Common jobs
Pick the job. Follow the steps.
New leads aren't coming through
A form, chat or call went quiet. Work down this list before anything else.
- 1Send a test from your phone, off the office wifi
- 2Check the contact landed
- 3Look in spam and promotions
Take a deposit when someone books
Ask for a deposit or full payment up front so no-shows cost them, not you.
- 1Connect your payment account
- 2Open your calendars
- 3Edit the calendar
Reply to customers from one inbox
Texts, emails, chats, calls and socials, all in one thread per customer.
- 1Open Conversations
- 2Start with Unread
- 3Open the customer
Share your booking link or put it on your website
Get the link for texts and emails, or put the calendar straight on your site.
- 1Open Meeting Calendars
- 2Click Share calendar
- 3Copy the link for messages
Text back missed calls automatically
Miss a call on the tools and the caller gets a text in seconds.
- 1Open Phone System, then Voice
- 2Open Missed Call Text Back
- 3Tick Enable Missed call textback
Ask for a Google review after a job
Send a review request by text or email, or have it go out after every job.
- 1Connect Google (and Facebook if you use it)
- 2Set the request message
- 3Send one now
Connect Claude to your revenu account
Let Claude read and work in your contacts, bookings and pipeline, in plain English.
- 1Open Connectors in Claude
- 2Name it and paste the address
- 3Connect and pick your account
Add someone to your team
Give a staff member their own login and only the access they need.
- 1Open Users
- 2Add the person
- 3Choose what they can see
Connect ChatGPT to your revenu account
Use ChatGPT to look things up and get work done in your account.
- 1Turn on Developer mode
- 2Add revenu as an app
- 3Sign in and pick your account
Send an email to your customer list
Build an email, pick who gets it, send now or schedule it.
- 1Start a campaign
- 2Build or choose the email
- 3Pick who gets it
Customers say there are no times to book
Find out why a calendar shows nothing, and fix it.
- 1Open Meeting Calendars
- 2Check it's active
- 3Run Troubleshoot calendar
My Australian number stopped calling or texting
Since 1 July 2026 every Australian number must be linked to a registered business bundle, or it stops working.
- 1Why it happens
- 2Check your number
- 3Send revenu your details
Reply to new leads the moment they enquire
Someone fills in your form and gets a text and email straight back, even at 10pm.
- 1Create a workflow
- 2Start it when the form is sent
- 3Send the reply
Why didn't my text send?
Read the error on the message, then fix the cause before trying again.
- 1Find the error
- 2They opted out
- 3Do Not Disturb is on
Send appointment reminders
A text or email goes out when someone books, so fewer people forget.
- 1Create a workflow
- 2Start it when someone books
- 3Add the reminder
Why isn't my workflow working?
The ten things that quietly stop automations, and how to check each in a minute.
- 1It's still a draft
- 2Check Enrollment History
- 3A filter doesn't match
Move jobs through your pipeline automatically
Set up stages like Enquiry, Quoted, Booked, Done, and let bookings move cards along.
- 1Set up your stages
- 2Create a workflow
- 3Pick what moves the card
Sync your Google or Outlook calendar so you don't get double booked
Connect your calendar so busy times block bookings, and bookings show on your phone.
- 1How sync works
- 2Connect it
- 3Pick the conflict calendars
Send an invoice
Pick the customer, add the work, send it by email or text and get paid by card.
- 1Start an invoice
- 2Pick the customer and dates
- 3Add the work
Which calendar do I need? Every type explained
Personal, round robin, class, collective, event calendar, service booking, rentals or Events. Pick in 30 seconds.
- 1Where they live
- 2Personal booking: just you
- 3Round robin: share the work
Create a payment link
A link customers tap to pay, for anything you sell. Share it anywhere.
- 1Open Payment Links
- 2Choose what it's for
- 3Copy and share
Set up a service menu with staff, prices and durations
Customers pick a service (cut and colour, full detail, 60-minute massage), then a staff member and a time.
- 1How service booking works
- 2Open Services
- 3Make categories first
Get paid by text in the middle of a chat
Send a pay-now link right inside the conversation. They pay from their phone.
