Managing Your Studio
Day-to-day tools: contacts, calendar, inbox, tasks, and team management.
Contacts & Families
Adding and editing contacts, family profiles, tags, segments, searching, and merging duplicates.
103 articles
Your Dashboard
Understanding your dashboard, pipeline views, activity feeds, and quick actions.
228 articles
Calendar & Scheduling
Appointments, class schedules, availability settings, and recurring events.
200 articles
Conversations (Inbox)
Managing messages, email/SMS/Facebook/Instagram conversations, templates, and snippets.
172 articles
Team & Permissions
Adding staff, setting roles, permission levels, and managing user access.
131 articles