Here you can find a collection of articles that will help get you started with our platform.
Dashboard gives you the idea of how your business is performing. You want to give you a quick overview of where your business is heading.
The Conversations section is to stay informed about all your inbound and outbound communication by tracking calls, texts, emails and more - this platform allows you another key way of communication by having everything under one roof.
The Contacts tab serves as a central hub to manage customer information, offering features like segmentation, and integration with other platform functionalities. It enables efficient organization and communication with leads and clients.
The Payments tab enables businesses to manage and process payments within the platform. This includes creating and sending invoices, tracking payment status
The Marketing Tab Includes features such as the social planner, Email Marketing, and an Affiliate Manager
The Automation tab enables users to create automated workflows, triggering actions based on events like form submissions or time triggers. This enhances business efficiency.
All content related to Sites, Funnels, Forms & Surveys
Media Storage
Reputation tab focuses on collecting & tracking online reviews and ratings across various platforms, allowing users to proactively address customer feedback and maintain a positive online image.
The Reporting Tab offers insights, metrics, and visualizations for tracking key business performance indicators like lead generation and conversion rates, helping optimize strategies for better results.
Here you will find everything related to the global settings of our platform.
Videos to learn how to setup clinician and clinic metrics, as well as a video for understanding the clinic dashboard.
Videos giving an overview of the contact log and how to manually create/edit an entry.
Videos walking through how to use the client status.
Videos demonstrating the treatment stats features.
A video walk through of call performance and how to use it.
A video overview of the monthly summaries.
Videos for coaching clinician and front desk performance.