- 1Open the conversation
- 2Choose Text2Pay
- 3Send it
Set your hours and booking rules properly
Working hours, one-off days, appointment length, start times, notice, buffers and daily limits, all in one place.
- 1Open the calendar
- 2Availability: your weekly hours
- 3Date specific hours
Import your customer list
Bring your existing customers in from a spreadsheet in a few minutes.
- 1Start the import
- 2Choose what you're importing
- 3Upload and choose new or update
Run an event with tickets: the whole thing
Build the event page, sell tickets (or take free RSVPs), send reminders and check people in at the door. Beta.
- 1What Events does
- 2Create it and pick the type
- 3Details
Get Facebook and Instagram leads straight into your account
Leads from your Meta ad forms land in Contacts and get an instant reply.
- 1Connect Facebook
- 2Pick your Page and Instagram
- 3Start a workflow from the form
Win back customers you haven't seen in a while
Reach the people who already know you. Usually the cheapest work you'll get all year.
- 1Build the list
- 2Simple way: tag and follow up
- 3AI way: start an AI campaign
Set up a series of emails that goes out on its own
Welcome, follow up and stay in touch with a few emails sent in order.
- 1Create a workflow
- 2Choose who gets it
- 3Add the emails
Get your email ready to send (so it lands in the inbox)
Set up your sending domain once. It's the difference between inbox and spam.
- 1Add your sending domain
- 2Add the SPF and DKIM records
- 3Add DMARC
Make an email template in your brand
Your logo, colours and fonts, ready to reuse for every campaign.
- 1Start a template
- 2Use your brand kit
- 3Build it
Change the words or photos on your website
Open the page, click what you want to change, publish.
- 1Open your site
- 2Open the page
- 3Make the change
Add a new page to your website
A new service, a new suburb, a new offer. Give it its own page.
- 1Open your site
- 2Add the page
- 3Fill in the SEO details
Build a landing page for an offer or ad
One page, one offer, one form. Perfect for ads.
- 1Start a funnel
- 2Pick a starting point
- 3Build the steps
Put an enquiry form on your website
Build the form, copy it onto your site, and every enquiry lands in Contacts.
- 1Build the form
- 2Add the fields
- 3Add your notice and consent
Connect your own domain
Put your site or landing page on yourbusiness.com.au.
- 1Add the domain
- 2Add the DNS records
- 3Wait for it to verify
Change what your AI agent says
Update its instructions, test it, and switch it on.
- 1Open your agent
- 2Change its instructions
- 3Test it
Teach your AI agent a new answer
Add a question and answer, a document or a web page to what it knows.
- 1Open the knowledge base
- 2Add what it should know
- 3Test that it finds it
See who changed something
Every change is logged with who did it and what it was before.
- 1Open Audit Logs
- 2Filter it
- 3Open the entry
Can't sign in, or the password email didn't arrive
Where to sign in, how to reset, and what to check.
- 1Use the right address
- 2Reset your password
- 3Check spam
Is this email really from revenu?
How to tell a real revenu email from a scam, and what to do if you're not sure.
- 1Check the address it came from
- 2Never send passwords or card numbers
- 3Don't click if you're unsure
What's included in my plan, and what costs extra
The two plans in plain words, and what's billed on top.
- 1revenu system
- 2revenu system + grow++
- 3What's billed on top
Usage charges, explained
Why texts, calls, email and AI show up as usage, and where to see your balance.
- 1What usage is
- 2See the rates
- 3Check your balance
Book time with Adam (what's free, what's a session)
Support fixes are free. Learning and building together is a paid session.
- 1Free
- 2A paid session
- 3On grow++
How the wallet works
Texts, calls, email and AI are paid from a prepaid balance. Here's how it fills, drains and tops up.
- 1It's a prepaid balance
- 2What drains it fastest
- 3Auto top-up keeps it running
What makes an SMS segment (and why some texts cost more)
Texts are billed in segments. One emoji can double the cost. Here's the rule.
