Your account
What you can do
Each one opens the exact screen. Nothing else to find.
Your leads
Everyone who has reached out, newest first.
Show me howWrite a blog post
Add an article to your site.
Show me howUpload a lead magnet
Put a PDF or guide where people can download it.
Show me howSend an email
Write to everyone on your list at once.
What people sent you
Everything filled in through a form on your site.
Your booking calendar
Times people can book with you.
Your QR codes
Make a code, and see how many people scanned it.
Build a form
Ask people for something on your site.
Walkthrough
Checking your leads
- Click the button above. You land on your list of people.
- Newest are at the top. Click anyone's name to see everything they've ever sent you.
- The tabs inside a person — Activity, Notes, Tasks — are where their history lives. You don't have to touch them.
- To reply, open the person and use the message box at the bottom. It sends from your own number or email, not ours.
Walkthrough
Writing a blog post
- Click the button above, then New Post.
- Title first. That becomes the headline and the web address.
- Write in the big box. It behaves like a word processor.
- Add one photo near the top — posts with a picture get read more.
- Set the Author and Category if it asks. Both are one-time choices; after that it remembers.
- ⚠️ Draft saves as you type, but it isn't on your site until you press Publish.
Walkthrough
Uploading a PDF people can download
- Click the button above. This is your file cabinet.
- Drag the PDF onto the page, or press Upload.
- When it finishes, click the three dots next to it and copy the link.
- That link is what goes on a button, in an email, or behind a QR code.
- Send the link to David if it needs to go on a page — that part is ours, not yours.
Anything else
Ask David for something
Your site is built and looked after for you, so you never have to touch it. Tell me what you want changed and it gets done.
Email David