1

Integrated CRM

Manages leads, prospects, and clients with tools for tracking interactions and statuses.

Centralizes client data, improves tracking, enhances relationships, and streamlines sales.

Your client whisperer—know everything about them without the crystal ball!

Access CRM under CRM > Contacts, adding and categorizing leads or clients.

2

Office Invoices

Creates and manages invoices for billing clients directly.

Streamlines billing, ensures timely payments, centralizes records, and improves cash flow.

Your billing buddy, making sure you get paid without the awkward reminders!

Create an invoice under Office > Invoices, adding items and sending to clients.

3

Secure Messaging Toolkit

In-platform communication for secure client and staff messaging.

Ensures security, centralizes conversations, supports instant messaging, and tracks history.

Your business’s Fort Knox for chats—secure, private, and no carrier pigeons needed!

Access the Messaging Center via Inbox or Sent Box to start a new message.

4

Projects Toolkit

Manages projects, tasks, and workflows with automation and customization.

Automates creation, streamlines tasks, scales workflows, and enhances collaboration.

Your project manager who never sleeps, organizing chaos like a pro!

Create a project under Projects > Add Project, and assign tasks or templates.

5

Automations Overview

Triggers actions (e.g., emails, circle changes) based on events like form submissions or deal stages.

Reduces manual work, speeds responses, ensures consistency, and improves efficiency.

Like a stage manager who cues the next act without you lifting a finger!

Set up automations under Automations > Configure, selecting triggers and actions.

6

Recurring Invoice Generators

Automates recurring invoices based on schedules or subscriptions.

Automates billing, ensures revenue, simplifies management, and reduces errors.

Like a billing alarm clock, ringing up invoices on schedule!

Set up a recurring invoice generator under Office > Recurring Invoices, defining frequency.

7

EXTREME White Label

Fully brands the SuiteDash platform with your logo, colors, and domain for a seamless client experience.

Enhances professionalism, builds brand trust, ensures consistency, and improves client perception.

Like giving your portal a full makeover—your brand’s the star of the show!

Configure white-label settings under Profile > Organization Settings, uploading your logo and setting a custom domain.

8

Circles

Groups clients or prospects for targeted workflows, permissions, or automations.

Segments audiences, personalizes experiences, supports automation, and streamlines management.

Like sorting your clients into Hogwarts houses for magical workflows!

Create a circle under CRM > Circles, and assign clients for targeted actions.

9

Subscription Plans

Defines recurring billing plans for automatic client subscriptions.

Automates billing, ensures revenue, supports flexibility, and simplifies management.

Your cash flow’s autopilot, charging clients while you’re binge-watching!

Create a plan under Office > Subscriptions, setting frequency and price.

10

Role-Based Permissions

Defines roles (e.g., Admin, Staff, Client) and assigns permissions to control access to tools and data.

Enhances security, customizes user access, ensures compliance, and streamlines team management.

Like a digital hall pass—only the right roles get to roam the SuiteDash halls!

Configure roles under Settings > Roles & Permissions, defining access levels for each user type.

11

Multi-Deal Stage Pipelines

Customizable pipelines to manage sales processes across products, services, and client types.

Tailors workflows, automates stage transitions, enhances efficiency, and tracks progress.

It’s a deal conveyor belt, whisking leads from “maybe” to “money” effortlessly!

Navigate to CRM > Pipelines, click “Add Pipeline,” and define stages with automations.

12

Support Tickets Toolkit

Centralized hub for managing customer support requests via forms, email, or portal.

Organizes inquiries, offers flexible submission, ensures timely resolution, and tracks progress.

Your customer service superhero, tackling tickets faster than a speeding bullet!

Create a support ticket form under Forms > Create Support Form, and assign to staff.

13

File Exchange

Enables secure file uploads and downloads between users and clients.

Simplifies sharing, ensures security, centralizes files, and streamlines collaboration.

Your digital filing cabinet—secure, organized, and no paper cuts!

Upload files under Files > Add New, sharing with clients or staff as needed.

14

Drip Campaigns

Automates sequenced email series with templates based on triggers like form submissions.

Nurtures leads, personalizes communication, saves time, and boosts conversions.

Your email gardener, watering leads until they bloom into clients!

Create a drip campaign under Marketing > Email Campaigns, and set trigger conditions.

