Welcome aboard! This short tour shows you where everything lives, so you can get set up quickly.
The main menu
The menu down the left side of the screen takes you to each part of your account. Here are the ones you will use most:
Menu item | What it is for |
|---|
Launchpad | Your setup checklist. Start here. |
Dashboard | Today at a glance: new leads, unanswered messages, appointments and more. |
Conversations | One inbox for texts, emails and other messages. |
Calendars | Your appointments and booking calendars. |
Contacts | Everyone you do business with. |
Opportunities | Your sales pipelines, shown as boards of deals. |
Automation | Workflows that do repeat jobs for you. |
Sites | Websites, funnels and forms. |
Reputation | Reviews and review requests. |
Help | Help articles and support tickets. |
Settings is pinned at the bottom of the menu. That is where you set up your business details, team, phone, email and billing.
Don't see something on this list? Your menu shows only the parts included in your plan and allowed by your user role. If you think something is missing, ask your account admin or submit a ticket.
[Screenshot: The left-hand menu with Launchpad, Dashboard, Conversations and Settings highlighted]
Click your profile picture (or initials) in the top-right corner to open your account menu. From there you can:
Open Account to change your name, password, notifications and email signature.
Open Ideas & feedback to suggest improvements.
See What's new for the latest updates.
Sign out.
Where to go next
Open Launchpad and work through the checklist. See Use the Launchpad checklist.
Follow the first-week setup plan to get live in a few short sessions.
Stuck at any point? Open Help in the menu and search, or submit a ticket.