Dashboard Overview
Welcome back, Mike!
5
New Leads
3
Upcoming Events
$4,200
Revenue This Month
4.8
Avg Rating
UPCOMING EVENTS
MAR
15
Emma's Birthday Party
The Grand Ballroom - 4:00 PM
Package: Premium ($1,500) - Confirmed
APR
22
Sarah's Wedding
Venue TBD - All Day
Package: Awaiting Quote - Pending
MAY
10
Corporate Party - TechCorp
City Event Center - 7:00 PM
Package: Premium ($2,000) - Deposit Paid
RECENT ACTIVITY
Today 10:30 AM
New lead from Sarah M. - Wedding, April 22
New lead from Sarah M. - Wedding, April 22
Today 9:15 AM
Payment received: $500 deposit from TechCorp
Payment received: $500 deposit from TechCorp
Yesterday 4:00 PM
Booking confirmed: Emma's Birthday Party - Mar 15
Booking confirmed: Emma's Birthday Party - Mar 15
Yesterday 2:30 PM
New review received: 5 stars from City Events Co.
New review received: 5 stars from City Events Co.
Activity Feed
Activity Feed
Lead New lead from Sarah M.
Wedding inquiry for April 22, 2026 - Budget: $1,500-$2,500
2 hours ago
Wedding inquiry for April 22, 2026 - Budget: $1,500-$2,500
Booking Booking confirmed for March 15
Emma's Birthday Party at The Grand Ballroom - Premium Package
5 hours ago
Emma's Birthday Party at The Grand Ballroom - Premium Package
Payment Payment received $500
Deposit from TechCorp for Corporate Party - May 10
Yesterday
Deposit from TechCorp for Corporate Party - May 10
Review New 5-star review from City Events Co.
Valentine's Gala - "Outstanding DJ services..."
Yesterday
Valentine's Gala - "Outstanding DJ services..."
Lead New lead from Corporate Events LLC
Corporate celebration for May 10 - Budget: $2,000+
2 days ago
Corporate celebration for May 10 - Budget: $2,000+
Booking Quote accepted by TechCorp
Corporate Party package - $2,000 total
3 days ago
Corporate Party package - $2,000 total
System Endorsement received from Jessica Lee
Photographer - worked together on Emma's Birthday Party
1 week ago
Photographer - worked together on Emma's Birthday Party
Payment Invoice #1042 paid - $2,200
Valentine's Gala final payment from City Events Co.
2 weeks ago
Valentine's Gala final payment from City Events Co.
Notifications
Notifications
New Lead: Sarah M. sent a wedding inquiry for April 22
2h ago
Payment: $500 deposit received from TechCorp
5h ago
Review: City Events Co. left a 5-star review
Yesterday
Booking: Emma's Birthday Party confirmed for March 15
Yesterday
Message: Corporate Events LLC replied to your quote
2 days ago
Endorsement: Jessica Lee endorsed you from Emma's Birthday event
1 week ago
System: Your profile was viewed 127 times this month
1 week ago
Profile Completion Status
Profile Completion
Overall Progress
85%
COMPLETION CHECKLIST
✓ Upload business photo
Done
✓ Complete business info (name, bio, contact)
Done
✓ Add at least 1 service package
Done
✓ Set your service area
Done
✓ Verify your identity
Done
○ Add 5 portfolio items (3 of 5)
○ Connect payment gateway
○ Get first review
Waiting
Completing your profile to 100% improves search ranking and earns the "Complete Profile" badge.
New Leads
New Leads (5)
Avg. response time: 4.2 hours
Sarah M.NEW2h ago
Wedding - April 22, 2026
"Looking for a DJ for 200 guests. We want a mix of old school and modern hits..."
Budget: $1,500 - $2,500
Corporate Events LLCNEW1d ago
Corporate Party - May 10, 2026
"Annual company celebration, 150 attendees, need full AV setup..."
Budget: $2,000+
Amanda K.NEW1d ago
Sweet 16 - June 5, 2026
"Need a DJ for my daughter's sweet 16, about 80 teens..."
