Public demo sandbox
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Agency Overview
Dashboard
A quick read on captured leads, bookings, and follow-up work.
Workspaces
2
Configured tenant accounts
Pipeline
3
Total captured leads
Bookings
3
Leads currently booked
Next Best Action
Activate license
Confirms the install is authorized and ready for production use.
Ready
Workspace
Cavintra
Ready
Services
6 active
Ready
Follow-ups
2 templates
Ready
Providers
4 saved
Open
License
Not activated
Buyer Onboarding
4 of 5 launch steps complete
Follow these in order to prove the product works from first visit to booked appointment.
Next
Activate license
Connect this install to the buyer key.
Confirms the install is authorized and ready for production use.
Done
Configure workspace
Brand the assistant and set provider modes.
Makes the assistant match the business before leads come in.
Done
Add services
Create appointment types buyers can book.
Gives the assistant real services to qualify and route.
Done
Test lead capture
Submit the assistant form and confirm the CRM record.
Proves a visitor request turns into a pipeline record.
Done
Book first appointment
Move one qualified lead into a scheduled appointment.
Shows the workflow closes the loop from lead to booked work.
Recent leads
Latest captured prospects from widgets and demos.
Joshua Schirmaier
Facial Appointment - Booked
Joshua Schirmaier
Laser Treatment - Booked
Joshua Schirmaier
Skin Analysis - Booked