.com. We’ll respond as soon as we can during normal business hours.

Instructional videos

Free consultation with Team MyBiz

To make sure you’re successful in launching MyBiz, we’d be happy to hop on a call with you. We can help you with set up, show you the ins and outs of using the tool, and give you some pointers on how to communicate this to the team. You can request a consult anytime – just shoot us a note through your own private support channel on MyBiz or email us at support@townsqared.com.

Account Basics

Create an account

App & Desktop:

  1. Go to https://mybiz.townsquared.com or download the app from the Apple Store or Google Play Store.
  2. Create an account by entering your cell phone or email address.
  3. You will receive a notification via email or a text message with your activation code. Enter that activation code to start.
  4. Add your business name and a photo and start inviting your team.

Signing in

Every time you log out and log back into MyBiz, whether on your desktop (by going to https://mybiz.townsquared.com) or on your mobile app, you’ll be prompted to enter your phone number or email and you’ll receive a unique single use passcode to access your account. Enter the passcode on the login page and you’re in!

Forgot email or phone number

Click on your own private Support channel to reach us and our support team will help you out ASAP! You can also email us at support@townsquared.com.

Edit your profile

On the app:

  1. Click on the Account icon at the bottom of your app.
  2. Click on your name at the top.
  3. From here, you can add or change your profile picture, your name, phone number, and email address.
  4. Click Save at the top of the page.

On desktop:

  1. Click on your name at the top right side of your screen.
  2. Click the edit icon (the blue pencil).
  3. From here, you can add or change your profile picture, your name, phone number, and email address.
  4. Click Save at the top of the page.

Add your photo

  1. Click on Account.
  2. Click on the edit icon (the blue pencil).
  3. Click on your profile picture to upload a new picture from your camera’s gallery or take an image with your camera.

Add or change your business logo

Personalize your MyBiz page by adding your business logo. When you sign your business up and sign in for the first time, you’ll have a chance to upload your business logo. The higher the resolution, the better! Make sure that it is at least 48 pixels x 48 pixels (square is best). You can upload most image files.

Need to update your logo? No problem! Send it to us through your Support Channel and we’ll change it for you.

Add a New Business

Add a new business

  1. Click on the name of your original business at the top of your desktop.
  2. Click on the name of your business.
  3. A drop-down menu will give you the option to Create a New Business.
  4. Click on that link and add the name of the second business you would like to add.

On desktop: A new (screen) will appear with an introduction to your new business and you can start to invite your team to this new business. No one in your previous business will be able to communicate or have access to this business until you add them to this business.

On the app: A new green shaded (tab option) will appear. You can now invite your team to this new business. No one in your previous business will be able to communicate or have access to this business until you add them to this business.

Manage multiple businesses

To switch back and forth between businesses, click on the name of your business at the top left of your app or desktop. Your other business name will appear. Click on the other business to change accounts.

Control the access of each co-worker

  1. If people in Business 1 do not need access to people in Business 2, then you can create a separate business by scrolling to the bottom of your left nav bar and clicking on “Add New Business,” and follow the steps above for Add a New Business.  You will see both businesses on your dashboard, but people in Business 1 do not have access to the directory, chat, tools, or tasks in Business 2 and visa versa. 
  2. If people in Business 1 need access to people in Business 2, you can create a different group for each business under your main business name and invite the necessary people to that group.

Invitations

Invite co-workers

There are several ways that you can invite your co-workers to your business: Email, Text Message, or directly from your phone Contact List. Anyone who has been added to your business can add additional members.You can also invite people outside of your business in the same way, as long as you have their email address or phone number. However, just keep in mind that they will have access to the staff directory and All Team group. If you do not invite them to any of the other groups, they will not be able to see the conversations in them or participate.

On the desktop:
Inviting to your business

  1. Click on the Directory icon at the top of the screen.
  2. Click on Add people directly to send an email or text invitation. Or, click on Add people by sharing a link to copy an invitation link or email them directly with a pre-populated message.

Inviting to a group

  1. You can also invite people to a specific group (if you’ve added groups). Clik on a Group on the left side nav bar. Click on the grey Information button at the top of the screen.
  2. On the right hand nav bar, click on Add people to conversation. Search for people who are already on your team. You can also click on Add people directly to send an email or text invitation. Or, click on Add people by sharing a link to copy an invitation link or email them directly with a pre-populated message.