Budget: $800 - $1,200
Marcus J.NEW2d ago
Graduation Party - May 25, 2026
"Outdoor graduation party, 100 guests, need sound system..."
Budget: $1,000 - $1,500
Lisa & David R.NEW3d ago
Anniversary Party - July 12, 2026
"25th anniversary celebration, 120 guests, elegant venue..."
Budget: $1,500 - $2,000
Active Leads
Active Leads (4)
Emma T. - Birthday Party, Mar 15
Premium Package - $1,500
Booked
Premium Package - $1,500
TechCorp - Corporate Party, May 10
Premium Package - $2,000 - Deposit paid
Negotiating
Premium Package - $2,000 - Deposit paid
Rachel S. - Engagement Party, Apr 5
Custom Quote sent - $1,200
Quoted
Custom Quote sent - $1,200
James P. - Retirement Party, Mar 28
Initial response sent, awaiting reply
Contacted
Initial response sent, awaiting reply
Archived Leads
Archived Leads
Jennifer R. - Birthday Party, Mar 28
Reason: Date conflict
Reason: Date conflict
Declined
Tom H. - House Party, Feb 20
Reason: Budget too low
Reason: Budget too low
Declined
Olivia F. - Baby Shower, Jan 15
No response within 72 hours
No response within 72 hours
Expired
Chris M. - NYE Party, Dec 31
Client chose another vendor
Client chose another vendor
Expired
Events Calendar
Calendar
March 2026
Sun
Mon
Tue
Wed
Thu
Fri
Sat
1
2
3
4
5
6
7
Booked
Booked
8
9
10
11
12
13
14
Booked
Booked
15
Booked
Booked
16
17
18
19
20
Blocked
Blocked
21
Blocked
Blocked
22
23
24
25
26
27
28
Pending
Pending
29
30
31
Available
Booked
Pending
Blocked
Upcoming Events
Upcoming Events (3)
MAR
15
Emma's Birthday Party
The Grand Ballroom - 4:00 PM - 9:00 PM
Client: Emma T. | Your Fee: $1,500 | Confirmed
APR
22
Sarah's Wedding
Lakeside Pavilion - All Day
Client: Sarah M. | Your Fee: $2,200 | Deposit Paid
MAY
10
Corporate Party - TechCorp
City Event Center - 7:00 PM
Client: TechCorp | Your Fee: $2,000 | Pending Contract
Past Events
Past Events
Valentine's Gala
Feb 14, 2026 - City Event Center | Earned: $2,200
Review received | Paid in full
Marcus & Tina Wedding
Jan 20, 2026 - Garden Venue | Earned: $1,800
Review received | Paid in full
NYE Countdown Party
Dec 31, 2025 - Rooftop Lounge | Earned: $2,500
No review yet | Paid in full
Meetings
Scheduled Meetings
Consultation with Sarah M.
Mar 5, 2026 - 2:00 PM | Video Call
Re: Wedding - April 22 - Discuss music preferences and timeline
Venue Walkthrough with TechCorp
Mar 8, 2026 - 10:00 AM | In-Person
City Event Center - Check AV setup and power access
Phone Call with Rachel S.
Mar 10, 2026 - 4:30 PM | Phone
Re: Engagement Party - Finalize package details
Client Directory
Your Clients
Search clients...
| Name | Events Together | Total Revenue | Last Contact | Action |
|---|---|---|---|---|
| Emma T. | 2 | $2,800 | Mar 1, 2026 | |
| City Events Co. | 3 | $6,200 | Feb 20, 2026 | |
| Sarah M. | 1 | $0 (pending) | Feb 27, 2026 | |
| Marcus & Tina | 1 | $1,800 | Jan 25, 2026 | |
| TechCorp | 1 | $500 (deposit) | Feb 25, 2026 |
Messages Inbox
Inbox
Search conversations...
Sarah M.
Wedding - April 22, 2026
Sarah M. - Yesterday 3:15 PM
Hi! I saw your profile and loved your work. We need a DJ for 200 guests.
You - Yesterday 4:45 PM
Thanks for reaching out! I'd love to help. Would you like to schedule a call?
Sarah M. - Today 10:30 AM
Thanks! What about lighting for the reception? Do you offer uplighting?
