Hermon
Help center
Getting started
  • Set up your workspace
  • Read your dashboard
  • Understand roles and permissions
Leads
  • Work with leads and saved views
  • Capture opt-ins and track UTMs
  • Manage marketing sources
Appointments
  • Manage appointments and log call outcomes
  • Customise statuses and outcomes
  • Set up appointment event types
Contracts & payments
  • Create a contract and record payments
  • Match unmatched payments
  • Update, void and refund
  • Manage subscriptions
Programs & delivery
  • Create and manage programs
  • Manage deliveries
  • Work inside a delivery
  • Set up delivery and task statuses
Team & integrations
  • Invite your team and connect integrations
  • Add custom fields
  • Set up notifications
  • Use webhooks and API keys
  • Connect Meta Ads
  • Track Typeform forms
  • Update your profile
Open HermonGo to the app
  1. Help center
  2. Getting started

Getting started

Set up your workspace and learn your way around.

  • Set up your workspace

    The order to set up a new Hermon workspace so you never have to redo a step, from currency and timezone to your first program.

    6 min read

  • Read your dashboard

    Know what every part of the dashboard shows, set the period and filters you want, and understand how the main numbers are counted.

    7 min read

  • Understand roles and permissions

    Choose the right role for each team member and know what every role can see and do in Hermon.

    6 min read