Workstations

Center is the main area of Aventide, where the day-to-day work of your business runs. Each workstation covers one area, and Overview gives you a quick way into all of them. Your workstations Overvi...

When a booking type takes payment, your client pays on your booking page before the booking is confirmed. The money goes to your own connected Stripe account. What your client sees They pick a time...

Plan posts, write blogs, keep your brand in one place and see how your site shows up in search. The workstation has six tabs: Calendar, Blogs, Channels, Brand Kit, Library and SEO/AEO. Connect a so...

You can use Aventide as a scheduling assistant in Think or Sidekick. It reads your calendar and bookings, books and moves appointments, and sets up the booking types your booking page offers. What ...

Money is where you invoice clients, follow up on payments and keep track of what your business earns and spends. It has two tabs: Money and Dashboard. The Money tab Connections: Stripe and QuickBoo...

Pin the clients you work with most so they're always one click away. Pins are personal: they belong to you, not to the whole business. Pin a client Click the thumbtack next to a client's name. You'...

Log each cost in Money, keep its receipt with it, and pass client costs on to the right invoice. Log an expense Open the Money workstation and go to Expenses.Click Log an expense.Fill in What it wa...

When a business sends you a contract through Aventide, you sign it online from a private signing link. The page calls it an agreement. You don't need an account, and it works on a phone or a comput...

Spotlight pins one item to the top of a client's portal, so they know where to start. Set the Spotlight Open Clients, open the client, then click Portal controls. The Spotlight card sits between th...

Forms is where you make the questions you ask people, on your website, in a booking type or sent to a client, and where every answer comes back. Make a form Open Forms and click New form.Name it an...

The Cash pipeline at the top of Money follows your money from invoice to bank, in four stages. Hover over a stage to see how much came from Stripe and how much from QuickBooks. The four stages Unpa...

Send an invoice from Money, and your connected Stripe or QuickBooks account emails your client a link to pay online when it can. Create the invoice Open the Money workstation and click New invoice....

Each booking type has its own cancellation and refund rules. They tell clients what to expect before they book, and decide when clients can still cancel or reschedule on their own. Set the cancella...

Put a Book a time button in a client's private portal so they can schedule with you without hunting for a link. Turn on booking for a client In Calendar, make sure the booking types you want to off...

Customize the Money Dashboard so the figures you check most are where you want them. Your layout is yours: teammates keep their own. Open the Dashboard Open Money, then the Dashboard tab. You'll se...

Connect Money to the financial accounts you already use. Each one adds a different part of your cash picture, and they all belong to the business, so your team sees the same numbers. Link your bank...

Send an Aventide invoice through your connected QuickBooks company. QuickBooks delivers it and applies its own payment and tax settings. Before you start QuickBooks must be connected to this busine...

Ask Aventide about your money in Think or Sidekick, or ask it to do the paperwork. Anything that reaches a client or moves money waits for your OK. What you can ask "Who owes me money?""What did I ...

The Chat workstation is where you work with Aventide. Open Chat in the left rail. A Think | Do switcher at the top moves between its two sides, and each keeps its place when you switch. Think is a ...

The person you send a contract to signs it from a link. They don't need an Aventide account. Countersign before you send You sign first. When you send a contract, you type your name and agree to si...

The Offers workstation holds what you sell and the paperwork that goes with it. It has three tabs, in the order you use them: Offers, Contract templates and Contracts. Offers An offer is one thing ...

The Clients workstation is where every client relationship lives. You see all your clients at a glance, and each client gets their own room. Your clients at a glance Switch between a List, a Pipeli...

The Inbox brings the messages that need you into one place: your email, answers to your website forms and new inquiries. What lands here Your Gmail, once you click Connect Gmail. Aventide brings in...

You can run a lot of your marketing from a conversation in Think or Sidekick. Aventide can check your content calendar, draft posts and blogs, suggest blog topics, explain your latest site scan and...

You can manage clients by talking to Aventide in Think or in Sidekick. It works on the same client records you see in the Clients workstation. What you can ask "Add a new client called Riverbend St...

You can ask Aventide in Think or Sidekick to work through your inbox. It lists what needs a reply, opens a message, drafts an answer and sends it once you approve. Things you can ask "What needs a ...

Your Brand Kit holds your logo, colors, fonts and the words that describe your business. Aventide uses your Brand Kit wherever you show up to a client: your client portal, booking page, signing pag...