Open forms
☰
3
Intakes need review
Site visits
◉
1,284
Last 7 days · +12% vs prior
Revenue
$
$1,900
Payments completed
Bookings today
→
5
Lumina calendar
Messages
2 new
Inbox
Client conversations waiting
Shop orders
▣
1 open
Needs packing / ship
CRM people
◉
12
2 follow-ups due
This week
Lumina
M
T
W
T
F
S
S
5 appointments today · 18 this week
Recent people
CRM
AJ
MR
SK
LT
JL
+7
Open CRM → People for full contact cards
All features
Every owner-desk module as a tip card. Click to open placeholder. transfer map
✦branding
Branding
Contact, social ✓, footer. Colors live in Settings.
- Match live portal
☰forms
Forms
Intakes + form builder.
- Triage new daily
◎customers
Contacts
Quick address book cards.
- Click to expand
✉messages
Messages
Client & team inbox.
- Reply same day
◉crm
CRM
People, pipeline, tasks, companies, activity.
- Expand cards for links
☺team
Team
Staff & site owners — desk logins (not CRM contacts).
- Invite carefully
▥all sites
Files
Brand vault — agreements, receipts, intakes for this site only.
- Always on the rail
◷booking
Lumina
Calendar, bookings, team, hours, book page.
- Match public hours
▣shop
Shop
Products, orders, shop settings.
- Clear product photos
⌂listings
Listings
Properties, agents, CSV import.
- Review before publish
◇gallery
Gallery
Photo grid for the public site.
- Landscape for banners
★reviews
Reviews
Moderate public testimonials.
- Approve authentic only
$payments
Payments
Revenue, pending, invoices.
- Chase pending weekly
▤contracts
Quotes / contracts
Quotes & signed agreements.
- Link CRM company
💬chatbot
Chatbot
FAQ + public chat preview.
- Train from real messages
▤all owners
Reports
Every portal owner dashboard — visits, revenue, leads.
- Not Ops — all brands
⚙profile menu
Settings
Open from profile chip (not rail).
- Click avatar → Settings
?help
Help
Guides & doc packs.
- Share with managers
⚒your desk only
Ops tools
Tabs only on your Studio desk — others never see this group.
- Automation · studio export · docs
Branding
Contact, social & footer. Colors are under Settings (profile menu).
Public contact
Live fieldsSocial
Check → paste URL → saveBuilt-in icons. Check Show, paste profile link, save — same as portal.
Preview only — not wired
Footer links
One per lineFormat: Label | https://… or Label | /path. Live preview below (same as desk).
Preview updates as you type
Forms · Intakes
Multi-step applications, contact forms, and quotes. Submissions land here for review.
☰
Under review
Membership apply
Multi-step · 40 submissions waiting. Tip: pin high-priority forms to Home KPI.
Tip · triage daily
✉
Published
Contact / quote
141 messages. Routes into Messages + CRM people when email matches.
✎
Draft
Job application
Not live yet. Publish when fields and notifications are ready.
Edit form
Live editable form — fields look like applicants fill them. live: forms:edit
Editable formLive
Membership application
Intro text applicants see above the questions.
Live desk: each question is a real control · Edit opens label/type/options · Add question appends below.
Contacts
Quick address book. Full CRM cards live under CRM → People. Tip: use filters like listings.
CRM · People
Contact cards with company chips. Companies can live on the same filters (Drive label).
Pipeline
Industry pack stages (lead → won). Drag deals on live desk; cards here show stage tips.
1Stage
Lead
4
New inquiries. Tip: assign owner within 24h.
2Stage
Qualified
2
Budget / fit confirmed. Move when discovery is done.
3Stage
Proposal
1
Quote sent. Link payment request when ready.
★Won
Won
3
Closed deals. Tip: start Lumina booking + tasks.
Tasks
Follow-ups and owner to-dos tied to people and deals.
☎Open
Call Alex
Due tomorrow. Linked to Acme Co · Membership apply.
✉Open
Send proposal
River Homes · due Friday. Tip: attach payment link.
CRM · Companies
Org cards with linked people avatars. Same glass language as People.
Activity
Timeline of forms, messages, stage moves, and payments across this brand.
☰2h ago
Form submitted
Alex Johnson · Membership apply. Tip: open CRM card from activity.
$Yesterday
Payment completed
Deposit · Website $500. Linked to River Homes.
◉2d ago
Stage → Proposal
Morgan Reyes moved by Owner. Task auto-created.
Messages
Client & team inbox. Templates and after-hours live in the Messaging tools card below. live: messages
✉2 new
Alex Johnson
Thanks — can we book Friday?
☺Team
Team chat
Weekend coverage
Chat with Alex
OpenHi — I submitted the form yesterday.
Got it — reviewing now.
Thanks — can we book Friday?
⚒
Messaging tools
Templates, after-hours & channels
Moved here from Ops. Saved replies and after-hours auto-reply sit with the inbox (not a separate Ops tab).
