# revenu help centre

> How to do the common jobs in a revenu account, and what each screen does. revenu runs websites, AI receptionists, follow-up, bookings and payments for Australian service businesses on one login. Guides are checked against the live app every week. Support: Charlie, revenu's AI support, at charlie@revenu.com.au, any hour. Main site: https://revenu.com.au

## Topics
- [Calendars and bookings](https://knowledge.revenu-lab.com/topics/calendars): Which calendar to use, how to set hours and rules, how to get booked, take deposits, stop no-shows, and fix it when times don't show.
- [Events and tickets](https://knowledge.revenu-lab.com/topics/events): The Events feature (beta) builds a proper event page, sells tickets or takes free RSVPs, sends the emails, and checks people in at the door.
- [Reviews and reputation](https://knowledge.revenu-lab.com/topics/reviews): Ask every customer, the native way or with a workflow, reply fast with AI help, and show your reviews off.
- [Getting paid](https://knowledge.revenu-lab.com/topics/getting-paid): Connect Stripe, then get paid by invoice, link, text, at booking or online, and handle refunds.
- [Automations and follow-up](https://knowledge.revenu-lab.com/topics/automations): Workflows that reply, remind and chase for you, and how to fix them when they don't fire.
- [AI agents](https://knowledge.revenu-lab.com/topics/ai): An AI receptionist on the phone, a chat agent on your site, Ask AI in the app, and Content AI for posts and emails.

## Common jobs

### New leads aren't coming through
https://knowledge.revenu-lab.com/jobs/leads-not-coming-through
A form, chat or call went quiet. Work down this list before anything else.
1. Send a test from your phone, off the office wifi: Fill in your own form or start a chat on mobile data. Some office networks and ad blockers stop forms loading, so a test from the desk can fail when the form is fine.
2. Check the contact landed (CRM > Contacts): Search your name in Contacts. If you're there, the form works and the problem is the notification, not the lead.
3. Look in spam and promotions: Lead alerts from a new sending address often land in spam the first few times. Mark one as not spam and add the address to your contacts.
4. Check your account is paid up (Settings > Billing): If a card payment failed, automations pause until it clears. Settings > Billing shows the status and lets you update the card.
5. Facebook or Instagram lead forms: check the connection (Settings > Integrations): Social lead forms stop flowing when the Facebook connection expires or a new form isn't mapped. Reconnect under Settings > Integrations, then send a test lead.
6. Still nothing? Send Charlie the details: Tell Charlie which form or channel, roughly when it stopped, and send a screenshot. He checks the account and passes it to Adam with everything attached.
Checked 2026-10-29.

### Take a deposit when someone books
https://knowledge.revenu-lab.com/jobs/take-a-deposit-at-booking
Ask for a deposit or full payment up front so no-shows cost them, not you.
1. Connect your payment account (Commerce > Payment Integrations): If you haven't already, connect Stripe or your payment provider. Bookings can only take money once this is done.
2. Open your calendars (CRM > Calendars > Meeting Calendars): Go to Meeting Calendars. Use the breadcrumb at the top to jump there from anywhere in CRM.
3. Edit the calendar: Click the pencil on the calendar you want to charge for.
4. Turn on payments and set the amount: Open Advanced settings, then Payments. Switch on Accept payments (1), choose Charge upfront or Save card on file (2) and set the full price (3). For a deposit, switch on Accept partial payment (4) and enter the amount or percentage (5). Then Save changes.
5. Book a test: Open the booking link yourself and go through to the payment step, so you see exactly what customers see.
Doing it properly: Show the deposit amount and your cancellation and refund terms before they pay. Under Australian Consumer Law the terms have to be clear up front.
Checked 2026-10-29.

### Reply to customers from one inbox
https://knowledge.revenu-lab.com/jobs/reply-from-one-inbox
Texts, emails, chats, calls and socials, all in one thread per customer.
1. Open Conversations (CRM > Conversations > Inbox): Everything customers send lands here, whichever channel they used.
2. Start with Unread: New enquiries sit in Unread until someone opens them.
3. Open the customer: Click a row. The whole history with that person opens in the middle: every message, every channel, oldest at the top.
4. Reply on their channel: Type in the reply box. The picker on the left chooses SMS, email or the channel they used. Replying where they messaged gets the fastest answer.
5. Book or bill without leaving: The side panel has their appointments, notes and payments, so you can book them in or send a payment link mid-chat.
Checked 2026-10-29.

### Share your booking link or put it on your website
https://knowledge.revenu-lab.com/jobs/share-your-booking-link
Get the link for texts and emails, or put the calendar straight on your site.
1. Open Meeting Calendars (CRM > Calendars > Meeting Calendars): Every calendar you have is listed here.
2. Click Share calendar: The arrow icon on the calendar's row. You get four tabs: Scheduling link (1), One time link (2) for a link that works once, Embed code (3) and QR code (4) for printed material.
3. Copy the link for messages: Click Copy (5) and paste it into texts, emails, your social bio or your email signature. Your link starts with link.revenu.com.au.
4. Or copy the embed for your website: Open Embed code, click Copy and paste it where the calendar should sit on your page. If revenu built your site, ask Charlie and he'll pass it to Adam to place.
Checked 2026-10-29.

### Text back missed calls automatically
https://knowledge.revenu-lab.com/jobs/turn-on-missed-call-text-back
Miss a call on the tools and the caller gets a text in seconds.
1. Open Phone System, then Voice (Settings > Communications > Phone System > Voice): Go to Settings > Communications > Phone System and click the Voice tab (1).
2. Open Missed Call Text Back: Click Voicemail & Missed Call TextBack (2), then Missed Call Text Back on the left (3).
3. Tick Enable Missed call textback: Tick the box (4). There's a WhatsApp version underneath if your customers use WhatsApp.
4. Write the message: Click Customize (5). Keep it short and say who you are. Copy this one and swap in your name and business, then save.
5. Test it: Ring your number from another phone and let it go unanswered. The text should arrive within seconds, and the reply lands in Conversations.
Doing it properly: Name your business in the text so the caller knows who it's from.
Checked 2026-10-29.

### Ask for a Google review after a job
https://knowledge.revenu-lab.com/jobs/ask-for-reviews
Send a review request by text or email, or have it go out after every job.
1. Connect Google (and Facebook if you use it) (Marketing > Reputation > Settings): In Reputation settings, connect the profiles you want reviews on.
2. Set the request message: Write the text and email customers get. Keep it personal and short, and sign off with a real name.
3. Send one now (Marketing > Reputation > Requests): Under Reputation > Requests, pick the customer and send.
4. Or send one after every job (Automations > Workflows): Add a Send review request step to a workflow, for example after an appointment is marked showed or an invoice is paid. Ask Charlie if you'd like it set up and he'll pass it to Adam.
Doing it properly: Ask every customer the same way. Only asking the happy ones, or offering a reward for a review, breaks Google's rules and can mislead under Australian Consumer Law. Review texts and emails go to customers you've done work for. Keep an unsubscribe option on anything sent automatically.
Checked 2026-10-28.

### Connect Claude to your revenu account
https://knowledge.revenu-lab.com/jobs/connect-claude
Let Claude read and work in your contacts, bookings and pipeline, in plain English.
1. Open Connectors in Claude: In Claude on a computer, open Settings. Under Customize, click Connectors (1). Click + Add (2), then Add custom connector (3).
2. Name it and paste the address: Type revenu in Name (1). Copy the connection address below and paste it into MCP server URL (2). Click Continue (3).
3. Connect and pick your account: revenu now shows in your connectors list. Click Connect next to it, sign in with your revenu login, and choose the account Claude should work in. Approve it. No key, no code.
4. Check it works: Start a new chat and paste this in. If it lists your pipelines back, you're connected.
5. Put it to work: A few to start with. Copy one into a new chat.
Doing it properly: Claude acts as you in the account you pick. You can disconnect it any time from Claude's Connectors settings.
Full guide: https://revenu.com.au/theflow/connect-claude
Checked 2026-10-29.

### Add someone to your team
https://knowledge.revenu-lab.com/jobs/add-a-team-member
Give a staff member their own login and only the access they need.
1. Open Users (Settings > Users): Go to Settings, then Users.
2. Add the person: Add their name, email and mobile. They'll get an email with a link to set their password.
3. Choose what they can see: Pick their role, then switch off anything they don't need. Front desk might only need Conversations and Calendars.
4. Put them on calendars (CRM > Calendars > Meeting Calendars): If they take bookings, add them to the right calendars so customers can book them.
Checked 2026-10-28.

### Connect ChatGPT to your revenu account
https://knowledge.revenu-lab.com/jobs/connect-chatgpt
Use ChatGPT to look things up and get work done in your account.
1. Turn on Developer mode: In ChatGPT on a computer, open Settings and switch on Developer mode. It's one toggle, not programming.
2. Add revenu as an app: Add an app. Name it revenu, paste the connection address, choose OAuth for authentication, and click Create.
3. Sign in and pick your account: Sign in with your revenu login, choose the account and approve it.
4. Use it in a chat: Start a chat, pick revenu from the plus menu, then paste a first question.
Doing it properly: ChatGPT acts as you in the account you pick. Remove the app in ChatGPT's settings to disconnect it.
Full guide: https://revenu.com.au/theflow/connect-chatgpt
Checked 2026-10-29.

### Send an email to your customer list
https://knowledge.revenu-lab.com/jobs/send-an-email-campaign
Build an email, pick who gets it, send now or schedule it.
1. Start a campaign (Marketing > Emails > Campaigns): Go to Marketing > Emails > Campaigns and create a new one.
2. Build or choose the email: Start from a template or your brand's design. Lead with one thing you want them to do.
3. Pick who gets it (CRM > Contacts > Smart Lists): Choose a tag or smart list of customers who've opted in. Leave out anyone marked do not disturb.
4. Check the footer: Make sure your business name, contact details and an unsubscribe link are in the email.
5. Send a test, then send or schedule: Send yourself a test first. Then choose Send now or Schedule.
Doing it properly: Only send to people who agreed to hear from you or have bought from you. That's the Spam Act. Every email names your business, shows how to reach you, and has a working unsubscribe. Set up your sending domain first. Without SPF, DKIM and DMARC, most of it lands in spam.
Checked 2026-10-28.

### Customers say there are no times to book
https://knowledge.revenu-lab.com/jobs/fix-a-calendar-that-wont-book
Find out why a calendar shows nothing, and fix it.
1. Open Meeting Calendars (CRM > Calendars > Meeting Calendars): Find the calendar customers are using.
2. Check it's active: Inactive calendars don't take bookings. Use the status filter to find any that are switched off.
3. Run Troubleshoot calendar: Click the tools icon on the row. It checks the calendar and points out what is stopping times from showing.
4. Check hours and team: Edit the calendar and check the available hours, how far ahead people can book, and that the right team members are on it.
Checked 2026-10-29.

### My Australian number stopped calling or texting
https://knowledge.revenu-lab.com/jobs/my-number-stopped-working
Since 1 July 2026 every Australian number must be linked to a registered business bundle, or it stops working.
1. Why it happens: Australian rules now require every local +61 number to be registered to a real business. The registration is called a regulatory bundle: your business name, ABN, address and an authorised person. A number with no bundle linked can stop sending and receiving, and can be taken back.
2. Check your number (Settings > Communications > Phone System): Go to Settings > Communications > Phone System > Phone numbers. If a number shows a warning or the phone system asks for configuration, the bundle is missing or not linked.
3. Send revenu your details: revenu registers the bundle for you. Send support these, and we'll link it to every number on your account.
4. Test it: Once it's linked, call the number from your mobile and send a test text to yourself.
Full guide: https://revenu.com.au/support
Checked 2026-10-29.

### Reply to new leads the moment they enquire
https://knowledge.revenu-lab.com/jobs/reply-to-new-leads-instantly
Someone fills in your form and gets a text and email straight back, even at 10pm.
1. Create a workflow (Automations > Workflows): Go to Automations > Workflows and create a new workflow.
2. Start it when the form is sent: Add a trigger, choose Form submitted under Events, and filter it to the exact form so it only fires for that one.
3. Send the reply: Add an action, then Communication > Send SMS or Send Email. Use their first name, say who you are and what happens next.
4. Test it on yourself: Fill the form in with your own details and check the reply lands on your phone and in your inbox.
5. Publish: Save and publish. From now on every new enquiry gets an answer in seconds.
Doing it properly: Name your business in every message and include a way to opt out (reply STOP for SMS, an unsubscribe link for email). That's the Spam Act. Skip contacts marked do not disturb.
Checked 2026-10-28.

### Why didn't my text send?
https://knowledge.revenu-lab.com/jobs/why-didnt-my-text-send
Read the error on the message, then fix the cause before trying again.
1. Find the error: Open the conversation. A failed text has a red mark. Hover or click it to see the reason or error code.
2. They opted out: If it says the contact unsubscribed (code 21610), they replied STOP. Only they can undo it, by texting START to your number. Don't try to work around it.
3. Do Not Disturb is on: Open the contact and look at DND. If they've asked to hear from you again (for example they filled in a new form), turn DND off for SMS. A new form doesn't clear it automatically.
4. Carrier filtering: If it says filtered or undeliverable (code 30007), the carrier blocked it. Usual causes: link shorteners, ALL CAPS, lots of identical texts at once, or no business name. Rewrite it plainly with your business name, use your full link, and send in smaller batches.
5. Wallet or number: If many texts fail at once, check your wallet balance and that your number is registered.
Doing it properly: Every marketing text needs your business name and a way to opt out, like 'Reply STOP to opt out'.
Checked 2026-10-29.

### Send appointment reminders
https://knowledge.revenu-lab.com/jobs/send-appointment-reminders
A text or email goes out when someone books, so fewer people forget.
1. Create a workflow (Automations > Workflows): Go to Automations > Workflows and create a new workflow.
2. Start it when someone books: Add a trigger under Appointments: Customer booked appointment, or Appointment status. Filter it to the right calendar.
3. Add the reminder: Add an action, then Communication > Send SMS or Send Email. Include the day, time, address and how to reschedule.
4. Test and publish: Book yourself in on that calendar and check the message arrives, then publish.
Doing it properly: Keep it to the appointment. If you add offers or promotions it becomes marketing and needs consent and an opt-out.
Checked 2026-10-28.

### Why isn't my workflow working?
https://knowledge.revenu-lab.com/jobs/why-isnt-my-workflow-firing
The ten things that quietly stop automations, and how to check each in a minute.
1. It's still a draft: A workflow only runs when it's Published. Check the switch at the top and save.
2. Check Enrollment History: Open the workflow's Enrollment History. If the contact is listed, the trigger worked and the problem is in a later step. If they're not listed, it's the trigger or its filters.
3. A filter doesn't match: Trigger filters must match exactly: the right form, the right calendar, the right pipeline and stage. If you have two forms with the same name, make sure you picked the one on your live page.
4. Surveys need the survey trigger: Form Submitted doesn't fire for surveys. Use Survey Submitted.
5. They already went through: By default someone can only enter once. Turn on Allow Re-entry in the workflow's Settings if they should go through again (another booking, a reschedule, a status change).
6. Bookings you made yourself: Filters like 'modified by customer' or a status of New skip bookings staff make. Widen the filter or remove it.
7. Opportunity triggers: Opportunity Created only fires when it's made. To act when a deal moves, use Pipeline Stage Changed and pick both the pipeline and the stage.
8. Messages at the wrong time (Settings > Business Profile): Waits and send windows use your business time zone. Check it in Settings > Business Profile.
9. The contact is on DND: Messages to a contact on Do Not Disturb are skipped. Check the contact.
10. Still stuck: Ask Charlie with the workflow name and the contact, and we'll look.
Checked 2026-10-29.

