TekMatix Blog & Help Articles
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How to Manage Calendar Roles & Permissions Across Meetings, Services & Rentals in Tekmatix
Manage staff access with granular roles and permissions across Meetings, Services and Rentals in Tekmatix for greater security and flexibility. ...more
Calendars
July 14, 2026•2 min read
How to Download Certificates and Badges in Tekmatix
Download Tekmatix certificates and badges as PDF, PNG or JPG files for professional printing, websites, emails and easy social media sharing. ...more
Workflow Triggers ,Certificates
July 14, 2026•3 min read
How to Automate Client Portal File Uploads with Workflows in Tekmatix
Automatically trigger Tekmatix workflows when clients upload files through the Client Portal to streamline reviews, onboarding and approvals. ...more
Client Portal
July 14, 2026•6 min read
How to Manage Contacts Faster in the Tekmatix Mobile App
Discover the latest Tekmatix mobile contacts enhancements with faster navigation, redesigned contact profiles, smart lists, inline editing, quick actions, advanced filters, and improved contact manage... ...more
Contacts ,Mobile App
July 14, 2026•4 min read
How to Enable Two-Step Checkout in Tekmatix Store Builder
Discover Tekmatix's new Two-Step Checkout feature. Collect customer contact and shipping details before payment, reduce checkout friction, and create a smoother purchasing experience. ...more
Workflow Triggers ,E-commerce
July 10, 2026•3 min read
How to Enrich Prospecting Contacts in Tekmatix CRM
Discover how Tekmatix Prospecting now creates richer CRM contacts with enhanced data enrichment, cleaner records, fewer duplicates, and improved automation-ready prospect information. ...more
Blogs ,Contacts &Prospecting
July 10, 2026•3 min read
How to Use WhatsApp Notifications for Rental Bookings in Tekmatix
Automate rental booking updates with WhatsApp notifications in Tekmatix. Send confirmations, reminders, cancellations, and follow-ups using custom WhatsApp templates. ...more
Calendars
July 10, 2026•3 min read
How to Send SMS Notifications for Rental Bookings in tekmatix
Send automated SMS notifications for rental bookings in Tekmatix. Customise templates, notify customers or staff, and improve booking communication with real-time updates. ...more
Calendars
July 10, 2026•2 min read
How to Group Contacts by Source in Tekmatix Dashboards & Reports
Visualise where your contacts are coming from with Source Grouping in Tekmatix Dashboards and Reports. Analyse lead sources, track marketing performance, and make smarter data-driven decisions. ...more
Dashboard ,Reporting
July 10, 2026•2 min read
How to Integrate Calendly with Tekmatix Workflows for Automated Appointment Scheduling
Connect Calendly with Tekmatix Workflows to automate bookings, cancellations, no-shows, reminders, CRM updates, and appointment follow-ups with real-time workflow triggers and actions. ...more
Workflow Actions ,Automations
July 10, 2026•3 min read
How to Automate TikTok DM Replies with Tekmatix Workflows
Automate TikTok conversations with Tekmatix workflows. Pause workflows until a contact replies via TikTok DM, then automatically continue follow-up sequences, lead nurturing, and customer engagement. ...more
Workflow Triggers ,Automations
July 10, 2026•2 min read
Workflow Builder: Quick Access Sidebar Toggle
Navigate faster inside Tekmatix Workflow Builder with the new integrated sidebar. Access tools, pages, and features without leaving your workflow, improving productivity and streamlining automation bu... ...more
Workflow ,Automations
July 09, 2026•2 min read
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