Schedule services, set pricing, manage reservations
Schedule service hours, set pricing, and manage VIP reservations. Track client appointments and adjust availability. Monitor financial metrics and analyze profitability. Set goals for customer retention and investment opportunities.
Manage employee schedules and track time with calendar integration. Submit timesheets and request time off. Monitor project progress and communicate with team members through in- messaging. Access payroll information and submit expense reports.
View financial accounts and balances. Track financial goals and priorities. Upload documents securely. Communicate with financial advisors. Access account statements and transaction history. Receive notifications for account activity.