### Move jobs through your pipeline automatically
https://knowledge.revenu-lab.com/jobs/move-leads-through-your-pipeline
Set up stages like Enquiry, Quoted, Booked, Done, and let bookings move cards along.
1. Set up your stages (CRM > Opportunities > Pipeline): Go to CRM > Opportunities > Pipelines, create a pipeline, and add stages that match how a job really runs.
2. Create a workflow (Automations > Workflows): Go to Automations > Workflows and create a new workflow.
3. Pick what moves the card: Add a trigger, for example Customer booked appointment, or an opportunity trigger filtered to a pipeline and stage.
4. Move it: Add a Create Opportunity or Update Opportunity action and choose the stage it should land in.
5. Publish: Save and publish, then book a test to watch the card move.
Checked 2026-10-28.

### Sync your Google or Outlook calendar so you don't get double booked
https://knowledge.revenu-lab.com/jobs/stop-double-bookings
Connect your calendar so busy times block bookings, and bookings show on your phone.
1. How sync works: Your connected calendar does two jobs. Conflicts: anything busy on it blocks those times in revenu. Add to: new revenu bookings are written into it so they're on your phone.
2. Connect it (CRM > Calendars > Connections): Go to CRM > Calendars > Connections and connect Google or Outlook. Each staff member connects their own.
3. Pick the conflict calendars: Choose which of your calendars count as busy (personal, family, other work). Then choose the one bookings are added to.
4. If times are still blocked or missing: A deleted event can keep blocking a time for a while. Delete it in your calendar app, then refresh. If you reconnected, anything booked while it was disconnected may need to be re-added.
Checked 2026-10-29.

### Send an invoice
https://knowledge.revenu-lab.com/jobs/send-an-invoice
Pick the customer, add the work, send it by email or text and get paid by card.
1. Start an invoice (Commerce > Invoices & Estimates): Go to Commerce > Invoices & Estimates and create a new invoice.
2. Pick the customer and dates: Choose the contact, then check the invoice number, issue date and due date.
3. Add the work: Add products or services from your catalogue and adjust the price or quantity for this job.
4. Add GST and any discount: Add the GST tax line, and a discount if you're giving one.
5. Send it: Send by email or SMS. The customer gets a link to view and pay.
Checked 2026-10-28.

### Which calendar do I need? Every type explained
https://knowledge.revenu-lab.com/jobs/which-calendar-type
Personal, round robin, class, collective, event calendar, service booking, rentals or Events. Pick in 30 seconds.
1. Where they live (CRM > Calendars > Meeting Calendars): Go to CRM > Calendars > Meeting Calendars and click + New calendar. You'll see the main four, and Explore more types for the rest.
2. Personal booking: just you: One-on-one time with one specific person. Quotes, consultations, a session with the owner. Most small businesses start here.
3. Round robin: share the work: Customers book a time and revenu gives it to whichever team member is free, taking turns. Sales calls, site visits, a team of techs. You can weight it towards some people or always offer whoever's free.
4. Class booking: one host, many people: A set time with a number of seats. Yoga, group training, workshops, an online class. Bookings stop when it's full.
5. Collective booking: several of you at once: Only offers times when every person on the calendar is free, and books them all. Two installers on one job, a panel interview, a joint consult.
6. Event calendar: a time slot with no host: Bookable times that aren't tied to a staff member, like a room, a tour or a seminar session. It has a few key differences, so read the notice when you pick it.
7. Service booking: a menu of services (CRM > Calendars > Services): Lists your services with their own price, length and staff, and customers pick the service first. Salons, clinics, detailers, repair shops. Set it up under CRM > Calendars > Services.
8. Rentals: hire by the day (CRM > Calendars > Rentals): For things people hire for days at a time, with stock, add-ons and fees. Under CRM > Calendars > Rentals (beta).
9. Events: tickets and RSVPs (Client Apps > Events): Not a calendar at all. A full event page with ticket types, a checkout, reminders and QR check-in at the door. Under Client Apps > Events (beta).
Checked 2026-10-29.

### Create a payment link
https://knowledge.revenu-lab.com/jobs/create-a-payment-link
A link customers tap to pay, for anything you sell. Share it anywhere.
1. Open Payment Links (Commerce > Payment Links): Go to Commerce > Payment Links and create a new one.
2. Choose what it's for: Pick the products or services and any options.
3. Copy and share: Copy the link and send it in a message, an email or put it on your site.
Checked 2026-10-28.

### Set up a service menu with staff, prices and durations
https://knowledge.revenu-lab.com/jobs/set-up-a-service-menu
Customers pick a service (cut and colour, full detail, 60-minute massage), then a staff member and a time.
1. How service booking works: Instead of one calendar per service, you build a menu. Each service has its own price, length, staff and photo. The booking page shows the menu, the customer picks, and only the staff who do that service are offered.
2. Open Services (CRM > Calendars > Services): Go to CRM > Calendars > Services. The tabs across the top are Services, Staff, Locations, Booking pages and Global settings. The Onboarding start guide walks you through them in order.
3. Make categories first: Click + New category for each group on your menu, like Cuts, Colour, Treatments. Drag them into the order you want; the booking page follows it.
4. Add each service: Click + New service. Add a photo, name, colour, category and description, then pick the staff, price and duration. Tick private if it shouldn't show on the menu (you can still send its link).
5. Set staff hours and locations: On the Staff tab, set each person's working hours. On Locations, add your address (or each branch).
6. Publish the booking page: On Booking pages, create the page customers use, then View booking page to test it and share or embed the link.
7. Global settings: Set the rules that apply to every service: notice, how far ahead, cancellation and reschedule policy, and notifications.
Doing it properly: Show prices including GST. If you take a deposit or have a late-cancel fee, say so on the booking page before they pay.
Checked 2026-10-29.

### Get paid by text in the middle of a chat
https://knowledge.revenu-lab.com/jobs/text-to-pay
Send a pay-now link right inside the conversation. They pay from their phone.
1. Open the conversation (CRM > Conversations > Inbox): Go to CRM > Conversations and open the customer.
2. Choose Text2Pay: In the reply area, choose the Text2Pay option and pick the product or enter the amount.
3. Send it: Send. The customer taps the link and pays.
4. Check it came through (Commerce > Transactions): The payment shows in Commerce > Transactions.
Checked 2026-10-28.

### Set your hours and booking rules properly
https://knowledge.revenu-lab.com/jobs/set-hours-and-booking-rules
Working hours, one-off days, appointment length, start times, notice, buffers and daily limits, all in one place.
1. Open the calendar (CRM > Calendars > Meeting Calendars): CRM > Calendars > Meeting Calendars, then the pencil on the calendar.
2. Availability: your weekly hours: Tick each day you work and set the hours. Use + to add a second block (say 8 to 12 and 1 to 5 for a lunch break). Check the time zone at the top.
3. Date specific hours: For a one-off change (a late night, a short Friday), click Add date specific hours. It needs recurring meetings turned off.
4. Booking rules: length and start times: Meeting duration is how long it lasts. Meeting interval is how often a time is offered (every 30 minutes, every hour). Add another duration lets the customer choose, say, 30 or 60 minutes.
5. Booking rules: notice, range and buffers: Minimum scheduling notice stops last-minute bookings. Date range sets how far ahead people can book. Pre and post buffer leave gaps around each booking. Max bookings per day and per slot cap your load.
6. Save and test: Click Save changes, then open the booking link in a private window to check the times look right.
Checked 2026-10-29.

### Import your customer list
https://knowledge.revenu-lab.com/jobs/import-your-contacts
Bring your existing customers in from a spreadsheet in a few minutes.
1. Start the import (CRM > Contacts): Go to CRM > Contacts and click Import Contacts.
2. Choose what you're importing: Pick contacts only, or contacts with opportunities.
3. Upload and choose new or update: Upload the CSV and choose whether to add new contacts or update ones you already have. Updates match on contact ID, then email, then phone.
4. Match the columns: Map each column to a field. Skip any you don't need.
5. Confirm and import: Confirm you have permission to contact these people, then start the import.
6. Check the results: Under Bulk Actions you can see how it went and download any rows that failed.
Doing it properly: Only import people you're allowed to contact. A bought list doesn't count, under the Spam Act or the Privacy Act.
Checked 2026-10-28.

### Run an event with tickets: the whole thing
https://knowledge.revenu-lab.com/jobs/run-an-event-with-tickets
Build the event page, sell tickets (or take free RSVPs), send reminders and check people in at the door. Beta.
1. What Events does: Events is a full event system: a public event page, ticket types with prices and limits, coupon codes, a checkout, automatic emails before and after, and QR check-in from the mobile app. Every person who registers becomes a contact, so your follow-up runs like any other lead.
2. Create it and pick the type (Client Apps > Events): Go to Client Apps > Events and click Create your event. Ticketed sells tickets with one or more price tiers. RSVP is free, guests just confirm.
3. Details: Name, cover image, a one-line summary (shows in listings, 160 characters) and the full description.
4. Date, place and host: Set the start and end, time zone and time format. Choose In-person (search the address) or Online. Add the organiser name, email, website and phone. Then Create event. It's saved as a draft.
5. Follow the checklist: The Overview tab shows what's left: create tickets, connect payments, review the checkout form, notifications and pages, then publish.
6. Add tickets: Tickets > Add Ticket Type. Name it, choose Fixed price or Free, set the price in AUD, quantity, max per order and the sale period. Advanced settings has a short description and whether it's shown or hidden. Coupon Codes sits next to Ticket Types.
7. Settings: Registration: the deadline, an overall venue capacity, QR check-in and whether to collect each guest's name. Payments: live or test mode. Notifications: what organisers and guests get. Link & tracking: the event's web address and your Meta pixel.
8. Make the page look right: Pages & design controls the event page, schedule and checkout. Drag sections up or down, switch them off, add FAQs, a schedule and speakers, and check desktop and phone. Copy from another event saves time next time.
9. Preview, then publish: Click Preview, run a test registration in test mode, then Publish event. Share it from the menu, or embed it on your website or funnel.
Doing it properly: Show the full ticket price including GST and fees, and your refund policy, before checkout. Registration emails are transactional. If you also want to market future events to guests, ask for consent on the checkout form. Say in your privacy policy that you use a Meta pixel if you add one.
Checked 2026-10-29.

### Get Facebook and Instagram leads straight into your account
https://knowledge.revenu-lab.com/jobs/connect-facebook-lead-forms
Leads from your Meta ad forms land in Contacts and get an instant reply.
1. Connect Facebook (Settings > Integrations): Go to Settings > Integrations and connect Facebook.
2. Pick your Page and Instagram (Marketing > Social Planner): Choose the Facebook Page and the Instagram account linked to it.
3. Start a workflow from the form (Automations > Workflows): In Automations > Workflows, add the trigger Facebook lead form submitted and select the page or form. Instagram ad leads come through the same trigger.
4. Reply and test: Add your reply action, then send a test lead from Meta's lead ads testing tool.
Doing it properly: Lead forms collect personal information. Say on the form who you are and what you'll use it for (Privacy Act), and get consent before marketing to them.
Checked 2026-10-28.

### Win back customers you haven't seen in a while
https://knowledge.revenu-lab.com/jobs/win-back-old-customers
Reach the people who already know you. Usually the cheapest work you'll get all year.
1. Build the list (CRM > Contacts > Smart Lists): In CRM > Contacts > Smart Lists, filter to past customers who agreed to hear from you and haven't booked in a while.
2. Simple way: tag and follow up: Tag them, then build a workflow with the Contact tag trigger and a Send SMS or Send Email action, as in Reply to new leads.
3. AI way: start an AI campaign: From the Smart List, start an AI campaign. Your AI agent texts each person and handles the replies. Ask Charlie to have it switched on first.
4. Test on yourself, then launch: Send it to your own number first. Then schedule it, or drip it out over a few days.
Doing it properly: Only message people who agreed to hear from you or bought from you recently. Always include an opt-out. If the AI agent is talking, it says it's an AI assistant if asked and never pretends to be a person.
Checked 2026-10-28.

### Set up a series of emails that goes out on its own
https://knowledge.revenu-lab.com/jobs/set-up-an-email-nurture
Welcome, follow up and stay in touch with a few emails sent in order.
1. Create a workflow (Automations > Workflows): Go to Automations > Workflows and create one, from scratch, a template or Build using AI.
2. Choose who gets it: Add a trigger such as Contact tag or Form submitted, and filter it.
3. Add the emails: Add an action, then Communication > Send Email, for each email in the series. Use merge fields so each one is personal.
4. Set the rules: In the workflow settings, decide whether people can go through it more than once and when they should stop.
5. Test and publish: Run it on your own contact first, then publish.
Doing it properly: Every email names your business and has a working unsubscribe. That's the Spam Act. Only add people who agreed to hear from you.
Checked 2026-10-28.

### Get your email ready to send (so it lands in the inbox)
https://knowledge.revenu-lab.com/jobs/get-your-email-ready-to-send
Set up your sending domain once. It's the difference between inbox and spam.
1. Add your sending domain (Settings > Communications > Email): Go to Settings > Communications > Email and add your sending domain.
2. Add the SPF and DKIM records: Copy the records shown and add them at your DNS host.
3. Add DMARC: At your DNS host, add a TXT record. A safe starting value is below: it monitors without blocking anything. Swap in your own email for the reports.
4. Verify and test: Verify the domain, then send a test to your own inbox.
Doing it properly: Send from an address on the same domain you set up. Do this before any bulk email.
Checked 2026-10-28.

### Make an email template in your brand
https://knowledge.revenu-lab.com/jobs/build-a-branded-email-template
Your logo, colours and fonts, ready to reuse for every campaign.
1. Start a template (Marketing > Emails > Templates): Go to Marketing > Emails > Templates and create a new one.
2. Use your brand kit: Pick a template, open Preview and choose your brand kit in the sidebar, then Choose Template. Brand kits live in Marketing > Brand Boards.
3. Build it: Drag in blocks, then edit the words and merge fields.
4. Save and test: Save, then send yourself a test to check it on your phone.
Doing it properly: If you'll use it for marketing, keep your business details and an unsubscribe link in the footer.
Checked 2026-10-28.

### Change the words or photos on your website
https://knowledge.revenu-lab.com/jobs/edit-your-website
Open the page, click what you want to change, publish.
1. Open your site (Sites > Websites): Go to Sites > Websites and open your site.
2. Open the page: Open the page you want to change in the editor.
3. Make the change: Click the text or image and change it. You can also ask the AI in the editor to make the change for you, then check what it wrote.
4. Publish: Save and publish. Undo only works while you're still in the editor, so check before you leave.
Checked 2026-10-28.

### Add a new page to your website
https://knowledge.revenu-lab.com/jobs/add-a-page-to-your-website
A new service, a new suburb, a new offer. Give it its own page.
1. Open your site (Sites > Websites): Go to Sites > Websites and open your site.
2. Add the page: In the Pages tab, add the new page and build it.
3. Fill in the SEO details: Give it a clear title and description, so Google knows what it's about.
4. Publish: Publish, then open it on your phone to check.
Doing it properly: If the page has a form or tracking, it needs a line on what you collect and a link to your privacy policy.
Checked 2026-10-28.

### Build a landing page for an offer or ad
https://knowledge.revenu-lab.com/jobs/build-a-landing-page
One page, one offer, one form. Perfect for ads.
1. Start a funnel (Sites > Funnels): Go to Sites > Funnels and create a new funnel.
2. Pick a starting point: Start from a template or a blank page.
3. Build the steps: Add the pages you need, for example the landing page, the form and a thank-you page.
4. Set the address and publish: Choose the domain and path, then publish.
Doing it properly: If the page collects details, say who you are and what you'll do with them, and get consent before marketing.
Checked 2026-10-28.

