Q&A Webinar : October 26th

[Music] welcome everyone welcome it's tuesday 1 p.m eastern standard time this is mike i'm gonna be your host today for the SuiteDash q a webinar hope everyone's doing well that music gets us started always right with your that little head bob gets that going so a little bit of energy at least for me uh let's go ahead and get everyone started let's jump in the chat and just let me know uh that you can hear me i think so hi hilton how are you tell us where you're from if you uh or it's your first time here and we'll just see how we can help everyone also just include your niche your business niche and then we'll just see if

Uh maybe we can turn the conversation towards a certain direction hi erica from thunder bay canada in toronto yeah matt i think we've seen you before mike kelly yes from the uk and kenneth hi from florida accounting good good kenneth it's quite a popular niche for us and from calgary cathy how are you les chris and many others good i started for green energy awesome erica very good yeah i think there's a lot a lot to to so many things happening there for sure kathy's business and financial coaching okay cool kathy interested in an lms by

Chance yeah i thought so you and you and a lot of people oh for the um for the alpha team very good you'll you'll be hearing from us shortly yep that's uh all that's being built right now so yeah he'll not and and for this the green energy have you heard of oh i can't remember the name of the company now oh i can't really i almost had it but a really cool company out there that's um basically developing an energy storage system that they combine with a giant giant solar fields so it works almost like a swiss clock imagine like a

Clock where you in the during the day when the sun is shining they use the power the extra power to raise and lift winch basically up giant concrete blocks and then at night when there's no sun they let those blocks slowly fall and turn uh generators and let that in basically use gravity on the other side to uh with no no energy consumption to produce energy at night such a cool idea i mean there's so many exactly there's so many things that we could be doing you know i live by the by the ocean and i've always said look if you go into an inlet around here and

When the tides are changing you'll see what real power is all about and during the titles the tides are unbelievable so how can we not figure that one out and uh i'm the smartest guy on the planet but somehow that's a lot of energy and it's never never gonna stop never gonna go away so we should be able to harness that and i think we will that's what that's the phase of the world we're in these days all right well i hope you guys don't mind i'm gonna be a little less formal than normal and i just realized that i just rhymed there sorry about that um just a a a group of people in here a few you guys i recognize already and some of you that are new and is a little bit smaller group than normal so hey let's just have a little fun for the next little bit we'll answer some questions we'll get you guys taken

Care of and get you on with your tuesday and your week so the very quick intro yes this is the website yes start a free trial uh on your way please check out the documentation noelle and her team works really hard on that noelle's here with us um she's going to be helping answer questions so say thanks to noel if you like the documentation uh the academy SuiteDash academy is more of a visual type learning experience so video training and then the how to series these are articles essentially articles but very image-rich articles that will help you step by step to understand how to build specific workflows using

Very detailed and richly formatted images and explanations that are really small and you don't have to read too much of course you have the webinar you guys found that and the community so if you haven't uh joined or don't know about the community thank you kathy good job noel so uh if you don't know about the community it if this will not work with your SuiteDash login for security purposes you'll just need to re create a new login at community.SuiteDash.com but this is where uh our team and myself we are active here keeping an eye on the community and just listening keeping an ear out and and understanding what you guys are asking for this

Is also the place where we announce for the very this is the first announcement of new features so you see just for this friday we announced another couple features we'll have another announcement this friday so not every week but many weeks you'll find that this is where you'll first find out about these announcements and all you have to do is log in and then you'll just follow um follow these these threads and you'll get notified by email when new things are posted it's a great place to get to know your fellow SuiteMates and join different niches like design agency for example ask questions get to know your your other colleagues who are in similar niches so a great resource for

You as your as you head on your SuiteDash journey okay all right guys let's uh go ahead and get to some questions so if you have questions now's the time to be dropping those in let's uh see what we can do here okay good matt matt says let me pop up the chat here so everybody can see look at that pure technology here all right matt says how can we use twilio to use sms reminders with appointments have twilio set up but i cannot find the actions for appointments so matt you you wouldn't be able to find that but very very soon yes you will have reminders for

Appointments and reminders for events and they will be you will have the choice of how you want to configure those and when i say very soon i mean in testing within the next couple of days and appointments was followed shortly after events so we are actively working in this area to extend that sms functionality map so how it will work just to give you a heads up and also get your confirmation that something will work for you is for an appointment you'll be able to appointment type you'll be able to configure remind me 15 minutes before one hour before two hours before even multiples by

Email is one choice sms is one choice that will be available if you have the integration enabled and by in-app notification is also another choice so yes i think that's what you're looking for matt is that right yes okay i agree with you it's definitely something that is needed and uh so it is was recognized and and uh already specked and is basically near the end of development it's about 85 percent through it should be in testing shortly and on the platform shortly after while we're discussing that uh i know someone i believe was kathy already mentioned the the alpha

Team which is really what we're calling which is beta testing so um if you are interested in being one of our alpha team beta testers then yeah please send an email to help SuiteDash.com and let us know send it for you have to send it from the super admin email address for your account so that confirms for us that you are indeed the super admin and then it helps us also identify your company so that we can make sure that when we release features into that channel that you'll be included and you'll be notified that uh feature is in in your

