TekMatix Blog & Help Articles
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How To Use Workflow Switcher in Tekmatix for Faster Automation Management
Learn how to use Tekmatix Workflow Switcher to manage multiple workflows efficiently. Jump between workflows safely, reuse actions, and save time while building automations in Advanced Builder. ...more
Workflow ,Workflow Guides
January 17, 2026•2 min read
How To Use CSV Blog Importer in Tekmatix for Bulk Blog Uploads
Learn how to use Tekmatix CSV Blog Importer to upload multiple blog posts at once. Save time, auto-match authors and categories, schedule posts, and preview SEO fields for seamless bulk publishing. ...more
Blogs
January 17, 2026•3 min read
How To Set Up Taxes and Processing Fees for Services in Tekmatix
Learn how to set up taxes and processing fees in Tekmatix Services (v2) for clear, itemized checkouts. Configure service-specific taxes and optional fees to improve transparency, compliance, and repor... ...more
Payment
January 17, 2026•3 min read
How To Edit and Prepare Images Faster Using the Built-In Image Editor in Tekmatix
Learn how to use the built-in image editor in Tekmatix to crop, adjust, and prepare images directly in the Media Library—without external tools or duplicate files. ...more
Blogs ,Media Storage
January 17, 2026•3 min read
How To Set Up Customizable Calendar Notifications in Tekmatix
Learn how to set up customizable calendar notifications in Tekmatix to send email, SMS, WhatsApp, and in-app alerts for booked, canceled, rescheduled, and reminder appointments keeping clients and sta... ...more
Calendars
January 17, 2026•4 min read
How To Use Rich Text in Notes and Tasks to Improve Team Clarity in Tekmatix
Learn how to use Rich Text in Tekmatix Notes and Task Descriptions to improve clarity, consistency, and team collaboration across your CRM. ...more
Contacts ,Opportunities &Tasks, Kanban Boards & Project Management
January 17, 2026•4 min read
How To Manage Staff Availability Efficiently with Schedules in Tekmatix
Learn how to use Schedules in Tekmatix to centralize staff availability, apply weekly hours, date-specific overrides, and time zones across multiple calendars efficiently. ...more
Calendar & Scheduling ,Calendars
January 17, 2026•3 min read
How To Build High-Converting Funnels and Websites Faster Using Tekmatix AI
Learn how to use Funnels & Websites AI in Tekmatix to create high-converting pages faster using AI without losing manual control or SEO flexibility. ...more
Funnels ,Funnels and Websites AI &Tekmatix AI
January 17, 2026•5 min read
How To Grow Your Community Using Community Affiliates in Tekmatix Using GoKollab
Learn how to use Community Affiliates in Tekmatix using GoKollab to grow your paid community through member referrals, commissions, and controlled payouts—without increasing ad spend. ...more
Affiliate ,Communities Mobile App &GoKollab
January 17, 2026•4 min read
How To Run Scheduled, Contactless Automations Using the Workflow Scheduler in Tekmatix
Learn how to use the Workflow Scheduler Trigger in Tekmatix to run contactless automations on a schedule. Perfect for reports, data syncs, and operational workflows. ...more
Workflow ,Workflow Actions Workflow Guides &Workflow Triggers
January 17, 2026•4 min read
How To Add an Embedded Voice AI Widget in Tekmatix for Seamless Customer Interaction
Learn how to add an Embedded/Inline Voice AI Widget in Tekmatix to enhance customer engagement. Step-by-step guide for seamless placement, customization, and deployment. ...more
Integrations and Widget ,Conversation AI &AI
January 07, 2026•3 min read
How To Use List View to Manage CRM Records Efficiently in Tekmatix
Learn how to use List View in Tekmatix to manage CRM records efficiently. Sort, filter, and customize views to streamline sales workflows. ...more
Contacts ,Opportunities &Tasks, Kanban Boards & Project Management
January 07, 2026•3 min read
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