Funnel snapshot
Full Funnel & Meta →Applications
Upcoming appointments
Tasks for today
Applications
0Leads
0Tasks & follow-ups
0Enrolled students
0Team & targets
Revenue per month
Applications per month
Conversion funnel
Performance by closer
Why leads are declined
Appointment outcomes
Applications by country
Applications by city
Contracts tracker
0Documents & signatures
Access your SignEasy workspace to send and track contracts for signature. Set your workspace address below; the Get signed button on each contact opens it directly.
Contract document
Upload your standard contract template here. From any candidate's card (Documents → “Attach standard contract”) you can attach it to that person in one click, or download and send it. Anyone (admins & closers) can replace or delete it.
Payments tracker
0Payment links
Store your payment links here (full payment, 2 installments...). The whole team can copy them to send to clients during closing.
News
0Live activity across the team: new bookings, no-shows, sales, new leads. Admins only.
Setter desk
0Message templates
0Ready-to-send emails, WhatsApp and SMS for every step: first contact, reminders, no-show recovery, objections, payment and onboarding. Your own name fills in automatically. The highlighted placeholders like {{first_name}} and {{call_link}} stay in the copied text so you replace them with your contact's details. Click Copy, then paste into your email or messaging app.
Visitors
0Funnel conversion
Cost & CAC
vs $2,990 program priceBy Meta source
By demographics
Timing
Gmail
Connect your Gmail so your email exchanges are logged onto each contact automatically. Each teammate connects their own inbox (@themaisonamarine.com).
Time zone
All dates and appointment times are shown in this time zone. Saved on this device only, so each teammate can pick their own.
Connection
Everything syncs live across all devices and team members through your Supabase database — applications, students, notes, tasks, pipeline stages, tags, follow-ups and appointments. If your connection drops, changes are saved on this device and pushed automatically as soon as you are back online.
Build 2026-09-26 · eligible partials show in Applications
Calendly
0Add a link per call type (e.g. Selection call, Follow-up call). They appear as buttons in the Appointments tab. To import existing appointments, export them as CSV from Calendly then use Import appts (CSV) below.
Data & backup
Clear manual / imported appts removes appointments added by hand or via CSV (those without a 📅 badge). Your real synced Calendly appointments are untouched, they return on the next Sync.