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Your first shift in Monody

For the front desk and the sales team: Today, the calls you owe, emailing a parent, booking a tour and the Inbox, in the order a shift runs.

Monody opens on Today. It shows what needs you now, the shortcuts for the work you do most, and how the week is going. This page follows a shift in the order it usually runs; each part links to its own step-by-step guide.

Today

  • Needs you has one cell for each kind of work, with a count and a short line: Replies (parents whose message is the last word), Leads (first calls owed and callbacks due) and Tours & tasks (today's tours, and any tour still missing an outcome). A kind of work with nothing in it is not shown.
  • Press a cell to open its list. Each row has its one action: Reply, Call, Log, Outcome, Mark confirmed or Arrived.
  • Operations holds the shortcuts. Under Deals: New deal, Log a call, Open the board and Tour calendar, with Walk-in when you can start one.
  • On a keyboard, N starts a new deal and L opens the calls you owe.

The calls you owe

  1. Press Leads in Needs you, or Log a call in Operations. The Call now list opens, grouped into deals inside the first-call target, deals past it, and deals that already have a tour booked.
  2. Press Call on the first row. The deal opens with the Log a call window, and the number at its top dials from a phone.
  3. Make the call from your phone, then pick how it went and press Save.

The same deals are on the board. Open Deals and turn on Needs me to see only the deals that are your move. Log a call covers the window in full.

Emailing a parent

  1. Open the deal. On a phone, switch to Conversation.
  2. Add a Subject, and type in the box at the bottom, which reads Email and their first name.
  3. Press the send arrow, or Ctrl and Enter.

Their answer lands in the same conversation, and in the Inbox. Texting from Monody is not open to businesses yet, so messages from Monody go by email. Until it opens, the conversation says Texting isn't connected yet. Call or text from your own phone, then log it: see Log a call.

Booking a tour

Press Book a tour on the deal, pick a day and a time, and press Book the tour. The steps are in Book a tour. To let the parent pick the time, send them a link instead: Send a booking link.

The Inbox

Deals → Inbox lists everyone waiting on an answer, the longest wait first, with the conversation beside the list. Answer in the box under the conversation. A conversation marked Needs a person is pinned to the top. Read it first. See Answer the Inbox.

Before you leave

  • Every tour that happened today has an outcome. Press Tours & tasks in Needs you and record the ones listed under Missing an outcome.
  • Every parent you spoke to has a next step: a callback, a tour, or closed as Not interested.
  • Replies in Needs you is empty, or you have handed the rest to a teammate from the Inbox.

A question these pages do not answer? Write to support@monody.app.