- 1One segment is 160 characters
- 2Longer texts split
- 3Emoji and some symbols change the rule
Set up an AI receptionist that answers the phone
A voice agent that answers calls in your business's voice, answers questions and books jobs.
- 1Create the agent
- 2Give it a voice and a job
- 3Give it your knowledge
Put an AI chat agent on your website
A chat bubble that answers questions and books people in, in your voice.
- 1Create the agent
- 2Train it
- 3Make the chat widget
Use Ask AI, the assistant inside your account
Ask in plain English and it finds things, drafts things and does the fiddly bits.
- 1Open it
- 2Ask in plain English
- 3Check before it acts
Build your own AI agent
An agent that runs a job for you: follows up, chases, checks, reports. Described in plain English.
- 1Start it
- 2Describe the job
- 3Set when it runs
Reply to Google reviews, and handle a bad one
Answer every review from one place, and deal with a bad review without making it worse.
- 1Connect Google
- 2Open your reviews
- 3Reply to the good ones
Schedule your social media posts
Write once, post to Facebook, Instagram, Google and more, on the day you pick.
- 1Connect your accounts
- 2Start a post
- 3Write it and add media
Connect your Google Business Profile
Pull in your reviews and post to Google from your account.
- 1For reviews
- 2For posting
- 3If it stops working
Create a discount code
A code customers type at checkout for a percentage or dollars off.
- 1Start a coupon
- 2Set the code and discount
- 3Limit it if you want
Sell products online
Add your products and put them in a simple online store.
- 1Add your products
- 2Create the store
- 3Add products and payments
Set up a client portal
One branded login for your customers to see their courses, files and community.
- 1Set the address
- 2Brand it
- 3Save
Create a course or membership
Lessons and videos behind a login, released when you choose.
- 1Start it
- 2Add the lessons
- 3Choose when lessons open
Take rental bookings (hire gear, rooms, equipment)
List what you hire out with prices, stock, add-ons and fees, and let people book the dates. Beta.
- 1How rentals differ
- 2Open Rentals
- 3Add a listing
Let customers book any of your team
One calendar that shares bookings across your staff, or books several people together.
- 1Create a calendar
- 2Pick the type
- 3Add the team
Make a QR code
For flyers, vans, counters and business cards. It tracks scans too.
- 1Start one
- 2Choose where it goes
- 3Style it
See where your leads came from
Which ads, pages and channels brought enquiries, and which turned into money.
- 1Open attribution
- 2Pick the dates
- 3Compare
Use the revenu app on your phone
Reply to customers, take calls and check your day from the van.
- 1Get the app
- 2Sign in and pick your account
- 3Turn on notifications
Build a page or small app with AI
Describe it, AI Studio builds it, you refine it in chat and publish.
- 1Start a project
- 2Refine it in chat
- 3Publish
Set up WhatsApp
WhatsApp messages land in the same inbox as texts and emails.
- 1Open WhatsApp settings
- 2Sign in with Facebook
- 3Verify the number
Turn on call recording (and what to tell callers)
Record calls for training and disputes, the right way.
- 1Open your number
- 2Turn on recording
- 3Turn on the disclosure message
Build a funnel, step by step
A funnel is a short run of pages that walks someone to one action: book, buy or leave their details.
- 1How a funnel works
- 2Create it
- 3Add the steps
Build a full website the traditional way
Pages, a menu, a footer, forms and SEO settings, built with the drag-and-drop builder.
- 1Website or AI Studio?
- 2Create the site
- 3Set your styles first
Get more from AI Studio: prompts that work
How to talk to AI Studio so it builds what you mean, fixes things cleanly and publishes to your domain.
- 1How it works
- 2Open it
- 3Start with a full brief
Add your Meta pixel, Google tag and other tracking
Tracking codes tell Facebook and Google who visited and who converted, so your ads can find more people like them.
- 1How tracking works
- 2Funnels and websites: add it once in settings
- 3One page only: add it to that page
Write posts, emails, blogs and images with Content AI
Content AI is the writing and image helper built into the social planner, email builder, blogs, funnels and inbox.
