Tutorials

Learn by completing a real business task. Each walkthrough explains the starting point, the choices that matter, and the result to check before moving on.

The examples use a test business and the actual app UI. A draft, a connected account, a published offering, and a completed payment are separate milestones. Follow the checks at the end of the tutorial for the task you are doing.

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TutorialSet up your business workspace

Choose the business profile, find tools, and prepare your first offering.

TutorialCreate a bookable service

Describe the outcome, define coverage, connect intake and pricing, and review publishing.

TutorialBuild a useful intake form

Collect the answers, photos, and location details your team needs.

TutorialBuild a customer booking workflow

Connect a form, pricing, and the next steps in Flow Builder.

TutorialHandle a customer request

Find, review, accept, assign, and follow through on a request.

TutorialPlan bookings and schedules

Compare work, events, rentals, and staffing before committing to a time.

TutorialPrepare a rental for collection and return

Configure equipment, accessories and turnaround time, then plan maintenance between bookings.

TutorialPrepare a private event rehearsal

Save an event with sales off, review ticket types and seating, and identify what still needs a real ticket test.

TutorialPrepare a counter menu and unpaid bill

Set selling prices, save an assembly recipe, scale preparation, and review an unpaid Terminal bill.

TutorialReview payments and sales reports

Inspect a payment period, export matching records, and explain item-report differences.

TutorialCapture and review an expense

Use a receipt image or manual entry, then correct and categorize the record.

Receive supplies and check stock

Trace a purchase-order receipt, damage adjustment, physical count, and stock valuation.

TutorialApply a customer deposit to an invoice

Record an advance, apply it to the right bill, and verify the customer and receivables balances.

TutorialPrepare a job follow-up

Connect source work orders, project notes, a reusable document, and preparation time.

TutorialSet up a cloud-agent task

Give the agent business context and a clear, reviewable recurring job.

TutorialConnect an external account

Authorize the correct business account and test its destination workflow.

TutorialAdd and schedule team members

Review roles, sync the scheduling roster, and publish shifts.

TutorialSet up a domain and shared inbox

Verify the domain, create a mailbox, and grant the team access.

TutorialDesign a business graphic

Choose a frame, compose an asset, export it, and check its destination.

TutorialCustomize the customer experience

Keep listings, forms, sites, content, and brand presentation consistent.

TutorialPrepare a robot setup rehearsal

Compare a policy scene, a unit setup draft and the evidence still needed for a real robot session.