Saved replies
“Thanks for applying…”, booking confirm, payment follow-up. Insert from the reply row.
After-hours
Auto-reply when desk is closed. Point clients to the book link.
Channels
Email & SMS handoff notes for this brand’s voice.
Team
Add staff and other site owners who can sign into this brand desk (not CRM contacts).
YOOwner
You
[email protected] · Full access to modules & billing.
MGManager
Manager
[email protected] · CRM, forms, bookings — no billing.
Files
Brand-scoped vault for every site — agreements, receipts, form snapshots. Not Studio-wide Files. live: files · all owners
▥3 files
River_Homes_alex
agreements/quote.html · receipts/paid.html · Open / Save on live desk.
▥1 file
Acme_Co_morgan
receipts/deposit.html
Mon2Oil change 2pm
Tue3
Wed4Consult 10am
Thu52 jobs
Fri6
Sat7
Sun8
Bookings forecast
Filter appointments by period — Today / This week / Next week / Month. live: booking:bookings
In range
3
Confirmed
2
Pending
1
◷Confirmed
Oil change
Today 2:00 PM · Alex.
◷Pending
Consult
Tomorrow 10:00 AM · Morgan.
◷Confirmed
Full detail
Next Mon 9:00 AM · Sam.
◷Confirmed
Seasonal package
Later this month · River Homes.
Hours & services
Collapsible / maximizable lists to edit · Current cards below. live: booking:hours
Hours list
Collapsed by default · tap to maximize and edit weekly open hours.
Mon 9–5Tue 9–5Wed 9–5
Thu 9–5Fri 9–5Sat closedSun closed
Editable time rows on live desk (open / close / closed). Save & minimize updates the Current hours card.
Service list
Collapsed by default · tap to maximize and edit bookable services.
- Consultation · 30 min · price placeholder
- Standard service · 60 min · price placeholder
- Extended / deep · 90 min · price placeholder
Live desk: add/remove rows, duration + price while maximized.
Current hours
Weekly schedule
Placeholder — expand Hours list, edit, Save to fill.
Current services
Service menu
Placeholder — expand Service list, edit, Save to fill.
Other calendars
Everyone with a calendar on this site. Separate from desk logins under Team. live: booking:team
⌀Pool
Shared / unassigned
Today · week counts for unassigned appts. Live desk fills real numbers.
☺Owner
You
Today / this week appt counts · Open calendar. Live desk lists every Lumina user on the site.
☺Staff
Teammate
Each person with a calendar gets a card (name, email, role, counts).
Book page
Public booking URL + embed for the marketing site. live: booking:public
🔗URL
Public book link
Placeholder: https://brand.example/book — live desk fills real slug URL.
▤Embed
Embed snippet
iframe / widget code for site. Placeholder box for copy button.
Shop · Products
Catalog cards for storefront. Filters match listing-style UX from Drive refs.
▣New
Starter kit
$49 · Tip: set stock alerts for low inventory.
▣Sale
Gift set
$39 · Sale badge shows on public storefront.
▣
Refill
$19 · Good upsell after first order.
Orders
Fulfillment queue for paid and processing orders.
#Processing
Order #1042
Starter kit · needs pack & ship. Tip: update status when labeled.
#Shipped
Order #1038
Gift set · tracking sent to buyer email.
Shop settings
Currency, shipping notes, and enable/disable storefront.
$Money
Currency
USD default. Matches Stripe / Payments currency when possible.
⇢Ship
Shipping notes
Shown at checkout. Tip: cut-off times reduce support tickets.
⚙Module
Enable shop
Turn storefront on/off without deleting products. Also in Settings → Modules.
Gallery
Real photo cards · drag reorder · Edit / Hide / Delete · Add many. live: gallery
Live desk: real uploaded images as cards · drag to reorder · Edit opens caption, replace photo, move section, hide · Delete removes.
Reviews
Moderate public testimonials. Filter by status and by star rating. live: reviews
★Pending
★★★★★ · Alex
“Great service — booked again.”
★Live
★★★★ · Morgan
“Solid work. Would recommend.”
★Live
★★★★★ · Sam
“Best experience this year.”
★Pending
★★★ · Lee
“Fine overall — scheduling was slow.”
★Hidden
★★ · Casey
“Not what I expected.”
★Pending
★ · Jordan
“Would not book again.”
No reviews match this rating / status filter.
Payments
$400
2
$1,900
$Unpaid
Deposit · Website · $2,400
River Homes · [email protected] · Full-width card. Click → person profile + Email reminder / Call / Text.
$Unpaid
Invoice · Care plan · $1,200
Acme Co · Contact links for unpaid follow-up. Live: Payments panel.
✓Paid
Booking · Consult · $150
Alex Johnson · closed. Still openable for contact history.
| Item | Client | Amount | Paid | |
|---|---|---|---|---|
| Deposit · Website | River Homes | $2,400 | $500 |
Chatbot / FAQ
Questions visitors ask on the site
Chat
PreviewWhat are your hours?
