1f:"/_next/static/chunks/32-09c261xbb2.js" 20:"/_next/static/chunks/2ufzamnd781sk.js" 21:"CoursePlayerPage" 22:I[17784,["$4","$1f","$20","$1a"],"$21"] 23:T4e6,

A personal, role-scoped weekly work dashboard. Header: user + workload pill (e.g. "● Low"); subtitle "Owner · Audit · This Week (range) · Updated <time>"; controls "This Week" period + Customise charts.

KPI row (5): Utilisation ("Xh of 40h · target 80–95%") · Hours free · Reviews on me · Awaiting others · Overdue.
Second row (6): Due this week · Blocked · Waiting on client · Waiting on reviewer · Rework count · Reopen rate.
Quality & timeliness (6): My review queue · Waiting on others · On time · Late · Turnaround · Reopened + rework.
Charts: Hours by service (billable/non-billable) · Workflow status distribution (dot chart: Planned/To Do/In Progress/Waiting/In Review/Completed).
Reviewers I rely on table; Recent activity; AI suggested actions (red-bordered cards, priority tag, reason, "Send chase email"/"Open task"); My inbox (signal tiles + Mark all read); Capability & workload mix (by service line / by complexity).

24:T4b6,

Tabs Booking View / My Bookings. "Your Booking Links" list (name · N Booked · duration · In-Person/Online · timezone). Each link's public URL = prac.soleapp.com.au/booking/<slug>.

Edit Booking Link drawer: Basic Details (title, slug, duration, timezone, Deal Status [ties the booking to the Deals pipeline, e.g. "New Enquiry"], buffer time, client entity) → Meeting Setup (Meeting Type, Platform e.g. Google Meet auto-link, Select Calendar) → Availability (weekday toggles + per-day time ranges).
Booking Settings drawer: org-wide defaults (default duration, buffer, timezone, default availability days/times) applied to new links.
New Booking Link = a 3-step wizard (Booking Info → Meeting Setup → Availability) with a "Use Default Settings" shortcut → Create Booking Link.
A booking auto-creates a "New Enquiry" deal in Deals (see the Deals "Sole Link booking" banner).

25:T45b,- **Projects list**: Kanban (Not Started/In Progress/On Hold/Completed) / Table toggle; cards (title, client, dates, owner, linked proposal, progress %); Export · + Add Project. Many "Onboarding, " / "Group, " projects. - **Add Project**: Project Details (Title, Client, Owner, Budget Hours, Budget Amount, Service Line, Linked Proposal, description, doc upload) + Pricing & Billing (Billable toggle → Pricing Method, Price, Tax rate, Billing Type, Billing On). - **Project Details**: summary (status + On Track; budget burn-down); tabs **Tasks/Jobs** (Kanban Planned/To Do/In Progress/Waiting) · **Client Request** · **Time Tracking**. - **Add Task/Job**: branches: Internal Task (Billable toggle; assignee/reviewer/status/priority/due/estimate/checklist) · Client Request (Request Type + Client Assignee; Save as draft/Send now; dependent task) · Add Job (name, assignee, auto Job Code). Client locked to the project's client. - **Client Request** drawer (status, dates, progress; Cancel request / Extend due date / Send reminder). Confirms **Client → Project → Job → Task** hierarchy.26:T51c,

Projects list: Kanban (Not Started/In Progress/On Hold/Completed) / Table toggle; cards (title, client, dates, owner, linked proposal, progress %); Export · + Add Project. Many "Onboarding, <client>" / "Group, <group>" projects.
Add Project: Project Details (Title, Client, Owner, Budget Hours, Budget Amount, Service Line, Linked Proposal, description, doc upload) + Pricing & Billing (Billable toggle → Pricing Method, Price, Tax rate, Billing Type, Billing On).
Project Details: summary (status + On Track; budget burn-down); tabs Tasks/Jobs (Kanban Planned/To Do/In Progress/Waiting) · Client Request · Time Tracking.
Add Task/Job: branches: Internal Task (Billable toggle; assignee/reviewer/status/priority/due/estimate/checklist) · Client Request (Request Type + Client Assignee; Save as draft/Send now; dependent task) · Add Job (name, assignee, auto Job Code). Client locked to the project's client.
Client Request drawer (status, dates, progress; Cancel request / Extend due date / Send reminder). Confirms Client → Project → Job → Task hierarchy.

27:T42d,Projects list: Kanban (Not Started/In Progress/On Hold/Completed) / Table toggle; cards (title, client, dates, owner, linked proposal, progress %); Export · + Add Project. Many "Onboarding, " / "Group, " projects. Add Project: Project Details (Title, Client, Owner, Budget Hours, Budget Amount, Service Line, Linked Proposal, description, doc upload) + Pricing & Billing (Billable toggle → Pricing Method, Price, Tax rate, Billing Type, Billing On). Project Details: summary (status + On Track; budget burn-down); tabs Tasks/Jobs (Kanban Planned/To Do/In Progress/Waiting) · Client Request · Time Tracking. Add Task/Job: branches: Internal Task (Billable toggle; assignee/reviewer/status/priority/due/estimate/checklist) · Client Request (Request Type + Client Assignee; Save as draft/Send now; dependent task) · Add Job (name, assignee, auto Job Code). Client locked to the project's client. Client Request drawer (status, dates, progress; Cancel request / Extend due date / Send reminder). Confirms Client → Project → Job → Task hierarchy.28:T46e,

Team Member list (Team Member · Email · Role · Staff Type · Services Line · Software Proficiency · Certification + ⋮); Roles/Type filters; + Add Member. Roles seen: Owner · Admin · Billing Officer · Employee · Job Manager · Team Member · Proposal Manager.
Add Staff drawer: Personal Info (name, email, auto Staff ID, role) → Employment Details (salary, salary period, staff type, timezone, start/contract-end) → Work Schedule (hourly/salary rate, utilisation goal, per-day weekly schedule + times, weekly hours) → "Add Employee to Payroll" checkbox (links into the Payroll module).
Staff Details: tabs Identify (basic + employment) · Skills & Capabilities (Service Lines with level pills [Intermediate/Specialist…], Software Proficiency, Entity Specialisation) · Certifications (empty → Add Certificate drawer: upload, name, license ID, issuing org, issue/expiry). Header: Deactivate Staff.

