Reporting help guide The Reporting section helps you understand how your business is performing. It gives you useful insights into leads, sales, appointments, ads and communication, so you can make decisions based on real data. What is reporting? Reporting gives you a clear view of important activity inside your...
Contacts help guide The Contacts section is where you manage your leads, clients and customers. Think of it as your CRM hub, where every person you speak to can be stored, updated and managed in one place. What is the Contacts section? The Contacts section is where you can...
Mobile app help guide Our mobile app runs through an app called LeadConnector, which is connected to your platform account. It is useful when you are on the go and need to manage conversations, contacts, appointments and invoices from your phone. Before you start You will need your account...
How to find an available domain name Before we can create your website, we need to know what domain name, or website address, you would like to use. This guide shows you how to check if your preferred domain is available. Why check your domain name first? Your domain...
How to use the marketing section The Marketing section helps you send emails, text messages and schedule social posts. It is useful for newsletters, promotions, reminders and updates, so you can stay connected with your audience. What can you do in the Marketing section? The Marketing section allows you...
Payments help guide The Payments section helps you create invoices, accept online payments, manage products and track payment activity. This guide starts with the basics, then explains how to use the payment tools in more detail. What is the Payments section? The Payments area allows you to: Create and...
Services help guide Services help you organise the different appointment types your business offers. If you offer more than one service, setting them up properly makes your booking calendar clearer and easier for clients to use. What are services? Services are the appointment types your clients can book. For...
Calendar help guide Your calendar helps you manage bookings, availability and appointments in one place. This guide covers the basics, including how to set up a calendar, use it day to day and share your booking link with clients. What is the calendar used for? The calendar is where...
How to use the conversations section The Conversations section helps you manage your messages in one central place. You can view and reply to SMS, email, chat and social messages without switching between different apps. What is the Conversations section? The Conversations section is designed to help you stay...