On the app:
Inviting by Phone Contact List

  1. Click on the Directory icon on the bottom of the app.
  2. Click on Invite from Your Contacts option at the top.
  3. Click on the red Connect My Contacts button to allow the app to access your contacts stored on your phone.
  4. Click on a name. It will ask you to confirm the name for each contact. Edit the name if you’d like, then click on Select
  5. Once you’ve added all the people you want to invite to your Invite List, click on the red Invite button. They will receive a text message to join.
  6. You’ll see a notification that your request was sent.
  7. Your contact will receive a notification to accept the invitation. You’ll be able to see on your dashboard that they accepted the invitation.

Inviting by Text Message

  1. Click on the Directory icon on the bottom of the app.
  2. Click on the Invite by Text Message option at the top.
  3. You will automatically be taken to your messages where a pre-populated message will appear.
  4. Type in the names or numbers of the contacts who you want to invite and hit Send.
  5. Each person will receive this message with a link to click on to join: I’ve added you to our [Business Name] MyBiz group on Townsquared MyBiz- simplified communication for our small business.
  6. When someone clicks on the link to set up their profile, they will be directed to a screen with your business name and photo and directions to add their phone number to receive messages.

Inviting by Email

  1. Click on the Directory icon on the bottom of the app.
  2. Click on the Invite By Email option at the top
  3. Your screen will automatically take you to your email with a pre-populated message asking the receiver to join your business on Mybiz.
  4. Enter your contact(s) and hit send.
  5. You can invite as many people as you want in the same email invitation.
  6. Each person will receive this message: Join the MyBiz group on Townsquared MyBusiness to keep up with important updates in the business, stay on top of tasks, and collaborate with the team in a single place. Bonus: this will help separate work and personal messages. Yay! Simply click this link to set up your profile and you’re done: [link]
  7. When someone clicks on the link to set up their profile, they will be directed to a screen with your business name and photo and directions to add their phone number to receive messages.

Invite a co-worker with a foreign phone number

Do you have team members with international phone numbers? Remember to add + and their country code when inviting them. The phone number format would be: [+][country code][phonenumber].

Verify if a Team Member has joined

  1. You will know that a member has joined by clicking on Directory. You can see the active members by scrolling down and seeing their name.
  2. If a member has not accepted your invitation to join, their status will appear in your Directory as Pending.
  3. Send Pending members a reminder invitation or a text message by clicking on the Remind button by their name.

Invitation reminders

What do you do if a person has not accepted their invitation and is Pending? Send them a reminder by going to your Directory and clicking the Remind button next to the name of the person who is Pending. A reminder message will be sent to them.

Delete members

  1. Click on the group you want to edit.
  2. Click on the Information icon at the top to see the members of the group listed in the pane on the right.
  3. Click on the three dots next to their name and a new menu will appear with the option to remove them from the conversation.

Groups

Create a Group

A group can be a conversation among a selected group of people in the business that is on-going or temporary. A group can be a “living” message board that keeps the communication of details between staff members all in one place about a specific topic. Instead of emailing or texting each other back and forth, you can create a group that keeps a recorded history of that topic, a “Daily Log Book,” for example can be helpful for keeping track of incidents, busier than normal days, tasks, etc.

Every Group is private only to the people in that group, just like a group text message.

There is no maximum number of Groups that you can create, and there is no maximum number of people you can have on your team.

On the app

  1. Click on the red New button on the upper right.
  2. Add people who you would like in the group. When you’ve added at least one person, you will see the blue Name the group button. Name your group and click OK.
  3. You can continue to add more team members if you’d like. Send your first message to the team to create the group.
  4. On your Home screen, you’ll see the new group listed. If you click on the group, you’ll be able to add more team members, change the name of the group, or add a description.

On desktop

  1. Click on the red New button on the upper left.
  2. Click the blue New Group or Topics button.
  3. Select the team members you would like to add to the new group.
  4. Click the red Create button.
  5. Name your group. You can add an optional group description. Click Create again.