a:["$","$L22",null,{"doc":{"meta":{"title":"Sole Academy","blurb":"Learn Sole Practice Manager at your own pace — short videos for every module, plus guided paths to get your whole team up to speed."},"paths":[{"id":"path-new-starter","blurb":"The essentials before you touch live client work.","title":"New team member","forRole":"Everyone · first week","courseIds":["c-get-started","c-my-focus","c-clients","c-comms"],"lessonIds":["l-gs-1","l-gs-2","l-gs-3","l-gs-4","l-gs-5","l-mf-1","l-mf-2","l-cl-1","l-cl-2","l-cl-3","l-cm-1","l-cm-2","l-cm-3"]},{"id":"path-front-office","blurb":"Turn an enquiry into a signed engagement without dropping anything.","title":"Front office","forRole":"Practice managers & client-facing staff","courseIds":["c-get-started","c-deals","c-proposals","c-scheduling","c-clients"],"lessonIds":["l-gs-1","l-gs-2","l-gs-3","l-gs-4","l-gs-5","l-deals-1","l-deals-2","l-pr-1","l-pr-2","l-pr-3","l-pr-4","l-pr-5","l-pr-6","l-pr-7","l-sc-1","l-sc-2","l-cl-1","l-cl-2","l-cl-3"]},{"id":"path-delivery","blurb":"Run the work: projects, tasks, reviews and the automation that moves them along.","title":"Delivery & review","forRole":"Accountants, reviewers & job managers","courseIds":["c-get-started","c-deliver","c-onboarding","c-workflow"],"lessonIds":["l-gs-1","l-gs-2","l-gs-3","l-gs-4","l-gs-5","l-dl-1","l-dl-2","l-dl-3","l-dl-4","l-dl-5","l-dl-6","l-dl-7","l-ob-1","l-ob-2","l-ob-3","l-ob-4","l-wf-1","l-wf-2","l-wf-3","l-wf-4","l-wf-5"]},{"id":"path-payroll","blurb":"Everything you need to run compliant Australian payroll and get invoices out.","title":"Payroll & bookkeeping","forRole":"Payroll & bookkeeping staff","courseIds":["c-get-started","c-payroll","c-finance","c-teams"],"lessonIds":["l-gs-1","l-gs-2","l-gs-3","l-gs-4","l-gs-5","l-py-1","l-py-2","l-py-3","l-py-4","l-py-5","l-py-6","l-py-7","l-fi-1","l-fi-2","l-fi-3","l-tm-1","l-tm-2","l-tm-3","l-tm-4"]},{"id":"path-owner","blurb":"The firm-wide view, plus the settings only you should be touching.","title":"Practice owner / partner","forRole":"Partners & practice leads","courseIds":["c-get-started","c-firm-overview","c-teams","c-setup","c-prompts"],"lessonIds":["l-gs-1","l-gs-2","l-gs-3","l-gs-4","l-gs-5","l-fo-1","l-fo-2","l-tm-1","l-tm-2","l-tm-3","l-tm-4","l-su-1","l-su-2","l-su-3","l-su-4","l-su-5","l-su-6","l-su-7","l-su-8","l-ai-1","l-ai-2","l-ai-3"]}],"tracks":[{"id":"foundations","blurb":"Find your way around and learn how the pieces connect","color":"#5B5BF6","label":"Foundations"},{"id":"win-work","blurb":"From first enquiry to a signed engagement","color":"#3B82F6","label":"Win work"},{"id":"client-work","blurb":"Run the work after the deal is won","color":"#10B981","label":"Clients & delivery"},{"id":"people-money","blurb":"Staff, payroll and getting paid","color":"#D97706","label":"People & money"},{"id":"automate","blurb":"Configure the practice and let SPM do the repetitive work","color":"#4F46E5","label":"Automate & set up"}],"courses":[{"id":"c-get-started","icon":"rocket","level":"Beginner","title":"Getting started with SPM","track":"foundations","lessons":[{"id":"l-gs-1","mins":4,"tags":[],"type":"video","title":"Welcome to Sole Practice Manager","status":"planned","resources":[],"takeaways":["What each group in the menu is for","How work flows from a deal to delivery","Where to go next depending on your role"],"transcript":"Welcome to Sole Practice Manager. In the next few minutes we’ll walk through the whole platform so you know where everything lives.\n\nOn the left is your menu, grouped by what you’re trying to do: My focus, Firm Overview, Deals, Proposals, Clients, Deliver, Scheduling, Teams, Payroll, and the automation and finance groups underneath.\n\nA typical job starts as a Deal, becomes a Proposal, and once it’s signed it turns into onboarding, then work your team delivers, reviews and bills. Payroll and compliance run alongside. Don’t worry about memorising it — every group in that menu has its own module right here in the Academy, named exactly the same way.","description":"What SPM is for, who does what in it, and how the modules connect — from winning a client to running their payroll."},{"id":"l-gs-2","mins":5,"tags":[],"type":"video","title":"Finding your way around","status":"recording","article":{"md":"- **Left sidebar (~220px, fixed):** \"Sole | PRACTICE MANAGER\" wordmark + collapse toggle. Navigation is **grouped into collapsible sections**. Bottom: a running **time-tracking timer** (`00:00:00`) with a play button, then the **user card**.\n- **Page headers:** title + optional subtitle (dashboards: \"… · Live · Updated \") + top-right controls (period dropdown, Filters, refresh, primary action).\n- **Conventions:** en-AU dates / AUD; the firm's customer is a **\"Client\"** (Payroll uses \"Employer\"); **overdue/at-risk shows red**; status pills colour-coded per surface; many list pages paginate.","html":"

Left sidebar (~220px, fixed): "Sole | PRACTICE MANAGER" wordmark + collapse toggle. Navigation is grouped into collapsible sections. Bottom: a running time-tracking timer (00:00:00) with a play button, then the user card.
Page headers: title + optional subtitle (dashboards: "… · Live · Updated <time>") + top-right controls (period dropdown, Filters, refresh, primary action).
Conventions: en-AU dates / AUD; the firm's customer is a "Client" (Payroll uses "Employer"); overdue/at-risk shows red; status pills colour-coded per surface; many list pages paginate.

","text":"Left sidebar (~220px, fixed): \"Sole | PRACTICE MANAGER\" wordmark + collapse toggle. Navigation is grouped into collapsible sections. Bottom: a running time-tracking timer (00:00:00) with a play button, then the user card.\nPage headers: title + optional subtitle (dashboards: \"… · Live · Updated \") + top-right controls (period dropdown, Filters, refresh, primary action).\nConventions: en-AU dates / AUD; the firm's customer is a \"Client\" (Payroll uses \"Employer\"); overdue/at-risk shows red; status pills colour-coded per surface; many list pages paginate.","owner":"","source":"SPM knowledge base, Part E","flagged":false,"flagNote":"","checkedAt":"2026-07-24","reviewDays":90},"resources":[],"takeaways":["Collapse and expand menu groups","Read any page header the same way","Start and stop the time tracker"],"transcript":"","description":"The grouped menu, the anatomy of a page (title, subtitle, period control, primary action), the sidebar timer and the user card."},{"id":"l-gs-3","mins":6,"tags":[],"type":"video","title":"How work flows through your firm","status":"recording","resources":[],"takeaways":["Name the six lifecycle stages","Know which module owns each stage","Recognise the same stages on the Helicopter view"],"transcript":"","description":"The client lifecycle SPM is built around — Selling, Onboarding, Delivery, Review, Collection, Resourcing — and which module owns each stage."},{"id":"l-gs-4","mins":4,"tags":[],"type":"video","title":"Your profile, the timer & notifications","status":"recording","resources":[],"takeaways":[],"transcript":"","description":"Set up your own details, capture time with the sidebar timer, and keep the notification feed under control."},{"id":"l-gs-5","mins":3,"tags":[],"type":"video","title":"Where to start, by role","status":"recording","resources":[],"takeaways":[],"transcript":"","description":"Which learning path to follow depending on whether you do front office, delivery, payroll, or run the practice."}],"popular":true,"summary":"Your first hour in Sole Practice Manager — the menu, the vocabulary, and how work actually flows through the firm.","menuGroup":"Orientation"},{"id":"c-my-focus","icon":"star","level":"Beginner","title":"My focus","track":"foundations","lessons":[{"id":"l-mf-1","mins":6,"tags":[],"type":"video","title":"My Dashboard","status":"planned","article":{"md":"A personal, role-scoped weekly work dashboard. Header: user + workload pill (e.g. \"● Low\"); subtitle \"Owner · Audit · This Week (range) · Updated \"; controls \"This Week\" period + **Customise charts**.\n- **KPI row (5):** Utilisation (\"Xh of 40h · target 80–95%\") · Hours free · Reviews on me · Awaiting others · Overdue.\n- **Second row (6):** Due this week · Blocked · Waiting on client · Waiting on reviewer · Rework count · Reopen rate.\n- **Quality & timeliness** (6): My review queue · Waiting on others · On time · Late · Turnaround · Reopened + rework.\n- **Charts:** Hours by service (billable/non-billable) · Workflow status distribution (dot chart: Planned/To Do/In Progress/Waiting/In Review/Completed).\n- **Reviewers I rely on** table; **Recent activity**; **AI suggested actions** (red-bordered cards, priority tag, reason, \"Send chase email\"/\"Open task\"); **My inbox** (signal tiles + Mark all read); **Capability & workload mix** (by service line / by complexity).","html":"$23","text":"A personal, role-scoped weekly work dashboard. Header: user + workload pill (e.g. \"● Low\"); subtitle \"Owner · Audit · This Week (range) · Updated \"; controls \"This Week\" period + Customise charts.\nKPI row (5): Utilisation (\"Xh of 40h · target 80–95%\") · Hours free · Reviews on me · Awaiting others · Overdue.\nSecond row (6): Due this week · Blocked · Waiting on client · Waiting on reviewer · Rework count · Reopen rate.\nQuality & timeliness (6): My review queue · Waiting on others · On time · Late · Turnaround · Reopened + rework.\nCharts: Hours by service (billable/non-billable) · Workflow status distribution (dot chart: Planned/To Do/In Progress/Waiting/In Review/Completed).\nReviewers I rely on table; Recent activity; AI suggested actions (red-bordered cards, priority tag, reason, \"Send chase email\"/\"Open task\"); My inbox (signal tiles + Mark all read); Capability & workload mix (by service line / by complexity).","owner":"","source":"SPM knowledge base, Part E","flagged":false,"flagNote":"","checkedAt":"2026-07-24","reviewDays":90},"resources":[],"takeaways":["Read the utilisation and hours-free tiles","Tell \"blocked\" apart from \"waiting on client\"","Act on an AI suggested action"],"transcript":"","description":"Read your own week: utilisation against target, hours free, reviews on you, what you are waiting on others for, and the AI suggested actions."},{"id":"l-mf-2","mins":4,"tags":[],"type":"video","title":"Notifications","status":"planned","article":{"md":"Three-pane (sidebar · list · detail). Tabs All (badge) / Unread + \"All types\" filter. Cards: checkbox · status icon · typed category (DEAL/PROPOSAL…) · title · description · time · priority pill (High orange / Low violet). Click → right pane detail + Close.","html":"

Three-pane (sidebar · list · detail). Tabs All (badge) / Unread + "All types" filter. Cards: checkbox · status icon · typed category (DEAL/PROPOSAL…) · title · description · time · priority pill (High orange / Low violet). Click → right pane detail + Close.

