How can we help?

Set up your portal and learn the workflow.

• → How to share your booking page
• → What happens in your first 30 days
• → How to complete your monthly interview
• → How to approve content

Read your numbers — what they mean and where they come from.

• → Understanding your recovery score
• → What the pipeline numbers mean
• → How to read your competitive position

Customer-facing pages, forms, and submissions.

• → How customers book with you
• → How to change your booking link
• → What happens when someone books

Sequences, triggers, and message timing.

• → How sequence timing works

Approving posts, brand assets, and connections.

• → How to approve and reject posts
• → How to upload your brand assets
• → How to connect your social accounts

Quotes, invoices, and online payments.

• → How to send a quote
• → How to create an invoice
• → How clients pay online

Profile, password, team, and subscription.

• → How to update your business info
• → How to change your password
• → How to add a team member

When something does not look right.

• → Something is not working — what to do