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Today
Next call
Tasks
Where clients are
This week
Pipeline
Clients
Everyone who booked a call, sent a message, got a proposal or traded emails with the studio, newest activity first.
Calendar
Your availability
The times people can request on /book and on BizPlan. All times are Pacific (America/Los_Angeles). Nothing here books itself — every pick is still a request you confirm.
Every week
Uncheck a day to close it. Seeded for the day job: weekday evenings, weekends open.
Calendars that block your time
Tick a calendar and its busy time disappears from the picker, so the day job wins without you blocking anything by hand. Share a calendar with the booking account at “See only free/busy” and it appears here. The booking calendar always blocks, ticked or not.
Reading your calendars…
Holidays and the picker
One-off days
A single date beats the weekly pattern — block a weekend away, or open a Tuesday afternoon.
Time to block
Everything that needs your time, sized to the job: proposals 1½ hours, proposal revisions 1 hour, invoices and follow-ups 15 minutes. Time is booked for you each morning in the first open slot; book a suggested time now, pick another, or move what is booked.
Checking…
Calls by time, and the yellow blocks are time booked for your tasks. A dashed box is still waiting on you to confirm. Pick a call to open the client, drag it to another time to move it or confirm it there, or click an empty slot to invite somebody at that time.
Shared plans
Every Business Profile a BizPlan member has sent you, newest first. Where they also have a call, the share links to their request — and a proposal written from it reads their plan instead of researching their company name.
Messages
Proposals to write
Every call ends in a proposal, due two working days after it. Each one gets time on your calendar (see Time to block on the Calendar); you get an email each morning until it is sent.
Checking…
From the contact form
Mailing list
| Name | Signed up from | Status | Joined |
|---|
No subscribers yet. Signups from the home page, the footer and the contact form land here, and each one gets the welcome email.
Proposals
Completed docs
Proposals signed together with their agreement. Download the signed PDF, open the agreement, and create the invoices for each one.
Services
Your services and base prices for proposals. Sync from Square pulls every Square item. Saving a service here pushes it back to Square.
Keys / search · n new proposal · t today · p pipeline · c calendar · m messages · Esc close