Good afternoon.
Calendar
Tap a day to see its bookings. Tap a booking to open it.
- New booking
- Confirmed
- Rescheduled
- Showed up
- No-show
Next up
Needs a call back
Day flow
Tap a dot to open the bookingToday's schedule 0
Tap a name to see what Eve learned on the call.
Calls
Need a call back 0
Eve took a message or couldn't transfer. Tap "Follow up" to see the details and call them back.
All calls 0
Every call Eve answered in the last 7 days. Tap one to see how it went.
Contacts 0
Everyone who called Eve or has a booking. Tap a name to see all their details.
Pipeline View 0
Drag a card to a new column, or tap a card and pick where it goes. Changes save to your CRM right away, and changes made in the CRM show up here within 30 seconds.
Change history
Every card move, with who made it.
Open hours
Tap a block to open or close it (green means open). Tap a day's name to open or close the whole day. These hours repeat every week, and Eve only books inside them.
Change history
Every booking and hours change, with who made it.
Leads on hold 0
No emails go out until each lead has a company name and job title. Fill both in, then tap "Save & start emails".