Needs you today
Monday 2 November · clients
New change requests
Waiting on clients
Calls today
Payments
Needs attention, score under 70
New messages
Clients
| Business | Plan | Status | Next due |
|---|
Pipeline
Every prospect from the website checker to a monthly plan.
Changes calendar
November 2026. Essentials, 7 working days Growth, 3 working days
Tap any change to see the details.
Finders and referrals sample data. Changes stay in this browser only.
Money
Monthly recurring
£2,550Glowups paid in October
Essentials at £35
Growth at £95
Monthly recurring, last 6 months
To watch
- VAT threshold£90,000 turnover in any 12 months. Running total shown here once live.
- Failed paymentsStripe retries automatically. Client gets a polite email and a portal notice.
Exports
Date range
Every export below uses these dates.
For your accountant
- Full financialsEvery payment in and out: glowups, monthly plans, extras, refunds, Stripe fees, finder and referral payouts, and your net total. One tab per month plus a summary
- Income and expenses summaryA one page PDF with totals, ready for your tax return
- All invoices and receiptsEvery invoice and receipt as PDFs in one ZIP file
- Bank payoutsEach Stripe payout to your bank, to match against your statements
Business reports
- Full client listEvery client with plan, status and contact details
- LeadsEvery website checker lead and where it came from
- Finder performanceLeads, live sites and fees per finder, by month
- Monthly recurring incomeFilter by plan, month or finder
- Change requestsWhat each client asked for and when it went live
Team logins
Each person sees only what you allow. Only you can change plans, payments and team logins.
| Person | Role | Can see | |
|---|---|---|---|
| Caro | Owner | Everything | |
| Helper (sample) | Changes helper | Change requests and client websites, no money | Edit · Remove |
| Bookkeeper (sample) | Bookkeeper | Payments and exports only | Edit · Remove |
Finder logins
Each finder signs in to their own portal and sees only their own introductions, payments and resources. Pause or deactivate a finder here and their sign in stops straight away. Their past introductions stay on your records.
| Finder | Code | Status | Last signed in | |
|---|---|---|---|---|
| Sarah Jennings | SARAH50 | Active | Today | |
| Lynne Parker | LYNNE50 | Active | 2 days ago | |
| James Okafor | JAMES50 | Active | Last week |
Sample data. In the live version, a deactivated finder’s link and code also stop working for new introductions.