Dashboard
Happening today
My upcoming appointments
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My briefs
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Briefs
Every brief in one place — search by customer to open their full workspace.
Appointments needing briefs
Upcoming appointments without completed research — open one and run AI Research before the meeting.
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Complete & all briefs
Search any customer — open their profile to run AI Research or generate the quick brief from the Briefing tab.
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Appointments
Appointments from Square Bookings — all of today plus the next 90 days. Tap one to open the customer's record.
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Past 90 days
Most recent first. Tap a row to open the customer's record.
Leads
Search the directory first — if they're not here yet, add them.
Directory
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AI Research
Quick website scan — what they do, services & pricing, how they operate, Square fit, and what to say. Usually well under a minute.
Quick brief
Their website summarized (about, services, how they operate) plus Square status, appointments, and recommended services. No website on file? It says so. Needs an email.
AI Briefing
Customer details
Events
Interests
Review
Removes the profile, its notes, and app links (unknown/junk records). Any Square customer record is kept.
Rep Notes
Purchase History
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Book Appointment
Booking needs a Square customer record — generate a brief for them first, or book from the Square dashboard.
Wrap up the meeting
Composes a personal recommendations & next-steps email from your notes and the AI research — with Square links and event talking points they can act on.
Events
Eventbrite events — open one to see who's arrived and check guests in at the door.
Upcoming
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Past events
Reports
One day, the whole story — RSVPs, arrivals, appointments, comments, and a leadership-ready CSV.
Pick a date to build the report.
Help
How every page works — playbooks for the door, reps, and admins.
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Admin
Approve staff, sync Square team members, and manage access.
Square sync
Sync team members (with booking photos & bios) so appointments group by the right rep. Appointments load live from Square; event RSVPs sync when an event is opened.
Google connection
Powers Doc export and the branded onboarding emails (sent from your Gmail). Reconnect once after any permissions change.
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App configuration
Choose exactly what appears in the app on site — only checked reps take appointments here, and only checked services can be booked.
Reps in this app
Unchecked reps are hidden from Appointments and booking dropdowns.
Run "Sync Square Team Members" first.
Bookable services
Sync to load the service list.
Auto-approve domains
Anyone signing in with a verified email on these domains is approved automatically as Staff — no waiting for manual approval. Everyone else lands in pending. Owner-only setting.
Approved / pending users
Team member
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