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. It shows today's upcoming appointments, the Services & Delivery section (next appointment card, services summary, availability summary, plus tiles for Appointments and Clients), the Operations section (Your Booking Page, Forms, Booking Requests, Service Reports, Payments Snapshot), the Growth section (Discounts, Template Website Builder, AI Website Builder v2, Portfolio Gallery), and a Quick Actions row at the top with shortcuts like New Appt, Add Client, Messages, View QR, Live Page, Upcoming, Environment, and contextual badges for Requests, Forms, and Reports.
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 16:9 banner, the feedback prompt, and client tips. The tab is locked on Cyntree Starter and opens an upgrade gate card; Cyntree Pro and Premium 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, Assisted Help); Your business (Business details, Environment, Import data, Workspace 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.

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