Account for testing there's no there's no requirements that you feed back to us but and there's no requirements that you tested it's a voluntary thing but i think a lot of people really do like to get a good look at things in the beginning and that really help that really helps us as well especially for from for experienced users to take a look at a feature and and we we do plan to release things in true alpha status so what that means in in for those of you aren't aware of this so you've heard of beta testing of course and that's usually where users like yourself would would get access to something as a beta but alpha testing is even earlier than beta testing so

You know we can do the testing that's sure we can do the testing and find the bugs but alpha testing is even better for us to have real users looking at the feature and what it means is we're not going to refine the feature completely to the point where we would normally release it we would do that um we would go to a certain place where we say okay we're pretty sure this is what everybody wants to see uh it's functional it's usable and there are some things that it still needs of course and then we'll release it to the alpha team and get you know true feedback and then from there because we are so still early in the cycle we can make adjustments pretty quickly and then come back to and release another release into alpha and

So you guys would really be helping us uh during these cycles understand your use cases that are real boots on the grounds type use cases and that's uh of course quite nice and another way that we really want to interact with the community and provide a platform that you can use and that you understand and like all right let me scroll up here and make sure we're caught up so matt that's uh yes please send that email and i think you'll do a great job for us i'm have good questions for for sure okay miss kathy oh never noticed the ask link before yep that's just a shortcut to sending an email to us same same exact uh result but we just built into the platform that way all right

Matt says calendar time blocking issue when booking a 30-minute meeting it seems to delete remove the 30 minutes prior and 30 minutes after which means we're losing one hour each time an appointment is booked let's look together matt there's some very complex probably the most complex in the entire application in the tire platform logic behind the appointment type and the booking availability so let's look at it together and i want to make sure it's clear to you and and while we're here we'll talk to everyone else about the way this is calculated okay so we have a duration of the appointment yes and we have padding between the appointment which will add extra time

For uh you know going to the fridge and grabbing a sandwich or to the restroom etc etc uh these are the intervals and then there's prep time which allows you to it's basically saying i don't don't let somebody book five minutes before a certain time i need at least 45 minutes to you know maybe i'm out mowing the grass and i need time to get inside and get uh to my computer and make that make that appointment so what might be happening matt is now is that one of these paddings or intervals or prep times or things like that is is what's causing your 30 minutes not to stack exact 30 minutes right on top of each other so do

Me a favor and just try setting this to 30 and then everything else should be set to zero except for the starting time intervals which you can set to 30. and then that that result if you should be getting 30 minute intervals that would allow true booking of 30 minutes 30 minutes 30 minutes and then you'll just have to take care of yourself in between um as far as we wouldn't programmatically protect you against back-to-back bookings okay uh if you're not seeing that then i would say go ahead and or if you're not seeing that we're still confused just send an email to help SuiteDash.com and we'll start back and forth and figure out how we can make it as you need it okay all right less how

Are you less uh les says hi mike do you have a promo subscription that we can use to set up our own demo site promo subscription uh i'm not sure what you mean less i think it's a great question i'm just not somehow not parsing it the way that i think you intend it so we have a free trial you can set that all up what i think you might mean is some kind of um a demo that you can log in that has full uh like a data build out where you can just sort of see everything is that let's let's get less taken care of here and then i'll move on is that is that right less i somewhere close all

Right well let me speak to that if that is indeed less is okay we want to create our demo site that we can use for promo uh-huh do you mean for reseller less can i i'm going to make sure i understand okay okay i got you now so what i think you're talking about what i think you would like less and yes we have we have thoughts about this so what it basically would be is the idea that we have working now that would solve this issue is that we could enable you to have one reseller child account and then we would limit that child account to one or

Maybe two staff members like very limited so that you you know not that you would do this less but some people would sort of game the system and get free accounts this way so we would make it limited in the in the functionality but only on the staff side and then you could build out a complete demo site i think that's what you mean and then you could invite or show or screen share and just build it out have it always available without paying for it no you won't you won't owe us anything on that that'll be a benefit of you as a reseller and then you can demonstrate everything you need to to your prospective clients and then i think that would accomplish your goal if that's a let me know about that is that right okay good less hey noelle can you please make a note uh

For us to discuss we're going to push that ahead after yeah we'll push that ahead for you less that's not a difficult one but we just hear we hear occasional requests for it but you're right this is very good timing that's okay yeah noel um the reseller demo account that we've we've discussed back and forth a little bit uh also with andre so yeah just make a note and we'll get that done so give us give us a few weeks maybe we'll have to run it into the workflow less but it's not difficult and i'll make sure that happens keep your eye on fresh on live okay kathy kathy says you can set up your buffer okay yeah i believe that might be it kathy if not

We'll make sure matt gets taken care of okay uh chris how are you chris says we are evaluating software for a non-profit fiscal sponsorship startup well i was trying to trying to understand that one right away fiscal sponsorship okay cool i want to know about that chris reporting is a key requirement okay i was told an email that you don't have a reporting toolkit that's true so what kind of reporting is available for clients either via dashboards or canned reports that are native to SuiteDash yeah so chris reporting is on our radar is something that we definitely plan to address in quite a robust way but reporting is one of those things that means something different to everybody

So um yes reporting could be as simple as exporting a data points into a csv or somebody could say well no that mean what reporting to me means a pdf with a very cool chart um that i can show somebody and then i say well you mean a chart showing what well you know stuff data well i know data but what data like how exactly can you please be very specific so then that person once you pin them down they'll give me one answer and then another person gives another answer so it's really with a platform as big as ours and as many data points coming from as many different directions it's going to take some pretty clever uh

