Dashboard

Local setup planner＋ New client
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Local setup previewThis page saves settings on this device only. Provider switches record preferences; they do not control services. Use the separate client portal for authenticated client records. Live messages, bookings and payments are not synced here.
CLIENT OVERVIEW

Your client dashboard is ready.

Explore the software now, then onboard a client whenever you are ready.

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New leads—Not connected
Pipeline value—Data not connected
Appointments—Not connected
Payments—Processor not connected
OPPORTUNITY VALUEPipeline performance
No opportunity data yetPipeline data is not connected.
LAUNCH CHECKLIST0/4 complete
RECENT ACTIVITYEverything happening with this client
◎No activity yetActivity sync has not been implemented.