Here’s a list of each tab and some of the great things you can do on each tab:
Dashboard Tab
- Shows you your follow-ups (Today, Tomorrow, and Overdue)
- Reminds you of your WHY?
- List of common tasks in the I want to section
- Shows you a list of clients that haven’t been contacted in over 6 months
Calendar Tab
- This is your follow-up calendar and shows you all your follow-ups past, present, and future.
- Update, complete, and reschedule your follow-ups
- See at a glance what you have going on!
Contacts Tab
- Search for any clients based on multiple options, including status and interests
- Send group emails
- Create client profiles
- Access client profiles and manage client information
Events Tab
- Create and manage events
- Search for hosts/hostesses and attendees
Orders Tab
- Create and manage orders
- Print and send invoices
- Search for orders that contain specific products
- Search for orders by client
Gifts Tab
- Create and manage Gift Certificates
- Search for Gift Certificates that have not been redeemed
- Track Samples that you give out
- Track gifts and donations
VISIBLE WHEN YOU HOVER OVER THE MENU ICON (3 horizontal line in right upper corner of the screen):
Messages Tab
- View messages that you have sent through FIITFU
- See statistics for each message sent (For example, open / click rate and bounces)
Forms Tab
- View response reports for your Fiitfu Forms
- See who filled your Forms out and when it was submitted
Products Tab
- Create and manage products in your account
- Search for a product by name or item number
Files Tab
- Add and manage files for your FIITFU account (Including PDF, image, Word, and Excel files)
- Link files to clients
Referrals Tab
- Refer FIITFU to your team members and receive credit for your own FIITFU account
Reports Tab
- Generate reports on your data in FIITFU (Including Birthdays, Renewals, and Event Sales)
Settings
- Access to Subscription and customization for your Fiitfu Account
Logout
- Will log you out of your current Fiitfu session
Help
- Searchable topics for support with using Fiitfu