15

Client Feedback and Reviews

Collects and manages client feedback and reviews post-project for testimonials or improvements.

Gathers insights, improves services, builds credibility, and enhances client relationships.

Like a digital suggestion box—find out what your clients really think!

Create a feedback form under Forms > Create Form, and send it to clients post-project.

16

Booking Forms

Creates forms for clients to schedule appointments with staff.

Streamlines scheduling, reduces back-and-forth, automates confirmations, and enhances client experience.

Your virtual receptionist, booking appointments without the coffee breaks!

Create a booking form under Calendar > Appointment Types, and embed on a page.

17

Client Talk

In-project messaging interface for client communication about tasks and progress.

Keeps discussions organized, improves transparency, reduces email clutter, and enhances engagement.

Like a private chat room for you and your client, no coffee shop required!

Enable Client Talk in project settings to allow client messaging within a project.

18

Team Talk

Internal messaging within projects for team collaboration and updates.

Centralizes communication, boosts collaboration, tracks discussions, and saves time.

Your team’s virtual watercooler, but with actual work getting done!

Use Team Talk in a project to post updates and collaborate with staff.

19

Custom Field Management

Creates and updates custom fields for contacts, projects, or invoices, including calculations.

Enhances data collection, supports tracking, enables personalization, and improves accuracy.

Your data’s personal stylist—tailor fields to fit your business perfectly!

Add custom fields under Profile > Custom Content > Custom Fields, and set values via automations.

20

Onboarding Flows

Locks new users into a mandatory sequence of steps until completion.

Ensures compliance, streamlines onboarding, enforces steps, and improves consistency.

It’s a “you shall not pass” gate until newbies finish their homework!

Set up an onboarding flow under Onboarding > Flows, and assign to new staff.

21

Flow Step Automations

Triggers actions (e.g., emails) when a flow step is completed.

Automates follow-ups, enhances engagement, saves time, and ensures consistency.

Like a stagehand who cues the next scene as soon as the actor finishes!

In a flow, click “Configure Automations” for a step, and add an email trigger.

22

Flow Completion Automations

Executes actions (e.g., team assignments) when an entire flow is completed.

Streamlines transitions, automates next steps, saves time, and improves workflows.

It’s the grand finale of your flow, setting off automation fireworks!

Add automations under a flow’s completion settings, like adding a staff to a team.

23

Email Automations

Sends emails to targets, externals, or internals as an automation trigger.

Automates communication, ensures timely updates, enhances coordination, and saves time.

Your email’s trusty courier, delivering messages faster than a paper airplane!

Configure email automations under Automations > Configure, selecting recipients and content.

24

Schedules

Automates recurring tasks (e.g., birthday emails) based on dates or custom fields.

Ensures timely actions, reduces manual work, supports long-term engagement, and standardizes processes.

Your calendar’s autopilot, sending birthday wishes while you’re on vacation!

Create a schedule under Automations > Schedules, and set triggers like a birthday field.

25

Logic Engine

Triggers automations based on conditional logic (e.g., custom field values).

Automates decisions, personalizes workflows, enhances efficiency, and supports scalability.

Your portal’s brain, making smart decisions while you’re out for lunch!

Set up logic under Automations > Logic Engine, and define conditions like “Field = 0.”

26

Project Generators

Automates project creation with predefined tasks, permissions, and settings.

Reduces manual setup, ensures uniformity, scales operations, and saves time.

It’s a project cloning machine, spitting out workflows faster than you can blink!

Navigate to Projects > Generators, click “Add Project Generator,” and configure.

27

Task Templates

Predefined task sets for consistent project workflows, with automations for subscriptions.

Ensures consistency, clarifies roles, saves setup time, and boosts productivity.

Like a recipe for project success—just add tasks and stir!

Go to Projects > Settings > Templates, click “Add Task Template,” and define tasks.

28

Folder Generators

Automatically creates file folders with predefined structures and granular permissions.

Organizes files, saves setup time, ensures consistency, and enhances security.

Like a magical filing cabinet that organizes itself before you even ask!

Apply a folder generator in a project generator’s settings to auto-create folders.

29

On-Demand Invoice Generator

Auto-triggers a pre-configured invoice for a target.

Automates billing, ensures timely invoicing, reduces manual work, and improves cash flow.

