Complete Help Center For Every Feature

Workspace-wide summary with operational metrics and status visibility.

• Snapshot of current activity
• Quick visibility into work volume
• Entry point for daily operations

Manage each order lifecycle including items, appointments, payments, and communication.

• Create and edit order details
• Handle appointments and status changes
• Collect and track payments

Track property media production and organize listing delivery assets.

• Manage images, videos, 3D links, floor plans, and files
• Attach customer and order context
• Support publish and delivery workflows

Plan appointments, availability windows, and day-to-day scheduling execution.

• View and manage upcoming shoots
• Coordinate assignments by team member
• Reduce scheduling conflicts

Customer directory and relationship records used across orders and listings.

• Maintain contact and profile data
• Review listing and order history
• Link billing and portal context

Group related customers into shared team structures.

• Organize team-level members
• Improve account-level management
• Keep team relationships consistent

Manage internal staff access, role controls, and payroll-related setup.

• Members section for invitations and role updates
• Payroll section for payout workflows
• Supports capacity-aware operations

Business intelligence for performance, throughput, and revenue trends.

• Operational and financial visibility
• Trend tracking over time
• Supports planning and forecasting

Configure product catalog and pricing architecture.

• Sections: main products, add-ons, packages
• Pricing controls: travel fees, taxes, coupons
• Supports service bundles and custom catalog structure

Scheduling and coverage logic for where and when customers can book.

• Sections: twilight, calendar sync, territories
• Booking limits and appointment rules
• Travel-aware and territory-aware controls

Build customer-facing booking forms that drive order creation.

• Create and publish branded order forms
• Route intake to operational workflows
• Supports public links and embedded usage

Create custom intake questions shown during booking.

• Add required or optional fields
• Capture listing access and prep details
• Keep booking data structured and reusable

Control communication channels and template behavior for customers and team.

• Channel toggles for email and SMS
• Template controls for lifecycle events
• Default delivery rules by scenario

Publish branded listing websites from workspace media and property data.

• Create public-facing property pages
• Deliver polished branded experience
• Connect media presentation with listing context

Configure white-label portal behavior and customer login access.

• Portal URL and branding behavior
• Manage portal user access status
• Control customer self-service experience

Manage membership status, payment method, and invoice visibility.

• Payment method management
• Membership and plan context
• Billing record review

Referral code program for acquiring new customers and earning listing credits.

• Create and manage referral codes
• Track referral outcomes and rewards
• Supports bonus listing credits

Automate rewards based on spend, order count, and referral milestones.

• Tabs: overview, rules, referrals, rewards, settings
• Automated evaluation workflows
• Retention-focused incentive management

Connect payments, calendars, media platforms, accounting tools, and migration tooling.

• Payments: Stripe, Square
• Calendar: Google, Outlook, Apple
• Media/Accounting/Ops: CubiCasa, iGUIDE, QuickBooks, Wave, Payroll, Tipping, Zapier, Migration Tool

Company-level branding and communication defaults used throughout workspace experiences.

• Brand identity controls
• Portal and public defaults
• Configuration baseline for teams

User and company settings in one place.

• User tabs: profile, password, address, daypart preferences
• Company tabs: profile, white label, legal, business hours, download permissions, deposits
• Central place for identity and policy controls