Finding your way around the platform

The platform is deep — it can run your whole school's marketing. In practice, you'll live in six places. This tour tells you what each one does and when you'll open it.

1. 1

   Conversations — your one inbox

   Every call recording, transcript, text thread, and website chat, in one list. When you want to know 'what did it say to that person?', the answer is always here.

2. 2

   Calendars — where bookings live

   Your discovery-flight calendar (and lesson calendars, if we set them up) with real availability. Appointments the Receptionist books appear here instantly. Use the list view to see upcoming appointments as a table instead of a grid.

3. 3

   Contacts — every lead and student

   Anyone who's ever called, texted, or booked. The Receptionist creates and updates these automatically; you'll rarely edit one by hand, but this is where you look up 'did that guy from Tuesday ever book?'

4. 4

   Opportunities — the pipeline

   A board view of your prospective students, from first call to booked discovery flight to enrolled. Cards move automatically as the system works; you can also drag a card yourself when a student signs up in person.

5. 5

   Reputation — reviews

   Incoming Google reviews and the outgoing review requests the system sends after flights. You'll open this to reply to reviews and to watch your rating climb.

6. 6

   Automation (Workflows) — the machine room

   The sequences that send reminders, follow-ups, and review requests. These are built and maintained by us. You're welcome to look — everything is readable — but call us before changing one; a paused workflow silently stops reminders.

7. 7

   Settings — rarely, and mostly not yours

   Bottom of the sidebar. Integrations (your calendar connection), phone numbers, and billing live here. Most owners open Settings only to check their calendar is still connected.