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Guides and answers for running your agency on Digital Agency Tools.
Popular — getting started
Getting started
What the platform does, setting up your business and finding your way around.
8 articlesDashboard & notifications
Your overview of the business and the things that need you.
3 articlesContacts & deals
Clients and prospects, your pipeline, and forecasting.
5 articlesMeetings & bookings
Meetings you schedule, and what happens to them.
6 articlesProducts & booking page
What customers can book, when, and the public page they book on.
7 articlesCoupons
Discount codes for bookings.
2 articlesInvoices & payments
Bill clients, take payment online and keep track of what is owed.
8 articlesProjects
Deliver client work with milestones, deliverables and scope.
4 articlesClient portal
A private page per project where clients follow progress.
4 articlesClient updates
Progress updates your clients actually read.
2 articlesTasks & planner
Track the work and plan your week.
4 articlesProposals
Quotes clients can read, accept and pay a deposit on.
6 articlesDiscovery
Turn a first conversation into a brief, research and a proposal.
3 articlesAI agent
An internal assistant that knows your projects.
3 articlesSupport tickets
One inbox for client requests from the panel, email, WhatsApp and the web.
4 articlesForms
Intake forms clients fill in before you start.
4 articlesPages
Terms, privacy and your own pages on the booking site.
2 articlesNewsletter
Write to your subscribers and track what was sent.
5 articlesSettings
Your profile, security, team, email domain and calendar.
7 articlesIntegrations
Google, Zoom, Stripe, tracking and the booking chatbot.
6 articlesDevelopers
API keys, webhooks and the REST API.
2 articlesBilling & plans
Your subscription to the platform.
4 articlesTroubleshooting
When something is not working the way you expect.
5 articlesStill stuck?
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