### Put an enquiry form on your website
https://knowledge.revenu-lab.com/jobs/put-a-form-on-your-website
Build the form, copy it onto your site, and every enquiry lands in Contacts.
1. Build the form (Sites > Forms): Go to Sites > Forms > Builder and create a form.
2. Add the fields: Add what you need and match each field to a contact field.
3. Add your notice and consent: Say what you'll use their details for, and add a separate tick box if you'll send them marketing.
4. Set what happens next: Choose the thank-you message or page, and who gets notified.
5. Copy it onto your site: Open Integrate and choose embed, share link or QR code. Copy the code onto your page.
Doing it properly: A collection notice on the form (Privacy Act), and a separate unticked box for marketing consent (Spam Act).
Checked 2026-10-28.

### Connect your own domain
https://knowledge.revenu-lab.com/jobs/connect-your-domain
Put your site or landing page on yourbusiness.com.au.
1. Add the domain (Sites > Domains): Go to Sites > Domains and add your domain.
2. Add the DNS records: Add the records shown at your domain registrar.
3. Wait for it to verify: It usually takes minutes, sometimes a few hours.
4. Point your site at it: In your website or funnel settings, choose the domain and the default page, then publish.
Checked 2026-10-28.

### Change what your AI agent says
https://knowledge.revenu-lab.com/jobs/change-what-your-ai-says
Update its instructions, test it, and switch it on.
1. Open your agent (AI > Conversation AI): Go to AI > Conversation AI and open the agent.
2. Change its instructions: Describe the change in the editor's chat, or switch to the manual editor and edit the instructions yourself.
3. Test it: Click Test agent and ask it a few real questions your customers ask.
4. Check its mode and save: Make sure it's on the mode you want: Off, Suggestive (it drafts, you send) or Auto-Pilot. Then save.
Doing it properly: Your agent always says it's an AI assistant if asked, and never claims to be a person.
Checked 2026-10-28.

### Teach your AI agent a new answer
https://knowledge.revenu-lab.com/jobs/teach-your-ai-a-new-answer
Add a question and answer, a document or a web page to what it knows.
1. Open the knowledge base (AI > Knowledge Base): Go to AI > Knowledge Base and open yours.
2. Add what it should know: Click Add Source and add an FAQ, some text, a file (PDF, Word, PowerPoint, text or CSV) or a web page.
3. Test that it finds it: Once it's processed, ask the question in the retrieval tester and check the right answer comes back.
4. Make sure your agent uses it: In the agent's training settings, check this knowledge base is selected. Then test the agent.
Doing it properly: Don't put customers' personal details in the knowledge base.
Checked 2026-10-28.

### See who changed something
https://knowledge.revenu-lab.com/jobs/see-who-changed-what
Every change is logged with who did it and what it was before.
1. Open Audit Logs (Settings > Audit Logs): Go to Settings > Audit Logs.
2. Filter it: Narrow it down by area of the account.
3. Open the entry: Open a line to see the before and after.
Checked 2026-10-28.

### Can't sign in, or the password email didn't arrive
https://knowledge.revenu-lab.com/jobs/sign-in-help
Where to sign in, how to reset, and what to check.
1. Use the right address: Sign in at app.revenu.com.au, or in the revenu app on your phone.
2. Reset your password: Use Forgot password on the sign-in page and enter the email your login is under.
3. Check spam: Look in spam and promotions for the email, and mark it as not spam.
4. Still stuck? Ask Charlie: Email charlie@revenu.com.au with the email address you sign in with. Never send your password.
Checked 2026-10-29.

### Is this email really from revenu?
https://knowledge.revenu-lab.com/jobs/is-this-email-from-revenu
How to tell a real revenu email from a scam, and what to do if you're not sure.
1. Check the address it came from: revenu writes from addresses ending in @revenu.com.au, such as adam@revenu.com.au or charlie@revenu.com.au. Account notices can come from @revenu-lab.com. Anything else claiming to be revenu, treat as suspect.
2. Never send passwords or card numbers: revenu will never ask for your password or card details by email or text.
3. Don't click if you're unsure: Sign in yourself at app.revenu.com.au instead of using a link in the email.
4. Forward it to Charlie: Forward the email to charlie@revenu.com.au and ask. He'll tell you if it's real.
Checked 2026-10-29.

### What's included in my plan, and what costs extra
https://knowledge.revenu-lab.com/jobs/whats-included-in-my-plan
The two plans in plain words, and what's billed on top.
1. revenu system: $599 + GST a month, month to month. The platform built around your business, with three to four sessions with Adam, then you run it.
2. revenu system + grow++: $998 + GST a month. Everything above plus one new build a month, a monthly health check, clean-ups, and new features switched on as they land.
3. What's billed on top: Usage (texts, calls, email and AI) is pay as you go from your wallet in Australian dollars. Websites and extra sessions with Adam are priced on their own.
4. See the details: Full pricing is at revenu.com.au/pricing and usage rates at revenu.com.au/usage.
Full guide: https://revenu.com.au/pricing
Checked 2026-10-29.

### Usage charges, explained
https://knowledge.revenu-lab.com/jobs/usage-charges-explained
Why texts, calls, email and AI show up as usage, and where to see your balance.
1. What usage is: Every text, call minute, email and AI reply costs a little to send. It's charged as you use it, in Australian dollars, from your account's wallet.
2. See the rates: Current rates are at revenu.com.au/usage. The SMS cost calculator there shows what a text costs before you send it.
3. Check your balance (Settings > Billing): Your wallet balance and auto top-up live under Settings > Billing.
4. Something looks off?: Email charlie@revenu.com.au with the month and what you expected. Adam checks billing questions himself.
Full guide: https://revenu.com.au/usage
Checked 2026-10-29.

### Book time with Adam (what's free, what's a session)
https://knowledge.revenu-lab.com/jobs/book-time-with-adam
Support fixes are free. Learning and building together is a paid session.
1. Free: Your first chat, onboarding and integration days, and support fixes when something isn't working. Ask Charlie and he'll pass it to Adam.
2. A paid session: Ninety minutes with Adam to learn something, build something together, or get across Claude and AI for your business. $249 for clients, $349 otherwise, paid when you book.
3. On grow++: One session a month is included. Tell Charlie the day and time that suits and Adam books it in.
4. Book it: Sessions are booked at revenu.com.au/sessions.
Full guide: https://revenu.com.au/sessions
Checked 2026-10-29.

### How the wallet works
https://knowledge.revenu-lab.com/jobs/how-the-wallet-works
Texts, calls, email and AI are paid from a prepaid balance. Here's how it fills, drains and tops up.
1. It's a prepaid balance: Your account has a wallet. Every text, call minute, email and AI reply takes a few cents from it as it happens. Your monthly plan is separate and doesn't come out of the wallet.
2. What drains it fastest: Long texts (they split into several segments), calls, and AI agents having lots of conversations. A quiet month costs very little.
3. Auto top-up keeps it running (Settings > Billing): Set a threshold and a top-up amount under Settings > Billing. When the balance drops below the threshold, it tops up from your card so nothing stops sending.
4. Figures can lag a little: Usage can take up to five minutes to show. If a number looks off straight after a big send, check again shortly.
5. See today's rates: Rates are in Australian dollars at today's exchange rate on the usage page.
Doing it properly: If the wallet runs dry and auto top-up is off, sending stops until it's topped up. Leave auto top-up on.
Full guide: https://revenu.com.au/usage
Checked 2026-10-29.

### What makes an SMS segment (and why some texts cost more)
https://knowledge.revenu-lab.com/jobs/what-makes-an-sms-segment
Texts are billed in segments. One emoji can double the cost. Here's the rule.
1. One segment is 160 characters: A plain text up to 160 characters is one segment, billed once.
2. Longer texts split: Past 160 characters the text splits into parts of 153 characters each (a few characters go on stitching them back together). A 300-character text is two segments.
3. Emoji and some symbols change the rule: One emoji, a curly quote or certain symbols switch the whole text to a different character set. Then it's 70 characters per segment, or 67 per part when it splits. The same message can suddenly cost two or three times as much.
4. Check before you send: Paste your message into the SMS cost calculator. It shows the segments and the cost in AUD before you hit send.
5. Keep it lean: Use straight quotes, skip emoji in bulk sends, and put links at the end.
Full guide: https://revenu.com.au/sms-cost-calculator-australia
Checked 2026-10-29.

### Set up an AI receptionist that answers the phone
https://knowledge.revenu-lab.com/jobs/set-up-an-ai-receptionist
A voice agent that answers calls in your business's voice, answers questions and books jobs.
1. Create the agent (AI > Voice AI > Agent List): Go to AI > Voice AI > Agent List, click + Create Agent, then Create Custom Agent.
2. Give it a voice and a job: Set the name, voice, language and time zone. Write what it does, what it should find out, and when to hand over to you. Then the first thing it says.
3. Give it your knowledge: In the Knowledge Base step, pick the knowledge base with your services, prices and policies.
4. Let it book: Under Actions, add + New Action > Appointment Booking and link your calendar. Add Call transfer too, so it can put callers through to you.
5. Put it on your number: On the Deploy tab, pick your number. Choose Answer Calls Directly, or Use as Backup so it only picks up when you don't. Set its hours.
6. Test it twice: Run a Web Call test for the wording, then ring the number for a real test.
Doing it properly: Its first line says it's an AI assistant and that the call may be recorded. It never claims to be a person, even if asked. It's billed per minute from your wallet.
Full guide: https://revenu.com.au/ai-receptionist
Checked 2026-10-28.

### Put an AI chat agent on your website
https://knowledge.revenu-lab.com/jobs/put-an-ai-chat-on-your-website
A chat bubble that answers questions and books people in, in your voice.
1. Create the agent (AI > Conversation AI): Go to AI > Conversation AI and create an agent. Guided is quickest: pick General Q&A or Appointment Booking and a brand voice.
2. Train it: Attach your knowledge base, and set its goals: book appointments, collect details, hand over to a human.
3. Make the chat widget (Sites > Chat Widget): Go to Sites > Chat Widget > New > Live Chat. Style it to match your site, then pick your agent on the Agent tab and save.
4. Put it on your site: Click Get Code and paste it into your website's tracking code, or choose the widget in your site's settings if revenu built it.
5. Switch it on: On the agent, tick the Live Chat channel and set the mode. Start on Suggestive (it drafts, you send) for a week, then Auto-Pilot.
Doing it properly: Turn on the widget's compliance notice and consent tick box, so people know what you collect. The agent says it's an AI assistant and never pretends to be a person.
Checked 2026-10-28.

### Use Ask AI, the assistant inside your account
https://knowledge.revenu-lab.com/jobs/use-ask-ai
Ask in plain English and it finds things, drafts things and does the fiddly bits.
1. Open it (AI > Ask AI): Click Ask AI in the top bar, or go to AI > Ask AI.
2. Ask in plain English: Type or say what you want. A few to try:
3. Check before it acts: If it wants to change or send something, it asks you to confirm first. Read it, then approve or cancel.
4. Come back to it: Past chats are kept. Use New chat and Search to find an old one.
Doing it properly: If you ask it to text or email a list, the same consent rules apply as any campaign.
Checked 2026-10-28.

### Build your own AI agent
https://knowledge.revenu-lab.com/jobs/build-your-own-ai-agent
An agent that runs a job for you: follows up, chases, checks, reports. Described in plain English.
1. Start it (AI > Agent Studio): Go to AI > Agent Studio, open the Managed tab and click + Create Agent.
2. Describe the job: Say what it should do, on which channels, with what knowledge, and what it's allowed to change. Or pick a ready-made use case.
3. Set when it runs: Choose what starts it (Runs when): a schedule, a new contact, a form and so on.
4. Test it: Pick a test contact and start a + New Run. Watch what it does.
5. Publish and keep an eye on it: Publish it, then check Runs and anything Waiting on you.
Doing it properly: Managed agents are still in beta. Keep approvals on for anything it sends to customers.
Checked 2026-10-28.

### Reply to Google reviews, and handle a bad one
https://knowledge.revenu-lab.com/jobs/reply-to-reviews
Answer every review from one place, and deal with a bad review without making it worse.
1. Connect Google (Marketing > Reputation > Settings): In Marketing > Reputation > Settings, connect Google (and Facebook if you use it).
2. Open your reviews (Marketing > Reputation > Reviews): Go to Reputation > Reviews and filter by stars.
3. Reply to the good ones: Thank them by name and mention the job. Short is fine.
4. Reply to a bad one calmly: Don't argue in public. Acknowledge it, take it offline, and leave out any personal details.
5. Optional: let AI draft replies: Under Reputation > Settings > Reviews AI, set up an agent with your tone. Keep it on Suggestive so you approve every reply, especially bad ones.
Doing it properly: Never offer anything in exchange for changing or removing a review, and never post fake reviews. Both breach Australian Consumer Law.
Full guide: https://revenu.com.au/theflow/remove-bad-google-review-australia
Checked 2026-10-28.

### Schedule your social media posts
https://knowledge.revenu-lab.com/jobs/schedule-social-posts
Write once, post to Facebook, Instagram, Google and more, on the day you pick.
1. Connect your accounts (Marketing > Social Planner > Settings): Go to Marketing > Social Planner > Settings > Social Accounts, pick a platform, sign in and choose the page.
2. Start a post (Marketing > Social Planner): In Social Planner, click + New Post.
3. Write it and add media: Pick the channels, write the caption and add photos or video.
4. Schedule it: Choose the date and time, or send it for approval. For lots at once, New Post > Upload from CSV.
Checked 2026-10-28.

### Connect your Google Business Profile
https://knowledge.revenu-lab.com/jobs/connect-your-google-business-profile
Pull in your reviews and post to Google from your account.
1. For reviews (Marketing > Reputation > Settings): In Marketing > Reputation > Settings, connect Google and pick your business.
2. For posting (Marketing > Social Planner > Settings): In Marketing > Social Planner > Settings > Social Accounts, choose Google Business Profile, sign in and select the profile.
3. If it stops working: Google connections expire now and then. Reconnect it in the same place.
Checked 2026-10-28.

### Create a discount code
https://knowledge.revenu-lab.com/jobs/create-a-coupon
A code customers type at checkout for a percentage or dollars off.
1. Start a coupon (Commerce > Coupons): Go to Commerce > Coupons and create one.
2. Set the code and discount: Choose the code, percentage or fixed amount, and how much.
3. Limit it if you want: Restrict it to certain products, set start and end dates, and cap how many times it can be used.
4. Save and share: Save it. It works at checkout on your forms, store and pages.
Checked 2026-10-28.

### Sell products online
https://knowledge.revenu-lab.com/jobs/sell-products-online
Add your products and put them in a simple online store.
1. Add your products (Commerce > Products): Go to Commerce > Products and create each one: name, photo, description and price.
2. Create the store (Sites > Stores): Go to Sites > Stores and create a store.
3. Add products and payments: Add your products to the store and make sure your payment account is connected.
4. Design and publish: Tidy up the product and cart pages in the builder, then publish on your domain.
Doing it properly: Publish your refund and privacy policies on the store.
Checked 2026-10-28.

### Set up a client portal
https://knowledge.revenu-lab.com/jobs/set-up-a-client-portal
One branded login for your customers to see their courses, files and community.
1. Set the address (Client Apps > Client Portal): Go to Client Apps > Client Portal > Settings and set the domain.
2. Brand it: Under Branding, add your name, two colours, logo, favicon, portal image, support email and copyright line. Images are square: logo up to 200 x 200, favicon 16 x 16, portal image up to 720 x 720.
3. Save: Click Save Settings.
4. Invite clients: Invite them from what's inside it (courses, communities), or share the portal link.
Checked 2026-10-28.

### Create a course or membership
https://knowledge.revenu-lab.com/jobs/create-a-course
Lessons and videos behind a login, released when you choose.
1. Start it (Client Apps > Courses): Go to Client Apps > Courses and create a product. You can build it with AI or import from Kajabi too.
2. Add the lessons: Add categories, then lessons with video or files.
3. Choose when lessons open: Set drip rules: by time, by tag, or as they finish the last one.
4. Sell or give access: Attach an offer to sell it, or give access with a tag.
Checked 2026-10-28.