Mon–Fri 9–5 · Book anytime online.
Can I book online?
Yes — use Book on our site. I’ll send the link.
Profile
Owner name, email, and avatar for this brand desk.
☺You
Display name
Shown in Messages and activity. Keep it professional.
@Login
Login + notifications. Change carefully — live desk verifies.
Settings · Colors
Accent / bright / deep for desk chrome. Live: Settings colors panel. live: settings:colors
◐Accent
Brand color tokens
Accent / bright / deep paint desk pills, CTAs, and public chrome. No multi-site theme strip — one brand at a time.
AaType
Typography
Display + body for desk and marketing.
Aa
Outfit · DM Sans
Modules
Turn off tools you don’t need. Request tools that are not on your site yet — Studio reviews and enables them. live: settings:modules
On for your desk
Turn off anytimeThese are live for this brand. Turning off hides them from the left menu (data is kept).
No optional modules are on — request some below.
Not on your site — request
Studio enablesNot checked on for this brand yet. Select and request — The 100 Club gets the request.
Appearance
Light / dark desk preference (preview is dark glass by design). live: settings:appearance
☾Active
Dark glass
Current lab look — frosted panels over brand void.
☀
Light
Optional later for live desk. Same card layout language.
Tips
Floating glass tip (bottom-right) on every page. Arrows when a page has more than 3 tips. On by default. live: settings:tips
?
ON
Show floating tips
Tips follow you on each page (bottom-right). Turn off when the team is trained. Per-page lists and arrows still work when on.
Maintenance
Desk health & cleanup for this brand. PC/server ops stay in Studio admin. live: settings:maintenance
✓OK
Desk health
Modules load · theme OK · no blocked features.
↻
Clear draft cache
If a form builder feels stuck, clear local drafts (live desk action).
?When
When to use
- After major module toggles
- Before big campaign launches
- Escalate server issues to Studio
Listings · Properties
Property cards + filters (Drive listing-style). live: listings:properties
⌂Active
123 Main St
$450k · 3bd · Placeholder property card — wire listings API.
⌂Draft
88 River Rd
Not published. Tip: photos before go-live.
Listings · Agents
Agent roster for properties. live: listings:agents
☺
Agent placeholder
Name · phone · listings count. Wire agent list.
Listings · CSV import
Bulk import properties. live: listings:import
↓Upload
Drop CSV
Placeholder drop zone — wire file upload + column map.
Drop .csv or click
▤
Template
Download sample columns. Placeholder download button.
Quotes / contracts
Collapsible section cards + saved list. Expand to edit, save, minimize. live: contracts
▤Section
Your company · Customer · Lines · Tax…
Each block is a contact-style card: collapsed shows summary, expand to edit fields, Save & minimize.
▸Saved
Quote · Website build · $2,400
River Homes · draft. Expand → Edit (maximize) loads the form · Save draft · Minimize.
✓Signed
Contract · Care plan
Active. Same expand / edit / save / minimize pattern as contacts.
Automation
Rules that fire on form submit, booking, payment, or inactivity. Same tools on every brand.
⚡On
Form → CRM
New intake creates person + Lead stage. Tip: map email fields carefully.
⚡On
Booking reminder
24h before appointment · email or SMS via messaging tools.
⚡Off
Stale lead nudge
Task if no activity in 7 days. Enable when pipeline is busy.
Owner docs
Brand-specific guides and try-it packs. Same menu, content per site.
📄PDF
Owner desk guide
How this brand uses CRM, Lumina, and payments day to day.
📦ZIP
Docs pack
Download all brand manuals in one zip.
Studio export
Ops-only bulk dumps / admin exports for Studio. Never brand-owner Reports.
↓Ops only
Cross-brand CSV
Studio-level dumps. Not shown on Moose/Leo/etc. owner rails.
🔒Private
Cross-brand dumps stay private
Fleet exports for your PC / Studio only. Do not put these on client brand desks.
Reports
Business metrics for every portal owner — charts you can switch. live: reports · all owners
Site visits◉
1,284
Unique · +12% vs prior
Page views▤
3,902
~3.0 pages / visit
Form leads☰
18
1.4% conversion
Bookings→
11
Confirmed
Traffic & leads
Visits vs form leads over the period
Visits
Leads
MTWTFSS
MTWTFSS
Devices
Donut- Mobile 62%
- Desktop 26%
- Tablet 12%
Revenue spark
Area miniSources
Compare barsGoogle
Direct
Social
Referral
$Money
Revenue snapshot
Completed$1,900
Pending$400
Avg ticket$158
Refunds$0
◷Lumina
Bookings snapshot
Confirmed11
No-show1
BusiestThu
Utilization68%
Help
Owner guides and docs for this brand. Settings are under the profile chip.
📄
Owner desk guide
PDF walkthrough for this brand’s desk.
📦
Download ZIP
All brand docs in one pack.