Dashboard

• Dashboard Overview

Inbox

• Managing Your Messages
• Sending a Message to a Client
• Send an Appointment, Invoice & more..
• Setting a Follow-Up
• Setting a Message as Spam
• Setting a Message as Unread

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Calendar

• Calendar Export
• Invite to Schedule
• Edit Hours
• Schedule Busy Time
• Schedule Group Events
• Specific Date Availability

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Clients

• Clients Overview
• Adding a New Client
• Tagging & Adding Notes
• Assigning a Client or Appointment to a Staff Member
• Client Card Overview

Sales

• Invoice & Bookings Overview
• Payments Received Overview
• Payments
• Exporting Payments

Documents

• Add a New Document
• Request a Document

Campaigns

• Campaigns - Overview
• Creating a New Campaign
• Editing a Campaign

Online Presence

• Client Portal Overview
• Inviting a Client to the Client Portal
• Client Portal - Share on Social
• Client Portal - Edit Client Portal
• Reviews Overview

Listings Management

• Listings Management Overview
• Listings

Social

• Social Overview
• Create a Post

Settings

• Settings - Overview
• Settings - Business Info
• Settings - Listing Overview
• Settings - Staff Overview
• Settings - Inbox
• Campaigns

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