Your invoicing robot, sending bills faster than a tax collector!

Use On-Demand Invoice Generator in a shopping block purchase automation.

30

Deal Generators

Automates deal creation with preconfigured settings and assigns to targets.

Saves time, standardizes deal setup, integrates with forms, and ensures accuracy.

Your deal’s matchmaker, pairing leads with opportunities in a snap!

Go to CRM > Pipelines > Generators, click “Add Deal Generator,” and set triggers.

31

Subscription Dashboard

Client-facing dashboard to manage subscriptions, payment methods, and billing history.

Empowers clients, reduces support queries, enhances transparency, and improves experience.

Your client’s billing HQ, where they can update cards without calling you!

Enable the Subscription Dashboard in Office settings for client access.

32

Customizable Email Notifications

Customizes email notifications for tasks, payments, or updates across the platform.

Personalizes communication, ensures timely updates, improves engagement, and streamlines workflows.

Your notification’s personal stylist, dressing up emails to fit your brand!

Edit email notification templates under Settings > Email Notifications, customizing content and triggers.

33

Document Generators

Creates dynamic documents (e.g., contracts) with placeholders for client data.

Automates document creation, ensures consistency, supports e-signatures, and saves time.

Your contract’s personal stylist, dressing it up with client data in seconds!

Create a document generator under Office > Documents, and add placeholders.

34

eSignature with Audit Trails

Allows electronic signing of documents with audit trails tracking who signed and when.

Ensures compliance, simplifies signing, tracks signatures, and maintains legal validity.

Your NDA’s bouncer, demanding a signature and keeping a record of every “I agree”!

Add a Read and eSign step in a flow or document, enabling audit trails in settings.

35

Forms Overview

Creates various form types (e.g., kickoff, support) for data collection and automation triggers.

Streamlines data intake, supports automation, enhances client interaction, and saves time.

Your data collector’s Swiss Army knife—forms for every occasion!

Create a form under Forms > Create Form, selecting the desired type like Kickoff Form.

36

Dynamic Estimates

Creates interactive estimates allowing clients to select items, adjust quantities, view real-time totals, and auto-triggers pre-configured estimates.

Enables upsell/cross-sell, customizes client decisions, speeds approvals, and enhances flexibility.

It’s like a choose-your-own-adventure book, but for invoices—clients pick, you profit!

Go to Office > Estimates, select “Offer choice of items & Dynamic choice,” and lock non-negotiable items.

37

Proposals

Creates and sends dynamic proposals to clients for approval, with customizable options.

Automates proposals, personalizes offers, speeds approvals, and boosts conversions.

Your proposal’s genie, granting client wishes with a click!

Create a proposal under Office > Proposals, customizing items and sending to clients.

38

Urgent Notification Bar

A prominent banner highlighting critical tasks like document signing or file uploads.

Ensures visibility, prompts timely action, maintains professionalism, and grabs attention.

It’s the digital equivalent of a flashing neon sign saying, “Do this now, please!”

Enable the Urgent Notification Bar in settings for flows, documents, or file requests.

39

Notification Center

Centralizes alerts for tasks, messages, and updates in a single hub.

Simplifies tracking, ensures timely action, reduces oversight, and improves communication.

Your alert HQ—never miss a beat with all notifications in one spot!

Access the Notification Center via the dashboard bell icon, managing alerts as needed.

40

Mobile App Access

Provides access to SuiteDash via a mobile app for managing tasks, messages, and more on the go.

Enables mobility, ensures real-time updates, improves accessibility, and boosts productivity.

Your portal in your pocket—manage tasks while sipping coffee on the go!

Download the SuiteDash mobile app from the App Store or Google Play, and log in to access features.

41

Work Requests

Allows clients to submit task requests through the portal for team review.

Streamlines client requests, improves task tracking, enhances collaboration, and saves time.

Your client’s wish list—submit tasks without the carrier pigeon!

Enable Work Requests under Projects > Settings, allowing clients to submit requests.

42

Custom Support Inboxes

Categorizes support tickets into specific inboxes (e.g., billing, tech support).

Improves organization, prioritizes tasks, streamlines workflows, and enhances response times.

Like sorting your laundry into neat piles—billing here, tech there!

Add a new inbox under Support > Inboxes, and assign tickets to it.

