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.
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.
Visitors
0Gmail
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
Applications and students are read live from your Supabase database, so identical across all your devices. Notes, tasks, pipeline stages, tags and manual appointments are stored on this device (export them to transfer).
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.