Documentation
The manual is coming.
Screen by screen.
Setting by setting, with screenshots of the real product.
Meanwhile, the essentials are already at hand. The setup wizard guides you through seven steps the first time you open it, every setting carries a plain description, and the FAQ covers seventy cases.
Contents
What the documentation
will cover.
Getting started
- Install the plugin and activate its licence
- The seven-step wizard, explained
- Choose the calendar to protect
- Publish your first access screen
- The five settings to make on day one
The access screen
- The three display modes, and which one to choose
- Writing questions that really sort your leads
- The ten question formats
- Display conditions: show a question based on a previous answer
- Colours, typography and texts
- How it behaves on mobile
- Placing the access screen: block, shortcode, link in a post
Deciding who gets an appointment
- Points, thresholds and deal-breaker answers
- The six requirement levels, from the most flexible to the strictest
- Decline politely, redirect, let through
- Check afterwards that the score tells the truth
Connecting your tools
- The supported booking engines
- Hosted schedulers: Calendly, Cal.com, TidyCal
- FluentCRM: tags, lists, fields and qualification note
- The universal webhook address, and its signature
- Notify the team: Slack, Discord, Telegram, Teams, Google Chat
- Import your history: Fluent Booking, Calendly, Cal.com, Acuity, SavvyCal, iClosed, CSV
Working as a team
- Create team member accounts
- The three distribution modes
- Cap a member’s workload
- My calendar: add your external calendars
- Reassign a lead, and what the log keeps
Measuring
- The funnel, from screen view to signed deal
- Record attendance, the deal and its amount
- Revenue per captured contact
- Compare two periods, compare two members
- LeadPin and its statistics
Following up
- The three follow-up steps for a contact who has not booked yet
- Follow up by tag rather than by email
- The unsubscribe link, and why it always stays on
Compliance and data
- The consent text and its proof
- Set the retention period
- Handle an export or erasure request
- What to write in your own privacy policy
Licence, white label and diagnostics
- Activate, deactivate and move a licence
- Rename the product and remove the brand mention
- The diagnostics screen, and how to read it
- Safe mode
- Translate the plugin
A question about how it worksThe FAQ
A setting that needs a handTechnical support
A way of workingThe community
Want to hear when it’s published? Let us know and we will write to you.