43

OnDemand Flows

Sequenced steps assigned to existing portal users for flexible task completion.

Guides users, supports automation, enhances onboarding, and improves task completion.

Like a treasure map for tasks—follow the steps, find the gold!

Create an OnDemand flow under Onboarding > Flows, and assign to a staff member.

44

Stage-Specific Automations

Triggers actions (e.g., emails, circle changes) when deals move between pipeline stages.

Reduces manual work, speeds responses, ensures consistency, and tracks deal status.

Like a stage manager who cues the next act without you lifting a finger!

In a pipeline, click “Manage Stages” and add automations for stage entry/exit.

45

Canned Responses

Predefined replies for quick, standardized messaging to clients or staff.

Saves time, ensures consistency, streamlines responses, and boosts efficiency.

Like having a witty assistant who always knows the perfect reply!

Create a canned response under Messaging > Canned Responses, and set auto-add options.

46

Circle Management Automations

Adds or removes targets from circles to manage access and workflows automatically.

Automates access control, personalizes experiences, ensures compliance, and saves time.

Like a VIP list manager—add or remove clients with a wave of your wand!

Set up automations under Automations > Configure, using Add to Circle(s) or Remove from Circle(s).

47

Send File Request

Triggers an existing file request for a target to upload documents.

Collects documents, automates requests, ensures compliance, and streamlines processes.

Like sending a digital “pretty please” for those missing files!

Add “Send File Request” to an onboarding flow automation to request files.

48

Timer Functionality

Tracks time spent on tasks or projects with manual or automatic timers.

Monitors billable hours, ensures accuracy, supports invoicing, and enhances accountability.

Your time’s accountant, clocking hours so you don’t miss a dime!

Add a timer in a project under Timers, and set to manual or counting mode.

49

Kanban View

Visualizes project tasks and phases in a drag-and-drop board format.

Simplifies task tracking, improves workflow visibility, enhances planning, and boosts efficiency.

It’s like a project pinata—see all the tasks and drag them to “done”!

Switch to Kanban View in a project to manage tasks visually.

50

Custom Project Fields

Adds tailored data fields (e.g., timeline, details) to projects for specific needs.

Enhances data collection, improves organization, supports automation, and adds flexibility.

It’s like giving your projects a custom wardrobe—fitted perfectly to your needs!

Go to Profile > Custom Content > Custom Fields, add a project field like “Timeline.”

51

Custom Menus

Customizes menu visibility for staff or clients based on roles or teams.

Enhances user experience, controls access, simplifies navigation, and improves security.

It’s like curating a menu for your portal—only the VIPs see the specials!

Go to Settings > Custom Menus, and adjust visibility for specific roles.

52

Landing Page Builder

Creates standalone or embedded pages for marketing or client intake.

Boosts lead generation, supports branding, simplifies design, and enhances conversions.

Your digital welcome mat, inviting leads to step right in!

Create a landing page under Pages > Add Page, and customize with blocks.

53

Form Embedding

Embeds kickoff or support forms on landing pages for lead capture.

Streamlines intake, automates workflows, captures data, and boosts engagement.

Like a lead magnet with a PhD in conversion psychology!

Embed a form in a landing page using the form block and copy-paste the embed code.

54

Checkout Forms

Uses forms to process payments directly, integrating with payment gateways.

Streamlines transactions, automates billing, enhances client experience, and reduces friction.

Your payment’s express checkout—no lines, just a quick form!

Create a checkout form under Forms > Create Form, selecting the Checkout Form type.

55

Shopping Block

Allows clients to select and purchase items or packages directly on landing pages.

Simplifies sales, supports upselling, automates checkout, and enhances client experience.

Your online store’s cashier, ringing up sales with a digital smile!

Configure a shopping block under Pages (once released), and add items or packages.

56

On-Page Payment

Enables immediate payment processing within the shopping block or landing page.

Reduces friction, speeds conversions, enhances client experience, and automates billing.

Your checkout’s express lane—no waiting, just pay and go!

Enable on-page payment in the shopping block settings, linking to a payment gateway.

57

SMS and Email Cannons

Sends SMS via Twilio or email cannons to targets for instant communication.

Delivers notifications, increases engagement, supports outreach, and ensures timeliness.

