The owner
For the owner: what to set up once, the figures to read each week, and the settings that decide how the team works.
You set Monody up once, decide the rules your team works by, and read the figures.
Your week in Monody
Today carries your numbers in How the week is going. Each week, read What happened this period by location and by rep, and look at who is waiting in the Inbox. See The owner's week.
The five things you do most
- Set up each location. Tour times, opening hours and who runs tours, under Settings → Locations. See Before the first shift.
- Invite the team with the right access. Settings → Team → People: the permission set, the locations, whether they see every deal or only their own, and Takes tours. See Invite a staff member.
- Decide how speed to lead is counted. The target, the team's hours and What ends the wait, under Settings → Lead rules → Calling. See Speed to lead.
- Name your email topics and plan the first campaigns. See Email topics and Manage what you get and Your first campaigns.
- Set automations for each club. See Automations for one club.
Where to look when something needs you
- Needs you on Today, including Tours with no outcome across your locations.
- Settings → Connections for whether email works.
- Bringing your deals across from your old system: Importing from your old system.
A question these pages do not answer? Write to support@monody.app.