Sections
Pick the screen you need help with.
Today
Review upcoming appointments, pending items and client updates. From this screen you can resume a tool or search for one suited to the situation you will work on.
Clients
Create a record, prepare your work with that person and keep track of their process. Distinguish viewing a record from selecting the client you will work with.
Pipeline
Create and edit deals, link a client if applicable and organise cards with stages and custom fields.
Schedule
Review your appointments, book a session, create recurring series and block time for other activities.
Bookings
Set up your booking page, define your available hours and share the link so someone can choose an appointment.