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Revenue Overview

December 2024

Upcoming Sessions

⏰ Appointment Reminders

Reminders are automatically sent 24 hours and 1 hour before confirmed sessions.

đŸ’Ŧ Need Response
0
Total Clients
0
Repeat Clients
0
Lifetime Value
$0
By Tier:
Total Codes
0
Available
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Used
0

Invitation Codes

Create unique codes to give to potential clients

All
Available
Used
Code Label Created Status Used By Actions
New Inquiries
0
Invited
0
Total
0

People Who Want to Connect

Review inquiries and send invitation codes to approved visitors

No inquiries yet

Unread Messages
0
Active Conversations
0

Conversations

No conversations yet

Select a conversation

← Click on a conversation to view messages

🔒 All messages are encrypted at rest with AES-256-GCM â€ĸ Clients can only message you, never each other

Upcoming
0
Scheduled
0
Completed
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Conversion Rate
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📅 Upcoming
âŗ Pending Schedule
📋 History

Upcoming Discovery Calls

Scheduled calls in the next 7 days

No upcoming calls scheduled

Pending Schedule

Inquiries awaiting call scheduling

No pending calls

Call History

No completed calls yet

đŸŽ¯ Leads
🧲 Lead Magnets
💧 Drip Campaigns
📧 Campaigns
đŸ‘Ĩ Segments
⚡ Automation
📄 Templates
📊 Analytics

Lead Generation Funnel

0
Visitors
0
Leads
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Prospects
0
Clients
Visitor → Lead: 0%
Lead → Prospect: 0%
Prospect → Client: 0%

Active Leads

No leads yet. Add leads manually or import from a CSV file!

Lead Magnets

Create lead magnets: free guides, assessments, consultations, or healing resources that capture email addresses.

No lead magnets yet. Create your first lead capture offer!

Drip Campaigns

Automated email sequences that nurture leads over time. Set up welcome series, education sequences, or re-engagement campaigns.

No drip campaigns yet. Create your first automated email sequence!

Email Campaigns

Total Campaigns
0
Sent
0
Avg Open Rate
0%
Avg Click Rate
0%

No campaigns yet. Create your first email campaign!

Client Segments

Group clients by behavior, booking history, service preferences, or engagement level for targeted campaigns.

No segments yet. Create your first audience segment!

Automated Workflows

Set up automated email sequences triggered by client actions: new bookings, follow-ups, re-engagement, birthdays.

No workflows yet. Automate your client communications!

📧 Email Templates

Your saved email templates for marketing campaigns. Click any template to preview and send.

📚 Built-in Templates

🌟 Welcome New Client

Warm welcome message for new clients after their first booking

Onboarding

⏰ Appointment Reminder

Gentle reminder 24-48 hours before scheduled session

Scheduling

💜 Post-Session Follow-up

Check in after session with self-care recommendations

Aftercare

đŸŒŋ Re-engagement

Reconnect with clients who haven't visited in a while

Win-back

🎂 Birthday Wishes

Special birthday message with optional discount

Celebration

🌸 Seasonal Newsletter

Seasonal updates, tips, and special offerings

Newsletter

⭐ Request Testimonial

Kindly request feedback after positive sessions

Feedback

💝 Referral Thank You

Thank clients who refer friends and family

Appreciation

âœī¸ Your Custom Templates

Marketing Analytics

Total Subscribers
0
Emails Sent
0
Total Opens
0
Total Clicks
0

Client Lifecycle Distribution

Campaign Performance

⭐ Astrology
đŸ”ĸ Numerology
🃏 Tarot
đŸ“ŋ Pendulum
🙏 Reiki
🌈 Chakra Grid
💎 Crystals
🔔 Sound Healing
✨ Aura
🧘 Kundalini
đŸŒŦī¸ Pranayama
⚡ Bioenergetics

⭐ Professional Astrology Chart Calculator

Birth chart analysis for spiritual healing and life path guidance

⏰ Time of birth determines Rising Sign and House placements. If unknown, Sun sign analysis still provides deep insights.

