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Frequently Asked Questions
Pxier is a subscription-based software provided as a service or Software as a Service (SaaS). The software is hosted in our data centers. Users subscribe to our software service and pay for the service they use.
Pxier's software solutions do not need any installation as they are all cloud-based. Users just need a browser-enabled device with an internet connection. Access Pxier web link, login and you are ready to go.
Pxier's services are subscription-based. You will make either monthly or yearly payments for the services. An additional 10% discount will be applied to yearly subscriptions.
No, support cost is included in the monthly or yearly subscription charges. Support is completely free and our staff is available 24*7 to resolve your issues.
Yes, you can cancel the service anytime.
No, there are no cancelation charges.
Issues related to Pxier's software will receive assistance. Support does not include users' hardware. We will do our best to resolve the issues, but issues related to hardware such as PC, tablet or underlying operating system are not supported.
No, all upgrades are free!
Accessibility
With proper credentials and browser-enabled device, you can access your pxier application account from anywhere in the world.
You can access our software using PC, laptops, tablets, iPad, iPhones, and other smartphones. Devices should have an internet connection.
Pxier works well on Chrome, Firefox and Safari browsers. Pxier Events also function correctly on the latest versions of Internet explorer.
Data Security and Privacy
We have implemented Identity Management Solution to control access to information and resources. Users logging in will be verified before they are allowed access. Customers can limit user login locations by using the IP address range. All user access is logged along with location, IP Address and time.
Physical and personal security has been put in place to make sure only authorized users have access to the servers and relevant customer data is restricted and all access documented.
Application access over the cloud is tested and verified for vulnerabilities and has been deemed to be secure.
We take data privacy seriously. Customer data is secured via access control & Firewall along with the optional client to server traffic encryption using Secured Socket Layer (SSL).
We use Amazon Web Services. All your data would be uploaded onto the Amazon cloud. Amazon CloudSearch is a managed service in the AWS Cloud that makes it simple and cost-effective to set up, manage, and scale a search solution for your website or application.
Amazon CloudSearch supports 34 languages and popular search features such as highlighting, autocomplete, and geospatial search.
We strictly adhere to GDPR (General Data Protection Regulation) and ensure only the lawful collection, organization, structuring, storage, alteration, consultation, use, communication, combination, restriction, erasure or destruction of personal data.
Our servers are located in the United States, Canada, and Germany.
Backup and Replication
We take customer data backup and safety seriously. Our data is backed up on multiple devices. A separate backup is maintained for every day of the week and then starts over the next week. So basically we maintain a separate copy of the last seven days.
Yes, you can retrieve and save your data. Data entered into Pxier is stored in a database. The data itself does not make much sense unless accessed through Pxier software. Users can run reports and save them as CSV files at no cost. You can open the CSV file in Excel
Yes, you can request Pxier to provide a copy of your data once a week for a small monthly fee. This is an option, but you can always use the save as option available in reports to save it yourself
Customer Relationship and Lead Management
Yes, you can create and manage customer and contact information. You can also organize customers by customer type, for example, corporations, social, government, non-profit, etc. Customers can have multiple contacts.
There is no limit on how many customers and contacts you can manage.
Yes, you can track how a customer came to know about your business and the industry. This knowledge can be updated into the system and data can be used to analyze which advertisement campaigns are working and which ones are not.
Yes, you can use the system for customer lead management. The software offers features to track customer communication, update, schedule appointments, etc. The customer type attribute can be configured to identify the status of potential customers.
You can search customer data using the customer or contact name or contact number. The system also offers a type-ahead feature and displays customer names matching two or more characters you type in.
Appointment Management
Yes, Pxier does offer a graphical Appointment Calendar. Users can click on the calendar to check appointment status for different dates. Users can click and open existing appointments or create new ones right from the appointment calendar.
Yes, the appointments show up on the calendar in different colors depending on the appointment status. The legend on the appointment calendar explains the color-coding
Yes, you can easily change the appointment status color using the Appointment Status option.
As the name suggests appointment options can be used to schedule appointments and invite customers and staff such as chefs, florists, event planners, etc. The system can also be configured to send appointment reminder emails to invitees.
You can invite customers, staff members, and any users that are registered in Pxier. An employee management option is required for adding staff members.
Yes, you can configure the Pxier account to send automated appointment reminder emails
Yes, Pxier allows you to notify invitees right away using the notify now button on the invitees' tab.
You can configure the appointment to send out a reminder email to the invitees anywhere from 1 to 48 hours before the appointment.
Yes, the system can be configured to send a contract and invoice by email. Pxier preferences can be configured to send email using your SMTP server.
Yes, users can either send contracts and invoices separately or can send then in one single email.
Yes, as long as the sender has the same SMTP server and valid email address and password, it should be possible.
Most likely your SMTP and email preferences are not set. It is also possible to relay authentication on your email server is disabled. Relay authentication should be enabled for Pxier software to send authenticated emails via your SMTP server
Recipients receive links to access contracts and invoices. Clicking these links brings up the contract or invoice. Recipients can print or save these documents.
Yes, you can configure your Pxier account to send automated payment reminders.
Yes, you can configure the Pxier account to send automated notification emails.
Miscellaneous
Yes, you can set the date format for your account easily using the preference settings.
Yes, just like the date format, you can set a time format for your account easily using the preference settings.
Pxier integrates its event booking website to your organization's official page so that your clients can easily reserve a venue or a service