Navigation & global search

Global search

Press ⌘K (or click the search bar at the top) to search across leads, bookings, events, contacts, and accounts from anywhere in the app.

Venue switcher

If your organization runs more than one venue, the header under your organization name shows which venues you're viewing. Filtering to a single venue scopes lists, the calendar, and reports to that venue.

Notifications

The bell icon shows in-app notifications — new leads, payments received, documents signed, tasks assigned to you, and discussion replies.

Mobile

The app is fully responsive. On phones, the most-used sections (Dashboard, Calendar, Leads, Bookings) live in the bottom tab bar, with everything else under More.