Your portal’s texting buddy, firing messages faster than a teenager!

Set up SMS or email cannons under Automations > Configure, linking to Twilio for SMS.

58

Email Templates

Customizable email templates for marketing, notifications, or follow-ups.

Ensures branding, streamlines creation, supports personalization, and saves time.

Your email’s wardrobe, dressing up messages in your brand’s best style!

Design a template under Marketing > Email Templates, and add dynamic placeholders.

59

Audience Segmentation

Groups email recipients by circles or custom fields for targeted campaigns.

Increases relevance, boosts engagement, improves conversions, and simplifies management.

Like sorting your email list into neat little fan clubs for your brand!

Segment audiences under Marketing > Audiences, using circles or field filters.

60

Email Analytics

Tracks email open rates, clicks, and conversions for campaign performance.

Provides insights, optimizes campaigns, measures ROI, and supports strategy.

Your email’s report card, showing who’s opening and who’s snoozing!

View analytics under Marketing > Email Campaigns to monitor performance metrics.

61

Task-Specific Notifications

Targets specific tasks (e.g., flows, documents) in the Urgent Notification Bar for client action.

Directs focus, reduces oversight, prioritizes tasks, and improves completion rates.

Like a nagging assistant who’s actually helpful, pointing at the exact task you need.

Assign a flow or document to a client and toggle the urgent notification option.

62

Send Portal Access Invitation Email

Sends an email inviting a user to access the SuiteDash portal.

Automates onboarding, ensures secure access, simplifies invitations, and enhances user experience.

Like sending a golden ticket to your portal—welcome aboard, Charlie!

Add “Send Portal Access Invitation Email” to a kickoff form automation for new clients.

63

Dynamic Data Placeholders

Inserts client or project data (e.g., name, date) into emails, forms, or pages.

Personalizes communication, automates content, saves time, and enhances engagement.

Like a mail merge on steroids, making every message feel bespoke!

Use placeholders in email templates or page content, selecting from available fields.

64

Checklists Toolkit

Creates and manages checklists for tasks or processes, assignable to users or projects.

Organizes tasks, ensures completion, improves accountability, and streamlines workflows.

Your digital to-do list on steroids—check off tasks like a pro!

Create a checklist under Checklists > Add New, assigning items and users.

65

Appointment Types

Defines specific appointment formats (e.g., 30-minute consultation) with custom settings.

Customizes offerings, ensures consistency, supports automation, and improves efficiency.

Like a menu for your time—pick a 30-minute consult or a full-hour feast!

Set up an appointment type under Calendar > Appointment Types, and assign staff.

66

Availability Rules

Sets staff availability for appointments based on schedules or time slots.

Prevents overbooking, ensures flexibility, improves client access, and saves time.

Your calendar’s gatekeeper, saying, “No appointments during my nap time!”

Configure availability in Calendar > Staff Settings, defining open time slots.

67

Automated Reminders

Sends email or SMS reminders to clients before appointments.

Reduces no-shows, improves attendance, enhances client experience, and saves time.

Like a friendly nudge saying, “Don’t forget your 2 PM with Dr. Crane!”

Enable reminders in Calendar > Appointment Types, setting timing and format.

68

Saved Replies

Predefined responses for common support ticket inquiries.

Speeds replies, ensures consistency, reduces repetitive typing, and improves efficiency.

Your support team’s cheat sheet for saying, “Clear your cache” in style!

Create saved replies under Support > General Settings, and apply in ticket replies.

69

Read Receipts

Notifies senders when messages are read by recipients.

Tracks engagement, ensures follow-up, improves accountability, and enhances communication.

It’s like knowing your client didn’t just “leave you on read”!

Enable read receipts in message settings to receive email notifications when read.

70

Message Filters

Filters messages by subject, recipient, or date for easy navigation.

Simplifies message management, saves time, improves organization, and enhances efficiency.

Like a librarian for your inbox, finding that one message in a snap!

Use the filter option in the Messaging Center to sort by subject or date.

71

Forecast View

Projects revenue forecasts per month based on deals in the pipeline.

Aids financial planning, tracks performance, visualizes trends, and supports strategy.

Your crystal ball for revenue, minus the mystical fog and guesswork!

Access the forecast view under CRM > Pipelines to review projected revenue.

