โ Owner Home
๐ Get connected
2 of 5 done. Each step says what it powers and exactly what to have ready โ nothing here asks for a password on this page.
๐ Go-live check
2 thing(s) left that need you. The โณ items are waiting on reviews and registrations the agency is carrying โ not on you.
โ
Your Playbook (how the office thinks)
10 of 10 sections filled โ the office answers from these, so they are worth ten minutes.
โฌ Inbox connected
Connect it on the Connections page โ two minutes with an app password.
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Sales flowing in
504 sales recorded from your file drops โ one-click Square lights up when its review lands.
โณ Texting customers back
Runs in practice mode until your texting number finishes its registration (the agency files that; it is a carrier clock, not something you owe).
โณ Posts can go out
Approved posts queue safely until the social channel connects (the app review is the agency's clock).
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AI writing engine
Connected โ writing in your voice.
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Website Front Desk
Your chat link exists โ put it on your website.
โฌ Setup walkthrough
2 of 5 steps done.
๐ฒ Put Mind the Office on this device
Your programs run on our server, so they keep working even
when this computer is off โ installing the app just puts a
Mind the Office icon on this device that opens straight
into your office. Nothing extra to download, nothing to update.
On a computer (Edge or Chrome): open your office link,
then click the install icon at the right end of the address bar โ
or open the browser menu and choose โInstall this page as an
appโ.
On an iPhone: open your link in Safari, tap the Share
button, then โAdd to Home Screenโ.
On an Android phone: open your link in Chrome, tap the
โฎ menu, then โAdd to Home Screenโ (or โInstall appโ).
The install choice appears on your secure (https)
address โ and if you don't see it, your link works just as well
right in the browser.
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Connect your register numbers
Your sales and stock pages fill themselves in from your real numbers instead of guesses.
You'll need: Your register login (Square, or whichever you use), on this computer. You'll export two files and drop them on the Upload page โ the page walks you through it.
Open the Upload page โ
Done โ your office can see this is connected
2. Connect your email inbox
Customer questions and enquiries stop getting missed, and follow-ups draft themselves.
You'll need: Your email login. We do this one together on a call โ you always type your own password.
Done together on a call โ you type your own passwords
3. Connect your Facebook page
Your content calendar can post for you instead of waiting for someone to remember.
You'll need: Your Facebook login โ the one that's an admin on your business page. Together on a call.
Done together on a call โ you type your own passwords
โ
Drop in your documents and photos
Invoices, price lists and paperwork stop living in drawers and start answering questions.
You'll need: Any invoices, price lists or documents you have โ photos of paper are fine.
Open the Upload page โ
Done โ your office can see this is connected
5. Choose how your morning briefing arrives
Every morning you get one short message: what needs you, what's coming up, what got done.
You'll need: Just a choice: email or text, and what time.
Open Settings โ