OptimoCMS Documentation

Add-on Products

Create standalone products (add-ons), assign them to customers and invoice them alongside the website subscription.

7 sections

Agency Blocks

Global blocks you share and synchronise across multiple websites.

5 sections

Agency Settings

Manage your agency: business profile, branding, email, hosting, subscription, privacy and security.

10 sections

AI Chatbot

AI chatbot widget on your website: set up, customise and test.

12 sections

AI Custom Blocks

Create custom components with AI: describe what you need and let a unique block be generated.

6 sections

AI Images

Generate unique images with AI, directly from the media library.

4 sections

AI Media Generation

Automatically generate hero videos and images with AI when creating a website.

8 sections

AI Phone Agent

Let an AI agent handle inbound and outbound phone calls for your website.

24 sections

Analytics (Google Analytics)

View visitor statistics for your website directly in the CMS.

5 sections

API for Developers

Connect external tools, apps and AI agents to your CMS via the REST API.

8 sections

Auto-reply (out-of-office)

Set up an automatic reply for when you're away or unavailable.

3 sections

Billing

Subscriptions, plans, client invoicing and Stripe integration.

7 sections

Block Libraries

Reusable component libraries per industry for consistent websites.

6 sections

Blog

Write, edit and publish blog posts – including AI writing assistance.

6 sections

Booking System

Online appointments and bookings: services, availability, staff, branches, waitlist, CRM, staff dashboard, reminders, iCal, magic links and analytics.

30 sections

Branding

Customise the CMS appearance with your own brand.

5 sections

Business profile

Company details and invoicing information.

3 sections

Carrier API (Shipping Labels)

Connect SendCloud or Shippo for automatic shipping labels, real-time rates and tracking.

5 sections

Create a site

Create a new website in a few steps.

6 sections

Dashboard

Overview of all your websites, usage and status.

3 sections

Delivery Service

Delivery management: set up zones, manage drivers, live tracking, connect external providers, and more.

11 sections

Design Tokens

Manage the global style of your site: colors, fonts, spacing and more.

8 sections

Digital Menu

Everything about the Digital Menu: activation, CSV/GloriaFood import, allergens, QR codes, embedding and ordering. See also: Dine-in Table Ordering.

18 sections

Dine-in Table Ordering

Guests order from their table via QR code or table number. Tips, bill splitting, kitchen integration and session management.

7 sections

Domains

Connect your own domain name to a website.

4 sections

E-commerce (Web Shop)

Web shop functionality: products, cart, checkout, orders and more.

48 sections

Email

View your mailboxes, set up forwarding and configure your mail client.

5 sections

Email filters

Automatically sort, forward, or flag incoming emails based on rules.

3 sections

Email hosting

Manage email domains, mailboxes, email providers and SMTP for your sites.

10 sections

Email Logs

View an overview of all sent emails per website.

4 sections

Embed Widgets

Place widgets from your website as embeds on external domains. Manage widget slots and configure allowed domains.

8 sections

Frequently asked questions

Answers to the most common questions.

12 sections

Getting started

CMS basics: logging in, navigating, and your first steps.

4 sections

Gift Wrapping

Offer gift wrapping as an optional checkout add-on with a free or paid option.

3 sections

Import Features

Everything about the import pipeline: standard import, HD Import and tips for the best results.

4 sections

Integrations

Connect your forms to Mailchimp, Brevo, HubSpot or a webhook.

5 sections

Loyalty Program

Earn points, stamp card, tiers, rewards, challenges, badges, referral program, analytics and settings.

8 sections

Mail Providers

Connect your own mail provider to webmail: IMAP/SMTP, Google Workspace or Microsoft 365. Including auto-detection, migration and an overview of available features per provider.

7 sections

Marketplace

Discover, install and publish reusable packages for your websites.

8 sections

MCP Integration (AI Tools)

Connect AI assistants like Lovable, Cursor or Claude directly to your CMS.

8 sections

Media

Upload and manage images, videos and documents.

5 sections

Merlin — AI Assistant

Type what you want and Merlin executes it. Build websites, register domains, configure SEO — all via chat.

6 sections

Messages

View contact form submissions and newsletter subscribers.

3 sections

Meta Commerce (Facebook & Instagram Shop)

Automatically sync your products with Facebook Shop and Instagram Shopping.

7 sections

Monthly & Annual Subscriptions

Choose between monthly or annual billing and schedule changes.

5 sections

Navigation

Manage your website's menu.

6 sections

Page Protection

Protect pages with a password or email whitelist. Set unlock duration, customise the lock screen and secure navigation items.

10 sections

Pages

Create and manage your website's pages with the visual builder.

8 sections

PageSpeed & Performance

Measure and improve your website speed with Google PageSpeed Insights.

8 sections

PageSpeed Reports

Generate, schedule and send professional performance reports.

5 sections

Park & Campsite (multi-unit)

Everything about park mode: park profile, unit types, units, site map, pricing, facilities, seasonal pitches, iCal sync and occupancy dashboard.

10 sections

Progressive Web App (PWA)

Make your website installable as an app on mobile and desktop.

6 sections

Promotions & Sale

Set up category, brand and product discounts with anti-stacking and sale prices.

4 sections

Push Notifications

Send push messages to your website visitors: set up, send, schedule and analyse.

10 sections

Real estate for agencies

Everything about the real estate system: activation, properties, agents, leads, feeds and import.

22 sections

Recruitment

Create job listings, manage applications, AI screening, job distribution, talent pool, interviews, job alerts, video introductions, QR codes, analytics and the candidate portal.

19 sections

Reservation System (Restaurant)

Online reservations for restaurants and hospitality: branches, tables, opening hours, capacity management, walk-ins, waitlist and staff dashboard.

36 sections

Reviews & Ratings

Manage review requests, internal and external reviews (Google, Trustpilot, TripAdvisor) and the ExternalReviews block.

10 sections

Rewards

Rewards catalogue: create, categories, redeem, coupons and AI Smart Rewards.

4 sections

SEO & Discoverability

Search engine optimisation and structured data.

4 sections

Settings

Configure your website: name, logo, SEO, email, domain, languages, integrations and more. Editors only see the tabs for which they have been granted permissions.

10 sections

Site Blueprints

Complete website templates for quickly setting up new sites.

5 sections

Site Templates

Professional starter templates for new websites

4 sections

Stamp Card

Digital stamp card: templates, QR scan, automatic stamps and rewards on completion.

4 sections

Support

Submit support tickets and track progress.

4 sections

Templates

Reusable page layouts for faster workflows.

2 sections

Tips & Tricks

Handy tips to work more efficiently with the CMS.

5 sections

Translations

Multilingual websites: set up languages, translate pages and understand the translation process.

5 sections

Two-Factor Authentication (2FA)

Protect your account with an extra layer of security. Learn how to enable 2FA, store recovery codes and manage 2FA for your team.

8 sections

Upsell & Cross-sell

Boost your revenue with smart product recommendations: manual, automatic, bundles, and AI-powered.

8 sections

Users

Manage who has access to this website's CMS.

6 sections

Vacation rental

Everything about vacation rental: activation, property, calendar, pricing, bookings, iCal synchronisation, deposits, extras and rental agreements.

23 sections

Visual builder

The redesigned page editor with advanced features.

16 sections

Voice Merlin — Phone Management

Call a phone number and manage your websites via voice. PIN authentication, call logs and costs.

4 sections

Webmail

Read and send emails from your browser with the built-in webmail client. Including rich text editor, attachments, identities, templates, filters, auto-reply and settings.

18 sections