HELP & GUIDES

A little guidance.
A clear next step.

Practical guides for collecting feedback and turning it into progress.

6 guides to help you get started.

01 · GETTING STARTED

Your first workspace

  1. Create an account and verify your email.
  2. Name your organisation and choose its language and timezone.
  3. Open organisation settings to add branches and invite your team.
  4. Give each person the role and branch access they need.
Open organisation settings →

02 · SURVEYS

From a draft to a live survey

  1. Open Surveys and choose the customer, employee or patient audience.
  2. Edit your draft questions and save changes.
  3. Publish to create an immutable survey version.
  4. Use a collection link to submit a test response. Changes require a new published version.
Open surveys →

03 · QR FEEDBACK

Put feedback within reach

  1. Publish a survey, then open its collection channels.
  2. Choose the channel and download its QR SVG or poster.
  3. Scan the printed code using a phone and check the destination.
  4. Submit test feedback and confirm it appears in your workspace.
Explore QR feedback →

04 · WAYEEL AI

Create a draft with AI

  1. Sign in, then describe your survey goal on the Wayeel AI page.
  2. Keep personal, employee-identifying and medical details out of the brief.
  3. Review and edit the generated questions. Save the draft to your workspace.
  4. If AI is unavailable, check provider configuration and billing with your workspace owner. Create a survey manually in the meantime.
Open Wayeel AI →

05 · RESPONSES & REPORTS

Find your next improvement

  1. Open the feedback inbox to review permitted responses.
  2. Assign an item, add an internal note and update its status.
  3. Use reports to compare periods and branches you can access.
  4. Employee results require closed periods and minimum groups. Individual responses are protected.
Open reports →

06 · ACCOUNT & BILLING

Stay in control of your plan

  1. Organisation owners can view configured plans in Plans & billing.
  2. Review the selected plan, then authorise opening secure checkout.
  3. Use the billing portal for payment details and cancellation when a customer record is linked.
  4. A checkout return page alone does not confirm activation. Subscription status is updated from verified provider events.
Open plans & billing →

Still need help? Contact Wayeel →