","text":"Three-pane (sidebar · list · detail). Tabs All (badge) / Unread + \"All types\" filter. Cards: checkbox · status icon · typed category (DEAL/PROPOSAL…) · title · description · time · priority pill (High orange / Low violet). Click → right pane detail + Close.","owner":"","source":"SPM knowledge base, Part E","flagged":false,"flagNote":"","checkedAt":"2026-07-24","reviewDays":90},"resources":[],"takeaways":[],"transcript":"","description":"Triage the feed: filter by type, read the detail pane, and clear the backlog without losing the important ones."}],"popular":false,"summary":"Your personal workspace — the week in front of you, and the notifications that need a decision.","menuGroup":"My focus"},{"id":"c-firm-overview","icon":"gauge","level":"Intermediate","title":"Firm Overview","track":"foundations","lessons":[{"id":"l-fo-1","mins":8,"tags":[],"tour":"practice-dashboard","type":"video","title":"Practice Dashboard","status":"recording","article":{"md":"Subtitle \"Operational Control Center · Live · Updated …\"; controls period/Filters/refresh. It is a long vertical scroll, in this order:\n- **7 KPIs**: Total Revenue MTD · Net Profit Margin · Utilisation · Realisation · Total WIP · Jobs Overdue · Available Capacity.\n- **Financial health**: Revenue trend · WIP ageing · Revenue split · Profitability by service line (\"Drill in →\").\n- **Workflow & Jobs Overview**: Job Status Pipeline · Needs attention · Jobs due this week.\n- **WIP & Billing Efficiency**.\n- **Capacity & utilisation**: plus a Team capacity heatmap (Over capacity / Optimal / Under-utilised).\n- **Review row**.\n- **Risks & Data Quality**: HIGH/MED/LOW severity + Resolve →.\n- **Today's focus**: 4 URGENT/WATCH action cards.","html":"

Subtitle "Operational Control Center · Live · Updated …"; controls period/Filters/refresh. It is a long vertical scroll, in this order:

7 KPIs: Total Revenue MTD · Net Profit Margin · Utilisation · Realisation · Total WIP · Jobs Overdue · Available Capacity.
Financial health: Revenue trend · WIP ageing · Revenue split · Profitability by service line ("Drill in →").
Workflow & Jobs Overview: Job Status Pipeline · Needs attention · Jobs due this week.
WIP & Billing Efficiency.
Capacity & utilisation: plus a Team capacity heatmap (Over capacity / Optimal / Under-utilised).
Review row.
Risks & Data Quality: HIGH/MED/LOW severity + Resolve →.
Today's focus: 4 URGENT/WATCH action cards.

","text":"Subtitle \"Operational Control Center · Live · Updated …\"; controls period/Filters/refresh. It is a long vertical scroll, in this order:\n7 KPIs: Total Revenue MTD · Net Profit Margin · Utilisation · Realisation · Total WIP · Jobs Overdue · Available Capacity.\nFinancial health: Revenue trend · WIP ageing · Revenue split · Profitability by service line (\"Drill in →\").\nWorkflow & Jobs Overview: Job Status Pipeline · Needs attention · Jobs due this week.\nWIP & Billing Efficiency.\nCapacity & utilisation: plus a Team capacity heatmap (Over capacity / Optimal / Under-utilised).\nReview row.\nRisks & Data Quality: HIGH/MED/LOW severity + Resolve →.\nToday's focus: 4 URGENT/WATCH action cards.","owner":"","source":"SPM knowledge base, Part E","flagged":false,"flagNote":"","checkedAt":"2026-07-24","reviewDays":90},"resources":[],"takeaways":["Read all seven top KPIs","Use the revenue-trend and WIP-ageing charts","Work the Risks & data quality queue by severity"],"transcript":"","description":"The operational control center, section by section: the seven KPIs, Financial health, Workflow & jobs, WIP & billing efficiency, Capacity & utilisation, the review row, Risks & data quality, and Today’s focus."},{"id":"l-fo-2","mins":8,"tags":[],"tour":"helicopter-view","type":"video","title":"Helicopter view","status":"recording","article":{"md":"A daily operations matrix, scrolling in this order:\n- **Operational snapshot**: 8 tiles.\n- **AI insights**: 5 cards.\n- **Today's management focus**: ranked table.\n- **Performance overview**: 6 sparkline cards, incl. the **Client Experience Score** (e.g. \"81 · Good\").\n- **Firm flow overview**: 8 tiles.\n- **Lifecycle health**: 6 cards (Selling / Onboarding / Delivery / Review / Collection / Resourcing), each flagged On track / Watch / Critical.\n- **Client & Service Matrix**: clients × services; expand rows, click cells.","html":"

A daily operations matrix, scrolling in this order:

Operational snapshot: 8 tiles.
AI insights: 5 cards.
Today's management focus: ranked table.
Performance overview: 6 sparkline cards, incl. the Client Experience Score (e.g. "81 · Good").
Firm flow overview: 8 tiles.
Lifecycle health: 6 cards (Selling / Onboarding / Delivery / Review / Collection / Resourcing), each flagged On track / Watch / Critical.
Client & Service Matrix: clients × services; expand rows, click cells.

","text":"A daily operations matrix, scrolling in this order:\nOperational snapshot: 8 tiles.\nAI insights: 5 cards.\nToday's management focus: ranked table.\nPerformance overview: 6 sparkline cards, incl. the Client Experience Score (e.g. \"81 · Good\").\nFirm flow overview: 8 tiles.\nLifecycle health: 6 cards (Selling / Onboarding / Delivery / Review / Collection / Resourcing), each flagged On track / Watch / Critical.\nClient & Service Matrix: clients × services; expand rows, click cells.","owner":"","source":"SPM knowledge base, Part E","flagged":false,"flagNote":"","checkedAt":"2026-07-24","reviewDays":90},"resources":[],"takeaways":["Read Lifecycle health and spot a Critical stage","Interpret the Client Experience Score","Drill into a cell of the client × service matrix"],"transcript":"","description":"The daily ops matrix: the operational snapshot, AI insights, today’s management focus, the Client Experience Score, firm flow, Lifecycle health, and the client × service matrix."}],"popular":false,"summary":"The two firm-wide dashboards — what every number means and which ones should make you act today.","menuGroup":"Firm Overview"},{"id":"c-deals","icon":"target","level":"Beginner","title":"Deals","track":"win-work","lessons":[{"id":"l-deals-1","mins":6,"tags":[],"tour":"pipeline-forecast","type":"video","title":"Pipeline Forecast","status":"planned","article":{"md":"Tabs Forecast Pipeline / Capacity Impact; filters scope/period/search + **Committed / Uncommitted (100% won)** toggle. *Forecast Pipeline:* 6 KPIs (Open pipeline · Committed forecast · Forecast hours · Unallocated hours = staffing gap · People over capacity · Expected starts); monthly revenue/hours charts; Resource-impact matrix; Pipeline table + Export CSV. *Capacity Impact:* 3 donut cards (Current utilisation · Pipeline overlay · If accepted) × Committed/If-all-wins; Billable-vs-target chart; Service-line capacity cards.","html":"

Tabs Forecast Pipeline / Capacity Impact; filters scope/period/search + Committed / Uncommitted (100% won) toggle. Forecast Pipeline: 6 KPIs (Open pipeline · Committed forecast · Forecast hours · Unallocated hours = staffing gap · People over capacity · Expected starts); monthly revenue/hours charts; Resource-impact matrix; Pipeline table + Export CSV. Capacity Impact: 3 donut cards (Current utilisation · Pipeline overlay · If accepted) × Committed/If-all-wins; Billable-vs-target chart; Service-line capacity cards.