Architecture and thought process to try to build something that would really be useful to the widest number of people chris and and therefore the decision has been um always been is ended with let's get a little bit better of a picture before we start let's wait a little bit longer let's try to understand exactly what would be the most useful and we're really close to that now chris so that doesn't mean that we would have anything that you could use in the next short term or even medium term but in the first quarter of next year i can tell you that we are in serious discussions about okay let's let's get this figured out and exactly let's put at least the

First iteration out there so that we can start so we are very close to starting something like that we've just been very fortunate to uh be able to make some really great hires and some new devs we expand our team pretty substantially so that's great and this means also that there's more bandwidth and more there's more width in the pipeline so the certain things in that maybe we we're still waiting a little bit longer on are ready for to be pushed through so that's my answer chris uh that's that's that's exactly right okay uh noel also is asking matt about this okay okay so

Matt says he's checked everything okay matt well let's let's send that send that email and we'll just check it with you okay we'll check it with you make sure okay uh i'm having calendar issues too missing appointment plus link at the top of the dashboard client can't see the calendar kathy i yes noel is answering correctly so but this is a necessary evil and what it means what i'm going to say is when you create a new appointment type and you save it it really feels like it should be ready and and you should that's it but there's one more step needed kathy and it's often overlooked and it's that you need to activate the calendar so what this the reason this is needed if you were just creating a new

Calendar and you're really trying to just test it you want to preview it you want to do all these things if we if we made it active right away when you save it it'll be instantly visible so that takes away the capability of you to create it and then work with it and really get the preview right get the you know make sure you want that you like everything and then activate it so my guess is that's probably what's going on kathy said she did but for sure kathy if um if it's enabled and it's active it should be on the it should be on the front end for clients and i'm trying to think of any other scenario that would exist that's not there but i

Think let's see chatbot all right we'll keep working on it guys keep yeah kathy and noel and then kathy if we if you can't if still frustrated again send an email but i'm i'm quite sure there's probably a scenario here okay yes okay hilt's just just giving us some information related to uh les les's request thank you hilton okay all right erica hi erica so erica says can you build a customer and employee portal with this software with customizable design yes erica that's that's kind of the one of the primary descriptions of

What we do customizable is a another one of those words that means a lot of things to a lot of people we i would say that SuiteDash is as not as it's the most customizable client portal that that you can find out there and that that title will only be defended with increased vigor as they say so we are pushing in every way possible to provide you guys with the most possible options for your client portal all the way from the login layouts and login page options to custom url and erica what you can understand is that our quote white label is being re not rebranded but

We're we're calling it extreme white label now so our white label means they cannot find or don't or understand that SuiteDash is powering your portal so when your clients arrive in a properly set up white labeled SuiteDash account they will only see your your brand and only see your colors and only see your data and you can build it and customize the functionality to a very very deep level so yes the answer is yes now can you change the whole layout can you move the menu over to the right side and then change you can't no you're not going to be able to really you can change the menu all the items in

The menu can completely customize all that even the icons the colors everything but not completely drag the design all around and move the top bar and all those things but um yes inside those those parameters very very customizable okay uh kristen hi there says is there a way to get a url link url link onto invoices to link to full terms and conditions well we do have a custom on on the invoices yes kristin there's an area where you can include uh terms and conditions and you can include a link there a height a url there and i think that's probably the right thing but let's we'll

Clarify further below mike hi uh do you have a white label marketing assets toolkit graphics to support a reseller we don't mic um we we really don't meaning well the reason why is that our white label reseller program is is really set up so you can do it any way you'd like um if you say for example are in the travel industry okay and and you know the unique needs and the content that a travel agent industry person might need you can take our platform and and rebrand it honestly with with your with a new name a new travel related niche

Focused name logo all that and then go out into the industry as as an as an expert and say hey i have this not only i have the software that's really focused on the travel industry and oh by the way we can use reseller profiles to copy content into those child accounts as your as they're created so you can create email templates and contract templates and all sorts of content of that nature and each time you create a new child account you you can elect to copy those specific resources into that account so that increases your value add you can go to the to your prospects and say not only is

The software do all these things x y and z but also it's going to arrive on your doorstep full of email templates and things like this now these are these are all things that you have to produce meaning the content because you know the industry not us and that's why we make this available so there's some work in it on your side of course to produce all that but after that's done you really have something that is unique and focused so um reselling SuiteDash as a reseller is really not the intention because of course we want to sell SuiteDash we're happy to sell sweet dashing and then reseller contract or the agreement there's all sorts of um not restrictions but

Yeah the limitations on we don't want to enable you to compete with our company which i don't think you intend to but the point is that it's really more intended for you to take it and influence a group of people over which you have influence to use the software and then you make a profit on that reselling so another example would be if you just had a very large client base and you wanted to be a rese say your web web shop and you have a very large client base and you say hey guess what i can resell and in that scenario you're you're reselling the platform but you're actually branding it for them before they ever see it so if they are a an accountant for example you

And you have a website that you built for them and then you go to the the principal there and you say okay we have the website we did that for you now i have this product that is an entire software suite completely that's going to be perfectly white have your logo and just be very specific to your company and now we can we can get that for you and they say yes well then you go as a super admin and you go in with the with the logos and colors that you already have and are using you go in and completely brand that brand that SuiteDash disappears you're the super admin you will remain the super admin and always be able to have control of the account and then when you're ready you pass the keys to that end user that accountant in

