Getting started
Set up your workspace and prepare your first operational week.
Key points
- Configure organization profile, timezone, and currency settings
- Invite users and assign roles for operations and sales
- Create your initial catalog of services and products
Core workflows
Run daily operations with client files, agenda, and visits.
Key points
- Create and maintain client files with notes, photos, balances, and history
- Plan visits with fixed or open dates and track statuses
- Register services, products, and payments directly from each visit
Management and analytics
Monitor outcomes and coordinate your team.
Key points
- Review monthly income and appointment metrics
- Track new versus returning clients over time
- Connect Google Calendar and MCP integrations for broader workflows