Add people to an existing group

On the app

  1. Click on the group that you want to add more members to.
  2. At the top of the page, click on the information icon.
  3. Click on the blue +Add another member. 
  4. On the app, scroll to the bottom of the group’s directory and invite them through your Contacts List, via text message, or by email.

On desktop

  1. Click on the group that you want to add more members to.
  2. At the top of the page, click on the information icon.
  3. Click on the blue +Add More People to the Conversation.
  4. Enter the team member’s name, cell phone number or email. 

Edit name of a group

Anyone who is in the group can edit the name of a group.

  1. Click on that group.
  2. Click on the Information icon.
  3. Click Edit.
  4. Make your edits and click Update.

Messages

Send direct messages

A direct message is a chat between you and one other person. This chat will be private between the two of you. No one else can see those messages.
On the app or desktop

  1. Click on the Directory icon.
  2. Scroll down to find the member you want to message.
  3. Click on that person.
  4. Click on the message box at the bottom of your app to write your message.
  5. Hit send to send the message in the app.
  6. Click the toggle to notify this person via text message.

via GIPHY

Alert

You can alert a specific member in a group message.

  1.  To call out specific people in your group message, type the @ symbol in front of a team member’s name. The person will receive a notification on the app or desktop that they were mentioned specifically in a message.
  2. Everyone on the team will be able to see that the question or comment was meant for that person.

OR

  1. Click on the group of the person you want to connect with.
  2. Click on the Information icon at the top to see the members of the group listed in the pane on the right.
  3. Click on the three dots next to that person’s name and a new menu will appear with the option to send them a message.

Text a message / “Notify by text message”

When you write a message or create a task, you have the option of switching on “Notify by text message.” If this is enabled, the message or task will be sent by SMS text to the mentioned users, or to the whole group if no user is mentioned in the message or text.

You may want to use the “Notify by text” feature if you want to notify the entire team via text message instead of through the app. For example, you may have an emergency that you want everyone to know about.

If someone has not downloaded the app, no problem! You’ll be given the option of sending the message by text. Even if they are still “pending” and have not yet accepted their MyBiz invitation, they will receive the message if our system has the person’s phone number.

Add attachments to a message

You can attach pictures, documents, spreadsheets, and many other files in messages and tasks. If you are on a phone and receive a message with an attachment, you can click on it and the attachment downloads. The maximum size of documents that you can attach is 100MB.

Mute conversations

On desktop

Muting a conversation means that you will not receive any notifications when new activities happen in that group.

  1. Click on the group.
  2. Click on the information icon.
  3. Select how long you would like the mute the conversation. You have the option to mute the group for 15 minutes, up until the next day.

Snooze the app

Snoozing the app means that you will not receive any notifications when new activities happen in the entire application. To do this, click on the Snooze icon and choose whether to snooze notifications from the business from the time options listed in the drop-down menu.

Send message to non-app users

You can send messages to people who do not have the app but it is ideal if they can download the app onto their phone. It is free to download from both the Apple Store or the Google Play Store. Even if a team member doesn’t have the app, they can still receive messages you send from the app as SMS text messages and they can reply back. That way, even if only a portion of the team has downloaded the app, the whole team gets the benefit of coordination, especially with the task lists that is automatically integrated into each group chat.

Tools

Sharing commonly used tools

We are working on integrations with MyBiz for the most commonly used business applications to provide access to all your business apps in once place. We have included links to download MyBiz from the Apple and GooglePlay Stores for your team’s convenience. 

In the meantime, you can post links to the applications that your business commonly uses under the Tools section. Think of it as shared bookmarks that your team has access to. You can post links to other business applications such as Quickbook, Google Docs, videos hosted on YouTube or Vimeo, websites to important articles or resources. If you would like to add a link:

  1. Log in to MyBiz and click on Tools.
  2. Click on Add a shared link. Name the link and paste the link address. Click on Add.
  3. Let your team know that the link has been posted and is accessible at any time!

Tasks

About tasks

A task is a written description of an action that needs to be completed. This can be assigned to a group, an individual or it can be created as a personal task list.

Create tasks with due dates

You can create a task and assign it to a specific member, a member of a group, or to an entire group. You can also set due dates and times for tasks.