📍 Location affects Rising and Moon sign calculations. For full accuracy, use an ephemeris tool or astrology software.

📚 Astrology Reference Guide

Quick reference for chart interpretation and healing applications

đŸ”ĸ Professional Numerology Calculator

Complete numerological profile for life path guidance

📝 Use the name exactly as it appears on birth certificate for accurate calculations

📚 Numerology Reference Guide

Master number meanings and interpretation frameworks

🃏 Tarot Reading Tracker

Track tarot readings for clients. Record spreads, cards drawn, and interpretations.

No tarot readings recorded yet. Start your first reading!

đŸ“ŋ Pendulum Session Tracker

Track pendulum dowsing sessions, chakra work, and bioenergetic assessments.

No pendulum sessions recorded yet.

🧘 Kundalini Yoga & Meditation Library

Recommended practices for different client needs and healing goals.

🌍 Grounding Practices
Root Chakra Work
💚 Heart Opening
Love & Compassion
đŸ‘ī¸ Third Eye Activation
Intuition & Vision
👑 Crown Chakra
Divine Connection

đŸŒŦī¸ Pranayama Breathing Techniques

Click any technique to view detailed instructions

🌊 Nadi Shodhana
Alternate Nostril Breathing
Balances left/right brain, calms nervous system
Duration: 5-10 minutes
đŸ”Ĩ Kapalabhati
Skull Shining Breath
Energizes, clears mind, purifies
Duration: 3-5 minutes
đŸŒŦī¸ Ujjayi
Ocean Breath
Calming, warming, focus
Duration: Throughout practice
🌸 Sitali
Cooling Breath
Reduces heat, calms anger
Duration: 5-10 minutes
⚡ Bhastrika
Bellows Breath
Energizes, strengthens, awakens
Duration: 3 rounds of 20-30 breaths
🧘 Sama Vritti
Equal Breathing
Balance, calm, meditation prep
Duration: 5-15 minutes
đŸ”Ĩ Breath of Fire
Agni Pran
Kundalini awakening, energizes, detoxifies
Duration: 1-3 minutes
đŸĻ Lion's Breath
Simhasana
Release tension, throat chakra, expression
Duration: 3-5 rounds

📝 Recommending Pranayama to Clients

Go to Clients → Open client card → Spiritual Profile tab → Click "đŸŒŦī¸ Pranayama Rx"

⚡ Bioenergetics & Energy Work

Track energy assessments, muscle testing, and bioenergetic findings

Bioenergetics combines physical movement, breathing, and emotional release to restore energy flow. Use this section to document sessions with clients.

🌈 Chakra System Quick Reference

Root (Muladhara) - Grounding, survival, security
Physical Location: Base of spine â€ĸ Color: Red â€ĸ Element: Earth
Sacral (Svadhisthana) - Creativity, sexuality, emotions
Physical Location: Lower abdomen â€ĸ Color: Orange â€ĸ Element: Water
Solar Plexus (Manipura) - Power, confidence, will
Physical Location: Upper abdomen â€ĸ Color: Yellow â€ĸ Element: Fire
Heart (Anahata) - Love, compassion, connection
Physical Location: Center of chest â€ĸ Color: Green â€ĸ Element: Air
Throat (Vishuddha) - Communication, truth, expression
Physical Location: Throat â€ĸ Color: Blue â€ĸ Element: Ether
Third Eye (Ajna) - Intuition, vision, wisdom
Physical Location: Between eyebrows â€ĸ Color: Indigo â€ĸ Element: Light
Crown (Sahasrara) - Divine connection, enlightenment
Physical Location: Top of head â€ĸ Color: Violet/White â€ĸ Element: Thought

đŸ’Ē Muscle Testing (Kinesiology) Quick Guide

Strong Response: Body aligned with statement/substance. Muscles stay strong.