### Take rental bookings (hire gear, rooms, equipment)
https://knowledge.revenu-lab.com/jobs/take-rental-bookings
List what you hire out with prices, stock, add-ons and fees, and let people book the dates. Beta.
1. How rentals differ: A rental is booked by the day (or several days), not by the hour, and you have a number in stock. The booking page shows what's free for the dates they pick.
2. Open Rentals (CRM > Calendars > Rentals): Go to CRM > Calendars > Rentals. If you can't see it, it's in beta and needs switching on: ask Charlie.
3. Add a listing: Click + New listing. Add photos, a name and description, the base price and how many you have. Group listings into categories.
4. Add-ons and fees: Add-ons are optional extras (delivery, a trailer, insurance). Additional fees are charges added to every booking (cleaning, bond).
5. Global settings: Set pick-up and return rules, notice and how far ahead people can book.
6. Test the booking page: Click View booking page and book a test. External calendars you import also block dates.
Doing it properly: Show your hire terms, bond and cancellation rules before they pay. Rental invoices may not send automatically: check your first booking.
Checked 2026-10-29.

### Let customers book any of your team
https://knowledge.revenu-lab.com/jobs/add-a-team-calendar
One calendar that shares bookings across your staff, or books several people together.
1. Create a calendar (CRM > Calendars > Meeting Calendars): Go to CRM > Calendars > Meeting Calendars and click + New calendar.
2. Pick the type: Round robin shares bookings out across the team in turn. Collective books several people into one slot, like an on-site quote with two staff.
3. Add the team: Add each person and check their hours.
4. Share it: Share the booking link or put it on your site.
Checked 2026-10-28.

### Make a QR code
https://knowledge.revenu-lab.com/jobs/make-a-qr-code
For flyers, vans, counters and business cards. It tracks scans too.
1. Start one (Sites > QR Codes): Go to Sites > QR Codes and create one.
2. Choose where it goes: Pick a type: your review link, a business card, a calendar, a service, or any web address.
3. Style it: Match your colours and add your logo.
4. Download and test: Download it and scan it with your phone before you print.
Checked 2026-10-28.

### See where your leads came from
https://knowledge.revenu-lab.com/jobs/see-where-leads-came-from
Which ads, pages and channels brought enquiries, and which turned into money.
1. Open attribution (Reporting > Reports): Go to Reporting > Reports > Attribution.
2. Pick the dates: Choose a date range and how you want sources grouped.
3. Compare: See contacts, opportunities, closed deals and revenue by source.
4. Want your own report?: Reporting > Custom Reports > New Report builds one from scratch.
Checked 2026-10-28.

### Use the revenu app on your phone
https://knowledge.revenu-lab.com/jobs/use-the-mobile-app
Reply to customers, take calls and check your day from the van.
1. Get the app: Download it for iPhone or Android from revenu.com.au/apps.
2. Sign in and pick your account: Use your normal revenu login.
3. Turn on notifications: So new messages and bookings reach you straight away.
4. What you can do: Conversations, calls, contacts, your calendar, and Ask AI (tap it, type or speak, confirm before it acts).
Full guide: https://revenu.com.au/apps
Checked 2026-10-28.

### Build a page or small app with AI
https://knowledge.revenu-lab.com/jobs/build-with-ai-studio
Describe it, AI Studio builds it, you refine it in chat and publish.
1. Start a project (AI > AI Studio): Open AI > AI Studio and describe what you want. Add a photo, file or a website you like as a reference.
2. Refine it in chat: Answer the design questions or pick a template, then ask for changes in plain English. Check it on desktop and phone.
3. Publish: Click Publish, confirm the address, and add a name, icon and social image.
4. Use your own domain: After the first publish, add your domain, put the DNS records at your registrar and verify.
Checked 2026-10-28.

### Set up WhatsApp
https://knowledge.revenu-lab.com/jobs/set-up-whatsapp
WhatsApp messages land in the same inbox as texts and emails.
1. Open WhatsApp settings (Settings > Communications > WhatsApp): Go to Settings > Communications > WhatsApp and pick how to connect: your existing WhatsApp Business app, a new number, or moving one across.
2. Sign in with Facebook: Use the Facebook account that runs your business page.
3. Verify the number: Enter the number and type the code you receive.
4. Finish: Select or create the business assets and finish. Templates for messages you start live under WhatsApp > Templates.
Doing it properly: Only message people on WhatsApp who've opted in. Beyond the first 1,000 service messages a month per number, WhatsApp messages are billed.
Checked 2026-10-29.

### Turn on call recording (and what to tell callers)
https://knowledge.revenu-lab.com/jobs/turn-on-call-recording
Record calls for training and disputes, the right way.
1. Open your number (Settings > Communications > Phone System): Go to Settings > Communications > Phone System and open your number's Edit Configuration.
2. Turn on recording: Switch on Call Recording.
3. Turn on the disclosure message: Switch on the message that tells callers the call is recorded. Something like:
4. Test it: Save, then make a test call and check you hear the message.
Doing it properly: Always tell callers before recording. It's required under state surveillance and telecommunications laws and the Privacy Act.
Checked 2026-10-28.

### Build a funnel, step by step
https://knowledge.revenu-lab.com/jobs/build-a-funnel
A funnel is a short run of pages that walks someone to one action: book, buy or leave their details.
1. How a funnel works: A website has lots of pages people wander around. A funnel has a few pages in a fixed order, each with one job. Page one makes the offer and grabs details, page two books or takes payment, page three says thanks. Because every page has one button, more people finish.
2. Create it (Sites > Funnels): Go to Sites > Funnels and click + New funnel. Start from scratch, pick a template, or use Build with AI and describe the offer in a sentence.
3. Add the steps: Each step is one page with its own address. Add them in the order people should move through them. Name them simply so you can tell them apart later.
4. Build each page: Click a step, then Edit. Drag in sections, then rows, then elements (headline, form, calendar, order form, button). Keep one button per page and point it at the next step.
5. Set the path for each step: In each step's settings give it a short path like /offer or /book. That's what shows after your domain.
6. Point it at your domain and publish: In the funnel's Settings tab, pick your domain. Then click Publish on every page you changed. Open the live link on your phone and click through it once like a customer would.
Doing it properly: Your form needs a consent line if you'll text or email them, and a link to your privacy policy. If you take money, state the price, what's included and your refund terms on the page.
Full guide: https://revenu.com.au/theflow
Checked 2026-10-29.

### Build a full website the traditional way
https://knowledge.revenu-lab.com/jobs/build-a-website-the-traditional-way
Pages, a menu, a footer, forms and SEO settings, built with the drag-and-drop builder.
1. Website or AI Studio?: The website builder is drag and drop: you place every section yourself, and anyone on your team can edit it later without code. AI Studio builds the whole site from a conversation, and it's best for something custom or interactive. Pick the builder if you like to see and move things.
2. Create the site (Sites > Websites): Go to Sites > Websites, click + New website, and start from a template or a blank page.
3. Set your styles first: Before building pages, set your fonts and colours in the site settings so every page matches. Changing them later then changes them everywhere.
4. Add your pages: Add one page per item in your menu. Give each a short path.
5. Build the menu and footer once: Make the header (logo, menu, phone, book button) and footer as global sections. Edit them once and they update on every page.
6. Add a form and a booking calendar: Drop a Form element on Contact and a Calendar element where people book. Both send people straight into your contacts.
7. Fill in the SEO settings for every page: In each page's settings, write the title and description Google shows. Keep the title under 60 characters and the description under 155.
8. Connect your domain and publish: Pick your domain in the site settings, then publish each page. Check it on your phone before you tell anyone.
Doing it properly: Every form that collects details links to your privacy policy. Use photos you own or have a licence for.
Checked 2026-10-29.

### Get more from AI Studio: prompts that work
https://knowledge.revenu-lab.com/jobs/get-more-from-ai-studio
How to talk to AI Studio so it builds what you mean, fixes things cleanly and publishes to your domain.
1. How it works: AI Studio writes a real website or web app from what you tell it, shows a live preview, and keeps a history of every change. You talk to it like a designer. The clearer the brief, the less fixing later.
2. Open it (Sites > AI Studio): Go to Sites > AI Studio (also under AI > AI Studio) and start a new project.
3. Start with a full brief: Give it who you are, who it's for, the pages, the feel and the one action you want. Paste this and fill in the brackets.
4. Change one thing at a time: Small, specific requests work best. Say where, what and how.
5. Ask for SEO properly: Ask it to set titles, descriptions and structured data on every page.
6. Go back if it goes wrong: Every change is saved in the history. If a change breaks something, roll back to the version before it rather than asking it to undo by hand.
7. Publish and connect your domain: Click Publish, then add your domain in the project's domain settings. Publishing again pushes new changes live.
Doing it properly: Check any facts, prices or claims it writes before you publish. Forms need a privacy policy link and a consent line if you'll message people.
Full guide: https://revenu.com.au/theflow
Checked 2026-10-29.

### Add your Meta pixel, Google tag and other tracking
https://knowledge.revenu-lab.com/jobs/set-up-your-tracking-pixels
Tracking codes tell Facebook and Google who visited and who converted, so your ads can find more people like them.
1. How tracking works: A pixel is a small code on your pages. When someone visits or fills in a form, it tells the ad platform. The ad platform then shows your ads to similar people and tells you which ads made money. No pixel, no learning.
2. Funnels and websites: add it once in settings: Open the funnel or website, go to its Settings, and paste the code into the Head tracking code box. It then loads on every page of that site.
3. One page only: add it to that page: To fire an event on one page only (like Lead on the thank-you page), open the page's settings and paste the event code into that page's tracking code box.
4. Use this for a lead event: On the thank-you page only, add the Lead event under your base pixel code.
5. Sites outside revenu (Sites > External Tracking): If your main website lives somewhere else, Sites > External Tracking gives you a script to put on that site so visits and forms still show in revenu's attribution.
6. Check it fires: Open your page with Meta Pixel Helper or Google Tag Assistant running, or watch the test events screen in Meta Events Manager while you submit a test form.
Doing it properly: Say in your privacy policy that you use tracking and advertising cookies. Don't send health details or other sensitive information to ad platforms.
Checked 2026-10-29.

### Write posts, emails, blogs and images with Content AI
https://knowledge.revenu-lab.com/jobs/write-with-content-ai
Content AI is the writing and image helper built into the social planner, email builder, blogs, funnels and inbox.
1. Where it lives (AI > Content AI): You don't open Content AI to write. You use it inside the tool you're in: the AI or sparkle button in the social post composer, the email builder, the blog editor, the funnel and website builder, and the inbox reply box. The Content AI page itself shows what you've generated and what it cost.
2. Give it a proper brief: It writes better when it knows the who, what and tone. Paste and fill in.
3. Make images: In the composer or builder, switch to image, describe the picture (subject, setting, style, colours) and pick the one you like. Images you generate appear under the Image tab of Content AI.
4. Edit before you post: Read it out loud. Swap anything that doesn't sound like you, check facts and prices, and cut it by a third.
5. Know the cost: Words and images are charged from your wallet. The Content AI page shows total words, cost and words per day.
Doing it properly: Check claims, prices and testimonials it writes. You're responsible for what you publish. Don't present AI images as real photos of your work.
Full guide: https://revenu.com.au/usage
Checked 2026-10-29.

### Social Planner: every part explained
https://knowledge.revenu-lab.com/jobs/social-planner-tour
Plan, write, schedule and reply to every social channel from one calendar.
1. Connect your accounts (Marketing > Social Planner): Go to Marketing > Social Planner. Click + Connect on each network: Facebook, Instagram, LinkedIn, TikTok, YouTube, and also Pinterest, Threads, Bluesky, Google Business Profile and your Community. Use the admin login for each page.
2. Planner: The calendar and list of everything scheduled, posted and in draft. Click a day to create a post for that day, or drag a post to move it.
3. Create a post: Pick the accounts, write once, then tweak per channel if you need to (Instagram needs an image, Google posts suit a button). Add images or video, then post now, schedule, or save as a draft.
4. Content library: Your saved images, videos and drafts, so you're not hunting through your phone every time.
5. Bulk, evergreen, recurring and RSS: Upload a month of posts from a CSV, keep a library of evergreen posts that recycle on a schedule, set posts that repeat weekly, or post automatically from a blog's RSS feed.
6. Comments: Replies to your posts from all channels in one place, so you can answer without opening each app.
7. Statistics: Reach, engagement and follower growth by channel and date range. Use it to see which posts are worth repeating.
8. Approvals and team: If someone else drafts your posts, turn on approvals in the planner's settings so nothing goes live until you say so.
9. Let someone else connect: If the person with the logins isn't you, click Send social connect invite and they connect the accounts from a link.
Doing it properly: Posts you make straight inside Facebook or Instagram may not show in the planner. Post from revenu if you want one calendar of everything.
Checked 2026-10-29.

### Schedule a month of social posts from a spreadsheet
https://knowledge.revenu-lab.com/jobs/bulk-schedule-social-posts
Write your posts in a CSV, upload once, and the planner schedules them all.
1. Why bulk: Sitting down once a month beats posting every day. You write everything in a spreadsheet, upload it, and the planner does the rest.
2. Get the template (Marketing > Social Planner): In Marketing > Social Planner, create a post and choose the bulk CSV option, then download the sample CSV. Use that exact file so the columns match.
3. Fill it in: One row per post: the date and time, the post text and a link to any image. Keep dates in the format the sample uses.
4. Upload and pick accounts: Upload the CSV, choose which accounts the posts go to, then review the preview. Fix any row it flags.
5. Check the planner: Open the Planner and scroll the month. Move anything that clashes with a holiday or event.
Checked 2026-10-29.

### Recycle evergreen posts, repeat posts and post from your blog
https://knowledge.revenu-lab.com/jobs/recycle-evergreen-posts
Keep your feed busy without writing new posts every week.
1. Evergreen queue: Evergreen posts are ones that are always true: tips, reviews, a reminder of what you do. Add them to a category queue and the planner cycles through them on the schedule you set.
2. Recurring posts: For things that happen on a rhythm (a weekly special, a Friday reminder), set the post to repeat on chosen days and times.
3. Post from RSS: Add your blog's RSS feed and the planner creates posts from new articles automatically. Your revenu blog has one, so new articles can go straight to social.
4. Check in monthly: Look at Statistics once a month and drop the evergreen posts nobody engages with.
Checked 2026-10-29.

### Run Facebook, Google and LinkedIn ads from Ad Manager
https://knowledge.revenu-lab.com/jobs/run-ads-from-revenu
Create, launch and report on ads without leaving revenu, with leads landing straight in your contacts.
1. How it works: Ad Manager connects to your ad accounts. You build the ad here, it publishes to the platform, and your ad spend is still billed by Facebook, Google or LinkedIn. Leads from lead forms come straight into revenu so follow-up starts instantly.
2. Turn it on (Marketing > Ad Manager): Go to Marketing > Ad Manager and click Activate Ads Manager, then connect your ad accounts.
3. Start from a template: Pick a ready-made template for your goal and industry. It fills in the structure so you only change the words, images and budget.
4. Set the audience and budget: Choose the area (suburbs or a radius), age range and interests. Start small and let it run a week before judging it.
5. Launch and watch the numbers (Reporting > Reports): Results show by campaign, ad group, ad and keyword. Look at cost per lead and how many booked, not just clicks. Reporting > Reports > Meta Ads and Google Ads show the same numbers alongside your bookings.
Doing it properly: Ads that collect details need your privacy policy linked. Don't make claims you can't back up, like guaranteed results or 'cheapest in Melbourne'.
Checked 2026-10-29.

