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Customer journeyRequest → Quote → Share → Accept → Book → RemindExplore the flow
Website enquiries
Review questions by service and keep track of who needs a reply.
Website performance
See which pages attract attention and what visitors click next.
Website activity loads when you open this view.
Activity over time
Compare page views with the actions visitors take. Select a date to see its counts.
Each activity is counted separately. A click is not a completed call or booking.
Activity by page
Views count page loads, not unique visitors. Phone clicks are not completed calls.
| Page | Views | Phone clicks | Quote clicks | Service clicks | Form starts | Directions clicks | Enquiries received | Service interests | Services accepted |
|---|
Received enquiries are also available in Enquiries. Activity counts may be reduced by privacy settings or blocked requests; directions clicks are not confirmed visits.
Appointment reminders
Your next reminder run and the events that need attention.
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Calendar
Your Outlook events
Connect your calendar to see events.
Tomorrow’s events
Check event details and sample reminders.
Recent reminders
Delivery and confirmation updates for the latest 20 reminders.
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Reminder message
Use {business}, {date}, and {time}. The appointment’s date and time are filled in automatically.
This is the complete reminder. No extra sentences are added. Keep the YES and STOP instructions so customers know how to reply.
Saving applies to previews and future reminders. It does not send a message or enable customer reminders.
Calendar & reminder settings
Outlook connection
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Calendar selection
Apply this category to customer events in Outlook and include the customer’s mobile number. Other events are excluded.
Business name & preview
Used in all reminder messages.
The saved business name is used in automatic and manual reminders. Reminders run at 8 a.m. Edmonton time. The preview timezone stays on this device.
Apply SMS Reminder only when the customer has agreed to receive appointment texts. Include one customer mobile number in the event notes. Missing or multiple numbers need review.