Weak Response: Body not aligned. Muscles weaken or give way.

Common applications: Food sensitivities, supplement testing, chakra balance, emotional triggers, belief systems

Bioenergetics sessions are tracked per client.

Go to Clients → Open client card → Spiritual Profile tab → Click "Add Bioenergetics Session"

🙏 Reiki Energy Healing

Usui/Tibetan Reiki Ryoho â€ĸ Level II Practitioner Toolkit

🌟 Reiki Principles (Gokai)

Just for today, I will not be angry 🙏

Just for today, I will not worry 🙏

Just for today, I will be grateful 🙏

Just for today, I will do my work honestly 🙏

Just for today, I will be kind to every living thing 🙏

Cho Ku Rei (力)
â˜¯ī¸
Power Symbol - Increases energy, focuses intention
Sei He Ki (č–åšŗæ°Ŗ)
🌊
Emotional/Mental - Clears emotional blocks
Hon Sha Ze Sho Nen (æœŦč€…æ˜¯æ­Ŗåŋĩ)
🌍
Distance Symbol - Sends Reiki across time/space
đŸ–ī¸ Standard Hand Positions
Head Positions
  • Crown of head
  • Eyes/temples
  • Ears
  • Back of head
Front Body
  • Throat
  • Heart center
  • Solar plexus
  • Sacral/Navel
  • Root/Pelvic
Back Body
  • Upper back/shoulders
  • Mid-back
  • Lower back
  • Sacrum

📝 Recording Reiki Sessions

Go to Clients → Open client card → Spiritual Profile tab → Click "🙏 Add Reiki Session"

📚 Reiki Reference Guide

🌈 Interactive Chakra Assessment Grid

Visual chakra assessment tool for tracking client energy over time

👑
đŸ‘ī¸
đŸ—Ŗī¸
💚
â˜€ī¸
🌊
🔴
Open/Balanced
Partially Blocked
Blocked
Not Assessed

Click each chakra to cycle through states: Not Assessed → Open → Partial → Blocked

Chakra Status Common Blocks Healing Modalities
🔴 Root (Muladhara) — Fear, survival anxiety, financial worry, disconnection from body Grounding, red crystals, LAM mantra, root vegetables, Sat Kriya
🟠 Sacral (Svadhisthana) — Guilt, shame, sexual trauma, creative blocks, emotional numbness Hip openers, orange crystals, VAM mantra, pelvic work, water element
🟡 Solar Plexus (Manipura) — Low self-esteem, powerlessness, control issues, digestive problems Core work, yellow crystals, RAM mantra, Breath of Fire, solar energy
đŸŸĸ Heart (Anahata) — Grief, heartbreak, fear of intimacy, inability to give/receive love Heart openers, green/pink crystals, YAM mantra, compassion meditation
đŸ”ĩ Throat (Vishuddha) — Fear of speaking truth, inability to express, feeling unheard Chanting, blue crystals, HAM mantra, Lion's Breath, singing
đŸŸŖ Third Eye (Ajna) — Lack of intuition, poor imagination, difficulty seeing bigger picture Meditation, indigo crystals, OM mantra, Trataka, dream work
👑 Crown (Sahasrara) — Spiritual disconnection, existential crisis, lack of purpose Silent meditation, violet/white crystals, connection to divine, Savasana

To save a chakra assessment to a client, use the Bioenergetics or Pendulum session tools from their profile.

