Sales

Create and assign onboarding forms to collect client information.

Create and manage discount or redeemable coupons.

Set up and manage tax rates for accurate tax calculations.

Showcase your services on a public page for clients to view and order.

Manage client profiles, view details, and handle subscriptions and communications.

Track and manage your orders effectively from the Orders Overview page.

Add new services to your catalog and control their visibility.

Assign task templates to services to automate task management.

Create and manage task templates to streamline your workflow.