","text":"Tabs Forecast Pipeline / Capacity Impact; filters scope/period/search + Committed / Uncommitted (100% won) toggle. Forecast Pipeline: 6 KPIs (Open pipeline · Committed forecast · Forecast hours · Unallocated hours = staffing gap · People over capacity · Expected starts); monthly revenue/hours charts; Resource-impact matrix; Pipeline table + Export CSV. Capacity Impact: 3 donut cards (Current utilisation · Pipeline overlay · If accepted) × Committed/If-all-wins; Billable-vs-target chart; Service-line capacity cards.","owner":"","source":"SPM knowledge base, Part E","flagged":false,"flagNote":"","checkedAt":"2026-07-24","reviewDays":90},"resources":[],"takeaways":["Tell committed from uncommitted pipeline","Read unallocated hours as a staffing gap","Use Capacity Impact before accepting work"],"transcript":"Pipeline Forecast answers one question: if we win what’s in front of us, can we actually deliver it?\n\nThe Forecast Pipeline tab gives you six numbers across the top — open pipeline, committed forecast, forecast hours, unallocated hours, people over capacity, and expected starts. Unallocated hours is the one to watch: that’s work you’re forecasting with nobody assigned to do it.\n\nThe Committed / Uncommitted toggle switches between deals that are effectively won and everything still in play. Then Capacity Impact shows three donuts — your current utilisation, the pipeline laid over it, and where you land if everything is accepted. If that third number is over 100%, you either need to move dates or add people.","description":"Read the forecast: open pipeline, committed forecast, forecast hours, the unallocated-hours staffing gap, and the Capacity Impact donuts."},{"id":"l-deals-2","mins":3,"tags":[],"type":"video","title":"Deals","status":"published","article":{"md":"Header + Settings/Export/**+ New deal**. A **Sole Link booking** banner auto-creates a \"New Enquiry\" deal per booking. 4 KPIs (Open · Likely to win · At risk · Avg. deal value) + an open-pipeline-by-stage bar. Views: Kanban / Table / Reports.\n- **Kanban columns = stages:** New Enquiry · Discovery Booked · Discovery Completed · Proposal Required · Proposal Sent · Onboarding.\n- **Deal cards:** priority · source · value · WIN slider (standard/custom) · client · owner · date pill.\n- **Deal drawer:** Status + Won/Lost; tabs Overview / Contact / Files / Notes / Activity.\n- **+ New deal modal** → **Select client modal** (type chips: Sole Trader · Individual · Company · Trust · Partnership · SMSF · Other).","html":"

Header + Settings/Export/+ New deal. A Sole Link booking banner auto-creates a "New Enquiry" deal per booking. 4 KPIs (Open · Likely to win · At risk · Avg. deal value) + an open-pipeline-by-stage bar. Views: Kanban / Table / Reports.

Kanban columns = stages: New Enquiry · Discovery Booked · Discovery Completed · Proposal Required · Proposal Sent · Onboarding.
Deal cards: priority · source · value · WIN slider (standard/custom) · client · owner · date pill.
Deal drawer: Status + Won/Lost; tabs Overview / Contact / Files / Notes / Activity.
+ New deal modal → Select client modal (type chips: Sole Trader · Individual · Company · Trust · Partnership · SMSF · Other).

","text":"Header + Settings/Export/+ New deal. A Sole Link booking banner auto-creates a \"New Enquiry\" deal per booking. 4 KPIs (Open · Likely to win · At risk · Avg. deal value) + an open-pipeline-by-stage bar. Views: Kanban / Table / Reports.\nKanban columns = stages: New Enquiry · Discovery Booked · Discovery Completed · Proposal Required · Proposal Sent · Onboarding.\nDeal cards: priority · source · value · WIN slider (standard/custom) · client · owner · date pill.\nDeal drawer: Status + Won/Lost; tabs Overview / Contact / Files / Notes / Activity.\n+ New deal modal → Select client modal (type chips: Sole Trader · Individual · Company · Trust · Partnership · SMSF · Other).","owner":"","source":"SPM knowledge base, Part E","flagged":false,"flagNote":"","checkedAt":"2026-07-24","reviewDays":90},"embedUrl":"https://www.youtube.com/embed/hVKF16UCGZU","thumbUrl":"https://i.ytimg.com/vi/hVKF16UCGZU/hqdefault.jpg","resources":[],"takeaways":["Move a deal through the six stages","Use the WIN slider and priority","Work the deal drawer: Overview, Contact, Files, Notes, Activity","Create a deal and pick the client entity type"],"transcript":"The Deals board is your pipeline as a Kanban. Six columns, left to right: New Enquiry, Discovery Booked, Discovery Completed, Proposal Required, Proposal Sent, and Onboarding.\n\nA card shows you priority, source, value, a WIN slider for likelihood, the client, the owner and a date pill. Drag a card to move the deal; the four KPIs above — open, likely to win, at risk, and average deal value — update as you go.\n\nClick a card to open the deal drawer. Overview holds the commercials, then Contact, Files, Notes and Activity. At the top you set the status, or mark the deal Won or Lost. And notice the Sole Link banner: when a client books through your booking link, a New Enquiry deal is created here automatically, so nothing gets typed twice.","description":"Work the board end to end: the six stages, deal cards and the WIN slider, the deal drawer, marking Won or Lost, and creating a deal from scratch."}],"popular":true,"summary":"Your sales pipeline — the board you work every day, and the forecast that tells you whether you can staff what you are about to win.","menuGroup":"Deals"},{"id":"c-proposals","icon":"proposal","level":"Beginner","title":"Proposals","track":"win-work","lessons":[{"id":"l-pr-1","mins":5,"tags":[],"type":"video","title":"Overview","status":"planned","article":{"md":"Date-range control (Today…Custom). 5 KPIs (Total Proposals Sent · Revenue in Pipeline · Avg Turnaround · Avg Response · Win Rate). Cards: Stage Distribution (Draft/Awaiting/Viewed/Accepted/Declined/Expired) · Revenue-in-Pipeline gauge (Sent/View/Accepted) · Win Rate trend · Latest Proposal table (High Value/Starting Soon/Ending Soon) · Activity feed.","html":"

Date-range control (Today…Custom). 5 KPIs (Total Proposals Sent · Revenue in Pipeline · Avg Turnaround · Avg Response · Win Rate). Cards: Stage Distribution (Draft/Awaiting/Viewed/Accepted/Declined/Expired) · Revenue-in-Pipeline gauge (Sent/View/Accepted) · Win Rate trend · Latest Proposal table (High Value/Starting Soon/Ending Soon) · Activity feed.

","text":"Date-range control (Today…Custom). 5 KPIs (Total Proposals Sent · Revenue in Pipeline · Avg Turnaround · Avg Response · Win Rate). Cards: Stage Distribution (Draft/Awaiting/Viewed/Accepted/Declined/Expired) · Revenue-in-Pipeline gauge (Sent/View/Accepted) · Win Rate trend · Latest Proposal table (High Value/Starting Soon/Ending Soon) · Activity feed.","owner":"","source":"SPM knowledge base, Part E","flagged":false,"flagNote":"","checkedAt":"2026-07-24","reviewDays":90},"resources":[],"takeaways":[],"transcript":"","description":"Proposal performance at a glance: proposals sent, revenue in pipeline, average turnaround and response, win rate, and the stage distribution."},{"id":"l-pr-2","mins":6,"tags":[],"type":"video","title":"Proposals","status":"published","article":{"md":"Actions Export · **+ Add Proposal**. Status tabs (All · Draft · Awaiting Acceptance · Accepted · Won · Lost · Work Started · Ending Soon · Expired). Table: Client/Proposal · Status · Date Created · Amount · ⋮. Pills: Draft(grey)/Expired(red)/Awaiting(amber)/Accepted(green)/Viewed(blue). **+ Add Proposal** → \"Create a new proposal\" modal (templates or **Start from scratch**).","html":"

Actions Export · + Add Proposal. Status tabs (All · Draft · Awaiting Acceptance · Accepted · Won · Lost · Work Started · Ending Soon · Expired). Table: Client/Proposal · Status · Date Created · Amount · ⋮. Pills: Draft(grey)/Expired(red)/Awaiting(amber)/Accepted(green)/Viewed(blue). + Add Proposal → "Create a new proposal" modal (templates or Start from scratch).

","text":"Actions Export · + Add Proposal. Status tabs (All · Draft · Awaiting Acceptance · Accepted · Won · Lost · Work Started · Ending Soon · Expired). Table: Client/Proposal · Status · Date Created · Amount · ⋮. Pills: Draft(grey)/Expired(red)/Awaiting(amber)/Accepted(green)/Viewed(blue). + Add Proposal → \"Create a new proposal\" modal (templates or Start from scratch).","owner":"","source":"SPM knowledge base, Part E","flagged":false,"flagNote":"","checkedAt":"2026-07-24","reviewDays":90},"embedUrl":"https://www.youtube.com/embed/rSjbx3Bnb2Y","thumbUrl":"https://i.ytimg.com/vi/rSjbx3Bnb2Y/hqdefault.jpg","resources":[],"takeaways":["Find any proposal by status tab","Read the status pills correctly","Start a proposal from a template or from scratch"],"transcript":"","description":"The proposals list and what every status actually means — Draft, Awaiting acceptance, Viewed, Accepted, Won, Lost, Work started, Ending soon, Expired."},{"id":"l-pr-3","mins":1,"tags":[],"type":"video","title":"Services","status":"published","article":{"md":"Table: Services Name (+ tags) · Service Line · Price Type · Billing Type · Active Proposals · Active Packages · Price · Created By · Last Modified · ⋮. Price Type = Fixed · **Variant** (tiered by staff count, e.g. 1–5 $10 … 15–20 $30) · Minimum Price · Unit Price. Add/Edit Service (Service Details + Pricing + Service Terms). Details view shows the Variant band table + Active Proposals sub-table.","html":"

Table: Services Name (+ tags) · Service Line · Price Type · Billing Type · Active Proposals · Active Packages · Price · Created By · Last Modified · ⋮. Price Type = Fixed · Variant (tiered by staff count, e.g. 1–5 $10 … 15–20 $30) · Minimum Price · Unit Price. Add/Edit Service (Service Details + Pricing + Service Terms). Details view shows the Variant band table + Active Proposals sub-table.

