Releventful

Learn how to use the Dashboard to aid in daily workflows

Understanding Your Releventful Dashboard

Learn how to change your views and use additional features within the business calendar

Customizing the Calendar View

Learn how to schedule a meeting directly from your Releventful calendar

Creating a Meeting Invite From Your Calendar

Learn how to create a calendar entry for a Date Hold, Phone Conversation, or a general entry

Creating a Calendar Appointment

Subscribing to Your Releventful Calendar

Multi-Brand View for the Calendar, Sales Pipeline, & Dashboard

Confused about what counts as “booked” on your Dashboard? Learn how Releventful defines booked events, how monthly bookings and revenue are calculated, and how to align reports with your businesses'…

Understanding “Booked” Events & Revenue on Your Dashboard

Naomi Sherman

Releventful Support

Erin Pender

The Calendar & Dashboard

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Releventful Training

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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