### Custom fields and folders: what they are and how to make one
https://knowledge.revenu-lab.com/jobs/custom-fields-explained
Fields are the boxes on a contact that hold your own details, like job type or pet's name. Folders group them.
1. What a custom field is: Every contact has standard boxes: name, phone, email. A custom field is a box you add for something your business needs, like Job type, Pet's name or Renewal date. Once it exists, forms can fill it, workflows can use it, and you can filter and personalise messages by it.
2. Fields belong to a record type (CRM > Custom Fields): A field sits on a contact, an opportunity, a company or a task. Pick the one where the detail lives. A contact's birthday goes on the contact. A job's value goes on the opportunity.
3. Folders keep the contact tidy: Folders are headings on the contact record, like Job details or Preferences. Related fields sit together instead of in one long list. Make the folder first with Create folder.
4. Create the field: Click Create field, choose the type, the record, the name and the folder. Pick the type carefully: a Dropdown keeps answers consistent so you can filter by them later; Single line is free text.
5. Use the key anywhere: Each field gets a key like {{contact.job_type}}. Paste it into a text, email or page and it fills in that contact's answer.
6. Locked fields: Fields with a padlock are built in. You can't delete them, but you can still use them.
Doing it properly: Only collect what you need. Don't add fields for health or other sensitive details unless you truly need them and say why on the form.
Checked 2026-10-29.

### Custom values: change it once, update it everywhere
https://knowledge.revenu-lab.com/jobs/custom-values-explained
A custom value is one piece of business info (your booking link, phone, address) that every message and page can reuse.
1. Fields vs values: A custom field is different for every contact (their job type). A custom value is the same for everyone (your booking link). Put your booking link in a custom value, use it in 20 messages, and when the link changes you change it once.
2. Open them (CRM > Custom Values): Go to CRM > Custom Values. You'll see the name, the key and the current value.
3. Add the ones every business needs: Click Add custom value. Start with these.
4. Copy the key and use it: Click the copy icon next to the key and paste it into any text, email, form, page or AI prompt. It shows the value when sent.
5. Group them in folders: Use Add folder to keep them tidy, for example Links, Contact details, Offers.
Doing it properly: A form can't change a custom value. If it needs to change per person, it's a custom field.
Checked 2026-10-29.

### Smart lists: segment your contacts and why it pays
https://knowledge.revenu-lab.com/jobs/smart-lists-and-segments
Save a filtered view of your contacts (like 'customers from last year who haven't booked') and message only them.
1. Why segment: Sending the same message to everyone gets ignored. Sending the right message to the right group gets bookings. A smart list is a saved filter that keeps itself up to date: new contacts that match drop in automatically.
2. Open contacts and filter (CRM > Contacts): Go to CRM > Contacts. Click Filters and add conditions: tags, last activity, created date, a custom field, source and more.
3. Segments worth saving: Start with these. Name them so anyone on your team knows what's in them.
4. Save it as a list: When the filters are right, save the view. It appears as a tab across the top next to All, so it's one click next time.
5. Act on the list: Tick contacts (or all) to send a text or email, add a tag, or add them to a workflow. Or click AI campaign to have AI write and run a campaign to that list.
6. Choose your columns: Pick which details show in the table with the columns button, so the list shows what you need at a glance.
Doing it properly: Only market to contacts who agreed to hear from you, and every message needs a way to opt out. Contacts marked Do Not Disturb are skipped automatically. Leave them that way.
Checked 2026-10-29.

### Set up your dashboard so it shows what matters
https://knowledge.revenu-lab.com/jobs/set-up-your-dashboard
Pick the numbers you check every week, filter by date, and get an AI summary in plain words.
1. What the dashboard is for: It's your Monday morning view: leads in, bookings, money won, how fast you reply. It only helps if it shows your numbers, so trim it to the few that matter.
2. Make your own dashboard (Dashboard): Click + New next to the dashboard name to make a fresh one, or use the dashboard switcher to move between them. Keep the default and make one called Weekly.
3. Edit and add widgets: Click Edit dashboard, then add widgets: opportunity status and value, conversion rate, funnel, appointments, lead sources, calls, reviews. Drag to arrange and resize, then save.
4. Filter each widget: Each widget has its own settings button: pick the pipeline, calendar or user it reports on.
5. Pick the date range: Use the date picker at the top (last 7 days, last 30 days, custom). Every widget follows it.
6. Ask for the summary: Click Dashboard summary for an AI read of what's up, what's down and what to look at.
Checked 2026-10-29.

### Build a custom report and send it on a schedule
https://knowledge.revenu-lab.com/jobs/build-a-custom-report
A multi-page report you design once, that emails itself to you or your team every week or month.
1. Dashboard or report?: A dashboard is live and on screen. A custom report is a document: several pages, your commentary, and it can be sent automatically on a schedule. Use reports for monthly reviews and for anyone who never logs in.
2. Start a report (Reporting > Custom reports): Go to Reporting > Custom reports and click Create your first report (or + New).
3. Pick a starting point: Blank, a template from the library, a clone of one you've made, or import a dashboard you already like.
4. Add the pages and charts: Drag in charts and tables, add text boxes for your takeaways, and set the date range.
5. Write the takeaway at the top: People read the first line. Put the point there.
6. Schedule it: Set a delivery schedule and the people it goes to, so it lands in inboxes on the first of the month without you touching it.
Checked 2026-10-29.

### Find call logs, recordings and call stats
https://knowledge.revenu-lab.com/jobs/find-call-logs-and-recordings
Every call in and out: who called, when, how long, the outcome and the recording.
1. One contact's calls: Open the contact (or their conversation). Each call shows in the timeline with its length, direction and, if recording is on, a play button and transcript.
2. All calls (Reporting > Reports > Call): Go to Reporting > Reports > Call. Pick the date range and number, and switch between Incoming and Outgoing.
3. Read the charts: Call by status shows answered, missed and voicemail. First-time calls shows how many were new callers. Top call sources shows which ads, numbers or pages made the phone ring.
4. Filter it down: Use Filters for a user, a source, or only missed calls. Missed calls are your quickest win: call them back today.
5. AI calls are separate (AI > Agent Logs): Calls your AI receptionist handled are in AI > Agent Logs, with the transcript and what it did.
Doing it properly: Recordings only exist if call recording is on, and callers must be told the call is recorded.
Checked 2026-10-29.

### Leaderboards: reward your community and affiliates
https://knowledge.revenu-lab.com/jobs/use-leaderboards
Points, levels and rankings that keep members and referrers engaged.
1. Two leaderboards: Communities have a leaderboard where members earn points for posting, commenting and liking and move up levels. Affiliate Manager has a leaderboard of your top referrers. Both turn engagement into a game.
2. Community leaderboard (Client Apps > Communities): Go to Client Apps > Communities, open your group and open Leaderboard. Set the level names and the points needed for each.
3. Name your levels: Make them fit your business.
4. Add rewards: In the group's settings, under Gamification & Rewards, unlock something at each level: a discount, a free session, early access.
5. Affiliate leaderboard (Marketing > Affiliate Manager): Marketing > Affiliate Manager shows your referrers ranked on the dashboard. Share the top three each month and thank them.
Checked 2026-10-29.

### Set response time targets (SLAs) for your inbox
https://knowledge.revenu-lab.com/jobs/set-response-time-targets
Conversations turn orange when a reply is due soon and red when it's overdue, so no one is left waiting.
1. How it works: An SLA is a promise of how fast you reply. Once it's on, every unanswered conversation runs a timer. It goes orange at Due Soon and red at Overdue, so your team knows what to answer first.
2. Open the settings (CRM > Conversations > Conversation Settings): Go to CRM > Conversations > Conversation Settings and switch SLA Settings on.
3. Set the targets: Choose one target for every channel (Common SLA) or different ones per channel. Then set Due Soon and Overdue.
4. Decide what counts as a reply: Choose whether automated messages and AI agent replies stop the timer. If you want a human to always follow up, set both to not count.
5. Who can dismiss: Choose whether anyone or only admins can clear the timer without replying. Then Save.
Checked 2026-10-29.

### Reviews, the full picture: native requests vs workflows
https://knowledge.revenu-lab.com/jobs/reputation-the-full-picture
Two ways to ask for reviews, when to use each, plus AI replies, widgets and spam reviews.
1. Where everything lives (Marketing > Reputation): Marketing > Reputation has Overview, Requests, Business Reviews, Video Testimonials, Widgets, Listings, Google Business Profile optimisation and Reputation Settings.
2. Way 1, native requests: simplest: Click Send Review Request on a contact or from Reputation, and revenu texts or emails them your review link. In Reputation Settings > SMS Requests you choose when it sends, whether to repeat until clicked, and the most retries.
3. The message to use: Edit the template so it sounds like you. {{reputation.review_link}} becomes your review link.
4. Way 2, a workflow: most control: Build a workflow that starts when the job is done (appointment showed, opportunity won, invoice paid), waits a few hours, sends the review request, and follows up once if they didn't click. Use this when timing should follow the job, not a manual click.
5. Which to use: Native: you're small and send requests by hand after each job. Workflow: you want it automatic, tied to a stage or payment, with your own follow-up. Don't run both for the same customer or they'll get two asks.
6. Reply with AI: Reputation Settings > Reviews AI: Suggestive drafts a reply for you to approve, Auto Responses posts it after the wait time you set, Off stops it. Suggestive is the safe start.
7. Show reviews on your website: Reputation > Widgets builds a reviews widget. Copy its code into your website or funnel so new reviews appear on their own.
8. Deal with spam reviews: Reputation Settings > Spam Reviews lists reviews flagged as spam so you can check them before they hurt your rating.
Doing it properly: Ask every customer, not just the happy ones. Filtering out unhappy customers before they can review breaks Google's rules and misleads consumers. Never offer a discount or gift in exchange for a review. Review request texts and emails include your business name and a way to opt out. AI replies must not make promises or share a customer's details.
Checked 2026-10-29.

### Keep your existing business number
https://knowledge.revenu-lab.com/jobs/keep-your-existing-number
Move (port) your number to revenu, or keep it where it is and use it as your caller ID.
1. Two options: Porting moves the number to revenu, so calls and texts on it run through your inbox, AI receptionist and missed call text back. Caller ID verification keeps the number with your current provider and only shows it when you call out from revenu. Texts can't come from a verified caller ID.
2. To port: Send revenu a recent bill from your current provider and the account holder's details. The port usually takes a few business days. Don't cancel your old service until the port is done.
3. What to send: Copy this into an email to support.
4. Until it moves: Forward the old number to your revenu number so nothing's missed in the meantime.
Full guide: https://revenu.com.au/support
Checked 2026-10-29.

### Get a text or email when a new lead comes in
https://knowledge.revenu-lab.com/jobs/get-alerts-for-new-leads
An internal notification tells you or your team the moment someone enquires.
1. How it works: A workflow watches for the thing you care about (a form, a booking, a reply) and sends a message to you, not the customer. That's an internal notification.
2. Make the workflow (Automations > Workflows): Go to Automations > Workflows, click + Create Workflow and start from scratch. Add a trigger: Form Submitted, Appointment Booked, or Customer Replied.
3. Add the alert: Add the Internal Notification action. Choose SMS, email or an in-app notification, and pick the user or type the number.
4. Get it on your phone: Install the revenu mobile app and allow notifications, so new messages and leads ping you too.
5. Publish: Switch the workflow to Published and save. Test with a dummy form submission.
Checked 2026-10-29.

### Stop follow-ups once they reply or book
https://knowledge.revenu-lab.com/jobs/stop-follow-ups-when-they-reply
Make a follow-up sequence end the moment the customer answers, so they don't get chased after saying yes.
1. Why it matters: Nothing annoys a customer more than 'just following up' after they've booked. Workflows can stop on their own when the customer acts.
2. Stop on reply (Automations > Workflows): Open the workflow, go to its Settings and turn on Stop on response. Any reply ends their run.
3. Stop when they book: Add a Goal Event step for Appointment booked (or opportunity won, or invoice paid). When it happens, the contact jumps to the goal and skips the rest.
4. Remove them from other sequences: In your booking workflow, add Remove from Workflow for the nurture sequences, so every chase stops at once.
Checked 2026-10-29.

### Add a group of existing contacts to a workflow
https://knowledge.revenu-lab.com/jobs/add-contacts-to-a-workflow-in-bulk
Put a whole list through a sequence at once, like a reactivation campaign.
1. Pick the contacts (CRM > Contacts): Go to CRM > Contacts, open the smart list you want or filter, then tick the contacts (or select all).
2. Add to workflow: From the bulk actions, choose Add to Workflow, pick the workflow and confirm. You can drip them in batches so they don't all go at once.
3. Check the workflow is published: Drafts don't run. Publish first.
Doing it properly: Only add contacts who agreed to hear from you. Contacts on DND are skipped.
Checked 2026-10-29.

### Auto-assign new leads to your team
https://knowledge.revenu-lab.com/jobs/auto-assign-new-leads
Share new leads between staff automatically, so someone owns every enquiry.
1. Make the workflow (Automations > Workflows): Automations > Workflows > + Create Workflow. Trigger: Contact Created or Form Submitted.
2. Add Assign to User: Add the Assign to User action and pick the staff. With more than one, it shares leads round robin. Tick the option to only assign unassigned contacts so existing owners don't change.
3. Tell them: Add an Internal Notification to the assigned user so they know it's theirs.
Checked 2026-10-29.

### Send birthday messages automatically
https://knowledge.revenu-lab.com/jobs/send-birthday-messages
A workflow that sends a happy birthday (and an offer, if you like) on the day.
1. Make the workflow (Automations > Workflows): Automations > Workflows > + Create Workflow. Add the Birthday Reminder trigger and set it to the day of the birthday.
2. Add the message: Add Send SMS or Send Email.
3. Let it repeat: Turn on Allow Re-entry so it runs every year, then publish.
Doing it properly: A birthday offer is marketing: it needs consent and a way to opt out.
Checked 2026-10-29.

### Connect another app with a webhook
https://knowledge.revenu-lab.com/jobs/connect-another-app-with-a-webhook
Send data in from another tool (or out to it) when there's no ready-made integration.
1. What a webhook is: A webhook is a web address that receives data. The other app sends details (name, phone, what they did) to the address, and a revenu workflow starts with that data.
2. Data in (Automations > Workflows): Create a workflow with the Inbound Webhook trigger. Copy the address it gives you into the other app's webhook settings, send a test, then map the fields (name, email, phone) in the Create or Update Contact action.
3. Data out: Add the Webhook action to any workflow to send contact details to another app's address when something happens.
4. Check for a ready-made one first: Many apps already connect without webhooks. See the integrations list.
Full guide: /integrations
Checked 2026-10-29.

### Block out holidays and days off
https://knowledge.revenu-lab.com/jobs/block-out-holidays
Stop bookings on public holidays, leave days or a long lunch.
1. Open the calendar view (CRM > Calendars > Calendar View): Go to CRM > Calendars > Calendar View and click + New.
2. Choose Blocked off time: Switch to the Blocked off time tab, pick the staff member and calendar, set the date and time range, and add a title like Public holiday. Save.
3. Whole closures (CRM > Calendars > Meeting Calendars): For a regular closed day, change the calendar's weekly hours in its Availability section instead. For a one-off date, use date-specific hours there.
Checked 2026-10-29.

### Book a client in yourself
https://knowledge.revenu-lab.com/jobs/book-a-client-in-yourself
Add a booking for a customer who rang or walked in.
1. Open the calendar view (CRM > Calendars > Calendar View): Go to CRM > Calendars > Calendar View and click + New (or click a time slot).
2. Fill it in: Pick the calendar and contact, the date and slot, and the status. Book appointment sends their usual confirmation.
3. Need a time outside hours?: Choose Custom under Date & time to book a time that isn't an open slot.
Checked 2026-10-29.

