Welcome to UpChannels
UpChannels brings selling, inventory, customers, marketing, your team's hours and finance into one place. This guide mirrors your in-app menu, so every page you see in the sidebar has a matching help article here.
How this documentation is organized
Each section below matches a menu group in the app's standard menu, as the store owner sees it. Some menu labels differ from the help page titles (for example Customers Nurturing opens Customers); Finding Your Way Around lists every menu item with its help page.
| Section | What it covers |
|---|---|
| Get Started | Signing in, the setup wizard, the prepare-to-sell checklist, Shortcuts, your dashboard, the sidebar and demo mode. In the app these pages sit under the Get Started menu group, the first group in the sidebar |
| Sales | Create sales & quotes, schedule service jobs, manage your order list, log walk-ins, run deliveries, give customers their own order page, and every link you send customers and drivers |
| Catalog | Build your product catalog, pricing rules and service offerings |
| Inventory | Stock levels, procurement, transfers and counts, vendors, labels, and a preview of the marketplace |
| Growth | Customers, complaints, messaging, SMS campaigns, reviews, ads, competitors, local news, partners, loyalty and done-for-you marketing |
| Team | Workforce (time clock, timesheets, the weekly schedule, time off and pay runs) and My Hours (each employee's own time). The group sits just above Finance |
| Finance | Expenses, your balance sheet, taking card payments, bank reconciliation and every transaction |
| Reports | Daily journal plus sales, service, inventory, expense, P&L, balance-sheet and lost-sales reports |
| Settings | Every organization-level setting. Settings opens for the store's owner, anyone with the owner role and the store's only active member — but a particular save can still need the Owner switch or the owner role. Includes Team & Menu Visibility (logins, roles and what each person sees) and Plan & Billing, which every signed-in person can open read-only |
Help for every page
- Sign In, Sign Up & Password Reset: getting in, creating a store account, resetting a password, and team members' logins.
- Finding Your Way Around: the sidebar, search, Guide & Tips, Ask AI and Support, plan locks, and why a menu item might be missing.
- Demo Mode & Guided Tours: the amber Demo button on most pages opens a sample-data copy with a guided tour. Nothing you do there touches your real data.
Reading a page
Every feature page follows the same shape so you always know where to look:
- Overview: what the page is for and the key concepts.
- Tabs in detail or Step by step: what each tab does, and numbered instructions for the most common tasks, using the exact on-screen labels.
- Tips & best practices: get more out of the feature.
- Troubleshooting: fixes for the most common issues.
- What's next: related pages to visit.
- Detailed reference: collapsed panels at the end with every button, field and message, who can use what, the page's demo, and common questions. Open only the panel you need.
New here?
- Create your store account: Sign In, Sign Up & Password Reset.
- Set up your business profile: Onboarding.
- Work through the Prepare to Sell checklist to make your first sale.
The Get Started overview explains how these steps fit together.