Type your reply...
Event Group Chats
2 new
Read
Archived
Event Group Chats
Emma's Birthday - All Vendors
4 vendors: DJ (you), Photographer, Caterer, Event Planner
Jessica Lee: "What time should I arrive for setup?" - 3h ago
Sarah's Wedding - Vendor Team
6 vendors: DJ (you), Band, Photographer, Videographer, Florist, Planner
Wedding Planner: "Timeline updated, please review" - 1d ago
Valentine's Gala - Event Team
3 vendors: DJ (you), Caterer, Decorator
Event completed - Chat archived
Private Chats
2h ago
1d ago
3d ago
5d ago
Private Messages
Sarah M.
Thanks! What about lighting for the reception?
Thanks! What about lighting for the reception?
TechCorp - James
Can you send over the AV specs?
Can you send over the AV specs?
Emma T.
Perfect, see you on the 15th!
Perfect, see you on the 15th!
Rachel S.
I'll get back to you on the package choice
I'll get back to you on the package choice
Saved Replies (CRM)
Saved Reply Templates
Thank You For Your Inquiry
"Thank you for reaching out! I'd love to learn more about your event. I have availability on [date] and would be happy to discuss packages that fit your needs..."
Availability Confirmation
"Great news! I'm available on [date] for your [event type]. Here's what I can offer: [package details]. Would you like to schedule a call to discuss?"
Follow-Up After Quote
"Hi [name], just following up on the quote I sent for your [event]. Happy to answer any questions or adjust the package to better fit your needs..."
Post-Event Thank You
"Thank you so much for having me at your [event]! It was a fantastic time. If you enjoyed my services, I'd really appreciate a review on Event Collective..."
Request Review
Review Received
Review Received
Request Sent (No Response)
Request a Review
Send review requests to clients from completed events.
Valentine's Gala
City Events Co. - Feb 14, 2026
Marcus & Tina Wedding
Marcus & Tina - Jan 20, 2026
NYE Countdown Party
Alex & Friends - Dec 31, 2025
Holiday Corporate Mixer
TechStart Inc. - Dec 18, 2025
Thanksgiving Fundraiser
Community Center - Nov 22, 2025
Reviews Received
Your Reviews
24 reviews | Average: 4.8/5
4.8
Based on 24 reviews
518
45
31
20
10
Emma T.Birthday Party - Mar 15, 2026
"Mike was absolutely incredible! He read the room perfectly and kept everyone dancing all night."
Great MusicProfessionalPunctual
Your Response: "Thank you Emma! Your party was a blast!"
City Events Co.Valentine's Gala - Feb 14, 2026
"Outstanding DJ services for our corporate Valentine's Gala."
Great MusicAV Expert
Marcus & TinaWedding - Jan 20, 2026
"Good DJ but arrived a bit late for setup. Music was great once he got going."
Great Music
Endorsements
Peer Endorsements
TRUSTED COLLABORATOR BADGE
Earn endorsements from 5 different pros
3 / 5
Endorsements earned
ENDORSEMENTS RECEIVED (3)
Jessica Lee -- Photographer
Worked together on: Emma's Birthday Party (Mar 15)
"Mike is an incredible DJ to work alongside."
Carlos Rivera -- Caterer
Worked together on: Valentine's Gala (Feb 14)
"Super professional and easy to coordinate with."
Amber Nguyen -- Event Planner
Worked together on: NYE Party (Dec 31)
"Mike is my go-to DJ recommendation."
Trusted Collaborator (In Progress)
Verified Professional
42 Event Chains
Trust Status
Trust Score & Verification
4.8
Overall Trust Score
24
Verified Reviews
92%
Response Rate
3
Endorsements
VERIFICATION BADGES
✓ Verified Professional - Identity confirmed
Earned✓ Business License Verified
Earned○ Highly Responsive - Respond to 90% within 24h (currently 78%)
In Progress○ Trusted Collaborator - 5 peer endorsements (currently 3/5)
In ProgressHOW TO IMPROVE YOUR TRUST SCORE
1. Respond to all leads within 24 hours
2. Request reviews from past event clients
3. Respond to all reviews (positive and negative)
4. Work on more event chains to earn endorsements
5. Keep your profile and calendar up to date
Disputes
Review Disputes
You have 0 active disputes. If you believe a review violates our guidelines, you can file a dispute below.