","text":"Table: Services Name (+ tags) · Service Line · Price Type · Billing Type · Active Proposals · Active Packages · Price · Created By · Last Modified · ⋮. Price Type = Fixed · Variant (tiered by staff count, e.g. 1–5 $10 … 15–20 $30) · Minimum Price · Unit Price. Add/Edit Service (Service Details + Pricing + Service Terms). Details view shows the Variant band table + Active Proposals sub-table.","owner":"","source":"SPM knowledge base, Part E","flagged":false,"flagNote":"","checkedAt":"2026-07-24","reviewDays":90},"embedUrl":"https://www.youtube.com/embed/D2M58WW588I","thumbUrl":"https://i.ytimg.com/vi/D2M58WW588I/hqdefault.jpg","resources":[],"takeaways":["Add a service with the right price type","Set up Variant pricing bands","Write reusable service terms"],"transcript":"","description":"Build the service catalogue: service lines, the four price types (Fixed, Variant bands, Minimum price, Unit price), billing type, and service terms."},{"id":"l-pr-4","mins":6,"tags":[],"type":"video","title":"Services Package","status":"planned","article":{"md":"Table: Name · Total Services · Total Price · Created On · Last Updated · Created By. Add Package → **+ Add Services** → \"What type of service?\" (Recurring / One Off) → billing-cycle card with line rows (Service · Billing Mode · Price Type · price · Discount % · Optional · Deposit · Total) + live Summary.","html":"

Table: Name · Total Services · Total Price · Created On · Last Updated · Created By. Add Package → + Add Services → "What type of service?" (Recurring / One Off) → billing-cycle card with line rows (Service · Billing Mode · Price Type · price · Discount % · Optional · Deposit · Total) + live Summary.

","text":"Table: Name · Total Services · Total Price · Created On · Last Updated · Created By. Add Package → + Add Services → \"What type of service?\" (Recurring / One Off) → billing-cycle card with line rows (Service · Billing Mode · Price Type · price · Discount % · Optional · Deposit · Total) + live Summary.","owner":"","source":"SPM knowledge base, Part E","flagged":false,"flagNote":"","checkedAt":"2026-07-24","reviewDays":90},"resources":[],"takeaways":[],"transcript":"","description":"Bundle services into a package: recurring versus one-off billing cycles, discounts, optional lines, deposits, and the live summary."},{"id":"l-pr-5","mins":9,"tags":[],"type":"video","title":"Proposal builder · Agreement","status":"planned","article":{"md":"Full-screen editor: left accordion + right live customer preview. Top bar: name · save state · **readiness pill** (\"5 issues\" → \"Ready\") · Preview · Download PDF · delete · Send. Auto-saves per section. Preview tabs: Cover · Introduction · Services · Pricing · Terms · Next Step · Perks · Thank You. Merge-field chips resolve in preview.\n- **Stage 1 · Agreement:** General (deal link, +Add client, internal name, auto-expire, contract start On-acceptance/Specific-date, contract length 1/3/6/12/24/36mo) → Services (packages + line items + Summary) → Payments (payment-required toggle + **Stripe** [Worldpay also referenced, provider configurable]).","html":"

Full-screen editor: left accordion + right live customer preview. Top bar: name · save state · readiness pill ("5 issues" → "Ready") · Preview · Download PDF · delete · Send. Auto-saves per section. Preview tabs: Cover · Introduction · Services · Pricing · Terms · Next Step · Perks · Thank You. Merge-field chips resolve in preview.

Stage 1 · Agreement: General (deal link, +Add client, internal name, auto-expire, contract start On-acceptance/Specific-date, contract length 1/3/6/12/24/36mo) → Services (packages + line items + Summary) → Payments (payment-required toggle + Stripe [Worldpay also referenced, provider configurable]).

","text":"Full-screen editor: left accordion + right live customer preview. Top bar: name · save state · readiness pill (\"5 issues\" → \"Ready\") · Preview · Download PDF · delete · Send. Auto-saves per section. Preview tabs: Cover · Introduction · Services · Pricing · Terms · Next Step · Perks · Thank You. Merge-field chips resolve in preview.\nStage 1 · Agreement: General (deal link, +Add client, internal name, auto-expire, contract start On-acceptance/Specific-date, contract length 1/3/6/12/24/36mo) → Services (packages + line items + Summary) → Payments (payment-required toggle + Stripe [Worldpay also referenced, provider configurable]).","owner":"","source":"SPM knowledge base, Part E","flagged":false,"flagNote":"","checkedAt":"2026-07-24","reviewDays":90},"resources":[],"takeaways":["Link a proposal to a deal","Set contract start and length","Assemble services into a priced agreement"],"transcript":"","description":"Stage 1: link the deal, add the client, set contract start and length, assemble services and packages, and turn on payment collection."},{"id":"l-pr-6","mins":8,"tags":[],"type":"video","title":"Proposal builder · Proposal","status":"planned","article":{"md":"- **Stage 2 · Proposal:** Introduction (rich-text + sender) → Add. Docs. (upload PDFs, auto-place fields) → Terms & Sign (rich-text + merge chips + Save As Template) → Next Step (numbered onboarding steps) → Perks (partner offers: **Sprintlaw · Involve Digital · BizCover**, toggleable) → Thank You (post-sign page).","html":"

Stage 2 · Proposal: Introduction (rich-text + sender) → Add. Docs. (upload PDFs, auto-place fields) → Terms & Sign (rich-text + merge chips + Save As Template) → Next Step (numbered onboarding steps) → Perks (partner offers: Sprintlaw · Involve Digital · BizCover, toggleable) → Thank You (post-sign page).

","text":"Stage 2 · Proposal: Introduction (rich-text + sender) → Add. Docs. (upload PDFs, auto-place fields) → Terms & Sign (rich-text + merge chips + Save As Template) → Next Step (numbered onboarding steps) → Perks (partner offers: Sprintlaw · Involve Digital · BizCover, toggleable) → Thank You (post-sign page).","owner":"","source":"SPM knowledge base, Part E","flagged":false,"flagNote":"","checkedAt":"2026-07-24","reviewDays":90},"resources":[],"takeaways":[],"transcript":"","description":"Stage 2: introduction, additional documents with auto-placed signature fields, terms and merge fields, next steps, partner perks, and the thank-you page."},{"id":"l-pr-7","mins":6,"tags":[],"type":"video","title":"Proposal builder · Send","status":"planned","article":{"md":"- **Stage 3 · Send:** Theme (Editorial/Modern/Boutique/Blank + colour swatches + **\"Powered by Sole\" toggle OFF = white-labelled**) → Notification (email template + recipients + preview) → **Review and Send**.","html":"

Stage 3 · Send: Theme (Editorial/Modern/Boutique/Blank + colour swatches + "Powered by Sole" toggle OFF = white-labelled) → Notification (email template + recipients + preview) → Review and Send.

","text":"Stage 3 · Send: Theme (Editorial/Modern/Boutique/Blank + colour swatches + \"Powered by Sole\" toggle OFF = white-labelled) → Notification (email template + recipients + preview) → Review and Send.","owner":"","source":"SPM knowledge base, Part E","flagged":false,"flagNote":"","checkedAt":"2026-07-24","reviewDays":90},"resources":[],"takeaways":["Theme a proposal to your brand","Turn \"Powered by Sole\" off to white-label it","Clear the readiness pill before sending"],"transcript":"","description":"Stage 3: pick a theme, decide whether it is white-labelled, choose the notification template and recipients, then review and send for signature."}],"popular":false,"summary":"The sell-and-sign surface — your service catalogue, packages, and the proposal builder from blank page to signature.","menuGroup":"Proposals"},{"id":"c-scheduling","icon":"calendar","level":"Beginner","title":"Scheduling","track":"win-work","lessons":[{"id":"l-sc-1","mins":5,"tags":[],"type":"video","title":"Calendar","status":"planned","article":{"md":"Views via a 4-icon switcher: **Day · Week · Month · Year**. Controls: Today, prev/next, live event count, **Your Calendars**, **Add Calendar** (external/Google connect), Search, **+ Add Task**. Google-synced events carry a \"G\" + recurring glyph. Click an event → read-only detail modal (Responsible · Start · End · Description) with **Delete** / **Edit**.","html":"

Views via a 4-icon switcher: Day · Week · Month · Year. Controls: Today, prev/next, live event count, Your Calendars, Add Calendar (external/Google connect), Search, + Add Task. Google-synced events carry a "G" + recurring glyph. Click an event → read-only detail modal (Responsible · Start · End · Description) with Delete / Edit.