On the app

  1. There are two ways to create a task: within a group and within the Tasks area.
  2. To create a task within a group: Click on the group that the task pertains to. You will see two tabs: Messages and Tasks. Click on the Tasks tab.Click on New Task.
  3. To create a task within the Task area: Click on the Task button at the bottom of the screen and then click on the red New button.
  4. Name the task and click on the blue pencil icon.
  5. Add details to the task. Assign it to a team member using the drop-down menu under Choose person. To notify the group or team member via text message that the task was created, click on the Notify via Text Message toggle. Add a Due Date by clicking on the box and clicking on the date on the calendar. If you’d like to add a due time, click on Tap to add due time. Add other comments or details under Describe this Task (optional).
  6. Click on Save.

On desktop

  1. There are two ways to create a task: within a group and within the Tasks area.
  2. To create a task within a group: Click on the group that the task pertains to. You will see the Tasks section on the right side of your screen.
  3. To create a task within the Task area: Click on Task on the left side of the screen and then click on the red Task button.
  4. Add details to the task. Name the task. Under the Assign to dropdown box, assign the task to a team member or group. To notify the group or team member via text message that the task was created, click on the Notify via Text Message toggle. Add a Due Date by clicking on the box and clicking on the date on the calendar. If you’d like to add a due time, click on Add due time. Add other comments or details under Notes. Click on Create.

Create your own Task List

Do you have your own Task List to keep track off? You can create that easily by assigning tasks to yourself.

  1. Click on Tasks.
  2. Click on the red Task button to add a new task.
  3. Add a name to your task.
  4. Under the Assign To drop-down menu, select your name to assign the task to yourself.
  5. Click on Create. This task will be only be seen by you and can be accessed under the Assigned to Me tab.

Edit tasks

You can edit any part of a task by editing the task name, re-assigning it to a new team member, and editing the notes. You can also change a task from Completed to Open.

On the app
Click on any task.

  1. A new window will open to Task Details.
  2. You can click on the title to edit the name, description, change who it is assigned to and see who has seen the task.
  3. You can add a note.
  4. You can also mark the task as complete.

On desktop

  1. Click on a group. In the right nav bar, click on the task you’d like to edit.
  2. A new window will open to Task Details.
  3. You can click on the blue pencil icon to edit the name of the task, the description, change who it is assigned to and see who has already seen the task.
  4. You can add a note.
  5. You can also mark the task as complete.

Re-assign a task

You can re-assign a task or move a task to another group/channel.
On the app

  1. Click on any task.
  2. A new window will open to Task Details.
  3. Click on the icon that says Unassigned or the person it has been assigned to or the link that says Assigned by Me.
  4. On the next screen, select the drop-down menu that says Choose Person.
  5. Select another person to assign the task to and click save.

On desktop

  1. Click on any task.
  2. A new window will open to Task Details.
  3. Click on the blue pencil icon to edit.
  4. Select the drop-down menu that says Choose Person.
  5. Select another person to assign the task to and click Update.

See tasks assigned to you

App

  1. Click on the task icon
  2. You will be able to see the tasks assigned to you and the tasks you created yourself.

Desktop

  1.  Click on the task clipboard icon below the name of your business.
  2. You will be able to see the tasks assigned to you, the tasks you created yourself or all of the tasks that have been created.

Complete a task

When you’re done with a task, tick it off so that others on your team know that it has been completed. When a task is checked off as completed, a message in your chat will show up. The person who assigned the task will also receive a notification.

App

  1. Click on the Task icon at the bottom of the app. You will now be able to see what tasks are assigned to you and which tasks you have created. You will also be able to see how many people have seen each task.
  2. Click on any task to see the task details.
  3. Click on the checkbox to show that a task is complete.
  4. A timestamp of when it was complete will be recorded.

Track a task

Want to know how task completion is coming along? You can see task details and history (when it was created, who it’s assigned to, when it was completed, etc.) by clicking on Tasks.

On the app

  1. From your Home screen, click on the group to see the tasks associated with that group. Click on the Tasks tab to see the tasks for that group.
  2. You can also see tasks globally by clicking on the Tasks button at the bottom of the screen. Here, you’ll see tasks Assigned to Me, tasks Created by Me, and All Tasks in all the groups that you are in. Clicking on any these will give you more details on the tasks. Click on any of the arrows to expand or collapse each type of task. You can click on Show Completed Tasks to see what tasks have been completed.

