Getting Started With The Tax Pro Builder
This tutorial will mainly focus on the visual builder.
You cannot do the tour later after it has started, so before you begin, grab your coffee / tea and enjoy the presentation.
Follow these guidelines to start training…
- Open the tour by logging in to your website, then going to the home page and click on ‘Enable Visual Builder’
- Click “Take the Tour” to get started. NOTE: it only allows you to do this once. Please make sure you have your coffee, popcorn and turn your cell phones off.
Your Tax Pro software is your main work environment and has all the tools you will need to make your website a success.
Enabling The Visual Builder
The Visual Builder Basics
The builder uses three main building blocks: Sections (#1 in BLUE), Rows (#2 in GREEN) and Modules (#3 in DARK GRAY). Using these in unison allows you to create a countless array of page layouts. Sections are the largest building blocks, and they house groups of rows. Rows sit inside of sections. Modules are placed inside of rows. This is the structure of every Tax Pro website.
Modules will be what you will use the most. (#4). These are opened by clicking the GEAR icon. Text, Headings, images and buttons are just a few modules. (NOTE: All items use the gear to open that items editor. Sections, Rows and Modules use the GEAR symbol)
Once you complete your edits, you will use the System tool (#5, PURPLE icon) to save your edits, When clicked, this opens to display the SAVE as well as other features.
IMPORTANT: The builder has built in ? HELP with videos for every single feature. Try this out as you are editing to see what tools are availble for you.
The 'Module' Editor
Edit text using a direct click
Another note is that the very top of your site (called the HEADER) or the bottom section (FOOTER) need to be edited in a different manner. These will be discussed in a later tutorial. For now, if you need a change in one of those sections, we will do the update for you at no charge. Enter a ticket at https://store.sitedart.net/ticket
The end of BASICS
This ends the basics of training. Make sure to do the full interactive tutorial and make a few adjustments to your sites text.