72

Create a New Deal

Creates and assigns a new deal to a target in the CRM.

Automates deal creation, streamlines sales, ensures tracking, and saves time.

Your sales pipeline’s baby factory, birthing new deals with ease!

Use “Create a New Deal” in a kickoff form automation to start a deal.

73

Move Deal to Stage

Changes a deal’s position to a specific stage in the pipeline.

Automates deal progression, ensures consistency, tracks status, and improves efficiency.

Like moving your deal along the sales highway—no traffic jams here!

Add “Move Deal to Stage” to a form submission automation to advance a deal.

74

Quantity Control Mechanics

Allows locking or adjusting item quantities in dynamic estimates for precise client control.

Prevents over-ordering, ensures subscription accuracy, supports tiered pricing, and enhances flexibility.

Keeps clients from ordering 10 subscriptions when they only need one—like a digital bouncer!

In an estimate, click the lock icon under the quantities row to restrict adjustments.

75

Real-Time Totals

Displays updated estimate totals as clients modify selections in real time.

Increases transparency, reduces approval delays, builds trust, and simplifies decision-making.

It’s like a calculator that yells, “Here’s your total, no surprises!” in real time.

Enable real-time totals by default when creating a dynamic estimate in the Estimates module.

76

Required Items Lock

Locks essential items in estimates, ensuring they’re included in the final invoice.

Guarantees core services are selected, maintains accuracy, streamlines billing, and enforces standards.

Like telling clients, “You *will* get this website package, no ifs or buts!”

In the estimate editor, click the check bubble next to an item to lock it.

77

CRM Filter Block

Displays filtered CRM data (e.g., client lists) on dashboards or pages.

Personalizes views, simplifies data access, supports automation, and enhances usability.

Your CRM’s spotlight, shining on just the clients you need to see!

Add a CRM Filter Block to a dashboard under Pages, and set filter criteria.

78

Manage Subscriptions

Cancels or resumes subscriptions for a target as an automation trigger.

Automates billing adjustments, ensures accuracy, improves client experience, and saves time.

Your subscription’s on/off switch, flipping the billing switch with ease!

Add “Manage Subscriptions” to a form automation to cancel a subscription.

79

Package Customization

Defines customizable packages with add-ons in the shopping block.

Increases revenue, personalizes offerings, supports flexibility, and streamlines sales.

Like a build-your-own-burrito bar, but for business services!

Create packages in the shopping block settings, including optional add-ons.

80

Support Ticket Tags

Labels tickets with tags for granular categorization (e.g., “email issue”).

Enhances tracking, improves filtering, supports prioritization, and simplifies management.

It’s like tagging your cat videos—makes finding the right ticket a breeze!

Create tags under Support > Tags, and apply them in ticket forms or manually.

81

Task Dependency Logic

Controls task start/completion based on dependencies and statuses.

Enforces workflow order, prevents errors, saves time, and enhances control.

Like a traffic light for tasks—nobody moves until the green light says go!

In a task template, toggle “Prevent editing until dependency satisfied” and set logic.

82

Content Embed Block

Displays custom content (e.g., welcome messages) within a flow step.

Engages users, provides context, enhances onboarding, and supports branding.

Like a digital billboard welcoming your team to the party!

Add a Content Embed step in a flow, and paste or edit content directly.

83

File Upload Block

Allows users to upload files (e.g., certifications) in a flow step.

Collects critical documents, organizes files, supports compliance, and streamlines processes.

Like a dropbox for your staff’s driver’s license selfies (or not)!

Add a File Upload step in a flow, and specify the target folder.

84

File Download Block

Provides files (e.g., mission statements) for users to download in a flow.

Distributes resources, supports training, ensures access, and enhances onboarding.

Like handing out company swag, but it’s a PDF instead of a mug!

Add a File Download step in a flow, and select the file or folder.

85

Course Creation

Builds structured learning courses with lessons and modules in the LMS.

Delivers training, supports client education, ensures consistency, and scales learning.

Your virtual classroom, teaching clients without the chalkboard dust!

Go to LMS > Courses, click “Add Course,” and structure lessons with content.

86

LMS Progress Tracking

Monitors client or staff progress through courses with completion metrics.

Tracks engagement, ensures completion, provides insights, and enhances accountability.