### Add buffer time and minimum notice to bookings
https://knowledge.revenu-lab.com/jobs/add-buffer-time-and-notice
Leave travel or clean-up time between jobs, and stop last-minute bookings.
1. Open the calendar (CRM > Calendars > Meeting Calendars): Go to CRM > Calendars > Meeting Calendars and edit the calendar.
2. Availability: In Availability set your weekly hours and the buffer before and after each booking (say 30 minutes for travel).
3. Booking rules: In Booking rules set the minimum notice (for example 4 hours, so no one books for 20 minutes from now), how far ahead people can book, and the most bookings per day.
4. Save and test: Save, then open your booking link. Times should now leave gaps and respect the notice.
Checked 2026-10-29.

### Ask intake questions when someone books
https://knowledge.revenu-lab.com/jobs/ask-questions-when-they-book
Attach a form to your calendar so you know the address, job type or details before you arrive.
1. Make the form (Sites > Forms): Build a form in Sites > Forms with the questions you need. Use custom fields so answers save on the contact.
2. Questions worth asking: Keep it short. Three or four questions at most.
3. Attach it to the calendar (CRM > Calendars > Meeting Calendars): Edit the calendar, open Advanced settings > Form & confirmation, and pick your form.
4. Photos: Add a file upload field to the form so people can send a photo of the job.
Checked 2026-10-29.

### Let clients cancel or reschedule, and set a policy
https://knowledge.revenu-lab.com/jobs/set-a-cancellation-policy
Give customers a link to change their booking, with your rules on how late they can do it.
1. Open the policy settings (CRM > Calendars > Meeting Calendars): Edit the calendar, open Advanced settings > Notifications & policies.
2. Set your rules: Allow cancelling and rescheduling, and set how close to the time they can still do it (for example up to 24 hours before).
3. Write the policy: It shows on the booking page and confirmation.
4. Use the links: Confirmation and reminder messages include the reschedule and cancel links automatically.
Doing it properly: If you keep a deposit for late cancellations, say so clearly before they pay.
Checked 2026-10-29.

### Mark no shows and follow them up
https://knowledge.revenu-lab.com/jobs/mark-no-shows
Record who didn't turn up and send them a friendly rebooking message automatically.
1. Mark it: Open the appointment in the calendar view and change its status to No show.
2. Follow up automatically (Automations > Workflows): Make a workflow with the Appointment Status trigger filtered to No show, wait an hour, then send a rebooking message.
3. Message to send: Keep it kind. Things happen.
4. Track it (Reporting > Reports > Appointment): The Appointment report shows no-show rates by calendar and staff.
Checked 2026-10-29.

### Change who gets booking notifications
https://knowledge.revenu-lab.com/jobs/change-who-gets-booking-emails
Choose which staff get told about new bookings, cancellations and reschedules.
1. Open the calendar (CRM > Calendars > Meeting Calendars): Edit the calendar and open Advanced settings > Notifications & policies.
2. Pick the recipients: For each notification (booked, cancelled, rescheduled), choose who gets it: the assigned staff member, everyone on the calendar, or specific emails.
3. Edit the wording: Open each notification to change its subject and message, then save.
Checked 2026-10-29.

### Run group classes with limited spots
https://knowledge.revenu-lab.com/jobs/run-group-classes
One time slot, many people, and bookings close when it's full.
1. Create a class calendar (CRM > Calendars > Meeting Calendars): Go to CRM > Calendars > Meeting Calendars, create a calendar and choose the class booking type.
2. Set seats: Set the number of seats per session, the class length and when classes run.
3. Share it: Share the booking link. People see how many spots are left, and the slot closes when it fills.
Checked 2026-10-29.

### Add a Zoom or Google Meet link to bookings
https://knowledge.revenu-lab.com/jobs/add-zoom-or-meet-to-bookings
Every booking gets its own video link, sent in the confirmation.
1. Connect the video app (CRM > Calendars > Connections): Connect Zoom or Google in CRM > Calendars > Connections (Google Meet comes with your Google connection).
2. Set it as the location (CRM > Calendars > Meeting Calendars): Edit the calendar, open the location section (Staff & location, or Meeting location on some calendar types), and set the meeting location to Zoom or Google Meet.
3. Or use your Meeting Room (Client Apps > Meeting Room): revenu also has its own Meeting Room under Client Apps > Meeting Room, if you'd rather not use Zoom.
Checked 2026-10-29.

### Stop staff seeing everyone's clients
https://knowledge.revenu-lab.com/jobs/limit-what-staff-can-see
Show each team member only the contacts and conversations assigned to them.
1. Open the user (Settings > Users): Go to Settings > Users and edit the team member.
2. Restrict their data: Under roles and permissions, turn on Only assigned data. They'll then see only contacts, conversations and opportunities assigned to them.
3. The catch: Contacts with no one assigned disappear from their view. Assign leads automatically so nothing falls through.
Checked 2026-10-29.

### Create tasks and reminders for your team
https://knowledge.revenu-lab.com/jobs/create-tasks-for-your-team
To-dos with a due date, a person and a contact, so follow-ups actually happen.
1. One task (CRM > Tasks): Open a contact and add a task, or go to CRM > Tasks and click to add one. Set the title, due date and who it's for.
2. Automatic tasks: In any workflow, add the Create Task action (for example, 'Call to confirm quote' two days after an estimate is sent).
3. Daily list: CRM > Tasks shows everything due, filtered by person, so each morning starts there.
Checked 2026-10-29.

### Text a group of clients at once
https://knowledge.revenu-lab.com/jobs/text-a-group-of-clients
Send one text to a filtered list, properly.
1. Pick the list (CRM > Contacts): Go to CRM > Contacts, open a smart list or filter, and tick the contacts.
2. Send the text: From the bulk actions, choose to send an SMS, write it, and schedule it or drip it in batches. It can't be undone once it goes, so check it twice.
3. Check the cost first: Paste the message into the SMS calculator to see the segments before sending to hundreds of people.
Doing it properly: Only text people who agreed to marketing from you. Include your business name and 'Reply STOP to opt out'. Send at sensible hours, not late at night.
Full guide: https://revenu.com.au/sms-cost-calculator-australia
Checked 2026-10-29.

### Why did two people become one contact?
https://knowledge.revenu-lab.com/jobs/why-did-contacts-merge
revenu matches contacts on email, then phone. People who share one get merged.
1. How matching works: When a form, booking or import comes in, revenu looks for an existing contact with the same email, then the same phone. If it finds one, it updates that contact instead of making a new one. Couples or families sharing an email or phone end up as one contact.
2. Imports always merge: Importing a CSV updates matching contacts. Check your file for shared emails before you import.
3. If you need them separate: Give each person their own email or phone, or ask revenu to change your duplicate settings so matching works the way you need.
Checked 2026-10-29.

### Connect Stripe to take payments
https://knowledge.revenu-lab.com/jobs/connect-stripe
Link your Stripe account so invoices, payment links, bookings and stores can charge cards.
1. Open payment integrations (Commerce > Payment Integrations): Go to Commerce > Payment Integrations and click Connect on Stripe.
2. Sign in to Stripe: Log in to your Stripe account (or create one) and approve the connection. Money goes straight to your Stripe and then your bank.
3. Test mode first: Use test mode for one dummy payment, then switch to live.
Doing it properly: Show your prices including GST, and your refund policy, wherever you take payment.
Checked 2026-10-29.

### Refund a payment
https://knowledge.revenu-lab.com/jobs/refund-a-payment
Give money back, in full or in part, from the transaction.
1. Find the payment (Commerce > Transactions): Go to Commerce > Transactions and open the payment.
2. Refund: Click Refund, choose full or part, enter the amount and confirm. The customer's card is refunded by your payment provider, usually in 5 to 10 business days.
3. Subscriptions (Commerce > Subscriptions): If it's a subscription, also cancel it in Commerce > Subscriptions so it doesn't charge again.
Checked 2026-10-29.

### Send a quote (estimate) customers can accept online
https://knowledge.revenu-lab.com/jobs/send-a-quote
A professional quote they approve with one click, that turns into an invoice.
1. Create the estimate (Commerce > Invoices & Estimates): Go to Commerce > Invoices & Estimates, open Estimates and create a new one. Pick the contact and add line items.
2. Add a clear note: Set the expiry date and a short note.
3. Send it: Send by email or text. They view and accept online, and you can turn it into an invoice in one click.
4. Follow up: Add a task or workflow to check in two days later if it hasn't been accepted.
Doing it properly: Quote prices including GST and say what's not included.
Checked 2026-10-29.

### Stop spam form submissions
https://knowledge.revenu-lab.com/jobs/stop-form-spam
Add a captcha so bots can't fill in your forms.
1. Open the form (Sites > Forms): Go to Sites > Forms and edit the form.
2. Add a captcha: Drag the Captcha element onto the form above the submit button and save.
3. Clean up: Delete the spam contacts it already let in, and remove any tags or workflows they triggered.
Checked 2026-10-29.

### Auto-DM people who comment on your posts
https://knowledge.revenu-lab.com/jobs/auto-reply-to-social-comments
Someone comments 'info' on your post and gets a direct message with the details.
1. Make the workflow (Automations > Workflows): Automations > Workflows > + Create Workflow, with the Facebook or Instagram comment trigger. Pick the post and the keyword (like INFO).
2. Reply and DM: Add a comment reply and a direct message action.
3. Know the limits: You can only DM within 24 hours of their comment, and comment replies stop working after 7 days. Run it on fresh posts.
Checked 2026-10-29.

### Save reply templates (snippets)
https://knowledge.revenu-lab.com/jobs/save-reply-templates
Your common answers saved once and inserted in two clicks.
1. Create a snippet (Marketing > Snippets): Go to Marketing > Snippets and add a text or email snippet.
2. Snippets every business needs: Start with these.
3. Use it: In any conversation, click the snippet button in the reply box and pick one. Custom values and the contact's name fill in.
Checked 2026-10-29.

### Share bookings across your team (round robin)
https://knowledge.revenu-lab.com/jobs/set-up-a-round-robin
Customers pick a time and it goes to whoever's free, taking turns, so work stays fair.
1. How it decides: Round robin looks at everyone on the calendar, shows any time at least one person is free, and gives the booking to the next person in line. You can make it favour availability (whoever's free) or an even share (taking turns).
2. Create it (CRM > Calendars > Meeting Calendars): CRM > Calendars > Meeting Calendars > + New calendar > Round robin.
3. Add the team: In the staff section, add each person and set their priority if some should get more.
4. Hours and rules: Set the hours customers can book and the booking rules (length, buffers, notice). Each person's own calendar conflicts still block their time.
5. Tell the person who got it: Notifications go to the assigned person by default. Check it in Advanced settings > Notifications & policies.
Checked 2026-10-29.

### Book two or more of your team on one job (collective)
https://knowledge.revenu-lab.com/jobs/book-several-people-at-once
Only offers times when everyone's free, and books them all together.
1. When to use it: Any job that needs more than one person there: a two-person install, a joint consultation, an interview panel.
2. Create it (CRM > Calendars > Meeting Calendars): CRM > Calendars > Meeting Calendars > + New calendar > Collective booking, then add the people who must all attend.
3. Check their calendars are connected: It only shows times when every person is free, so each person's Google or Outlook needs to be connected or the times won't be right.
Checked 2026-10-29.

### Put several calendars on one booking page (groups)
https://knowledge.revenu-lab.com/jobs/share-one-link-for-several-calendars
A group puts calendars side by side so customers choose, from one link.
1. Make a group (CRM > Calendars > Meeting Calendars): In CRM > Calendars > Meeting Calendars, click + New group on the left and name it (for example Book with us).
2. Add calendars to it: Edit each calendar and choose the group, or move it in from the list.
3. Share the group link: Use the group's share link. Customers see every calendar in it and pick one.
Checked 2026-10-29.

### Stop two people booking the same room or machine
https://knowledge.revenu-lab.com/jobs/stop-room-or-equipment-double-booking
Link rooms and equipment to bookings so they can't be double booked.
1. Turn them on (CRM > Calendars > Meeting Calendars): Rooms and Equipment are tabs in CRM > Calendars > Meeting Calendars. If they're not switched on for your account, ask Charlie to turn them on.
2. Add your rooms or gear: On the Rooms or Equipment tab, add each one with how many you have.
3. Link them to calendars: Attach the room or equipment to the calendars or services that need it. A booking then holds it, and times disappear once it's in use.
Checked 2026-10-29.

### Run a free event with RSVPs
https://knowledge.revenu-lab.com/jobs/run-a-free-rsvp-event
No tickets to sell, just a clean page where people say they're coming.
1. Choose RSVP (Client Apps > Events): Client Apps > Events > Create your event, and pick RSVP.
2. Fill in the basics: Name, summary, description, date and time, place and host, then Create event.
3. Cap the numbers: In Settings > Registration, set a venue capacity if space is limited, and a registration deadline.
4. Reminders: In Settings > Notifications, keep the confirmation and the reminder (3 days before by default) switched on so people actually turn up.
5. Publish and share: Publish event, then share the link or embed it.
Checked 2026-10-29.

### Check guests in at the door
https://knowledge.revenu-lab.com/jobs/check-in-guests-at-your-event
Scan each ticket's QR code with the mobile app, and watch attendance live.
1. Turn on QR check-in (Client Apps > Events): In the event's Settings > Registration, QR code check-in is on for in-person events. Choose which payment statuses can be let in.
2. Use the mobile app: Open the revenu mobile app, go to the event and scan each guest's QR code. You can add walk-ins there too.
3. Watch it live: The Check-in tab shows the attendance rate, a live feed of who's arrived, and which staff checked people in.
4. Fix a mistake: Find the guest in the list on the Check-in tab (search by name or email) and change their status.
Checked 2026-10-29.

### Event emails: confirmations, reminders and the thank-you
https://knowledge.revenu-lab.com/jobs/event-reminders-and-follow-up
What gets sent automatically, when, and how to change it.
1. Open notifications (Client Apps > Events): In the event, go to Settings > Notifications.
2. For you: New registration alert emails you each time someone signs up. Daily summary sends a digest of sign-ups, cancellations and revenue at 9am.
3. For guests: Registration confirmation (straight away), cancellation, a reminder (3 days before by default), event update notices when you change details, and a post-event follow-up with a feedback survey (1 hour after).
4. Make the follow-up count: The thank-you is the best time to get a review or a booking.
5. Go further with workflows: Workflows have an event registration trigger, so you can tag guests, add them to a nurture, or text a reminder the morning of the event.
Doing it properly: Marketing to guests after the event needs their consent and an unsubscribe link.
Checked 2026-10-29.

### Track event ads with your Meta pixel and a custom link
https://knowledge.revenu-lab.com/jobs/track-event-ads-with-your-pixel
Give your event a tidy web address and tell Meta who viewed, started checkout and bought.
1. Set the address (Client Apps > Events): In the event, Settings > Link & tracking. Set the URL slug, the short bit after /events/ in the link.
2. Add your pixel: Paste your Meta Pixel ID (Meta Events Manager > Data sources). Event mapping already sends page views, checkout started and ticket selections to Meta's standard events.
3. Use it in your ads: Point your ads at the event link and optimise for purchases or registrations.
Doing it properly: Mention the pixel in your privacy policy.
Checked 2026-10-29.

## Screens

### Meeting Calendars (CRM > Calendars > Meeting Calendars)
https://knowledge.revenu-lab.com/app-map/meeting-calendars
Where every booking calendar lives. Make a new one, change how one books, share the link or put it on your website.
- Breadcrumb menus: Each word up top opens a menu. Click Calendars to jump between Calendar View, Meeting Calendars, Services, Rentals, Connections and the Appointment List.
- Calendars and Service menu tabs: Calendars lists every calendar. Service menu groups your service bookings into one menu customers pick from.
- Groups: Folders for calendars. A group gets its own booking page that shows every calendar inside it.
- Filters: Narrow the list by status (active or not), type, and who owns the calendar.
- New calendar: Starts a new calendar. You pick a type first: personal, round robin, class, collective, or under More types, event and service booking.
- Calendar name and ID: The name customers see, with its ID underneath. The copy icon copies the ID, which is handy when someone asks which calendar a booking came from.
- Type: How bookings are shared out. Round robin rotates through your team. Personal books one person. Class lets many people book one slot.
- Edit: Opens the calendar's settings: availability, duration, booking form, confirmations, reminders and payments.
- Share calendar: Gives you the booking link and the code to put this calendar on a website.
- Troubleshoot calendar: Runs a check on this calendar and points out what is stopping times from showing.
- More options: Everything else for this calendar, including deleting it. Deleting can't be undone, so switch it off instead if you're unsure.