FILE A NEW DISPUTE
Select Review:
Choose a review to dispute...
Reason for Dispute:
Select: Fake review / Wrong vendor / Inappropriate content / Other
Description:
Provide details about why this review should be investigated...
Supporting Evidence:
Upload screenshots or documents
DISPUTE RESOLUTION TIMELINE
1. Dispute filed → Under Review (1-2 business days)
2. Under Review → Investigation (3-5 business days)
3. Investigation → Resolution (notified by email)
4. Outcomes: Review removed, Review stands, Partial edit
Appointment Scheduler
Appointment Scheduler
THIS WEEK - March 2-8, 2026
Mon
Tue
Wed
Thu
Fri
Sat
Sun
9 AM
Open
Open
Open
Open
Open
Booked
Off
12 PM
Open
Booked
Open
Open
Open
Booked
Off
3 PM
Open
Open
Open
Open
Open
Booked
Off
6 PM
Off
Off
Open
Open
Open
Booked
Off
Available
Booked
Blocked/Off
Floor Plan Builder (Premium)
Floor Plan Builder
PREMIUM FEATURE
CANVAS AREA
DJ Booth
Dance Floor
Table 1
Table 2
Table 3
Speaker L
Speaker R
DRAG-DROP ELEMENTS
+ Stage
+ Table
+ Speaker
+ Lighting
+ DJ Booth
+ Bar
Inventory Tracker (Premium)
Equipment Inventory
PREMIUM FEATURE
| Item Name | Qty | Condition | Last Used | Status | Action |
|---|---|---|---|---|---|
| JBL PRX815 Speakers | 4 | Excellent | Feb 14, 2026 | Available | |
| Pioneer DDJ-1000 Controller | 1 | Excellent | Feb 14, 2026 | Available | |
| Chauvet DJ Wash Lights | 8 | Good | Feb 14, 2026 | Available | |
| Shure SM58 Microphones | 4 | Excellent | Jan 20, 2026 | Available | |
| ADJ Fog Machine | 2 | Needs Repair | Dec 31, 2025 | Out of Service | |
| Uplighting Kit (16 fixtures) | 1 | Excellent | Feb 14, 2026 | Available |
Service-Specific Tools
DJ Service Tools
SONG REQUEST PORTAL
Share this link with clients to collect song requests before the event.
https://eventcollective.com/dj/mike-w/requests/emma-birthday
Recent Requests (Emma's Birthday)
1. "Don't Stop Believin'" - Journey
2. "Uptown Funk" - Bruno Mars
3. "Levitating" - Dua Lipa
4. "September" - Earth, Wind & Fire
PLAYLIST BUILDER
Create playlists for each event segment.
