Squarespace | Quick Edits
Use this post as a quick guide to Squarespace edits. This will be updated as needed.
November 29, 2022
Courses
Topics
Individual Lessons
Bill.com Training
The following information is intended for Accordus’ Bill.com Admins to follow to setup and manage our firm’s Bill.com account for Accordus and clients. Once all of these steps are completed, please schedule an onboarding meeting with Bill.com to have one of their implementation specialists confirm everything is in place. Our personal contact as Bill.com is Zion Lee [email protected], 415-816-0953 (as of fall 2022).
November 28, 2022
How-To: Vimeo
When our clients need a video embedded on their site and they don’t use their own YouTube account, we always want to upload it to
November 17, 2022
Team Leads: Setting Up Social Media Tasks
Please view this video for a how-to from Becklin on setting up social media tasks in Teamwork.
November 14, 2022
Time Off during the Holidays
Please refer to this document regarding time off during the holidays, specifically for client calls.
November 14, 2022
Adding DNS Records
Please watch this video for instructions on adding DNS records for a client’s domain authorization. Our point person for adding DNS records is Amanda Rapp.
November 7, 2022
How to Prepare for 1099 Filing – Checklist & Timeline
1099 Prep Process First, review these helpful resources: What is an IRS 1099 form? – Intuit Who should receive a 1099 form? – Accordus Instructions for Forms
November 4, 2022
ISSUU: Autoplay and Links
If you are having ISSUU problems with embedded videos, please watch this video for help.
October 3, 2022
How-To: Communications Coordinator Role
Checklist for Building Emails: Use this checklist as you navigate building an email from start to finish in either Mailchimp or Constant Contact. This list
October 3, 2022
Creating Email Accounts for a Client
For Team Leads: Web Team will always create email addresses for clients. Please begin by reaching out to the client and asking these questions: Where
September 20, 2022