The form of admin level credentials which which gives them all the control they need uh but you're always in control in the background right and you and you can even there's settings to even make your user disappear from their views so literally they can't see you they can't see us but they have full control and full usage of the platform and in that case you don't you don't mention SuiteDash either and your and you can market from market up to 200 a month 250 a month you can sell it for 10 000 it doesn't really matter we don't we don't know we know we can never know so we don't really care uh you know we said we're basically selling wholesale at a wholesale price and you go get what you can get for it um all the protections are

In there from our side and we're happy to provide a tool for you and this and this goes with our longer term strategy which is really to become a tool like that for web shops and technology advisors to take to their end users and say hey look i got i have a really great solution here and i can help you out all you have to do is say yes i'll take care of everything and then you pass them the keys suddenly you are their critical critical go-to person which means you know 100 an hour or whatever it is it means a lot of solid work future for you and a very good a very good result for them because they have this perfect professional portal that's

Set up that you have you to help them solve all their issues you have a lot of job security a lot of hourly rate coming in and they're pretty happy as well so that's why the reseller program is built in that way all right i think i went i went full on full explanation there so sorry if that was too much all right chris chris says oh good thanks chris yeah fiscal sponsor is registered non-profit that allows charitable projects yes to function without having to go ooh that's nice the reports without having to go through the 501c3 pro registration process the reports that we would need would be the client the project to see the amount of funds they have raised in our available okay chris well you know it's not that far so

We have and i see hilton's question too i can't wait to this one all right so chris that's cool um so what we do have is custom fields let's look let's look together okay so let's say you create a custom field for the amount of i'm going to close the chat for just a second remind me to turn it back on if i forget so let's say you create a custom field for the total that they've raised in the registration process okay and you're just going to create that custom let's call it documents needed or something like this it's just it all it is is a holder

For the number okay and it can be anything now let's go to and i can demonstrate this right here so this is a portal page that's built to be a reporting style page for a group of clients a circle what we call a circle and you'll notice that this single image is here but it doesn't actually have any data it's not showing an image you notice these charts are here but they say 50 they don't really have any data let's look inside the chart and we're going to show you that the chart is powered by a custom field and in this case document needs right so it's powered by the value of a custom field which all your clients when

You create a custom field every one of the clients or contacts in the system has a has a space in the database for the value of that custom field okay some of them may be non-populated but you can populate this number uh with anything you want and i'll show you in a minute about how to update it so here is your dashboard where you can show reports okay and we'll call this a report that shows how much money in this case is a chart can be anything let's look at a preview so if you preview this it's going to say well we can't show you a preview until you choose a client and what does that mean well it means that we don't have any data because you haven't told us where to pull it from so now let's look at a client and see what happens when we choose a client okay now it's dynamically going

And say okay got the client now i know which picture to show i know which first name last name which company and in this client's uh profile in the database the number that is returned for this client is 25. so now it's showing 25. this one is powered by a different custom field and this one is powered by a different custom field so it i know you don't need a chart but you just need a number and of course if i we can easily do that here's here's an example right you do something like that all right and then let's say we change to a different client and you'll see that this page is going to return completely different data based on which client it is okay and you can build this very easily this is what's called a portal page with the block builder and

Then you can set this portal page as the start page for the circle here which means every person in the circle in your in your case every charitable organization that that you're working with would be inside a specific circle that you would show them this page which would feedback their data their unique data only they would see it and so that should accomplish the goal as i understand it now what that does not give you as a pdf that you can email and things like that they would need to log in and see this data but as you can see we have all the data to accomplish basically anything we need now um let's look at what it means to change the data

And let me just do this i'll go real quickly to a place to show you but this doesn't really apply to your workflow but if you have a pinnacle account you'll have access to what we call a trigger actions widget okay and so here you would be able to configure these actions to be triggered and you can set any number of these actions to be triggered by the some completion requirement of some process in this case an invoice and that means when the invoice is paid all these actions that you configure here will be triggered we have this trigger action widget in many many places in the platform i think it's 12 or 13 15 something like that key places when a contract is signed when an

Estimate is approved when invoice is paid when they first log into the platform there's just lots of places that you can set up these actions and there's many many things you can do that are related to uh the platform because of course we're an all-in-one platform pardon me guys a little action on the phone here uh as an all-in-one platform we're able to combine all these these currents from all these different places into one area and let you combine them so in your case you would want to set a new value for a custom field so if you took them through a specific process right and or or some automation that would allow you to grab this action you could change the

Value of a specific custom field and if it was say um a hundred thousand you could change it two hundred thousand but we're working even now to make it so that you can add use math math in these areas and you could add say 10 000 to the number or subtract or do even other mathematical operations so i don't know it's a perfect answer for you but we do definitely provide ways to manipulate the data based on automations and in a way in a way that is designed to accomplish goals that are similar to yours and i think it won't be very long until we'll get to the place where you need to be um

And not just in a in a simple way but in a more robust way and why what i mean is automations everything's about automations right so we make it so that you can design a funnel design a process that can be replicated over and over and over again and reduce the manual work that you are using to track to update to respond to clients respond to processes and response to their actions okay let's see maybe you maybe have some more information below hilton says please let us let me know what's new in kickoff forums versus the old intake forms okay great hilton i'm gonna get to that