### Conversations inbox (CRM > Conversations > Inbox)
https://knowledge.revenu-lab.com/app-map/conversations-inbox
Every text, email, chat, call and social message from every customer, in one thread per person. Reply from here on whatever channel they used.
- Inbox views: Switch between your own inbox, the team inbox, internal chat with your team, search, and saved views.
- Unread, All, Recent, Starred: Quick filters on the list. Unread is where new enquiries land first.
- Filter and sort: Narrow the list, for example by channel or who it is assigned to, and change the order.
- Conversation list: One row per customer, newest first. The number shows unread messages. Tick the box to act on several at once.
- Conversations and Activity: Conversations is the message thread. Activity shows everything else that happened with this person: forms, bookings, payments, tags.
- Thread tools: Call the customer, search the thread, star it, mark it read or unread, or delete it.
- The thread: Every message on every channel in date order. Emails show as a collapsed card you can expand.
- Reply box: Type your reply. The channel picker on the left chooses SMS, email, WhatsApp or whichever channel the customer used.
- Side panel: The customer's details, appointments, tasks, notes, documents and payments, without leaving the conversation.

### Calendar settings: Payments (CRM > Calendars > Meeting Calendars > Edit > Payments)
https://knowledge.revenu-lab.com/app-map/calendar-payments
Where a calendar takes money: the full price, a deposit, card on file, coupons, and which payment account it goes to.
- Back to calendars list: Leaves this calendar and goes back to Meeting Calendars. Save first if you changed anything.
- Calendar sections: Every part of the calendar: Basic details, Staff & location, Availability and Booking rules.
- Advanced settings: Opens the rest: Form & confirmation, Payments, Notifications & policies, Widget appearance and Booking channels.
- Accept payments: Turns payment on for this calendar. Bookings won't confirm until they pay.
- Payment mode: Test lets you try it without real money. Live takes real payments.
- Payment collection: Charge upfront takes the money when they book. Save card on file keeps the card so you can charge later.
- Total amount: The full price of the appointment and the currency.
- Payment account: Which payment account the money goes to. Manage payment providers is where you connect or change it.
- Accept partial payment: Takes a deposit instead of the full price. Choose a dollar amount or a percentage.
- Deposit amount: How much they pay at booking. The rest is paid later.
- Share calendar: The booking link, a one time link, the code for your website and a QR code. Opening it here saves the calendar first.
- Troubleshoot calendar: Checks the calendar and points out what is stopping times from showing.
- Save changes: Saves everything on every section of this calendar.

### Share calendar (CRM > Calendars > Meeting Calendars > Share calendar)
https://knowledge.revenu-lab.com/app-map/share-calendar
Every way to get a calendar in front of customers: a link, a link that works once, website code and a QR code.
- Length and type: How long the appointment is and how bookings are shared out, so you know which calendar you're sharing.
- Scheduling link: The everyday link. It follows the calendar's custom URL, so if you change that the link changes too.
- One time link: A link that works for one booking only. Handy for a VIP or a rescheduled job.
- Embed code: Code that puts the calendar straight onto a page of your website.
- QR code: A QR code for flyers, cards and signs. It points at the permanent link, so it never breaks.
- Copy the scheduling link: Copies the link for texts, emails and your social bio.
- Permanent link: Never changes, even if you rename the calendar. Best for ads and anything printed.
- Close: Closes this panel.

### Phone System: Voice (Settings > Communications > Phone System > Voice)
https://knowledge.revenu-lab.com/app-map/phone-voice
How your calls work: recording, voicemail, missed call text back, call scripts and desk phones.
- Phone System tabs: Phone numbers, Regulatory Bundles (needed for Australian local numbers), Messaging, Voice, Trust Center, Additional Settings and RCS Messaging.
- Voice: Everything about calls. You're here.
- Call Recording & Transcription: Records calls and turns them into text.
- Voicemail & Missed Call TextBack: Your voicemail greeting and the automatic text to people whose call you missed.
- More call settings: Call Scripts for your team, Custom Dispositions to tag call outcomes, VoIP deskphone for desk phones, and Other Settings.
- Voicemail: How long it rings before voicemail, and the greeting callers hear.
- Missed Call Text Back: The text that goes to anyone whose call you didn't answer.
- Enable Missed call textback: Tick to turn it on.
- The message: What the caller receives. Customize lets you change it. Say who you are.
- Missed call WhatsApp back: The same idea on WhatsApp, if your customers use it.

### Dashboard (Dashboard)
https://knowledge.revenu-lab.com/app-map/dashboard
Your numbers at a glance: opportunities, conversion, funnel stages, and an AI summary of how things are going.
- Dashboard switcher: Move between your dashboards. Keep one for the week, one for sales, one for marketing.
- New dashboard: Makes a fresh dashboard you can fill with your own widgets.
- Quick filters: Filters that apply to every widget at once, like a user or a pipeline.
- Refresh: Reloads the numbers.
- Date range: Last 7 days, last 30 days or a custom range. Every widget follows it.
- Dashboard summary: An AI read of what's up, what's down and what to look at.
- Edit dashboard: Add, remove, move and resize widgets, then save.
- Share: Share the dashboard with your team.
- Widget settings: Each widget's own filters: which pipeline, calendar or user it reports on.
- Pipeline picker: Choose which pipeline this widget shows.

### Contacts and smart lists (CRM > Contacts > Smart Lists)
https://knowledge.revenu-lab.com/app-map/smart-lists
Every contact, filtered and saved into lists you can message, tag or put through a workflow in one go.
- Saved lists: All, plus every smart list you've saved. Click one to see just those contacts.
- Add a list: Starts a new saved list from your current filters.
- Filters: Narrow contacts by tag, activity, source, dates or any custom field.
- Sort: Order the list, for example newest first or by last activity.
- Count: How many contacts match right now.
- Save changes: Appears when you've changed filters or columns. Save them to the list, or as a new list.
- Columns: Pick which details show in the table.
- Search: Find someone by name, email or phone.
- Add contact: Add one person by hand.
- AI campaign: AI writes and runs a campaign to the contacts in this list.
- Import: Bring contacts in from a spreadsheet.
- Select for bulk actions: Tick contacts to text, email, tag, or add them to a workflow all at once.

### Custom fields (CRM > Custom Fields)
https://knowledge.revenu-lab.com/app-map/custom-fields
The extra boxes on contacts, opportunities, companies and tasks that hold your business's own details.
- Record type: Which kind of record the field belongs to: contact, opportunity, company or task.
- Fields and folders: Switch between the list of fields and the folders that group them.
- Create folder: A heading on the contact record that groups related fields.
- Create field: Add a new field: pick the type, record, name and folder.
- Filters: Show only one field type, or fields made in a date range.
- Key: The code to paste into messages and pages. It fills in each contact's answer.
- Folder: Which folder the field sits in on the contact record.
- Search fields: Find a field by name.
- Locked field: A built-in field. You can use it but not delete it.

### Custom values (CRM > Custom Values)
https://knowledge.revenu-lab.com/app-map/custom-values
Business details you set once (booking link, phone, hours) and reuse in every message and page.
- Values and folders: All your values, or the folders that group them.
- Add folder: Group values, for example Links, Contact details, Offers.
- Add custom value: Create a value: a name and what it says.
- Copy the key: Copies the code to paste into texts, emails and pages.
- Value: What the key turns into when a message sends. Change it here and it changes everywhere.
- More: Edit, move to a folder or delete.
- Search values: Find a value by name.

### Conversation settings: SLAs (CRM > Conversations > Conversation Settings)
https://knowledge.revenu-lab.com/app-map/conversation-sla
Response time targets that colour conversations orange when a reply is due and red when it's overdue.
- SLA on or off: Turns response time targets on for the inbox.
- Same for all channels?: Common SLA uses one target everywhere. Channel specific lets texts, email and chat differ.
- Due soon: When a waiting conversation turns orange.
- Overdue: When it turns red.
- Automated messages: Whether a workflow message counts as a reply and stops the timer.
- AI replies: Whether an AI agent's reply stops the timer, or a human still needs to answer.
- Who can dismiss: Whether anyone or only admins can clear the timer without replying.
- Save: Saves the targets.

### Content AI (AI > Content AI)
https://knowledge.revenu-lab.com/app-map/content-ai
Everything AI has written or drawn for you across social, blogs, funnels, websites, email and the inbox, and what it cost.
- Text and images: Switch between written content and generated images.
- Words generated: How many words AI has written in the period.
- Cost: What it cost from your wallet.
- Where it was used: Filter by where you used it: social, blog, funnel, website, email or conversations.
- History: Each piece it wrote, how many versions, and the word count.

### Social Planner: connect accounts (Marketing > Social Planner)
https://knowledge.revenu-lab.com/app-map/social-connect
Where you connect each social network before you can plan and schedule posts.
- Main networks: Facebook, Instagram, LinkedIn, TikTok and YouTube. Click Connect and sign in as a page admin.
- Also available: Pinterest, Threads, Bluesky, Google Business Profile and your Community.
- Send connect invite: Sends a link to whoever has the logins so they can connect the accounts for you.
- Google Business Profile: Post updates and offers to your Google listing.

### Ad Manager (Marketing > Ad Manager)
https://knowledge.revenu-lab.com/app-map/ad-manager
Create and report on Facebook, Google and LinkedIn ads from inside revenu.
- Activate: Turns Ad Manager on so you can connect your ad accounts.
- Multi-platform campaigns: Run Facebook, Google and LinkedIn ads from one place.
- Templates: Ready-made ad templates by goal and industry.
- Performance: Results by campaign, ad group, ad and keyword.

### Reputation settings (Marketing > Reputation > Reputation Settings)
https://knowledge.revenu-lab.com/app-map/reputation-settings
How review requests go out, how AI replies to reviews, your review link and QR code, and spam reviews.
- Reviews AI: Have AI reply to reviews automatically, suggest replies, or stay off.
- Review link: The link customers use to leave a review.
- SMS requests: When review request texts send, whether they repeat, and the message.
- Email requests: The same for email.
- WhatsApp requests: Review requests over WhatsApp.
- Reviews QR: A QR code for the counter or invoice that opens your review page.
- Spam reviews: Reviews flagged as spam, to check before they hurt your rating.
- Integrations: Connect Google Business Profile and other review sites.
- Reply mode: Auto responses post replies for you. Suggestive drafts them for you to approve. Off stops it.
- Wait before replying: How long AI waits before posting a reply, so it doesn't look instant.
- Drip mode: Works through older reviews a few at a time once Google is connected.
- Reviews AI agents: Separate reply agents with their own tone for different review types.

### Call report (Reporting > Reports > Call)
https://knowledge.revenu-lab.com/app-map/call-report
Every call in and out: answered, missed, first-time callers, and which sources make the phone ring.
- Date range: The period the report covers.
- Incoming and outgoing: Calls customers made to you, or calls your team made.
- Number: All numbers or just one, handy if each ad has its own number.
- Filters: Narrow by user, source or status, such as only missed calls.
- Calls by status: Answered, missed and voicemail, with average and total call time.
- First-time calls: How many callers were new to you.
- Top call sources: Which ads, pages or numbers brought the calls, and how many became won deals.
- Layout: Change how the report is laid out.

### New custom report (Reporting > Custom reports > New report)
https://knowledge.revenu-lab.com/app-map/new-report
The four ways to start a custom report you can schedule and send.
- Blank report: Start from nothing and drag in what you want.
- Template library: Ready-made reports to adapt.
- Clone: Copy a report you've already made.
- Import from a dashboard: Turn a dashboard you like into a report.
- Back: Back to your reports.

### Funnels (Sites > Funnels)
https://knowledge.revenu-lab.com/app-map/funnels
Short runs of pages that take people to one action: book, buy or enquire.
- New folder: Group funnels, for example by offer or season.
- Build with AI: Describe the offer and AI builds the pages.
- New funnel: Start a funnel from scratch or a template.
- Views: Recent or list view.
- Search: Find a funnel by name.
- Home: Back to the top level of your folders.

### Meeting calendars (CRM > Calendars > Meeting Calendars)
https://knowledge.revenu-lab.com/app-map/calendars-list
Every calendar you have, its type and status, plus groups, the service menu, rooms and equipment.
- Calendars, service menu, rooms, equipment: Switch between your calendars, the service menu, and the rooms and equipment that bookings can hold.
- All calendars: Every calendar, whatever group it's in.
- Groups: Put several calendars on one booking page. + New group makes one.
- Filters: Show only active calendars, one type, or one person's.
- New calendar: Pick a type and build a calendar.
- Type: Personal, round robin, class, collective, event or service.
- Edit: Opens the calendar's settings: details, location, hours, rules and advanced settings.
- Share: The booking link, one time link, embed code and QR code.
- Troubleshoot: Checks why times aren't showing.
- Calendar ID: Copy it if someone asks for the calendar's ID.

### Choose calendar type (CRM > Calendars > Meeting Calendars > New calendar)
https://knowledge.revenu-lab.com/app-map/calendar-types
The calendar types and what each one is for.
- Personal booking: One-on-one with one person.
- Round robin: Shares bookings across a team, taking turns.
- Class booking: One host, many seats.
- Collective booking: Several of your team at the same time.
- Explore more types: Event calendar (no host) and service booking (a menu of services).

### Calendar availability (CRM > Calendars > Meeting Calendars > Edit > Availability)
https://knowledge.revenu-lab.com/app-map/calendar-availability
The days and hours a calendar can be booked, and one-off changes.
- Calendar sections: Basic details, location, Availability and Booking rules, then Advanced settings for forms, payments, notifications, look and sync.
- Weekly hours: Tick the days you work and set the hours. + adds a second block for a break.
- Time zone: The time zone these hours are in.
- Date specific hours: Different hours on one date, like a late night or a short day.
- Copy to other days: Copies this day's hours to other days.
- Save changes: Saves every section of the calendar.

### Calendar booking rules (CRM > Calendars > Meeting Calendars > Edit > Booking rules)
https://knowledge.revenu-lab.com/app-map/calendar-booking-rules
How long bookings are, when they start, how much notice, how far ahead, gaps between them and daily limits.
- Meeting interval: How often a start time is offered, like every 30 minutes.
- Meeting duration: How long each booking lasts.
- Add another duration: Let customers choose between lengths, like 30 or 60 minutes.
- Minimum scheduling notice: How far in advance they must book. Stops last-minute surprises.
- Date range: How far into the future people can book.
- Pre and post buffer: Gaps before and after each booking for travel or clean-up.
- Max bookings per day: Caps how many bookings this calendar takes in a day.
- Max bookings per slot: How many people can book the same time.

### Services (CRM > Calendars > Services)
https://knowledge.revenu-lab.com/app-map/services
Your service menu: each service with its own price, length and staff, published on a booking page.
- Services, staff, locations, pages, settings: Set up in this order: services, staff hours, locations, the booking page, then global settings.
- Categories: Groups on your menu. Drag to reorder; the booking page follows.
- New category: Add a group like Cuts or Treatments.
- New service: Add a service with its price, length and staff.
- View booking page: Opens the menu customers see.
- Onboarding guide: A step by step checklist for setting up services.

### Rentals (CRM > Calendars > Rentals)
https://knowledge.revenu-lab.com/app-map/rentals
Things you hire out by the day, with stock, add-ons and extra fees.
- Listings: Each thing you hire out.
- Add-ons: Optional extras like delivery or insurance.
- Additional fees: Charges on every booking, like cleaning or a bond.
- Global settings: Pick-up, return and booking rules for all rentals.
- New listing: Add something to hire out.
- View booking page: Opens the page customers book from.

