This article introduces the key features of our platform's menu, including quick access to Dashboard, Accounts, Booking Management, and more. You'll also learn about essential app buttons like the "Action" button and the "3 Dots" button. For a complete overview, you can read the full article or watch the video.
Step 1. Understanding the menu
After logging in, you will be directed to the home page, where you can find the left-hand navigation menu that provides quick access to various options.
Dashboard & Tasks: Quickly review information for upcoming meetings, bookings, tasks, and more.
Accounts: Manage everything related to creating, modifying, and reviewing accounts and teams.
Booking Management: Initiate bookings for different elements.
Visitor Management: Add and review information related to scheduled visits to your site.
Billing & Products: Review all aspects related to your products and financials.
CRM: Work with quotes, tours, and lead forms.
Ticketing System: Utilize your internal help desk to address any issues within your site.
Community: Interact with your customers through options like news feeds and events.
Communication: Share specific emails with designated accounts and/or teams.
Reporting and Analytics: Review performance and generate reports for your site.
Settings: Configure the necessary settings to run your site smoothly.
Quick access features:
Search Functionality: Use the upper left search box to quickly find specific accounts.
Quick Tasks Button: Next to the search box, the Quick Tasks button provides instant access to create items.
Step 2. Knowing our main App buttons
Take a moment to familiarize yourself with these two essentials buttons for easier task performance.
"Action" Button: Your go-to for common actions related to your current menu option.
"3 Dots" Button: Offers additional options for existing data.
Keep these buttons in mind as you explore our platform, they will allow you to perform different actions in a smother and faster way.
Now that you've got the hang of our menu basics, let's review the settings in our next article. Here, you'll configure the basic settings to have your site running as you expect. The settings are located at the bottom of our left-side menu, You can click the button below to start reviewing the basic configurations.