On desktop

  1. To see tasks associated with a group, click on a group. In the right nav bar, you’ll see the tasks associated with that group. For tasks that are closed, the checkbox will be checked and the task will be crossed out. Click on the task to see the Task Details. Here you’ll see who created and completed the task and how many people have seen this task.
  2. To see all tasks across all groups or tasks assigned by you or to you, click on Tasks on the top left. You’ll see three tabs: Assigned to Me, Created by Me, and AllClick on any of these tabs to see task details. You can click on Show Completed Tasks to see what tasks have been completed.

Comment on a task

App

  1. Click on the Task icon at the bottom of the app. You will now be able to see what tasks are assigned to you and which tasks you have created. You will also be able to see how many people have seen each task.
  2. Click on any task to see the task details
  3. Add a comment in the comment box below

Add a picture to a task

On the app

  1. Click on the Task icon at the bottom of the app.
  2. Click on any task to see the task details
  3. Choose to upload a picture from the gallery on your phone or take a picture with your phone.
  4. Click the red Send button to add your picture to the comments.

On desktop

  1. Click on the Task link located just below the name of your business, directly below the search bar.
  2. Click on Tasks assigned to you, created by you or All Tasks to see the task details that will open up in a new pane.
  3. Click on the attachments icon located in the comment box to upload a picture or other document.
  4. Click send.

Task reminders

Want to remind your teammate that she has a task assigned to them? Send them a reminder.

  1. Click on Tasks.
  2. Tag the person in the comments section in the task using the “@” symbol in front of their name.
  3. The person will receive a notification on the app or desktop that they were mentioned specifically in a message.
  4. Everyone on the team will be able to see that the question or comment was meant for that person.
  5. You can also send that person a direct message.

Team Schedules

About Team Schedules

Say good-bye to lost paper schedules! The Team Schedule channel gives team members easy access to pictures of the work schedule. Remember to update your app or refresh to access this feature!

Upload a schedule

Uploading a schedule is fast and easy.

If you have different schedules for different teams, no problem! Just remember to give the appropriate name to the schedule.

Anyone in the business can upload a schedule to the Team Schedule channel. Currently, only the person who uploads a schedule can delete it.

Schedules are sorted by most recently uploaded for current and future schedules. Schedules in the past are sorted in reverse chronological order (the most recent past schedule will be listed first).

Schedules are automatically color-coded by status:

  1. Turquoise: current schedules
  2. Blue: future schedules
  3. Grey: past schedules

On the app

  1. From your Home screen, click on the Team Schedules channel.
  2. Click on the red Upload Photo of Schedule button. Click on Camera to take a photo of your team schedule. Or click on Photo Gallery to select a photo from your phone.
  3. Give a descriptive name to your schedule (example: “Admin Staff Schedule, 4/3-4/9”).
  4. Add a start date for the schedule by clicking on Start date. A calendar will appear. Select the start date.
  5. Add an end date for the schedule by clicking on End Date. A calendar will appear. Select the end date. Note: you must select a start and end date for the schedule to be able to upload an image.
  6. Click on the red Share button.
  7. Your schedule will appear on the top of the screen.

On the desktop

  1. Take a photo or screenshot of the schedule, or save it as a .jpg, .png, or .gif file on your computer.
  2. On MyBiz, click on Team Schedules.
  3. Click on the red Upload Schedule button. A new window will appear.
  4. Give a descriptive name to your schedule (example: “Admin Staff Schedule, 4/3-4/9”).
  5. Upload your image file in one or two ways: drag and drop your file into the window, or click the box to upload an image.
  6. Add a start date for the schedule by clicking on Select. A calendar will appear. Select the start date.
  7. Add an end date for the schedule by clicking on Select. A calendar will appear. Select the end date. Note: you must select a start and end date for the schedule to be able to upload an image.
  8. Click on the Upload button when you’re done entering the information.
  9. Your schedule will appear on the top of the screen.

Seeing past schedules

Past schedules are automatically hidden from view, but can be accessed by clicking on Show older schedules.

Editing schedules

If you need to edit details around a schedule that you uploaded, delete the schedule and re-upload the schedule and enter the correct schedule details.