💎 Crystal Healing Reference & Session Tracker

Complete crystal correspondences for chakras, zodiac signs, and healing intentions

🌈 Crystals by Chakra

🔴 Root Chakra

Red Jasper - Grounding, stability
Black Tourmaline - Protection, grounding
Hematite - Courage, strength
Smoky Quartz - Transmutes negativity
Garnet - Vitality, passion

🟠 Sacral Chakra

Carnelian - Creativity, sexuality
Orange Calcite - Joy, emotional healing
Moonstone - Feminine energy, intuition
Sunstone - Vitality, pleasure
Tiger's Eye - Confidence, courage

🟡 Solar Plexus

Citrine - Manifestation, willpower
Yellow Jasper - Protection, confidence
Pyrite - Abundance, action
Golden Tiger's Eye - Personal power
Amber - Ancient wisdom, healing

đŸŸĸ Heart Chakra

Rose Quartz - Unconditional love
Green Aventurine - Luck, healing
Malachite - Transformation, protection
Rhodonite - Emotional balance
Jade - Harmony, prosperity

đŸ”ĩ Throat Chakra

Blue Lace Agate - Communication
Aquamarine - Courage, clarity
Lapis Lazuli - Truth, wisdom
Sodalite - Logic, intuition
Turquoise - Protection, healing

đŸŸŖ Third Eye Chakra

Amethyst - Intuition, spiritual growth
Labradorite - Transformation, magic
Fluorite - Clarity, focus
Lepidolite - Calm, transitions
Azurite - Psychic abilities

👑 Crown Chakra

Clear Quartz - Master healer, amplifies
Selenite - Cleansing, divine connection
Howlite - Calm, patience
Moonstone - Divine feminine
Lepidolite - Spiritual connection

⭐ Crystals by Zodiac Sign

♈ Aries
Carnelian, Bloodstone, Diamond
♉ Taurus
Rose Quartz, Emerald, Lapis Lazuli
♊ Gemini
Agate, Citrine, Tiger's Eye
♋ Cancer
Moonstone, Pearl, Ruby
♌ Leo
Sunstone, Peridot, Citrine
♍ Virgo
Amazonite, Moss Agate, Peridot
♎ Libra
Lepidolite, Opal, Lapis Lazuli
♏ Scorpio
Obsidian, Malachite, Topaz
♐ Sagittarius
Turquoise, Sodalite, Amethyst
♑ Capricorn
Garnet, Black Tourmaline, Onyx
♒ Aquarius
Aquamarine, Amethyst, Garnet
♓ Pisces
Amethyst, Aquamarine, Fluorite

📝 Recording Crystal Sessions

Go to Clients → Open client card → Spiritual Profile tab → Click "💎 Add Crystal Session"

🔔 Sound Healing & Frequency Therapy

Solfeggio frequencies, singing bowls, and sound therapy tools

đŸŽĩ Solfeggio Frequencies

396 Hz - Liberation

Releases guilt and fear. Root chakra. Transforms grief into joy. Grounds and liberates.

417 Hz - Change

Facilitates change and undoes negative situations. Sacral chakra. Clears traumatic experiences.

528 Hz - Miracles

"Love frequency" - DNA repair, transformation. Solar plexus. Creates miracles and clarity.

639 Hz - Connection

Harmonizes relationships. Heart chakra. Enhances communication, understanding, tolerance.

741 Hz - Intuition

Awakens intuition and self-expression. Throat chakra. Cleanses toxins and electromagnetic radiation.

852 Hz - Awakening

Returns to spiritual order. Third eye chakra. Awakens intuition and inner strength.

963 Hz - Divine Connection

"God frequency" - Activates pineal gland. Crown chakra. Pure light, oneness with divine.

🔔 Singing Bowl Notes by Chakra

Chakra Note Hz Range Effect
🔴 RootC256-512 HzGrounding, security, physical body
🟠 SacralD288-576 HzCreativity, pleasure, emotions
🟡 Solar PlexusE320-640 HzPersonal power, confidence
đŸŸĸ HeartF341-682 HzLove, compassion, healing
đŸ”ĩ ThroatG384-768 HzCommunication, expression
đŸŸŖ Third EyeA426-852 HzIntuition, clarity
👑 CrownB480-960 HzDivine connection, enlightenment

