Dashboard
Your overview:
Activity
Appointments
Key numbers
Start here every day.
Conversations
Messages
Support communication
Team replies
This is where written communication lives.
Calendars
Appointment types
Availability
Bookings
Only relevant if you offer bookings.
Contacts
Leads
Clients
Customer data
Every person in your system lives here.
Pipelines
Sales stages
Lead tracking
Deal movement
Used to visualize progress.
Sales
Products
Offers
Payments
This connects your offers to money.
Sites
Websites
Funnels
Landing pages
Templates and pages live here.
Marketing
Emails
Campaigns
Only used if email marketing is active.
Automation
Workflows
Triggers
Logic
Advanced area. Do not edit without understanding.
Memberships
Protected content
Courses
Client access
Only used if you offer memberships.
Reputation
Reviews
Social proof
Optional feature.
Reporting
Analytics
Performance tracking
Used to measure results.
Media Storage
Images
PDFs
Files
Central file library.
Settings
Branding
Payments
Domains
Team access
System-wide configuration.