Navigating the app

Steps

1. The bottom tab bar has five sections, in order: Home, Reports, Marketing, Share, and Settings. These are always visible and give you quick access to the areas used most often.
2. Home is your daily dashboard, laid out in five sections. Quick Actions at the top: New Appt, Team, Invoice (once a payment provider is connected), Messages, View QR, Live Page, Upcoming, Environment, plus Requests, Forms, and Reports with contextual badges when those features are unlocked. Then Services & Delivery (next appointment card, services summary, availability summary, plus tiles for Appointments and Clients); Operations (Your Booking Page, Quick Invoice, Forms, Booking Requests, Service Reports, Payments Snapshot); Growth (Discounts, Template Website Builder, AI Website Builder v2, Portfolio Gallery); and Customer Feedback at the bottom.
3. Reports shows your revenue trends, monthly goal progress, service performance breakdown, health factors, and strategy recommendations. You can filter by 30 days, 90 days, or 12 months. This tab is available on every plan; the depth of insight varies by tier.
4. Marketing controls what happens after a booking — social links (Website, Instagram, Facebook, TikTok, X, LinkedIn, YouTube), thank-you emails with an optional banner, the feedback prompt, and client tips. The tab is locked on Cyntree Starter and opens an upgrade gate card; Cyntree Pro, Premium, and Teams unlock it.
5. Share gives you the public booking link, a QR code, a printable 5-page poster kit (A4 hero poster, 4 A6 counter cards, 2 door/window signs, 4 wallet handouts, and a square+story social-media kit) in a colour theme of your choice, and quick share buttons for Copy, SMS, Email, and the native share sheet. The same printable kit is also reachable from Home > Quick Actions > View QR, which opens a bottom sheet with the QR preview and a 'Generate PDF' button.
6. Settings is organised into groups: Your account (Preferences, Notifications, Send us feedback, Create or Switch Business, Cyntree Assist); Teams (Configure team, Join a business); Your business (Business details, Environment, Import data, Subscription and Features, Priority Support); Business Payments (Business Payment Setup, contextual Stripe rows, Tap to Pay on iPhone when available on iOS); Communication and policies (Invoice emails, Communication templates, Booking policies, Privacy); Integrations (Calendar Integration, Open web portal); plus About us, WhatsApp chat, and Log out at the bottom.
7. Deeper modules such as Appointments, Services, Clients, Calendar, Booking Requests, Forms, Portfolio, Website builders, and Service Reports are accessible from the Home screen, quick action buttons, or through relevant navigation links throughout the app.
8. If you are part of a team rather than the business owner, some tabs, rows, and buttons may be greyed out or hidden. That is your permissions, not a fault — ask the workspace Owner to adjust your access from Settings > Teams > Configure team.

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