đŸŽļ Other Sound Healing Tools

🔱
Tuning Forks

Precision frequencies for specific healing

🔔
Tingsha Bells

Clear space, signal transitions

đŸĒ˜
Drums

Shamanic journeying, grounding

🎸
Gong

Deep healing, sound bath immersion

📝 Recording Sound Healing Sessions

Go to Clients → Open client card → Spiritual Profile tab → Click "🔔 Add Sound Healing Session"

✨ Aura Reading & Color Interpretation

Interpret aura colors and track changes over time

🌈 Aura Color Meanings

🔴 Red Aura

Bright Red: Passion, energy, competitive, sexual energy
Dark Red: Grounded, realistic, hardworking, survival mode
Muddy Red: Anger, anxiety, fear, unresolved emotions

🟠 Orange Aura

Bright Orange: Creative, adventurous, confident
Orange-Yellow: Scientific, detail-oriented, perfectionist
Muddy Orange: Addiction, emotional imbalance

🟡 Yellow Aura

Bright Yellow: Playful, optimistic, awakening spirituality
Gold: Spiritual teacher, divine protection
Muddy Yellow: Student fatigue, overstimulation

đŸŸĸ Green Aura

Bright Green: Healer, nature lover, social
Emerald: Natural healer, loving heart
Muddy Green: Jealousy, insecurity, victim mentality

đŸ”ĩ Blue Aura

Bright Blue: Intuitive, expressive, peaceful
Royal Blue: Clairvoyant, highly spiritual
Muddy Blue: Fear of expression, fear of truth

đŸŸŖ Purple/Violet Aura

Violet: Visionary, artistic, magical, sensitive
Indigo: Intuitive, sensitive, deep feeling
Lavender: Imagination, daydreaming, etheric

💗 Pink Aura

Bright Pink: Loving, sensitive, compassionate
Magenta: Heart-centered, unconventional
Muddy Pink: Immature, dishonest

âšĒ White/Silver/Gold Aura

White: Pure, transcendent, angelic, new soul
Silver: Abundance, awakening, spiritual gifts
Gold: Divine protection, enlightened, teacher

📚 The 7 Aura Layers

1. Etheric
Physical body blueprint, health
2. Emotional
Feelings, emotions, desires
3. Mental
Thoughts, beliefs, mental patterns
4. Astral
Bridge to spiritual, love relationships
5. Etheric Template
Blueprint for etheric body
6. Celestial
Spiritual emotions, divine love
7. Ketheric
Divine connection, highest knowing

📝 Recording Aura Readings

Go to Clients → Open client card → Spiritual Profile tab → Click "✨ Add Aura Reading"

All Posts
đŸ”Ĩ Sensual Arts
✨ Spiritual Wisdom

All Blog Posts

No blog posts yet. Click "Create Post" to share your first story!

đŸ”Ĩ Sensual Arts Posts

No sensual arts posts yet.

✨ Spiritual Wisdom Posts

No spiritual wisdom posts yet.

Testimonials
Pending
FAQs
Site Settings

Testimonials

Pending Testimonials

Client-submitted testimonials awaiting your approval

No pending testimonials

Frequently Asked Questions

Site Settings

Calendly, Zoom, Google Meet, or other scheduling/video link for vetting new clients
Services
Availability
Email Settings
Security

Services & Pricing

Weekly Availability

Set your recurring weekly schedule

Blocked Dates

Email Notification Settings

Change Admin Password

âš ī¸ Important: Changing your password will log you out. You'll need to login again with your new password.
Minimum 12 characters, mix of uppercase, lowercase, numbers, and symbols
Password Strength:

🔐 Password Recovery

If you forget your password, follow these steps:

  1. Stop the server (if running locally)
  2. Edit the .env file in your project directory
  3. Change ADMIN_PASSWORD to a new password
  4. Restart the server
  5. Login with your new password
💡 Tip: Keep a secure backup of your credentials in a password manager like 1Password, LastPass, or Bitwarden.

