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Your dashboard

Inbox

Enquiries

Everything sent through your website, newest first.

People

Audience & newsletter

Everyone who has enquired, booked or subscribed, as one list.

Your services

Edit these whenever you like. Nothing changes on your website until you ask us to update it, so a half-written service is never live by accident.

When you are available

Your ordinary week. People can only book inside these hours, and never within two hours of now.

Days off

Holidays and any day you are not taking bookings.

Today

Needs your reply

Next 60 days

Dates on hold

Coaching

Your audience

Where enquiries come from

Licence renewals

Pipeline

Engagements

New engagement

Done and did not go ahead

In your words

Templates

Your replies

Used when you reply from Today or an engagement. Write them in your own voice. {first_name}, {organisation}, {event_date}, {offering} and {my_name} are filled in for you. Fees never are: you type those yourself.

Programmes

Coaching clients

Everyone in a coaching programme, with sessions done. A renewal is suggested when one session is left.

Frameworks and tools

Resources & licensing

Licences of your frameworks and the requests for your resources, with renewal dates.

Your dates

Calendar

Every engagement with a date: held, confirmed and delivered, month by month.

Online

Your website

iOS + Android

Your app

Account

Settings

Your account

These are used on your website and on the emails we send you.

Enquiries and bookings are emailed here. It does not have to be the address printed on your website.

Every booking time on your site is shown in this zone. Changing it moves your opening hours with it.

Are your alerts reaching you?

Sends a test to the notification address above, so you can check it arrives and is not in spam.

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Signed in as .

Your website

Live at .

Changing the domain is something we do for you, so that nobody can point this account at someone else's website. Email info@theplatformllc.com and we will move it.

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