File formats

Currently, you can upload files in the following formats: .jpeg, png, and .gif. Simply take a screenshot or photo of the schedule and upload! Other file formats will be available for uploading soon.

Delete a schedule

To delete a schedule, hover in the banner of the schedule you would like to delete. You’ll see a trash can icon appear. Click on the trash can to delete. Currently, only the person who uploaded the schedule can delete the schedule.

Messages in Team Schedules

You and your entire team can send messages to each other under the Messages section of the screen. Click in the message window to type your message. You can also attach documents to your message. If you’d like your message to go out by text, click on Notify by text message. Click Send.

Linking to a schedule

If your team uses a scheduling app that is accessible on the internet, you can add the link in the Tools section of MyBiz. See the Tools section of the Help Center for more info on how to link a schedule to MyBiz.

Policies and Guidelines

What is the cost to use? It’s free!

For the next 6 months, MyBiz will be free to use. We are thinking about a couple of different cost options. One option is to charge on a monthly basis per business. Another option is to charge for premium features that businesses can opt into. The charge per business will be very affordable and likely will be in the 10s of dollar range. 

Security

We take security seriously. We have several levels of security to make sure that your personal information and team conversations remain safe and secure.

First, all information sent between your device and our servers is encrypted. This ensures that the content cannot be read and changed while in transit from our systems to you and vice versa.

Second, instead of a “set it and forget it” password, the app requires a one-time passcode on each login that is shared only with the individual’s mobile phone number we have on file. You don’t need to worry about easy-to-hack passwords or team members forgetting to change it periodically for security.

Third, you can remove all data about your business from an individual’s mobile device by removing their access to your business. This is especially helpful when someone is no longer employed at the business.

Protecting your information and conversations is and will always be a high priority for MyBiz. Thank you for relying on us to help run your business smoothly and know that we take the responsibility seriously.

Please note that we are not yet HIPAA compliant.

How MyBiz is Used

Inventory and ordering

Get rid of the “To Do” white board from the back office and replace it with a task list on MyBiz. By creating a task list of all the items that need to be ordered and assigning ownership to one of your managers, there won’t be any confusion on what was supposed to be ordered and who was responsible for ordering it.

  1. Create an Inventory Group for your team.
  2. Click on the To Do list to create a new task.
  3. Label your task, i.e. “Order case of eggs.”
  4. Assign that task to a person by entering their name in the Assign To field.
  5. Choose whether to share the message as a text to the who group.

Shift-switching

Use MyBiz to take the hassle out of handling changes to the team schedule. Create a group called “Scheduling,” where staff can post open shifts and pick up new ones. Managers are kept in the loop to approve swaps. Easy for staff, and no more playing middle-man for you!

  1. Create a Scheduling group for the whole team.
  2. Name the group, i.e. Schedule Changes, a place where staff can communicate about any issues and coordinate schedule changes.
  3. Invite each member of your team by entering their phone number.
  4. Let staff know about open shifts and keep track of tasks, like updating your scheduling tool.

Emergency updates

In case of an emergency, use MyBiz to contact the entire team with one text message with information and next steps. When your POS goes down for example, get the whole staff back up quickly and make sure everyone knows what to do, even when you’re not there.

  1. Create an Emergency group for the whole team by clicking on the New button in red.
  2. Invite each member of your team by entering their name into the new group.
  3. Name the group, i.e. Urgent Alert, or something that will grab their attention.

Client communications

Need a private channel to communicate directly with each of your clients? Set up each of your clients as a Group. Here’s how:

On the app

  1. Click on the red New button.
  2. Click on New Group or Topic.
  3. If you’ve enabled the app to access your address book, you’ll see your contacts appear. You can also add phone number of the person(s) you’d like to be part of the group. Once you’ve added one name, you can continue to add names and phone numbers to this group.
  4. Click on Name the group and name the group (the name of your client, for example).

On desktop

  1. Click on the red New button.
  2. Click on New Group or Topic.
  3. Select the client you’d like to add to the group.
  4. Click on the red Create button.
  5. Name the group (the name of your client, for example). Add a description if you’d like.
  6. Click on Create again.

You’re all set! You can start communicating directly with your client in a private channel that only you and your client can access. Scroll above to Groups to learn how to set up and manage groups.