Cocktail Hour (45 min)
12 tracks - Jazz & Lounge
Dinner (60 min)
18 tracks - Soft Pop & R&B
Dance Floor (120 min)
35 tracks - Top 40, Hip-Hop, Dance
CRM - Revenue Overview
Revenue Overview
$42,800
Total Revenue (YTD)
$2,138
Avg Per Event
Jun
Top Month
+18%
YoY Growth
MONTHLY REVENUE
$3.2k
$4.2k
JanFebMarAprMayJunJulAugSepOctNovDec
CRM - Monthly Sales
Monthly Sales Report
| Month | Events | Revenue | Avg Ticket | Growth |
|---|---|---|---|---|
| February 2026 | 2 | $4,200 | $2,100 | +15% |
| January 2026 | 2 | $3,650 | $1,825 | +8% |
| December 2025 | 3 | $5,800 | $1,933 | +22% |
| November 2025 | 2 | $3,200 | $1,600 | -5% |
| October 2025 | 3 | $4,750 | $1,583 | +12% |
| September 2025 | 2 | $3,400 | $1,700 | +3% |
CRM - Payment Tracking
Payment Tracking
$8,400
Paid
$3,500
Pending
$0
Overdue
| Event | Client | Amount | Due Date | Status | Action |
|---|---|---|---|---|---|
| Emma's Birthday | Emma T. | $1,500 | Mar 10 | Paid | - |
| Sarah's Wedding | Sarah M. | $2,200 | Apr 15 | Pending | |
| Corporate Party | TechCorp | $1,500 | May 1 | Pending ($500 deposit paid) | |
| Valentine's Gala | City Events | $2,200 | Feb 21 | Paid | - |
| Marcus Wedding | Marcus & Tina | $1,800 | Jan 27 | Paid | - |
CRM - Event Volume
Event Volume Analysis
EVENTS PER MONTH
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
BY CATEGORY
Weddings
8 events (40%)
Corporate
5 events (25%)
Birthdays
4 events (20%)
Other
3 events (15%)
KEY METRICS
Busiest Month
June (5 events)
Capacity Utilization
65%
Avg Events/Month
1.7
CRM - Lead Conversion
Lead Conversion Funnel
Leads Received: 48
Responded: 42 (87.5%)
Quoted: 30 (62.5%)
Booked: 20 (41.7%)
87.5%
Response Rate
41.7%
Overall Conversion
CRM - Saved Reports
Saved Custom Reports
Wedding Revenue Q1 2026
Revenue filtered by wedding events, Jan-Mar 2026
Monthly Lead Sources
Lead origin breakdown by month, last 6 months
Top Clients by Revenue
Clients ranked by total spend, all time
Financial Overview
Financial Overview
$42,800
Total Revenue (YTD)
$3,500
Outstanding
$4,200
This Month
REVENUE TREND (6 MONTHS)
Sep
Oct
Nov
Dec
Jan
Feb
Quotes
Quotes
| Client | Event | Amount | Sent | Status | Action |
|---|---|---|---|---|---|
| Sarah M. | Wedding - Apr 22 | $2,200 | Feb 25 | Viewed | |
| Rachel S. | Engagement - Apr 5 | $1,200 | Feb 22 | Sent | |
| Emma T. | Birthday - Mar 15 | $1,500 | Feb 10 | Accepted | - |
| James P. | Retirement - Mar 28 | $900 | Feb 20 | Expired |
Contracts
Contracts
CONTRACT TEMPLATES
Standard DJ Contract
Basic terms, cancellation policy
Wedding Package
Extended terms, deposit schedule
Corporate Event
AV specs, liability clause
SENT CONTRACTS
| Client | Event | Sent | E-Signature | Status |
|---|---|---|---|---|
| Emma T. | Birthday - Mar 15 | Feb 12 | Signed | Active |
| Sarah M. | Wedding - Apr 22 | Feb 26 | Awaiting | Pending |
| TechCorp | Corporate - May 10 | Feb 24 | Signed | Active |
Invoices
Invoices
| Invoice # | Client | Amount | Date | Status | Action |
|---|---|---|---|---|---|
| #1045 | Sarah M. | $2,200 | Feb 26 | Pending | |
| #1044 | TechCorp | $2,000 | Feb 24 | Partial ($500) | |
| #1043 | Emma T. | $1,500 | Feb 12 | Paid | |
| #1042 | City Events Co. | $2,200 | Feb 15 | Paid | |
| #1041 | Marcus & Tina | $1,800 | Jan 22 | Paid |
Packages & Add-ons
Your Service Packages
Basic DJ PackageActive
3-hour DJ service, basic sound system, standard lighting
$800
Premium PackageActiveMost Popular
5-hour DJ service, premium sound, intelligent lighting, MC services
$1,500
Custom QuoteActive
Tailored package based on client needs
Custom
ADD-ONS
Photo Booth
+$300
Extra Hour
+$200/hr
Uplighting
+$250
Email Campaigns
Email Campaigns
| Campaign | Sent | Recipients | Open Rate | Click Rate | Status |
|---|---|---|---|---|---|
| Spring Booking Special | Feb 15 | 124 | 42% | 12% | Sent |
| Valentine's Promo | Feb 1 | 98 | 38% | 8% | Sent |
| New Year Availability | Jan 5 | 115 | 45% | 15% | Sent |
TEMPLATES
Seasonal Promo
Announce seasonal availability
Past Client Check-in
Re-engage previous clients
New Service Announcement
Introduce new offerings
Booking Helpers
Booking Automation
AUTO-REPLY SETTINGS
Auto-reply to new leads
Send an automatic response when a new lead comes in
Auto-reply delay
Wait 5 minutes before sending (appears more personal)
5 min
BOOKING CONFIRMATION TEMPLATE
"Hi [client_name], your booking for [event_name] on [event_date] is confirmed! Here are the details: [package_name] - $[amount]. Please sign the attached contract and submit your deposit of $[deposit] by [due_date]..."