","text":"Views via a 4-icon switcher: Day · Week · Month · Year. Controls: Today, prev/next, live event count, Your Calendars, Add Calendar (external/Google connect), Search, + Add Task. Google-synced events carry a \"G\" + recurring glyph. Click an event → read-only detail modal (Responsible · Start · End · Description) with Delete / Edit.","owner":"","source":"SPM knowledge base, Part E","flagged":false,"flagNote":"","checkedAt":"2026-07-24","reviewDays":90},"resources":[],"takeaways":[],"transcript":"","description":"Day, week, month and year views, connecting an external calendar, and reading Google-synced events."},{"id":"l-sc-2","mins":6,"tags":[],"type":"video","title":"Booking Links","status":"planned","article":{"md":"Tabs Booking View / My Bookings. **\"Your Booking Links\"** list (name · N Booked · duration · In-Person/Online · timezone). Each link's public URL = **`prac.soleapp.com.au/booking/`**.\n- **Edit Booking Link** drawer: Basic Details (title, slug, duration, timezone, **Deal Status** [ties the booking to the Deals pipeline, e.g. \"New Enquiry\"], buffer time, client entity) → **Meeting Setup** (Meeting Type, Platform e.g. **Google Meet** auto-link, Select Calendar) → **Availability** (weekday toggles + per-day time ranges).\n- **Booking Settings** drawer: org-wide defaults (default duration, buffer, timezone, default availability days/times) applied to new links.\n- **New Booking Link** = a **3-step wizard** (Booking Info → Meeting Setup → Availability) with a \"Use Default Settings\" shortcut → **Create Booking Link**.\n- A booking **auto-creates a \"New Enquiry\" deal** in Deals (see the Deals \"Sole Link booking\" banner).","html":"$24","text":"Tabs Booking View / My Bookings. \"Your Booking Links\" list (name · N Booked · duration · In-Person/Online · timezone). Each link's public URL = prac.soleapp.com.au/booking/.\nEdit Booking Link drawer: Basic Details (title, slug, duration, timezone, Deal Status [ties the booking to the Deals pipeline, e.g. \"New Enquiry\"], buffer time, client entity) → Meeting Setup (Meeting Type, Platform e.g. Google Meet auto-link, Select Calendar) → Availability (weekday toggles + per-day time ranges).\nBooking Settings drawer: org-wide defaults (default duration, buffer, timezone, default availability days/times) applied to new links.\nNew Booking Link = a 3-step wizard (Booking Info → Meeting Setup → Availability) with a \"Use Default Settings\" shortcut → Create Booking Link.\nA booking auto-creates a \"New Enquiry\" deal in Deals (see the Deals \"Sole Link booking\" banner).","owner":"","source":"SPM knowledge base, Part E","flagged":false,"flagNote":"","checkedAt":"2026-07-24","reviewDays":90},"resources":[],"takeaways":["Create a booking link end to end","Set per-day availability","Connect a link to the Deals pipeline"],"transcript":"","description":"Create a booking link with the 3-step wizard, set meeting type and availability, and tie it to a deal stage so a booking creates a New Enquiry automatically."}],"popular":false,"summary":"Your calendar and the public booking links that turn a prospect’s click into a deal.","menuGroup":"Scheduling"},{"id":"c-clients","icon":"user","level":"Beginner","title":"Clients","track":"client-work","lessons":[{"id":"l-cl-1","mins":3,"tags":[],"type":"video","title":"Clients Management","status":"published","article":{"md":"- **Register**: \"Every client across your practice.\" Actions Export · **New client**. 4 KPIs (Active clients · In onboarding · Review due · High risk). Status tabs (All · Prospect · Onboarding · Active). Filters (search + All types/groups/billing/risk). Table: Status (inline dropdown) · Client (+ entity type + ABN) · Primary contact · Client group · Billing (Self Billing / On completion) · Onboarding progress.\n- **New client flow:** Select Client Group → New client (type chips + entity form + ABN auto-fill + People involved with **HubSpot**/**Xero**) → optional Create a New Group.","html":"

Register: "Every client across your practice." Actions Export · New client. 4 KPIs (Active clients · In onboarding · Review due · High risk). Status tabs (All · Prospect · Onboarding · Active). Filters (search + All types/groups/billing/risk). Table: Status (inline dropdown) · Client (+ entity type + ABN) · Primary contact · Client group · Billing (Self Billing / On completion) · Onboarding progress.
New client flow: Select Client Group → New client (type chips + entity form + ABN auto-fill + People involved with HubSpot/Xero) → optional Create a New Group.

","text":"Register: \"Every client across your practice.\" Actions Export · New client. 4 KPIs (Active clients · In onboarding · Review due · High risk). Status tabs (All · Prospect · Onboarding · Active). Filters (search + All types/groups/billing/risk). Table: Status (inline dropdown) · Client (+ entity type + ABN) · Primary contact · Client group · Billing (Self Billing / On completion) · Onboarding progress.\nNew client flow: Select Client Group → New client (type chips + entity form + ABN auto-fill + People involved with HubSpot/Xero) → optional Create a New Group.","owner":"","source":"SPM knowledge base, Part E","flagged":false,"flagNote":"","checkedAt":"2026-07-24","reviewDays":90},"embedUrl":"https://www.youtube.com/embed/LSLsnApDACY","thumbUrl":"https://i.ytimg.com/vi/LSLsnApDACY/hqdefault.jpg","resources":[],"takeaways":["Move a client Prospect → Onboarding → Active","Filter the register by risk and type","Create a client and assign a group"],"transcript":"","description":"Every client in one register: status tabs, filters by type, group, billing and risk, and the onboarding-progress column."},{"id":"l-cl-2","mins":8,"tags":[],"type":"video","title":"The client profile","status":"planned","article":{"md":"- **Client profile**: header (status pill dropdown, entity, ABN, Edit client). 4 status cards (Onboarding % · Verification · Next review · Risk rating). Tabs (with count badges): **Details** (Company + Contact details; Tax returns / P&L / Income & Expenses request-or-upload cards) · **Access** (ATO Portal linking guide via myID/RAM + client-to-agent-linking checkbox; Accounting Software) · **Declaration** (ATO tax-agent declaration, Pending signature, privacy notice; client-completed) · **Verification** (identity, client-side, Send Reminder).\n- **Edit client modal** (Company variant: Company Name, ACN, TFN, ABN, Registration Date, Annual Turnover, GST Registered, Australian Resident).","html":"

Client profile: header (status pill dropdown, entity, ABN, Edit client). 4 status cards (Onboarding % · Verification · Next review · Risk rating). Tabs (with count badges): Details (Company + Contact details; Tax returns / P&L / Income & Expenses request-or-upload cards) · Access (ATO Portal linking guide via myID/RAM + client-to-agent-linking checkbox; Accounting Software) · Declaration (ATO tax-agent declaration, Pending signature, privacy notice; client-completed) · Verification (identity, client-side, Send Reminder).
Edit client modal (Company variant: Company Name, ACN, TFN, ABN, Registration Date, Annual Turnover, GST Registered, Australian Resident).

","text":"Client profile: header (status pill dropdown, entity, ABN, Edit client). 4 status cards (Onboarding % · Verification · Next review · Risk rating). Tabs (with count badges): Details (Company + Contact details; Tax returns / P&L / Income & Expenses request-or-upload cards) · Access (ATO Portal linking guide via myID/RAM + client-to-agent-linking checkbox; Accounting Software) · Declaration (ATO tax-agent declaration, Pending signature, privacy notice; client-completed) · Verification (identity, client-side, Send Reminder).\nEdit client modal (Company variant: Company Name, ACN, TFN, ABN, Registration Date, Annual Turnover, GST Registered, Australian Resident).","owner":"","source":"SPM knowledge base, Part E","flagged":false,"flagNote":"","checkedAt":"2026-07-24","reviewDays":90},"resources":[],"takeaways":["Request or upload client documents","Walk a client through ATO agent linking","Chase a declaration and an ID verification"],"transcript":"","description":"The four profile tabs — Details, Access (ATO portal linking), Declaration, and Verification — plus onboarding percentage, next review and risk rating."},{"id":"l-cl-3","mins":5,"tags":[],"type":"video","title":"Relationship Map","status":"planned","article":{"md":"\"Client relationship map\", a pan/zoom **network canvas**: group → entity → contact. Controls: search · Needs attention · **Colour by** (Status/Risk/Revenue/Workflow) · Filters. Legend (Status): Active(green)/Onboarding(blue)/Prospect(amber)/Lost(red). Zoom + / − / fit; a large-dataset pager; Reset. Click group → businesses → contacts; drag to rearrange. **Insights panel** (context-aware): whole-practice summary (Groups visible · Client entities · Contact people · Active groups) or a selected entity's registration/compliance detail (Entity type · Status · Billing type · ABN · GST · Verified · Declaration signed · Last updated).","html":"

"Client relationship map", a pan/zoom network canvas: group → entity → contact. Controls: search · Needs attention · Colour by (Status/Risk/Revenue/Workflow) · Filters. Legend (Status): Active(green)/Onboarding(blue)/Prospect(amber)/Lost(red). Zoom + / − / fit; a large-dataset pager; Reset. Click group → businesses → contacts; drag to rearrange. Insights panel (context-aware): whole-practice summary (Groups visible · Client entities · Contact people · Active groups) or a selected entity's registration/compliance detail (Entity type · Status · Billing type · ABN · GST · Verified · Declaration signed · Last updated).