Let me make sure that i i'm gonna that one's about five minutes i want to make sure that i can get two minutes so maybe some two-minute responses in and i'll get back to you oh good okay kickoff forums with kathy good okay well that's two votes we're probably gonna go to kickoff forms uh just reseller disconnect terms president i'm not putting a new link every portal i resell kathy please send us an email to help at SuiteDash or vote.SuiteDash.com and this is this is a pain point for you as a reseller we want to solve that our booking terms and conditions is a long document kind of type the url into the custom field but it's not a clickable hyperlink okay kristin again same thing i just said to kathy custom

Field custom field but but is it you're using the custom fields that are above the fold in the invoice but maybe try the kristen that those are more designed for things like vat numbers etc um if i'm we're speaking about the same thing try it in the uh here we're right here we're right here so let me show you here and these terms and conditions here this is where you're trying it kathy that's kristin excuse me let's see math yay math yes okay all right kristen i understand yep so uh noel if you would please make a note that kristen would like and make sure you use kristen kristen would like us to make these uh urls clickable

In these areas in the invoice and i think that's a great that's a great option kristin thank you no problem keep an eye on fresh on live okay all right kickoff forums let's talk about kickoff forms so as of last week we released a new feature um or a new twist on an existing feature that we formerly called intake forms and we now call kickoff forms okay and what's the difference well the difference is that previously an intake form and i'm only going to say this a couple more times because i got to train myself not to say it anymore intake forms were meant to grab unknown users from the

Internet ether and put them into your crm okay so they were designed to put on a standalone landing style page or embed into your website and then uh someone who we call a target the target will fill out that form and then we will drop them into your crm based on the configuration that you that you uh make uh but those forms didn't work for people that were already in your crm and that was a shortcoming so what we now have now done is made two different configuration panels for um for that lets you set apply different settings for unknown and known targets okay so when where if

You put this on a landing page or you embed based on if we recognize this person from your crm we we have two different paths we can take so if they are unknown right an unknown person from the internet ether we're going to apply these assignments and automations in this panel okay but down here is a different panel and this is where how you can configure for known targets okay and you'll see that the default is no changes no changes for these key data points coordinator and sales person but if you want to uh modify say say if you have a service that in your business it's common for a to have a repeat customer come to your

Website and order another custom crocheted baby cap or whatever i don't know what it is right so maybe you have new people that come in and they want to get a custom crochet baby cap okay great they go in your crm according to the things that we that you can figure here so they go in this cert this certain circle they have all these things configured but let's say that same person comes back a month later and they're so happy they want to come back through the same path and they want to get one as a gift now we're going to apply these settings to them and if nothing is different then you don't by default nothing really changes but the point is is that they're going to keep their role as a prospector client whatever they are they're going to keep their coordinator if you say no changes everything will remain basically the same but

You may have the situation where you want to say okay well if they do it if they're coming through this form the second time buying the second custom crochet baby cap let's um change your coordinator or let's add them to a circle of repeat customer or something like this and then you can completely customize their experience as the as they come through the second time um and so there's only you would know what that means in your business right but the the possibility is there and the reason we call this a kickoff form is because now it really functions as the ability to kick off a process a funnel from really anywhere and it can be used over and over again and so it's um it's a very good way to kick off

A process kick off a a funnel a relationship and so now it's a kickoff form okay did i explain that pretty well to everybody that was wondering let's see if we get some feedback here yes you can embed them into uh into the portal no kathy not in not kickoff forms but not yet not yet so we will have the ability in the future to embed these kickoff forms but but understand that only people that are logged in will be able to see them inside the portal um okay noel's saying yes you can you can embed them now okay so that was the second phase but yes you can do that now but understand that the

Only actions that will happen this first panel this one will never be an option because we don't have the ability to inside the portal to allow at this point we don't have public pages that are quote in the portal so the only people that would be inside the portal are your known targets and then this would be executed that sound right noelle am i keeping up as i said noel noel helps with the documentation so yeah if there's a question we can we can count on noelle to to know the the details okay good all right yes kathy current clients can sign up for different service employees kickoff forms not yet erica

But we're moving in that direction good erica we are definitely moving in the direction where staff members will have all the same sort of cool onboarding and data data collection data updating contract signing all the things available in much more of an hr solution by twisting our current functionality in that direction you'll see that more and more step by step by step as we move forward yes okay okay good kathy i'm here let me put the chat back up i kind of forgot to do that can i see okay good answer coat [Laughter] nobel says

And answered the noah says i'm sure mike would like to elaborate on this yeah all right noelle that's good we just had a long conversation about that where she's noel's pulling pulling my leg a little bit she's getting on me that's okay um there's a tournament let's see oh erica wants a weather widget okay good eric maybe maybe so what we're let's let's let's talk about this real quick so erica we're moving in the direction now and i'll just um i'm going to i'm going to tell you about our platform in a way that maybe you wouldn't hear a ceo talk about a platform every

Day but look we started this we we've been developing for a very long time and sometimes when you're moving in certain directions you realize later wouldn't it be cool if we went and did it a little bit differently right and the wise thing to do is understand that sometimes that's necessary and there's no right wrong there's just the right way so the dashboard let's talk about the dashboard it's it's it's very nice and it lets you configure and drag in new widgets and configure them however you'd like but the shortcoming is is that um you're only able to configure the way that this looks based on role the widgets are not