### Event overview (Client Apps > Events > Event)
https://knowledge.revenu-lab.com/app-map/event-overview
One event's home: its details, the setup checklist and every tab you need to run it.
- Event tabs: Overview, Details, Tickets, Schedule, Pages & design, Registrations, Check-in and Settings.
- Event details: Date, place and type at a glance. Edit details changes them.
- Setup checklist: What's left before you can publish: tickets, payments, checkout form, notifications, pages.
- Preview: See the event page as guests will.
- Publish event: Puts the event live so people can register.
- More: Share the event, or delete a draft.

### Event tickets (Client Apps > Events > Event > Tickets)
https://knowledge.revenu-lab.com/app-map/event-tickets
The ticket types for an event, their prices, stock and sale dates, and coupon codes.
- Ticket types and coupons: Switch between ticket tiers and coupon codes.
- Add ticket type: A new tier: name, price or free, quantity, max per order and sale period.
- A ticket: Its sale dates, whether it's on sale, and how many have sold.
- Sold so far: Price and sold out of available.
- Ticket menu: Edit, hide or delete the ticket.

### Event settings (Client Apps > Events > Event > Settings)
https://knowledge.revenu-lab.com/app-map/event-settings
Registration deadline and capacity, check-in, payments, emails, the event link and tracking.
- Settings sections: Registration, Payments (live or test), Notifications and Link & tracking.
- Registration deadline: When registrations close. Defaults to the start of the event.
- Venue capacity: Unlimited, or a cap across all ticket types.
- QR code check-in: Lets you scan tickets at the door with the mobile app.
- Who can be checked in: Which payment statuses are let in.
- Collect details for each guest: Each person on a group order gets their own ticket and details.

### Event pages and design (Client Apps > Events > Event > Pages & design)
https://knowledge.revenu-lab.com/app-map/event-pages
How the event page, schedule and checkout look, with a live preview.
- Details, schedule, checkout: The three pages guests see.
- Page sections: Drag to reorder, switch off, or add FAQs, a schedule and speakers.
- Design tools: Text, styles and code for the pages.
- Desktop and phone: Preview at either size.
- Copy from another event: Reuse the look of an event you've already built.
- Live preview: The page as guests will see it, with Get tickets.

### Event check-in (Client Apps > Events > Event > Check-in)
https://knowledge.revenu-lab.com/app-map/event-check-in
Attendance, a live feed of arrivals and staff check-in counts on the day.
- Mobile app check-in: Scan QR tickets and add walk-ins from your phone.
- Attendance: How many have arrived out of everyone registered.
- Live feed: Each check-in as it happens.
- Staff performance: Who checked in how many.
- Guest list: Every guest with ticket, status, time and method. Search by name or email.
- Refresh: Reloads the numbers.

## Integrations

- Claude: Talk to your account from Claude. Pull contacts, send messages, read the pipeline.
- ChatGPT: Same from ChatGPT. Your account, in a chat window you already use.
- Anthropic models: Under the AI agents when you want Claude thinking for them.
- OpenAI: GPT models under the agents, the default for the chat and phone.
- Mistral: Bring your own key.
- OpenRouter: One key, any model. For the builds that want a specific one.
- Manus: Agent tasks, connected to the account.
- Apify: Scrapers and data runs, triggered from a workflow.
- Fathom: Meeting notes land on the contact after the call.
- Facebook: Messenger, page comments, lead ads and reviews, all into the inbox.
- Instagram: DMs and comments answered where they land. Posts scheduled.
- WhatsApp: A business number in the inbox, templates and all.
- Messenger: Charlie replies in Messenger like he does on the site.
- TikTok: Messages and lead ads. Posting too.
- LinkedIn: Lead gen forms straight to the pipeline. Posts scheduled.
- X: Scheduled posts.
- YouTube: Scheduled uploads.
- Pinterest: Scheduled pins.
- Threads: Scheduled posts.
- Website chat: Charlie on your site, any hour. Built in.
- Google Business Profile: Reviews asked for and answered. Messages in the inbox. Posts scheduled.
- Google Calendar: Two way sync. Busy is busy.
- Google Ads: Lead form ads into the pipeline. Spend and results in one report.
- Google Analytics: Site and funnel data beside the leads it produced.
- Gmail: Send from your own address. Replies thread into the inbox.
- Google Sheets: Rows in, rows out. Reports to a sheet, leads from a sheet.
- Google Drive: Files on the contact, pulled from Drive.
- Google Merchant Center: Products listed from the store.
- Phone and SMS: A business number, call recording, missed call text back, Charlie on the line. Built in.
- Email campaigns: Campaigns, follow-up and one to one, from one place.
- Mailgun: The sending engine under the email, on your own domain.
- Outlook and Microsoft 365: Send from Outlook. Calendar syncs both ways.
- revenu Meeting Room: Video calls from the booking, recorded, no third app.
- Booking pages: Calendars with payment, reminders and round robin. Built in.
- Zoom: If you'd rather keep it.
- Google Meet: Links added to bookings when you want them.
- iCloud Calendar: Two way sync.
- Calendly: Bookings sync in while you move across.
- Cal.com: Bookings sync in.
- Stripe: Invoices, text to pay, subscriptions, deposits. Apple Pay and Google Pay through it.
- PayPal: On the checkout.
- Square: Tap to pay and online.
- Authorize.net: If your bank put you on it.
- Xero: Invoices and contacts across, GST right, no retyping.
- QuickBooks: Same as Xero if that's your book.
- Wave: Invoices and contacts synced.
- Documents and e-sign: Quotes and contracts signed online, filed with the customer. Built in.
- Shopify: Orders, customers and abandoned carts into the follow-up.
- WooCommerce: Same for a WordPress store.
- Printful: Print on demand from the store.
- Printify: Print on demand from the store.
- Shippo: Labels and tracking from the order.
- ShipStation: Labels and tracking from the order.
- Online store: Products, cart, checkout and courses. Built in.
- Slack: New lead, booked job, paid invoice, posted to a channel.
- Notion: Pages and databases, both ways.
- ClickUp: Tasks from a workflow.
- Airtable: Records both ways.
- Asana: Tasks from a workflow.
- monday.com: Items from a workflow.
- Jira: Tickets from a conversation.
- Linear: Issues from a conversation.
- Todoist: Tasks from a workflow.
- Basecamp: To-dos from a workflow.
- Canva: Designs straight into posts and emails.
- Clio: Matters and contacts for a law practice.
- Housecall Pro: Jobs and customers for field service.
- HubSpot: Contacts sync while you move across.
- Pipedrive: Deals sync in while you move across.
- Klaviyo: Lists sync in while you move across.
- Mailchimp: Audiences import in one go.
- Typeform: Responses into the pipeline.
- Jotform: Submissions into the pipeline.
- Websites: Hosted, built by hand, one place for the lot. Built in.
- Social planner: Every channel above, scheduled from one calendar. Built in.
- Higgsfield: Cinematic AI video, made by the agent.
- Kling: AI video from a prompt or a photo.
- Fal: Image and video models on tap.
- OpenArt: Artwork and product shots from the agent.
- Magnific: Upscale and sharpen any image.
- Shotstack: Video edits and renders from a template.
- Reap: Long videos into clips.
- Firecrawl: Read any website into the agent.
- Clay: Enrich a lead before you call them.
- Apollo: Find the people worth calling.
- Lemlist: Outbound sequences from the agent.
- DataForSEO: Rankings and search data for the SEO work.
- Windsor.ai: Ad spend and attribution in one answer.
- Fireflies: Meeting notes, searchable by the agent.
- Composio: Hundreds more apps through one connector.
- Supabase: Databases for custom builds and portals.
- Cloudflare: DNS and edge for the sites we host.
- GitHub: Code for the custom builds, versioned.
- Google Docs: Documents written and edited by the agent.
- Google Slides: Decks built by the agent.
- Google Maps: Addresses, travel time and service areas.
- Trello: Boards and cards from a workflow.
- Atlassian: Jira and Confluence from the agent.
- Hubstaff: Time and teams, asked in plain words.
- Zapier: Native app on both ends. Most of what you used it for now runs inside.
- Make: Native modules.
- n8n: Native node.
- Pabbly Connect: Native app.
- Webhooks and API: In and out of any workflow. An endpoint is enough.
- ServiceM8, simPRO, Tradify: Jobs and customers synced through the connectors above. The job system stays.
- WordPress: Forms and chat on an existing site, or move the site across.
Full list: https://knowledge.revenu-lab.com/integrations

## Articles on The Flow

- [Where the money leaks: the three gaps between an enquiry and a paid job](https://revenu.com.au/theflow/where-the-money-leaks): Your revenue is the end of a four-step chain, and money leaks out of the gap between every step, usually without a sound. The three gaps, how the customer feels in each one, and why a small lift at every step turns into a lot more paid work.
- [How to connect ChatGPT to your revenu account](https://revenu.com.au/theflow/connect-chatgpt): A plain-English walkthrough for connecting ChatGPT to your revenu account in about ten minutes. One switch, one address to paste, sign in and pick your account, then put ChatGPT to work on your contacts, bookings and pipeline. With copy buttons, a checklist and fixes for the common snags.
- [What's new in August 2026: run your events end to end](https://revenu.com.au/theflow/whats-new-august-2026): August's biggest updates for revenu clients: sell tickets and check people in, courses and community in one place, an assistant that works overnight and more.
- [What's new in July 2026: an assistant in your account](https://revenu.com.au/theflow/whats-new-july-2026): July's biggest updates for revenu clients: Ask AI, controlling your account from Claude, a rentals system, editable bookings, the Android app and more.
- [how to remove a bad google review in australia](https://revenu.com.au/theflow/remove-bad-google-review-australia): You probably can't just delete it. Here's when Google will remove a bad review, how to report it, and why one bad review hurts far more than you think.
- [How to connect Claude to your revenu account](https://revenu.com.au/theflow/connect-claude): Connect Claude to your revenu account in about five minutes. No key, no code. Sign in, choose your account, and let the AI work on contacts and bookings.
- [Edit paid bookings, and the revenu app lands on Android](https://revenu.com.au/theflow/whats-new-11-july-2026): You can now edit a service booking after payment, let customers pick deposit or full at checkout, and download the revenu app on Android.
- [ActiveCampaign vs revenu: marketing automation tool or full business system?](https://revenu.com.au/theflow/activecampaign-vs-revenu): ActiveCampaign or revenu? Compare marketing automation software with a full business system across email, SMS, AI, calls, bookings and pricing.
- [Fresha vs revenu: marketplace booking app or custom business system?](https://revenu.com.au/theflow/fresha-vs-revenu): Fresha or revenu? Compare the salon marketplace app with a custom business automation system across bookings, follow-up, AI, reviews and pricing.
- [HubSpot vs revenu: CRM platform or built-for-you small business system?](https://revenu.com.au/theflow/hubspot-vs-revenu): HubSpot or revenu for Australian small business? Compare the CRM platform with a built-for-you system across setup, follow-up, AI and real cost.
- [Keap vs revenu: small business CRM or custom automation system?](https://revenu.com.au/theflow/keap-vs-revenu): Keap or revenu? Compare two small business CRM and automation options across build, AI, bookings, follow-up, support and true monthly cost.
- [Klaviyo vs revenu: email marketing platform or full customer journey system?](https://revenu.com.au/theflow/klaviyo-vs-revenu): Klaviyo or revenu? Compare ecommerce email and SMS marketing with a full customer journey system for service businesses. Features, pricing, verdict.
- [Mailchimp vs revenu: email marketing tool or complete small business system?](https://revenu.com.au/theflow/mailchimp-vs-revenu): Mailchimp or revenu? Compare the email marketing tool with a complete small business system across campaigns, follow-up, AI, calls and pricing.
- [Phorest vs revenu: premium salon software or built-for-you growth system?](https://revenu.com.au/theflow/phorest-vs-revenu): Phorest or revenu? Compare premium salon software with a built-for-you growth system across leads, follow-up, AI, reviews, reactivation and pricing.
- [Pipedrive vs revenu: sales pipeline CRM or complete follow-up system?](https://revenu.com.au/theflow/pipedrive-vs-revenu): Pipedrive or revenu? Compare the sales pipeline CRM with a complete follow-up system across deals, missed calls, AI, bookings, reviews and pricing.
- [Salesforce vs revenu: enterprise CRM or small business automation built for you?](https://revenu.com.au/theflow/salesforce-vs-revenu): Salesforce or revenu for a small Australian service business? Compare enterprise CRM power with a built-for-you system on setup, cost and support.
- [Timely vs revenu: which one makes sense for your business?](https://revenu.com.au/theflow/timely-vs-revenu): Compare Timely and revenu for bookings, CRM, AI, follow-up, reviews and automation. An honest guide to which suits your salon or service business.
- [Zoho CRM vs revenu: affordable CRM or built-for-you business system?](https://revenu.com.au/theflow/zoho-crm-vs-revenu): Zoho CRM or revenu? Compare the affordable CRM with a built-for-you business system across setup, follow-up, AI, bookings and total cost.
- [A rental booking system just landed, plus six more upgrades](https://revenu.com.au/theflow/whats-new-4-july-2026): A full rental booking system just landed in revenu, plus SMS and WhatsApp booking updates, portal automations and a faster mobile app. Here's what's new.
- [What's new in your account: build your own AI agent, and more](https://revenu.com.au/theflow/whats-new-june-2026): Build your own AI agent just by writing a prompt, plus free AI tools until 31 August, locked-down contracts and after-hours call control in your account.
- [From invisible to ranked #1 across Melbourne's north. 5 weeks. $0 ad spend.](https://revenu.com.au/theflow/from-invisible-to-ranked-1-melbourne): How Peter's 5-month-old lawn care business ranked #1 in Google's local pack across multiple Melbourne suburbs in 5 weeks without spending a cent on ads.
- [What Australian Service Businesses Should Never Automate: The Human Premium Framework](https://revenu.com.au/theflow/the-human-premium-what-not-to-automate): An honest framework for Australian service business owners deciding what to automate and what to leave alone. Grounded in RAND data and reality.

## Glossary

- Contact: One person in your account: a customer, a lead or a supplier. Everything about them hangs off their contact.
- Conversation: The thread of every message between you and one contact, across text, email, chat, calls and socials.
- Pipeline: Your jobs or deals laid out in stages, like Enquiry, Quoted, Booked, Done. You drag them along as they move.
- Opportunity: One job or deal sitting in a pipeline, linked to the contact it's for.
- Workflow: A set of steps that runs by itself when something happens. For example: someone books, so send a reminder the day before.
- Trigger: The thing that starts a workflow, like a form being filled in, a tag being added or an appointment being booked.
- Action: One step inside a workflow: send a text, add a tag, wait a day, create an invoice.
- Tag: A label on a contact, like 'gutter clean' or 'VIP'. Tags let you filter lists and start workflows.
- Smart List: A saved filter of contacts, like everyone tagged 'past customer' who hasn't booked in a year.
- Round robin: A calendar that shares bookings out across your team in turn, so no one gets them all.
- Booking link: The web address customers open to pick a time and book you.
- Embed: Putting something, like a calendar or form, inside a page on your website so people use it without leaving.
- Custom field: A box you add to contacts for your own details, like 'roof type' or 'dog's name'.
- Custom value: A saved piece of text, like your business hours, that you reuse in messages. Change it once and it updates everywhere.
- Knowledge base: What your AI agents read to answer questions: your FAQs, prices, policies and website.
- Do not disturb: A setting on a contact that stops marketing messages to them on one or every channel.
- Sending domain: The web address your emails send from. Setting it up (SPF, DKIM, DMARC) proves the email is really you and keeps it out of spam.
- Missed call text back: An automatic text to anyone whose call you didn't answer.