- 1Where it lives
- 2Give it a proper brief
- 3Make images
Social Planner: every part explained
Plan, write, schedule and reply to every social channel from one calendar.
- 1Connect your accounts
- 2Planner
- 3Create a post
Schedule a month of social posts from a spreadsheet
Write your posts in a CSV, upload once, and the planner schedules them all.
- 1Why bulk
- 2Get the template
- 3Fill it in
Recycle evergreen posts, repeat posts and post from your blog
Keep your feed busy without writing new posts every week.
- 1Evergreen queue
- 2Recurring posts
- 3Post from RSS
Run Facebook, Google and LinkedIn ads from Ad Manager
Create, launch and report on ads without leaving revenu, with leads landing straight in your contacts.
- 1How it works
- 2Turn it on
- 3Start from a template
Custom fields and folders: what they are and how to make one
Fields are the boxes on a contact that hold your own details, like job type or pet's name. Folders group them.
- 1What a custom field is
- 2Fields belong to a record type
- 3Folders keep the contact tidy
Custom values: change it once, update it everywhere
A custom value is one piece of business info (your booking link, phone, address) that every message and page can reuse.
- 1Fields vs values
- 2Open them
- 3Add the ones every business needs
Smart lists: segment your contacts and why it pays
Save a filtered view of your contacts (like 'customers from last year who haven't booked') and message only them.
- 1Why segment
- 2Open contacts and filter
- 3Segments worth saving
Set up your dashboard so it shows what matters
Pick the numbers you check every week, filter by date, and get an AI summary in plain words.
- 1What the dashboard is for
- 2Make your own dashboard
- 3Edit and add widgets
Build a custom report and send it on a schedule
A multi-page report you design once, that emails itself to you or your team every week or month.
- 1Dashboard or report?
- 2Start a report
- 3Pick a starting point
Find call logs, recordings and call stats
Every call in and out: who called, when, how long, the outcome and the recording.
- 1One contact's calls
- 2All calls
- 3Read the charts
Leaderboards: reward your community and affiliates
Points, levels and rankings that keep members and referrers engaged.
- 1Two leaderboards
- 2Community leaderboard
- 3Name your levels
Set response time targets (SLAs) for your inbox
Conversations turn orange when a reply is due soon and red when it's overdue, so no one is left waiting.
- 1How it works
- 2Open the settings
- 3Set the targets
Reviews, the full picture: native requests vs workflows
Two ways to ask for reviews, when to use each, plus AI replies, widgets and spam reviews.
- 1Where everything lives
- 2Way 1, native requests: simplest
- 3The message to use
Keep your existing business number
Move (port) your number to revenu, or keep it where it is and use it as your caller ID.
- 1Two options
- 2To port
- 3What to send
Get a text or email when a new lead comes in
An internal notification tells you or your team the moment someone enquires.
- 1How it works
- 2Make the workflow
- 3Add the alert
Stop follow-ups once they reply or book
Make a follow-up sequence end the moment the customer answers, so they don't get chased after saying yes.
- 1Why it matters
- 2Stop on reply
- 3Stop when they book
Add a group of existing contacts to a workflow
Put a whole list through a sequence at once, like a reactivation campaign.
- 1Pick the contacts
- 2Add to workflow
- 3Check the workflow is published
Auto-assign new leads to your team
Share new leads between staff automatically, so someone owns every enquiry.
- 1Make the workflow
- 2Add Assign to User
- 3Tell them
Send birthday messages automatically
A workflow that sends a happy birthday (and an offer, if you like) on the day.
- 1Make the workflow
- 2Add the message
- 3Let it repeat
Connect another app with a webhook
Send data in from another tool (or out to it) when there's no ready-made integration.
- 1What a webhook is
- 2Data in
- 3Data out
Block out holidays and days off
Stop bookings on public holidays, leave days or a long lunch.
- 1Open the calendar view
- 2Choose Blocked off time
- 3Whole closures
Book a client in yourself
Add a booking for a customer who rang or walked in.
- 1Open the calendar view
- 2Fill it in
- 3Need a time outside hours?