As as good as they could be should be right but and part of the reason for that is that we have another plan and the other plan revolves around the block builder which we have a quite a big investment in and and there's a great future for so what we'll do now as of now i just showed you that you can build this uh look basically a dashboard for a circle or an individual client and assign it as a start page which means as soon as they log in they will be redirected to this this page and this will serve as their de facto dashboard right so what we'll do is take the this this functionality and replace the existing dashboard with a block with basically the block builder and so

You'll be able so the the end result is by default all of your contacts will land on the dashboard and that will be their default start page right you can change that by defining the start page as something different for their circle or their role but if there's nothing else to find they will land on the dashboard and you will configure the dashboard with the block builder and the widgets that you see now my tasks announcements etc will be rebuilt and re-reimagined in the new block builder and therefore you'll be able to set columns just as you can here and provide some pretty robust functionality and

In addition instead of it just being role based you'll notice if you spend much time in our block builder that you can actually specify visibility based on circle so on the default dashboard you could set one row can okay this whole row is only visible to wealth management circles and this other row is visible only to say bookkeeping or or tax prep or however you go or even just to a specific company right using company circles so with that power you'll be able to turn your dashboard into a morphing living mechanism that based on who is is logging in only certain parts and pieces of it will be

Shown to that individual user that logged in user based on their affiliation with a circle or with a company or however and so what it'll probably do is really knock down the need to have bespoke unique start pages created out of portal pages you'll be able to design and configure this default dashboard to change and modify itself based on that those permissions that i just showed on the circle circle level and in addition to that uh on the dashboard you will have if you're using these types of uh widgets that and placeholders not only will you be able to specify the specific visibility

Of rows and blocks and things of that nature but also you'll be able to use the very specific data placeholders that will return the data of a very specific of the logged in user whoever's logged in hey welcome robert welcome to the portal here's your here's how much we need 50 more of your documents you're only 50 of the way through and all here's these buttons that open up schedule appointment okay we we can schedule appointment oh there's a preview that's why it's happening uh so all of these things will be a big improvement over the way the dashboard works now and so that is part of the reason that there's not a whole lot of work and effort input in being pushed on the dashboard as it currently exists because that would then

Be essentially wasted yeah so and then finally i'll close the circle on erica's original question then we can create a nice little weather widget here for for erica and so one of the blocks could be a weather block where you uh just enter a zip code for example or some city and we'll access an api library and return some some weather or you could do this now really easily actually um erica by going online and finding any number of weather embed weather embed widgets and then you can use the iframe block to uh just in you just paste the url from the iframe

And then you'll just iframe in the weather widget so that can happen even now all right okay kathy let's let's uh address this huh i've had concerns come in that super admin can see everything so they're hesitant to use a portal what can i say to offset that um i'm not sure that about the concern though kathy maybe you can help me understand so super admin there's only one of them uh and same thing with admins but admins can see almost see everything as well so but isn't that what you would want i think right so when you have an admin a person who is running the company you

Really want to be able to see everything i think and i'm not sure about the concern because no one can see the admin so maybe i just don't understand um that concern so i'm happy to understand it a little better if somehow i can if somebody get blanks to explain that can you use custom html yes erica you sure can which is what i think you were ahead of me on this one because that was uh 22 minutes ago when you said that yep anything that can be embedded in the website can be used on the portal that is correct kathy yes yes okay kathy says oh kathy you're talking about uh start pages i think i love these i have landing pages for different types of clients that show their progress they do need to be manually updated right now well maybe not right kathy i just showed how you can use automations to update them

Based on some completion event and in the future math yes math operations based so i i didn't get all the way there on that thought process but i showed the plus but basically what you would use is a little what you have to expect is a little placeholder called current value uh that you'll insert there and type in and then use math operations based on that so you can create an entire equation using the current value and if you can do that it really opens the door to all kinds of things like loyalty programs and gamification and just any kind of thing because if you know that i'm i'm i don't need to know the actual value i just need to know that i need to add 10 points to it right even

Even the existing functionality that we have on the my billing dashboard we plan to extend that to include like a credit system like a you know a local credit system essentially that you can say all right you if you pay a thousand dollars you get 50 credits and then each project that you execute with us is going to take 10 credits off and so you could easily do that but when the project becomes complete there's an axe trigger action widgets widget based on that completion requirement and you could subtract 10 points right and just move like that and then they could always see their balance every time that something was executed in the platform you could add or subtract points from your credit

You know how you can devise your whole your own functionality and and framework there and then use it and of course and of course the reason that's desirable is is the gift card um dynamic right people love selling gift cards why because 70 of them are redeemed and the thirty percent that are left are just pure profit so there are a lot there one way to do things in in an industry is to take 999 dollars in exchange for 50 credits and guess what a lot of people won't use them they'll use half of them and then there's nothing wrong with that it's just it's just smart business like gift cards are smart business so something to

Think about all right mike says this is a great form where's the best form for resellers it's the community mike yes so in the community there's a dedicated small group for resellers yes that's correct noelle thank you noel's i think you're almost ready to start doing the uh doing the webinars noelle what do you think dashboard customization should work long as long as we easily move our data from our financial software this could be a good option from yes well easily move data chris if you can get it in csv then yes you should be able to easily move it and once you get it here and then you can manipulate

It however you'd like so i would imagine you can get it to a csv that you can you can map and then do an import and then i will now give 30 seconds to my data import warning if you are importing data and you in any scenario if you're professional in any tool it doesn't matter if human beings built it and you are human being then you should do the following number one do not get in a hurry number two start with one record one data record and import it and then analyze it make sure it works number three move to 5 records and do it again and then finally after you go