📚 Setup Documentation

Need help with configuration?

📊 Export Bookings

Download all booking data as CSV

đŸ‘Ĩ Export Clients

Download client directory as CSV

💾 Full Backup

Download complete data backup

đŸ“Ĩ Restore Backup

Restore from backup file

đŸ›Ąī¸ Automatic Backup System

Every data change is automatically backed up for maximum protection

-
Auto Backups
-
Manual Backups
-
Total Size
-
Latest Backup

✓ Real-Time Protection

Every booking, setting change, and data update is automatically backed up

🔒 Encrypted Storage

All backups use military-grade AES-256-GCM encryption

â™ģī¸ Smart Rotation

Keeps last 50 automatic backups, removes older ones automatically

File Type Date & Time Size Type Actions
đŸ“Ļ
Loading backups...

🎭 Demo Mode

Tools for demonstrating the system to Ravi

Demo Invitation Code:

DEMO-2026

Use this code at /portal.html to access the client experience

Demo Walkthrough:

  1. Landing page: localhost:3000 - New visitor inquiry form
  2. Client portal: localhost:3000/portal.html - Enter DEMO-2026
  3. After code entry → Full site with booking form
  4. Submit a booking → View in Bookings page
  5. Confirm booking with date → Appears on Calendar
  6. Complete booking → Client record created

Complete Guide to Your Admin Dashboard

Everything you need to manage Ravi's Sacred Healing

📑 Quick Navigation

🔐 Logging In

  1. Navigate to: http://localhost:3000/admin.html
  2. Enter your username: ravi
  3. Enter your secure password
  4. Click "đŸĒˇ Enter Admin Portal"

Security Note: Your session stays active until you log out. Always log out when finished, especially on shared computers.

📊 Dashboard Overview

When you first log in, you'll see the Overview page with:

Statistics Cards

  • 📋 Total Bookings: All time booking count
  • ✅ Confirmed Sessions: Scheduled bookings
  • âŗ Pending: Awaiting your confirmation
  • ✨ Completed: Finished sessions
  • 💰 Total Revenue: Lifetime earnings
  • đŸ‘Ĩ Total Clients: Unique client count

Recent Bookings

Quick view of your latest 5 bookings with client name, service, status, date, and quick actions.

đŸ“Ŧ Inquiries Section

Purpose: Manage new visitor inquiries from your landing page contact form.

Actions You Can Take

  • 📧 Send Invitation: Generate unique code for client access
  • 📁 Archive: Mark as reviewed but not invited
  • đŸ—‘ī¸ Delete: Permanently remove (cannot be undone)

Best Practice: Check inquiries daily and respond within 24-48 hours.

📋 Bookings Section

Purpose: Manage all session applications and bookings.

Understanding Booking Statuses

  • Pending: New application, awaiting your review
  • Confirmed: You've confirmed and scheduled
  • Completed: Session has occurred
  • Cancelled: Session was cancelled

Key Actions

  • Confirm Booking: Set date/time and notify client
  • Mark as Completed: After session is finished
  • Save Changes: Update notes, date, or time
  • Send Reminder: Manual reminder email

Important: Bookings only appear on calendar after status is "Confirmed" AND a confirmed date is entered.

📅 Calendar Section

Purpose: Visual overview of your scheduled sessions.

  • Shows confirmed bookings on their scheduled dates
  • Navigate months with ◀ Previous / Next â–ļ buttons
  • Click any day to see all bookings that day
  • Upcoming sessions panel on the right

Days with bookings show light purple background. Click any session to view full details.

đŸ‘Ĩ Clients Section

Purpose: Manage your client database and history.

What You'll See

  • Name and contact info
  • Number of completed sessions
  • Total revenue from this client
  • Last contact date
  • Tags you've assigned

Client Detail View

Click any client to see complete booking history, add private notes, and manage tags.