Add buffer time and minimum notice to bookings
Leave travel or clean-up time between jobs, and stop last-minute bookings.
- 1Open the calendar
- 2Availability
- 3Booking rules
Ask intake questions when someone books
Attach a form to your calendar so you know the address, job type or details before you arrive.
- 1Make the form
- 2Questions worth asking
- 3Attach it to the calendar
Let clients cancel or reschedule, and set a policy
Give customers a link to change their booking, with your rules on how late they can do it.
- 1Open the policy settings
- 2Set your rules
- 3Write the policy
Mark no shows and follow them up
Record who didn't turn up and send them a friendly rebooking message automatically.
- 1Mark it
- 2Follow up automatically
- 3Message to send
Change who gets booking notifications
Choose which staff get told about new bookings, cancellations and reschedules.
- 1Open the calendar
- 2Pick the recipients
- 3Edit the wording
Run group classes with limited spots
One time slot, many people, and bookings close when it's full.
- 1Create a class calendar
- 2Set seats
- 3Share it
Add a Zoom or Google Meet link to bookings
Every booking gets its own video link, sent in the confirmation.
- 1Connect the video app
- 2Set it as the location
- 3Or use your Meeting Room
Stop staff seeing everyone's clients
Show each team member only the contacts and conversations assigned to them.
- 1Open the user
- 2Restrict their data
- 3The catch
Create tasks and reminders for your team
To-dos with a due date, a person and a contact, so follow-ups actually happen.
- 1One task
- 2Automatic tasks
- 3Daily list
Text a group of clients at once
Send one text to a filtered list, properly.
- 1Pick the list
- 2Send the text
- 3Check the cost first
Why did two people become one contact?
revenu matches contacts on email, then phone. People who share one get merged.
- 1How matching works
- 2Imports always merge
- 3If you need them separate
Connect Stripe to take payments
Link your Stripe account so invoices, payment links, bookings and stores can charge cards.
- 1Open payment integrations
- 2Sign in to Stripe
- 3Test mode first
Refund a payment
Give money back, in full or in part, from the transaction.
- 1Find the payment
- 2Refund
- 3Subscriptions
Send a quote (estimate) customers can accept online
A professional quote they approve with one click, that turns into an invoice.
- 1Create the estimate
- 2Add a clear note
- 3Send it
Stop spam form submissions
Add a captcha so bots can't fill in your forms.
- 1Open the form
- 2Add a captcha
- 3Clean up
Auto-DM people who comment on your posts
Someone comments 'info' on your post and gets a direct message with the details.
- 1Make the workflow
- 2Reply and DM
- 3Know the limits
Save reply templates (snippets)
Your common answers saved once and inserted in two clicks.
- 1Create a snippet
- 2Snippets every business needs
- 3Use it
Share bookings across your team (round robin)
Customers pick a time and it goes to whoever's free, taking turns, so work stays fair.
- 1How it decides
- 2Create it
- 3Add the team
Book two or more of your team on one job (collective)
Only offers times when everyone's free, and books them all together.
- 1When to use it
- 2Create it
- 3Check their calendars are connected
Put several calendars on one booking page (groups)
A group puts calendars side by side so customers choose, from one link.
- 1Make a group
- 2Add calendars to it
- 3Share the group link
Stop two people booking the same room or machine
Link rooms and equipment to bookings so they can't be double booked.
- 1Turn them on
- 2Add your rooms or gear
- 3Link them to calendars
Run a free event with RSVPs
No tickets to sell, just a clean page where people say they're coming.
- 1Choose RSVP
- 2Fill in the basics
- 3Cap the numbers
Check guests in at the door
Scan each ticket's QR code with the mobile app, and watch attendance live.
- 1Turn on QR check-in
- 2Use the mobile app
- 3Watch it live
Event emails: confirmations, reminders and the thank-you
What gets sent automatically, when, and how to change it.
- 1Open notifications
- 2For you
- 3For guests
Track event ads with your Meta pixel and a custom link
Give your event a tidy web address and tell Meta who viewed, started checkout and bought.
- 1Set the address
- 2Add your pixel
- 3Use it in your ads