Through this very long slow process that you cannot be in a hurry chris and i'm sure chris will do this then you trigger your big data import okay so the last thing you should do is start with big data import and then get all upset with yourself and with us and with everybody in the world because something didn't go quite right because then you have a real mess on your hands and essentially it's time to start over because there's really no great way to clean that up uh depending on how big it is there there's some ways but um anyway that's my warning and i'll do it every time we talk about imports to make sure that nobody gets themselves in a bad space all right is the pricing canadian uh for 3-0 no

Erica this is us dollars hilton thank you and kathy says so current clients can sign up yes okay we covered that on the way back up good employees know we covered that one custom field okay so this looks interesting let's see kathy says when our winter company custom fields going to be available for us to use as dynamic data uh i think now some some but in the less of a functionality block builder on the dashboard would be awesome i agree kathy i can't wait for that in fact it's one of our big initiatives now we have an entire team about to start development in that exact space and once that starts

I do not think it will be very long you'll certainly see that i think before the end of the year can we embed my tasks on a portal page in the future yes kathy so my tasks widget just the same as we have on the dashboard currently will be replicated as a block in the block builder and then yes you will have to be able to put that on the default dashboard but also on a portal page yes are there custom fields specific to projects not yet kristin good thank you for asking and thank you for validating so if a client has multiple projects that the custom fields contain information just for that project kristen we will definitely definitely be creating project custom fields and provide forms that are related to project so essentially

You know i would be shocked if the name of the form was not project kickoff form uh almost 100 sure so that is not currently in on the development path where i can tell you that it's yes we're starting that in certain here or there but 100 that's in our plans to make that and your vote today is just another another vote in that direction i would if if i were you kristen if it's really important to you which it clearly is go to vote.SuiteDash.com and you should be able to find that exact request i'm almost positive it's there and then just vote it up and the more and for everyone here if you're interested in

A feature that's the place to do it because you really get our attention there when we see some momentum and and something with a lot of votes then we're looking to create it and that's how we decide on uh development that's been one of the ways we we look at things good kathy okay it's coaches getting portals owned by a super admin they're concerned their documentation with their clients yes okay and that is a concern kathy yeah there's really nothing that can be done by about that and in the same case same way that um yeah i just don't know how to address that one other than uh maybe some documentation you

Know for if you were say for example the reseller and you had concerns of that nature then my my answer to that would be just in the same way that your doctor if you go to the doctor every single person in that doctor's office has access to your records and they can go in there and see um you know and but but they're all bound by hipaa okay they're all bound by this very strict law that tells them and they have to be trained and and and sign documents to say that you know i'm not going to tell my hairdresser about this thing that this person is dealing with and that's not my in my business um so i really think in and that's just a dynamic that can't be changed because if it's needed for the functionality so

My suggestion would be to create a document that um you sign that your staff signs that you can then tell them hey we we we go to extreme lengths to assure you that we're not going to look at your data and then even if we have to to support you for example um or or answer question then that stops here it's only here and um we won't go outside and and of course you know that's still not bulletproof people get prosecuted or in trouble all the time for breaking hippo laws so i guess that's really the best thing i could say okay um by the way SuiteDash is hipaa compliant and so that's why i'm using that as a that's very i'm very familiar with those uh restrictions okay

Uh erica says i'm getting close here yeah an nda there you go exactly just in and and what's what's good about kathy you lead with that you tell them hey and just so you know before they're concerned right and if you do that in business if you're always ahead of them in one step and you say here's our nda i want you to understand that we are we know that you may have concerns about this this is covered we got we got this and every time you do that kathy you increase the confidence of your customer because they they understand they realize that you understand them you understand their business and that will be the end of their concerns and if they have concerns beyond that then you know you may want to really evaluate some what is this person doing that they're so worried

About me somebody seeing it that's kind of makes me nervous as well so good yeah uh and erica and i think we're we're at the near the end of the chat so let's let's get erica's question and then we'll wrap up for the day so in an employee portal can you have say a director of manufacturing see different pages than the director of sales yes erica let me let me let me demonstrate so here on the portal page you'll see i have this block collapsed okay let's open it up and this is where you will assign the visibility or assign access okay there's external assignments in our in our world externals are leads prospects and clients so you can grab

Your contacts or the general word is contacts or internal this is your staff member you can assign just a single internal in this in this one there's only one or you can sign multiple internals or you can assign all internal staff members can access this page so in your case in your in your question you can create a portal page this one and assign the director of manufacturing or it looks like you have or say manufacturing circle you could do you could have a group of people that can only see this page um or one single person that's fine and then you can create a completely different portal page and assign a completely different set of people and guess what there's no way they can access the other one if they're not added here then

This page is locked up tight there's no way they could get to it they don't know it exists they can't see it they can't access it even if they know the direct url no way and it's vaulted okay so in this way you can create and you can even change the menu based on this so let's look at that so you can create a different menu erica for each person each portal page so let's just say that i wanted to add the portal page into the menu here so i'm going to select portal page from here and i'm going to choose the portal page let's just do client dash 2 and then i want to call it that and then and just for fun we're going to rename this one uh sales