FOLLOW-UP SEQUENCE
Step 1: Day 1 - Thank you + quote sent
ActiveStep 2: Day 3 - Follow-up if no response
ActiveStep 3: Day 7 - Final follow-up + special offer
ActiveStep 4: Day 14 - Archive if no response
Disabled
Clients Database
Client Database
Search clients...
| Name | Phone | Events | Total Spent | Last Contact | Tags | |
|---|---|---|---|---|---|---|
| Emma T. | emma@email.com | (512) 555-1234 | 2 | $2,800 | Mar 1 | VIPRepeat |
| Sarah M. | sarah@email.com | (512) 555-5678 | 1 | $0 | Feb 27 | NewWedding |
| City Events Co. | events@cityevents.com | (512) 555-9012 | 3 | $6,200 | Feb 20 | CorporateVIP |
| Marcus & Tina | marcus@email.com | (512) 555-3456 | 1 | $1,800 | Jan 25 | Wedding |
| TechCorp | james@techcorp.com | (512) 555-7890 | 1 | $500 | Feb 25 | Corporate |
Employees
Team Members
Mike W. (You)
Owner / Lead DJ
Full Access
Active Events: 3
DJ Alex R.
Associate DJ
Limited Access
Active Events: 1 |
Sandra K.
Office Manager
Admin Access
Active Events: 0 |
Integrations
Connected Services
📅
Google Calendar
Connected
💳
Stripe
Connected
📊
QuickBooks
Not Connected
📧
Mailchimp
Not Connected
💰
PayPal
Not Connected
📱
Square
Not Connected
Business Info
Edit Business Info
Business Name:
DJ Mike W. Entertainment
Owner Name:
Mike Williams
Category:
DJ / Music Entertainment
Phone:
(512) 555-0199
Email:
mike@djmikew.com
Address:
Austin, TX 78701
Website:
www.djmikew.com
BIO
Professional DJ with 10+ years of experience specializing in weddings, corporate events, and private parties. Based in Austin, TX. Known for reading the room and keeping the energy high all night long.
285 / 500 characters
BUSINESS HOURS
Monday - Friday
9:00 AM - 6:00 PM
Saturday
10:00 AM - 10:00 PM
Sunday
By Appointment
Services
Your Services
SERVICE CATEGORIES
Weddings
Corporate Events
Birthdays
Galas
+ Add Category
PRICING TIERS
| Service | Duration | Starting Price | Description | Action |
|---|---|---|---|---|
| Basic DJ Set | 3 hours | $800 | Standard sound + lighting | |
| Premium DJ Package | 5 hours | $1,500 | Premium sound, lighting, MC | |
| Full Event Production | 8 hours | $2,500 | Full AV, lighting design, MC, coordination |
Portfolio
Your Portfolio
+
Drag & drop files here
JPG, PNG, MP4 - Max 10MB per file
GALLERY (7 items)
IMG
Wedding DJ Setup
Featured
IMG
Corporate Event
VID
Highlight Reel
IMG
Outdoor Festival
IMG
Birthday Party
IMG
Gala Night
VID
Dance Floor Energy
+
Add More
Drag items to reorder. Click "Featured" to set cover photo. 5+ portfolio items recommended for profile completion.
