Getting Started

How do I get started with Jeeve?
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Written by Jeeve Solutions
Updated 3 years ago

Whilst most Jeeve Analytics features work out of the box - there are a few steps you should take after signing up to unlock all of the Jeeve functionality.

For more information on handling each step in the setup process, click on the links below:

1. Connect Jeeve with your Xero/MYOB account

2. Create the item codes in your PMS to track complaints & referrals

3. Configure your Followups

4. Check your FTA / UTA Setup

5. Create logins for your team

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