I think you said manufacturing and sales so we'll just go with sales and then i want to i'll just hide this from the dynamic pages menu you'll you'll know what that means when you look at the documentation and then i can set a little icon where more more options are coming here by the way very soon and you're gonna click add okay so now this sales menu item goes into the menu but the only people that can see this menu item are the people who have access to this page okay so when they log in this menu can will reconfigure itself can reconfigure itself even a hundred percent based on okay what do they have access to what did i give them access to and in addition you can set uh every one of the menu items you can manage

The visibility based on roll and circle visibility so you could say well look i don't want um the cert certain circles to see this menu item so you can just select hide from and in fact you can make logical some complex logical um structure here so you could say well if they're in these two circles i i want them to see it unless they're in this bottom circle right so you can even use complex logic like that to determine the visibility of each menu item and therefore you basically can create very dynamic menu visibility based on who is logging in yep okay

One more i see a question i think i can answer is there a way to require yo kristen kristen kristen kristen asking all the right questions all right one second kristen i'm gonna show you something i think you're gonna like if i can get it up fast enough because it's really pretty cool all right hang on a sec if i can get it i think this is it yes okay i'm going to show you a um a mock-up in figma that we have created let me know if you can see this no okay over here all right you guys see anybody

See the credit card okay cool let me close the chat okay these are two elements that are coming to our forms to start development very soon one is a credit card block or what we call a payment block it's an advanced block is where how it will be implemented and you would be able to collect credit card information directly in a form in a kickoff form for example so imagine it would look like this and you're going to go right through it and then you can click to review a document so you here in this block settings you will choose a contract template and you will

That will show the uh the credit card it will be optional you can store it in as a card on file kathy or if you have the plus bundle you can vault it you can put it in a credit card vault which is functional in the way that you can re recover the entire card information so when you put a credit card on file it actually goes to a third-party gateway stripe for example we never see the card number we don't store the card number and in fact you can't get the card number all you can say is i want to charge charge the card end ending in 8322 so you can identify the card by a token but you'll never see that full card number ever in your life and stripe will never let it out so what's different with

The vault functionality is that they we send them we don't see the card number still we don't start a card number we send it to this to the to a third party who holds it in a super secure way and uh but there but it's designed so that they the whole functionality is that if you request the number then they will send it back in a super secure way and we will display it on on your portal to you in an encrypted browser so that it's never actually out in the open in an unencrypted way but you can see the full card number again this is handy in the travel industry for example when uh you're starting with the client but you but actually the travel agent is doing all the booking for the client so you need to store that vault vaulted credit card and then retrieve it securely and this

Prevents you this keeps you from you know writing it on a post-it note and sticking it on your computer so that any person the cleaning lady or whoever clean man person is taking the card number and getting in trouble so this is something that again you can say to your clients we store your your credit card military grade encryption no one can access it it's completely um locked up so you'll have two options in that credit card block kathy to store is a card on file that you can they can then use and you can use to satisfy invoices or it can go into the vault if you have that functionality second here is the signature block where you will have access to a contract template and then in this way who

Asked kristen you'll be able to set type the name and then require the second step of squiggling the name with the wet signature kristen which i'm sure you would call it and then you can agree and confirm and then now you have the check mark authorization of charges and terms and conditions etc and then the rest of the form can be completed at that point so these these are two ways that will implement the ability to grab a wet signature or just a type signature if that's what you there will be um yes yes kristen awesome so that totally works for you i'll get to you in a minute kathy um you need to have that wet signature as what i'm thinking right kristen so

Yes that's what it's designed for and in that in the advanced block features for the signature block you will be able to designate uh a one-step or two-step process where you can yes good good kristen kristen perfect so you'll you'll be able to create a form kristin that gives you the card information that you can store in a vault or as a card on file and get that web signature agree to terms and agree to letting you charge the card etcetera etcetera all in one step kathy there does not eliminate the need for stripe we'll always need a gateway so what we don't do is is process cards and hold cards so SuiteDash will never hold a financial piece of information we're always passing that to the gateway and then when it comes time to charge a card say for example a card on file if

You're if your customer is going in and wants to pay an invoice and they've stored a card on file with you they'll be able to reference it by the last four numbers and choose to use it again and then if they do that we hold a token which is a long strong uh random piece of data like a string and then we throw that back at stripe and we say all right here's the token that identifies that card we don't know the card but we know that this is the relation please charge this card for two thousand dollars and and tell us when it's a thumbs up stripe gives us a thumbs up we give you a thumbs up we mark it as paid and everything's good stripe drops the money into your bank account so you'll always need stripe slash braintree slash uh no

Kathy so this that card block that payment block does not actually have a value and it's not meant to do a payment it's only meant to collect the credit card for future use yeah okay got it yeah that's what it was exactly kristin hot dang is is not used enough i love it thank you for reminding me about that one i haven't said that in years but get ready because it's coming hot dang it i love that all right uh good love it new block editor ready within a year oh within a year within the yeah within a year yes within the year i think so i think so we'll see there goes be kind of a push you know how things slow down around this time

Of year once halloween hits and thanksgiving is on the horizon everybody's like oh let's talk about that next year and the same here yeah same everywhere vacations start to happen and holidays okay you're welcome mike absolutely yeah let's go ahead and close it out guys thanks for all the great questions thanks for the great feedback i really appreciate it and it really helps us to understand what your what you guys need and also validate the way that we're moving so always enjoy this time thank you for your time have a great rest of your day everyone thank you bye thanks chris hot dang awesome erica thanks hilton thanks kathy thanks kristen

Thank you you guys are great thanks and thank you noel all right have a great day everyone bye [Music] you