Travel Areas
Service & Travel Areas
MAP
[Map placeholder - 50 mile radius from Austin, TX]
SERVICE RADIUS
Home Base
Austin, TX 78701
Service Radius
50 miles
I travel nationally
TRAVEL FEES
0-25 miles
Free
25-50 miles
+$50
50+ miles
Custom quote
COVERED ZIP CODES
787017870278703787047870578721787227872378741787457874878750
+ Add More
Public Profile Preview
Profile Preview (as seen by clients)
[Cover Photo]
DJ Mike W. Entertainment
Austin, TX | DJ / Music Entertainment
Verified Professional42 Event Chains
ABOUT
Professional DJ with 10+ years of experience specializing in weddings, corporate events, and private parties...
PACKAGES
Basic ($800) | Premium ($1,500) | Custom Quote
PORTFOLIO
IMG
IMG
VID
IMG
Account Settings
Account Settings
ACCOUNT INFORMATION
Email Address
mike@djmikew.com
Password
Last changed 3 months ago
Account Type
Pro Standard
DANGER ZONE
Deactivate Account
Temporarily hide your profile
Delete Account
Permanently delete all data
Membership Plan
Membership Plan
CURRENT PLAN: Pro Standard
$29/month - Billed monthly - Next billing: March 1, 2026
Pro Basic
$0
per month
5 leads/month
Basic profile
No analytics
No CRM
CURRENT
Pro Standard
$29
per month
Unlimited leads
Full analytics
Priority support
No CRM
Pro CRM
$59
per month
Everything in Standard
Full CRM suite
Email campaigns
Advanced reports
Payment Gateways
Payment Gateways
STRIPE
Stripe
Connected
PAYPAL
PayPal
Not Connected
SQUARE
Square
Not Connected
PAYOUT SCHEDULE
Payout Frequency
Weekly (Fridays)
Bank Account
Chase ending in 4242
Notification Preferences
Notification Preferences
EMAIL NOTIFICATIONS
New Lead Alerts
Email when a new lead comes in
Message Notifications
Email for new messages
Booking Confirmations
Email when a booking is confirmed
Payment Notifications
Email when payment is received
Review Alerts
Email when a review is posted
SMS NOTIFICATIONS
New Leads (SMS)
Text message for urgent leads
Booking Reminders
SMS 24h before events
PUSH NOTIFICATIONS
All Push Notifications
Browser push notifications
Marketing Emails
Tips, features, and platform updates
Security
Security Settings
PASSWORD
Current Password
Last changed 3 months ago
TWO-FACTOR AUTHENTICATION
2FA Status
Not Enabled
LOGIN HISTORY
| Date | Device | Location | Status |
|---|---|---|---|
| Feb 27, 2026 10:15 AM | MacBook Pro - Chrome | Austin, TX | Active |
| Feb 26, 2026 8:30 PM | iPhone 15 - Safari | Austin, TX | Active |
| Feb 25, 2026 3:45 PM | MacBook Pro - Chrome | Austin, TX | Expired |
TRUSTED DEVICES
MacBook Pro - Chrome (current)
iPhone 15 - Safari
System Configuration
System Configuration
API KEYS
Public API Key
pk_live_xxxxxxxxxxxx
Webhook URL
https://yoursite.com/webhook
DEFAULT TEMPLATES
Default Quote Template
Default Contract Template
Default Invoice Template
DATA MANAGEMENT
Export All Data
Download a copy of all your data (CSV/JSON)
GDPR Data Request
Request a full data report or deletion
Support Center
Support Center
Search help articles...
POPULAR TOPICS
🚀
Getting Started
Set up your profile
💰
Payments & Billing
Invoices, payouts, plans
👥
Managing Leads
Respond, quote, convert
📅
Events & Bookings
Calendar, confirmations
⭐
Reviews & Trust
Build your reputation
🔒
Account & Security
Settings, 2FA, privacy
NEED MORE HELP?
Submit Ticket
Submit a Support Ticket
Subject:
Brief description of the issue...
Category:
Select: Account / Billing / Technical / Leads / Other
Priority:
Select: Low / Medium / High / Urgent
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YOUR RECENT TICKETS
| Ticket # | Subject | Status | Created | Action |
|---|---|---|---|---|
| #T-1023 | Calendar sync not updating | Resolved | Feb 10 | |
| #T-1019 | Invoice template formatting | Resolved | Jan 28 |
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