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Help / Customers

Customers

Contacts, your pipeline, online bookings and GST invoices.

  • Add a contactAdd a customer by hand, or bring in your list from a spreadsheet.How-to · 2 min
  • Move people through your pipelineSee every deal by stage and move a card when something changes.How-to · 2 min
  • Take bookings onlineSet your hours, create what people can book, and share one link on WhatsApp, Instagram or your website.Tutorial · 5 min
  • Send a GST invoiceCreate an invoice for a contact, then send it on WhatsApp or email with a payment link.How-to · 4 min

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