What it is for
Today is the first screen of the agency portal. It shows what needs you right now, with the button that solves each item.Who can do it
Anyone with access to the agency portal sees Today.Where to click
Sign in to the portal and open Today at the top of the side menu. Once the agency finishes the Get started checklist, the portal opens straight on Today. In Get started there is the link “Skip the checklist and go to Today”.Step by step
1
Look at the numbers for the period
At the top are resale revenue, margin and overdue amounts, plus active, new and canceled clients. Switch the Period between Month, Quarter and Year. With no clients on a plan, the screen says the numbers show up once there are some.
2
Clear Today's queue
Items come in groups: Now, Today, When you can and Your agency. Filter by All, Billing, Clients, Orders or Your agency. An item leaves the queue once it is resolved.
3
Use the item's button
Each row has an action, such as Mark paid, Remind the owner or Approve. Under More actions there are Snooze and Open client.
4
Use the shortcuts
Under Shortcuts: New client and Bill statements. There are also Open as client and Sales page.
The portal menu
At the top, the bell shows Notifications (billing alerts, customer health and instances). Under Bell alerts each person chooses what appears. Turning one off removes the alert from the bell, but the item stays in Today’s queue.
What happens next
Resolving or snoozing an item updates the queue. Items in Now and billing items can’t be snoozed. If less than 1 day is left until the deadline, it can’t be snoozed either. A snoozed item returns to the queue on the day indicated.Common errors
- “Couldn’t load Today.” Use Try again.
- “Could not load the queue.”
- “Could not snooze. Try again.”
- “Items in Now cannot be snoozed.” and “Billing items cannot be snoozed.”