","text":"\"Client relationship map\", a pan/zoom network canvas: group → entity → contact. Controls: search · Needs attention · Colour by (Status/Risk/Revenue/Workflow) · Filters. Legend (Status): Active(green)/Onboarding(blue)/Prospect(amber)/Lost(red). Zoom + / − / fit; a large-dataset pager; Reset. Click group → businesses → contacts; drag to rearrange. Insights panel (context-aware): whole-practice summary (Groups visible · Client entities · Contact people · Active groups) or a selected entity's registration/compliance detail (Entity type · Status · Billing type · ABN · GST · Verified · Declaration signed · Last updated).","owner":"","source":"SPM knowledge base, Part E","flagged":false,"flagNote":"","checkedAt":"2026-07-24","reviewDays":90},"resources":[],"takeaways":[],"transcript":"","description":"The network canvas: groups to entities to contacts, colour by status, risk, revenue or workflow, and the context-aware insights panel."}],"popular":false,"summary":"The client register, the profile behind each client, and the map of how they all relate.","menuGroup":"Clients"},{"id":"c-deliver","icon":"briefcase","level":"Intermediate","title":"Deliver","track":"client-work","lessons":[{"id":"l-dl-1","mins":7,"tags":[],"type":"video","title":"Staff Scheduler & Capacity","status":"planned","article":{"md":"**Workload / Capacity** toggle; filters People/Period/Service; **AI Insights** strip. *Workload:* staff × weekday assignment canvas (drag jobs) + \"Unassigned\" queue with **AI Suggest → Assign**. *Capacity:* 4 KPIs (Team capacity · Overloaded · Free hours · Training gaps) + **capability matrix** (skill area × staff; L1 Basic → L5 Expert) + staff drill-down.","html":"

Workload / Capacity toggle; filters People/Period/Service; AI Insights strip. Workload: staff × weekday assignment canvas (drag jobs) + "Unassigned" queue with AI Suggest → Assign. Capacity: 4 KPIs (Team capacity · Overloaded · Free hours · Training gaps) + capability matrix (skill area × staff; L1 Basic → L5 Expert) + staff drill-down.

","text":"Workload / Capacity toggle; filters People/Period/Service; AI Insights strip. Workload: staff × weekday assignment canvas (drag jobs) + \"Unassigned\" queue with AI Suggest → Assign. Capacity: 4 KPIs (Team capacity · Overloaded · Free hours · Training gaps) + capability matrix (skill area × staff; L1 Basic → L5 Expert) + staff drill-down.","owner":"","source":"SPM knowledge base, Part E","flagged":false,"flagNote":"","checkedAt":"2026-07-24","reviewDays":90},"resources":[],"takeaways":["Assign a job to the right person","Use AI Suggest on the unassigned queue","Read the capability matrix"],"transcript":"","description":"Assign work on the weekly canvas, clear the unassigned queue with AI Suggest, and read the capability matrix from L1 Basic to L5 Expert."},{"id":"l-dl-2","mins":6,"tags":[],"type":"video","title":"Capacity & Workload Planner","status":"planned","article":{"md":"**Capacity / Workload** toggle. 4 KPIs (Scheduled hours · Avg utilisation · Over capacity · Concurrent days). **Portfolio workload** timeline (people × days; weekends shaded; gold tip = >8h/day; ◆ = overlapping deliverables).","html":"

Capacity / Workload toggle. 4 KPIs (Scheduled hours · Avg utilisation · Over capacity · Concurrent days). Portfolio workload timeline (people × days; weekends shaded; gold tip = >8h/day; ◆ = overlapping deliverables).

","text":"Capacity / Workload toggle. 4 KPIs (Scheduled hours · Avg utilisation · Over capacity · Concurrent days). Portfolio workload timeline (people × days; weekends shaded; gold tip = >8h/day; ◆ = overlapping deliverables).","owner":"","source":"SPM knowledge base, Part E","flagged":false,"flagNote":"","checkedAt":"2026-07-24","reviewDays":90},"resources":[],"takeaways":[],"transcript":"","description":"The portfolio timeline: scheduled hours, average utilisation, over-capacity people, and the overlapping-deliverable markers."},{"id":"l-dl-3","mins":6,"tags":[],"type":"video","title":"Work Management","status":"published","article":{"md":"Eyebrow \"Portfolio\". 4 KPIs (Active projects · Open tasks · Overdue tasks · Due this week). Tabs My Tasks / My Reviews. Client filter chips → projects list → task table → task detail rail. Actions Filter · Customise · + New project.","html":"

Eyebrow "Portfolio". 4 KPIs (Active projects · Open tasks · Overdue tasks · Due this week). Tabs My Tasks / My Reviews. Client filter chips → projects list → task table → task detail rail. Actions Filter · Customise · + New project.

","text":"Eyebrow \"Portfolio\". 4 KPIs (Active projects · Open tasks · Overdue tasks · Due this week). Tabs My Tasks / My Reviews. Client filter chips → projects list → task table → task detail rail. Actions Filter · Customise · + New project.","owner":"","source":"SPM knowledge base, Part E","flagged":false,"flagNote":"","checkedAt":"2026-07-24","reviewDays":90},"embedUrl":"https://www.youtube.com/embed/seheOv34dq4","thumbUrl":"https://i.ytimg.com/vi/seheOv34dq4/hqdefault.jpg","resources":[],"takeaways":[],"transcript":"","description":"Task-level work across every project: My Tasks and My Reviews, the client filter, and the task detail rail with dependencies and reviewers."},{"id":"l-dl-4","mins":2,"tags":[],"type":"video","title":"Project Dashboard","status":"published","article":{"md":"Filters scope/period/search + Export. Tabs: **Financials** (KPIs + Budget-fee-vs-actual-vs-forecast & Budget-used-vs-hours-used charts + Budget health bands + Project financials table) · **WIP** (Total/Aged>60d/Ready-to-bill/Blocked + WIP-by-age/by-project) · **Budget WIP** (health bands + pressure chart) · **Resourcing** (Staff allocations + per project×staff×role table).","html":"

Filters scope/period/search + Export. Tabs: Financials (KPIs + Budget-fee-vs-actual-vs-forecast & Budget-used-vs-hours-used charts + Budget health bands + Project financials table) · WIP (Total/Aged>60d/Ready-to-bill/Blocked + WIP-by-age/by-project) · Budget WIP (health bands + pressure chart) · Resourcing (Staff allocations + per project×staff×role table).

","text":"Filters scope/period/search + Export. Tabs: Financials (KPIs + Budget-fee-vs-actual-vs-forecast & Budget-used-vs-hours-used charts + Budget health bands + Project financials table) · WIP (Total/Aged>60d/Ready-to-bill/Blocked + WIP-by-age/by-project) · Budget WIP (health bands + pressure chart) · Resourcing (Staff allocations + per project×staff×role table).","owner":"","source":"SPM knowledge base, Part E","flagged":false,"flagNote":"","checkedAt":"2026-07-24","reviewDays":90},"embedUrl":"https://www.youtube.com/embed/gqnYGh88bTI","thumbUrl":"https://i.ytimg.com/vi/gqnYGh88bTI/hqdefault.jpg","resources":[],"takeaways":[],"transcript":"","description":"Financials, WIP, Budget WIP and Resourcing — budget versus actual versus forecast, WIP ageing, health bands, and per-project staffing."},{"id":"l-dl-5","mins":8,"tags":[],"type":"video","title":"Job Management","status":"published","article":{"md":"$25","html":"$26","text":"$27","owner":"","source":"SPM knowledge base, Part E","flagged":false,"flagNote":"","checkedAt":"2026-07-24","reviewDays":90},"embedUrl":"https://www.youtube.com/embed/3Dj4NGgoIEU","thumbUrl":"https://i.ytimg.com/vi/3Dj4NGgoIEU/hqdefault.jpg","resources":[],"takeaways":["Create a billable project","Tell an internal task from a client request","Chase a client request without leaving the project"],"transcript":"","description":"The Client → Project → Job → Task hierarchy: add a project with pricing and billing, then add internal tasks, client requests and jobs."},{"id":"l-dl-6","mins":5,"tags":[],"type":"video","title":"Time tracker","status":"planned","article":{"md":"**Timesheets** table (Week · Total/Billable/Non-billable hours · Billable Amount · Billable/Non-billable Utilisation). **Weekly Log** → Weekly Time Log modal (Client · Project · Job · Task × Mon-Sun; + Add New Row; Save). The sidebar timer is the live capture.","html":"

Timesheets table (Week · Total/Billable/Non-billable hours · Billable Amount · Billable/Non-billable Utilisation). Weekly Log → Weekly Time Log modal (Client · Project · Job · Task × Mon-Sun; + Add New Row; Save). The sidebar timer is the live capture.

