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. Team & integrations

Team & integrations

Invite your team, set roles and connect your other tools.

  • Invite your team and connect integrations

    Give each team member the right role, and connect your booking, payment, contract and marketing tools so data flows into Hermon by itself.

    8 min read

  • Add custom fields

    Add your own fields to leads, appointments, contracts and payments, and decide where each field is shown.

    5 min read

  • Set up notifications

    Read your own notifications, send team updates to Slack channels with your own message text, and check the log when a message did not arrive.

    7 min read

  • Use webhooks and API keys

    Let another system receive events from Hermon or read and write your data, and know what to hand to your developer.

    7 min read

  • Connect Meta Ads

    Connect your Meta account, choose the ad accounts and campaigns to track, and set up your ad links so every lead is matched to the right campaign.

    8 min read

  • Track Typeform forms

    Connect Typeform, choose which forms Hermon follows, and bring in the responses you already have.

    6 min read

  • Update your profile

    Change your own name, profile photo, email address and password.

    3 min read