Ask the assistant

What it is

The assistant is a chat inside your dashboard and the phone app. Ask it about your bookings, booking requests, classes, clients, team, takings, tips, reports, forms, blog posts, campaigns and the audit log, and it answers from your own records. Ask it to book a client, add a service, receive stock or draft a form, and it shows you a card with the exact change to confirm.

Why it helps

You get answers without hunting through screens, and the small jobs take a sentence. Nothing changes until you confirm. It only ever sees your own business, and only what your role can see.

How to use it

1. 1Open the assistant from your dashboard or the phone app, and type your question in your own words.
2. 2For a question, it looks the answer up in your records and replies. For a change, it shows a card with the details: check it and tap Confirm.
3. 3For a setup with several steps, such as a new service that needs its own consent form, it shows a plan. Review it and confirm once.
4. 4Changed your mind? Tap Undo on the card, or undo the change from the history.
5. 5Your clients' names, emails and phone numbers only reach the AI once someone who manages the business has said yes to AI using client details in Settings, AI. Until then it sees initials only.
6. 6It never changes roles or logins, billing, passwords or bank details, and it never shows a client's answers on a form. For those it points you to the right screen.