Tip: Add notes after each session and tag regular clients for easy identification.

đŸŽŸī¸ Invitation Codes Section

Purpose: Generate and manage exclusive access codes.

What Are Invitation Codes?

Unique codes that grant access to your full website. More personal than generic passwords.

Generating New Codes

  1. Click "+ Generate New Code"
  2. Choose prefix: SACRED, LOTUS, HEALING, BLISS, or custom
  3. Toggle "Single Use" (works once vs. multiple times)
  4. Optional: Set expiration date
  5. Optional: Add note for yourself
  6. Click "Generate Code"

Print Business Cards

  1. Generate batch of codes
  2. Select multiple codes (checkboxes)
  3. Click "Print Selected"
  4. Print on cardstock and distribute

Best Practice: Use expiration dates for limited promotions. Multi-use codes work great for business cards.

âœī¸ Content Section

Purpose: Manage all website content without touching code.

Services Management

  • Add Service: Name, duration (minutes), price
  • Edit Service: Modify any details
  • Active/Inactive: Show or hide from booking form
  • Delete: Remove service (existing bookings unaffected)

Testimonials Management

  • Add client testimonials and reviews
  • Mark as "Featured" for prominent display
  • Toggle active/inactive visibility

FAQs Management

  • Add frequently asked questions and answers
  • Set order (1 = first, 2 = second, etc.)
  • Edit or delete anytime

âš™ī¸ Settings Section

Availability Settings

  • Available Days: Check boxes for days you offer sessions
  • Time Slots: Add your typical session start times
  • Block Dates: Mark specific dates as unavailable

Email Settings

Configure automated notifications:

  • SMTP Host: Your email provider's server (e.g., smtp.gmail.com)
  • SMTP Port: Usually 587 or 465
  • Email Address: Your sending email
  • Password: Use app-specific password for security

Important: For Gmail/Outlook, generate app-specific passwords in Account Settings → Security.

📤 Export & Backup Section

Export Options

  • Bookings CSV: All bookings for accounting and reports
  • Clients CSV: Client list for mailing/CRM
  • Full Backup: Complete encrypted JSON backup

Restore from Backup

Upload a backup file to restore all data. Warning: This replaces everything. Make a current backup first!

Critical: Download weekly backups! Name them clearly (e.g., ravi-backup-2026-01-28.json) and store safely.

🔍 Common Tasks Quick Reference

Processing a New Booking

  1. Go to Bookings section
  2. Click on pending booking
  3. Review intake information
  4. Enter confirmed date and time
  5. Click "Confirm Booking"
  6. Choose "Yes" to send confirmation email
  7. Booking appears on calendar

Responding to an Inquiry

  1. Go to Inquiries section
  2. Read their message
  3. Click "Send Invitation" (📧)
  4. Code is generated automatically
  5. Send code to client via email or text

Completing a Session

  1. Go to Bookings section
  2. Find the booking
  3. Add Session Notes (private)
  4. Click "Mark as Completed"
  5. Client added to database, revenue updated

🆘 Troubleshooting

"Bookings not showing on calendar"

  • Ensure booking status is "Confirmed"
  • Verify confirmed date is set
  • Both status AND date are required

"Emails not sending"

  • Check Settings → Email configuration
  • Verify SMTP details are correct
  • Ensure you're using app-specific password
  • Check if email notifications toggle is ON

"Invitation code not working"

  • Check if code is active (not deactivated)
  • Verify code hasn't expired
  • If single-use, check if already used
  • Try copy-pasting code instead of typing

💡 Daily Routine Recommendations

Morning

  • Check new inquiries
  • Review pending bookings
  • Confirm appointments
  • Check calendar for today

After Sessions

  • Add session notes
  • Mark as completed
  • Send follow-up if needed

Weekly

  • Download backup (Sunday)
  • Send upcoming reminders
  • Review revenue stats
  • Update blocked dates