Owlcumen

Dashboard Easy Guide

Your dashboard,
made easy.

Find the right tool, follow a few clear steps and get back to your business.

Find a how-to Open your dashboard

Searchable · Mobile friendly · Based on the live Owlcumen workspace

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First 10 minutes

Four things worth doing first.

  1. 1Add your business detailsSettings → Business Profile
  2. 2Connect your calendarSettings → Integrations
  3. 3Check your Client PortalPreview the customer view
  4. 4Ask the owl a questionConfirm an approved answer

On a phoneOpen the Owlcumen menu at the top. Cards stack into one column, and expanded tools scroll as full-screen sheets.

01

Run your day

Start with what needs you.

Overview points to the work. Inbox and Contacts keep the customer context attached.

1.1About 1 min

Start with Overview

See today’s work and the few items that need you.

  1. 1Open Overview from the left menu.
  2. 2Scan Needs attention before the other cards.
  3. 3Select any card to open the work behind it.
You’re done whenYou know what to do next without checking every page.
Open Overview
1.2About 2 min

Reply to an enquiry

Keep customer conversations and handovers in one place.

  1. 1Open Inbox and select a conversation.
  2. 2Read the captured details, then reply or take over.
  3. 3Use search to find a customer or earlier message.
You’re done whenThe customer has a clear reply and your team keeps the context.
Open Inbox
1.3About 2 min

Add or update a contact

Keep customer details, conversations and work connected.

  1. 1Open Contacts, then choose Add contact.
  2. 2Enter the useful details and save.
  3. 3Open a contact later to edit, review or archive it.
You’re done whenThe customer record is ready to use across the workspace.
Open Contacts
02

Book and deliver

Move work from booked to complete.

Keep the schedule, job status and customer paperwork moving together.

2.1About 3 min

Book and run a job

Schedule work, keep status clear and rebook in a few taps.

  1. 1Open Calendar and choose a time or New booking.
  2. 2Add the customer, service and address, then confirm.
  3. 3Use the job card to check in, complete or rebook.
You’re done whenThe booking appears in the schedule with the right status.

Good to know: To sync an existing calendar, connect Google Calendar in Settings → Integrations first.

Open Calendar
2.2About 4 min

Create a customer booking link

Let customers choose an available time and provide the details you need.

  1. 1In Calendar, open Booking links and choose Create booking form.
  2. 2Set the service, duration, availability and only the questions you need.
  3. 3Publish, preview the customer page, then copy its link to share.
You’re done whenThe form shows Published and a test booking reaches your calendar.

Good to know: Edit the same form later without changing its public link.

Open Booking links
2.3About 4 min

Create a quote or invoice

Build, save and share customer paperwork from one screen.

  1. 1Open Documents and choose New quote or invoice.
  2. 2Select the customer, add items and check the total.
  3. 3Save, download or send it when it is ready.
You’re done whenThe document is stored and its latest status is visible.

Good to know: Payment status becomes available after a payment provider is connected.

Open Documents
03

Customer-facing

Make it easy for customers to act.

Publish the portal, accept payments and keep Owlcumen’s answers accurate.

3.1About 4 min

Publish your Client Portal

Give customers one place for bookings, documents and payments.

  1. 1Open Client Portal and review What your clients see.
  2. 2Add your logo, public details and the actions customers can use.
  3. 3Save, then use Open portal to check the live customer view.
You’re done whenYour customer-facing link is published and ready to share.

Good to know: Ultra members can add a payment QR inside Quotes, Invoices & Payments.

Open Client Portal
3.2About 3 min

Accept customer payments

Connect a provider, then make payment options visible to customers.

  1. 1Expand Accept Payments on the Client Portal page.
  2. 2Choose your available provider and finish its secure connection.
  3. 3Check the status, then preview the customer portal.
You’re done whenThe box shows connected and eligible payment actions can appear.

Good to know: Provider choices depend on the connections enabled for your workspace.

Open Accept Payments
3.3About 5 min

Teach Owlcumen AI

Control what the assistant knows, says and hands to your team.

  1. 1In Settings, open Business Profile.
  2. 2Add the approved services, hours and customer answers.
  3. 3Open the owl at bottom-left and test a real customer question.
You’re done whenThe answer uses your approved information and offers the right next step.

Good to know: Update the Business Profile whenever services, prices or hours change.

Open Business Profile
3.4About 4 min

Set up calls and messages

Manage your business number, calls and SMS with clear limits.

  1. 1In Settings, open Calls & messages.
  2. 2Choose the available number or forwarding setup.
  3. 3Review customer updates and your usage guardrail before activation.
You’re done whenThe connection and spending limit both show the state you chose.
Open Calls & messages
04

Control and improve

Connect, understand and grow.

Check your connections, read performance and manage the plan from one workspace.

4.1About 3 min

Connect your services

Link the tools Owlcumen needs—and no more than it needs.

  1. 1In Settings, open Integrations.
  2. 2Choose Calendar, email or another available service.
  3. 3Complete its secure sign-in and check for Connected.
You’re done whenThe service displays Connected and its sync is ready.
Open Integrations
4.2About 2 min

Read your performance

Spot demand, follow-up and booking changes without spreadsheets.

  1. 1Open Analytics and choose the period you want to review.
  2. 2Compare enquiries, bookings and follow-up activity.
  3. 3Open the related area when a number needs action.
You’re done whenYou can name the change and the next action it suggests.
Open Analytics
4.3About 2 min

Manage your plan

See your subscription, usage, referrals and billing controls.

  1. 1Open Billing & plan from Settings or the left menu.
  2. 2Review the plan, renewal and optional usage controls.
  3. 3Use the secure billing portal for payment or subscription changes.
You’re done whenYour plan and next billing state are clear before you leave.
Open Billing & plan
4.4About 2 min

Use Pro or Ultra tools

Open the extra intelligence tools included with your add-on.

  1. 1Open the Pro or Ultra Intelligence Centre.
  2. 2Choose the tool that matches the job in front of you.
  3. 3Review its result before applying or sharing anything.
You’re done whenThe suggested action stays visible and under your control.

Good to know: Locked tools show the relevant upgrade option; they do not create usage charges by themselves.

Open Intelligence Centre

One useful habit

Look for status before settings.

Most Owlcumen cards show what is connected, waiting or complete. Open the card only when you need to change it.

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