Dashboard

• Dashboard Overview: How-To Video

Inbox

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

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Calendar

• Adding a 1-1 Appointment in Calendar View
• Invite to Schedule: How-To Video
• Edit Hours: How-To Video
• 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 & Marketing Automation

• Create a New Announcement
• Edit an Announcement
• Announcement Statistics
• Automated Campaigns

Online Presence

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

Social

• Social Overview
• Create a Post

Settings

• Settings - Overview
• Settings - Business Info
• Settings - Staff Overview
• Settings - Inbox
• Settings - Services Overview
• Create a New Service

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