Like a fitness tracker for learning—every lesson completed is a step forward!

Enable progress tracking in LMS settings to view completion stats per user.

87

Course Access Control

Restricts course access based on circles, roles, or purchase status.

Secures content, personalizes learning, supports monetization, and ensures compliance.

Your course’s bouncer, only letting in the VIPs with the right ticket!

Set access rules in LMS > Courses, assigning to specific circles or roles.

88

Threaded Discussions

Enables threaded conversations in a community forum for client or staff interaction.

Fosters engagement, organizes discussions, supports collaboration, and builds community.

Your virtual town square, where everyone’s chatting but nobody’s shouting!

Set up a forum under Community (once released), and enable threaded replies.

89

Forum Access Control

Restricts forum access or threads based on circles or roles.

Secures discussions, personalizes access, supports tiered memberships, and ensures privacy.

Like a VIP lounge for your forum—only the cool kids get in!

Configure access rules in Community settings, assigning to specific circles.

90

Reactions and Comments

Allows users to react (e.g., like) or comment on forum posts.

Boosts engagement, encourages participation, tracks sentiment, and enhances interaction.

Your forum’s applause button—give a thumbs-up to great ideas!

Enable reactions and comments in Community settings for forum posts.

91

Priority Levels

Assigns urgency levels (e.g., urgent, normal) to support tickets for prioritization.

Ensures critical issues are addressed first, improves efficiency, clarifies urgency, and boosts satisfaction.

Like a triage nurse for tickets—urgent ones get the VIP treatment!

Set priority levels in Support > Priorities, and apply in ticket forms.

92

Convenience Mode

Allows message content to appear in email notifications (with HIPAA compliance caveats).

Enhances accessibility, speeds communication, simplifies replies, and improves client experience.

It’s like sneaking a peek at your messages without entering the vault—but use with caution!

Enable Convenience Mode under Profile > Organization Settings, but disable for sensitive data.

93

LMS Product Access Automations

Grants or removes LMS product access for targets as an automation trigger.

Automates course access, ensures compliance, prevents unauthorized use, and improves engagement.

Like handing out a golden key to your LMS treasure chest—or taking it back!

Add Grant/Remove LMS Product to a subscription automation for course access control.

94

Community Access Automations

Adds or removes targets from communities or spaces to manage access automatically.

Fosters engagement, automates access, supports collaboration, and ensures security.

Like inviting clients to a digital block party—or escorting them out!

Configure Add/Remove from Community/Space in a subscription automation.

95

Checklist Automations

Adds or removes targets from checklists to manage task assignments automatically.

Automates task assignment, ensures completion, prevents unnecessary tasks, and improves accountability.

Like adding chores to your client’s to-do list—or crossing them off for them!

Use Add/Remove from Checklists in a flow completion automation to assign tasks.

96

Webhook Notification

Fires a webhook to an external endpoint for integration with other systems.

Enables integrations, automates data sharing, supports third-party workflows, and enhances connectivity.

Your portal’s messenger, whispering secrets to other apps via webhook!

Add “Webhook Notification” to an automation, specifying the endpoint URL.

97

Form Cannons

Sends forms to non-portal users for data collection without login (planned).

Expands reach, simplifies data collection, supports automation, and enhances accessibility.

Like a form-firing cannon, blasting data requests to anyone, anywhere!

Configure a form cannon under Forms (once released), and send via email link.

98

Quiz Builder

Creates quizzes within courses to test knowledge and engagement.

Assesses learning, boosts retention, adds interactivity, and tracks performance.

Like a game show for your clients, but the prize is knowledge!

Add a quiz in a course module under LMS, and define questions and answers.

99

Custom CSS for Pages

Applies custom CSS to landing pages for tailored design and branding.

Enhances aesthetics, ensures brand consistency, supports flexibility, and improves user experience.

Your page’s personal stylist, making it look runway-ready!

Add custom CSS in the page editor’s design settings for styling tweaks.

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Dashboard Widgets

Adds and customizes widgets on dashboards to display data like tasks, invoices, or calendar events.

Provides real-time insights, streamlines monitoring, supports decision-making, and enhances usability.

Your dashboard’s building blocks—stack ‘em up to see the big picture!

Add widgets under Dashboard > Edit Dashboard, choosing from options like Task List or Invoice Summary.