","text":"Timesheets table (Week · Total/Billable/Non-billable hours · Billable Amount · Billable/Non-billable Utilisation). Weekly Log → Weekly Time Log modal (Client · Project · Job · Task × Mon-Sun; + Add New Row; Save). The sidebar timer is the live capture.","owner":"","source":"SPM knowledge base, Part E","flagged":false,"flagNote":"","checkedAt":"2026-07-24","reviewDays":90},"resources":[],"takeaways":[],"transcript":"","description":"Timesheets and the weekly time log: capture time live with the sidebar timer or fill the grid at the end of the week."},{"id":"l-dl-7","mins":4,"tags":[],"type":"video","title":"Docs","status":"planned","article":{"md":"Storage quota banner (can exceed quota). Folder cards (Payroll · Engagement Terms · Tax Documents · Misc · Onboarding Docs + counts). Recent Added: search · list/grid/archive · **Upload Document** · Download All. Table: Document Name (+ type/size) · Assign to Client · Assign to Job · Status (**Newly Shared** blue / **Signed** green) · Uploaded Date & Time · Uploaded By · view / ⋮. Upload File modal (drag-drop).","html":"

Storage quota banner (can exceed quota). Folder cards (Payroll · Engagement Terms · Tax Documents · Misc · Onboarding Docs + counts). Recent Added: search · list/grid/archive · Upload Document · Download All. Table: Document Name (+ type/size) · Assign to Client · Assign to Job · Status (Newly Shared blue / Signed green) · Uploaded Date & Time · Uploaded By · view / ⋮. Upload File modal (drag-drop).

","text":"Storage quota banner (can exceed quota). Folder cards (Payroll · Engagement Terms · Tax Documents · Misc · Onboarding Docs + counts). Recent Added: search · list/grid/archive · Upload Document · Download All. Table: Document Name (+ type/size) · Assign to Client · Assign to Job · Status (Newly Shared blue / Signed green) · Uploaded Date & Time · Uploaded By · view / ⋮. Upload File modal (drag-drop).","owner":"","source":"SPM knowledge base, Part E","flagged":false,"flagNote":"","checkedAt":"2026-07-24","reviewDays":90},"resources":[],"takeaways":[],"transcript":"","description":"The document library: folders, upload, assigning a document to a client or job, and the Newly shared / Signed statuses."}],"popular":false,"summary":"The delivery engine — scheduling people, tracking projects and tasks, capturing time, and storing the documents.","menuGroup":"Deliver"},{"id":"c-teams","icon":"users","level":"Intermediate","title":"Teams","track":"people-money","lessons":[{"id":"l-tm-1","mins":7,"tags":[],"type":"video","title":"Team Management","status":"planned","article":{"md":"- **Team Member list** (Team Member · Email · Role · Staff Type · Services Line · Software Proficiency · Certification + ⋮); Roles/Type filters; **+ Add Member**. Roles seen: Owner · Admin · Billing Officer · Employee · Job Manager · Team Member · Proposal Manager.\n- **Add Staff** drawer: Personal Info (name, email, auto Staff ID, role) → Employment Details (salary, salary period, staff type, timezone, start/contract-end) → Work Schedule (hourly/salary rate, utilisation goal, per-day weekly schedule + times, weekly hours) → **\"Add Employee to Payroll\"** checkbox (links into the Payroll module).\n- **Staff Details:** tabs **Identify** (basic + employment) · **Skills & Capabilities** (Service Lines with level pills [Intermediate/Specialist…], Software Proficiency, Entity Specialisation) · **Certifications** (empty → **Add Certificate** drawer: upload, name, license ID, issuing org, issue/expiry). Header: **Deactivate Staff**.","html":"$28","text":"Team Member list (Team Member · Email · Role · Staff Type · Services Line · Software Proficiency · Certification + ⋮); Roles/Type filters; + Add Member. Roles seen: Owner · Admin · Billing Officer · Employee · Job Manager · Team Member · Proposal Manager.\nAdd Staff drawer: Personal Info (name, email, auto Staff ID, role) → Employment Details (salary, salary period, staff type, timezone, start/contract-end) → Work Schedule (hourly/salary rate, utilisation goal, per-day weekly schedule + times, weekly hours) → \"Add Employee to Payroll\" checkbox (links into the Payroll module).\nStaff Details: tabs Identify (basic + employment) · Skills & Capabilities (Service Lines with level pills [Intermediate/Specialist…], Software Proficiency, Entity Specialisation) · Certifications (empty → Add Certificate drawer: upload, name, license ID, issuing org, issue/expiry). Header: Deactivate Staff.","owner":"","source":"SPM knowledge base, Part E","flagged":false,"flagNote":"","checkedAt":"2026-07-24","reviewDays":90},"resources":[],"takeaways":["Add a staff member with a work schedule","Record skills, software proficiency and certifications","Push a new starter through to Payroll"],"transcript":"","description":"Add a staff member end to end: personal info, employment details, work schedule and utilisation goal, plus skills and certifications."},{"id":"l-tm-2","mins":8,"tags":[],"type":"video","title":"Roles & Permissions","status":"planned","article":{"md":"- **Roles list** (Role Name · Number of Users · Permissions count · Created By · Created At + ⋮). **+ Add Role**.\n- **Create / Edit Role:** Role Information (name, description) + a **Permissions matrix**: ~30 permission modules (Staff Scheduler, Proposal, Client, Deals, Project, Job, Task, Document, Payroll, Billing, Invoice, Payment, Questionnaire, Templates, Roles, …), each with action toggles from {View · Create · Edit · Delete · Download · Upload · Send · Status Change · Approval · Share · Generate · Manage · Schedule}; a \"Select All Permissions\" master; **137 total permissions**. **Edit Role also has a Leave Policy card** (accrual period + per-type day allocations: Annual · Personal · Long Service · Unpaid · Compassionate).","html":"

Roles list (Role Name · Number of Users · Permissions count · Created By · Created At + ⋮). + Add Role.
Create / Edit Role: Role Information (name, description) + a Permissions matrix: ~30 permission modules (Staff Scheduler, Proposal, Client, Deals, Project, Job, Task, Document, Payroll, Billing, Invoice, Payment, Questionnaire, Templates, Roles, …), each with action toggles from {View · Create · Edit · Delete · Download · Upload · Send · Status Change · Approval · Share · Generate · Manage · Schedule}; a "Select All Permissions" master; 137 total permissions. Edit Role also has a Leave Policy card (accrual period + per-type day allocations: Annual · Personal · Long Service · Unpaid · Compassionate).

","text":"Roles list (Role Name · Number of Users · Permissions count · Created By · Created At + ⋮). + Add Role.\nCreate / Edit Role: Role Information (name, description) + a Permissions matrix: ~30 permission modules (Staff Scheduler, Proposal, Client, Deals, Project, Job, Task, Document, Payroll, Billing, Invoice, Payment, Questionnaire, Templates, Roles, …), each with action toggles from {View · Create · Edit · Delete · Download · Upload · Send · Status Change · Approval · Share · Generate · Manage · Schedule}; a \"Select All Permissions\" master; 137 total permissions. Edit Role also has a Leave Policy card (accrual period + per-type day allocations: Annual · Personal · Long Service · Unpaid · Compassionate).","owner":"","source":"SPM knowledge base, Part E","flagged":false,"flagNote":"","checkedAt":"2026-07-24","reviewDays":90},"resources":[],"takeaways":["Create a role and name it well","Grant only the actions a role needs","Set accruals and per-type leave allocations"],"transcript":"","description":"Build a role from the permissions matrix — around 30 modules × actions, 137 permissions in total — and set the role’s leave policy."},{"id":"l-tm-3","mins":1,"tags":[],"type":"video","title":"Service Lines","status":"planned","article":{"md":"List (Service Line · Description · Created By · Last Updated + ⋮). **+ Add Service Line**; Add/Edit modals (Service Line type + name + description). Service lines feed Proposals → Services, the Deliver capability matrix, and Margin by Person. Seeded lines: Audit · Business Advisory · Financial Reporting · Tax Compliance · Bookkeeping · Payroll · SMSF.","html":"

List (Service Line · Description · Created By · Last Updated + ⋮). + Add Service Line; Add/Edit modals (Service Line type + name + description). Service lines feed Proposals → Services, the Deliver capability matrix, and Margin by Person. Seeded lines: Audit · Business Advisory · Financial Reporting · Tax Compliance · Bookkeeping · Payroll · SMSF.

","text":"List (Service Line · Description · Created By · Last Updated + ⋮). + Add Service Line; Add/Edit modals (Service Line type + name + description). Service lines feed Proposals → Services, the Deliver capability matrix, and Margin by Person. Seeded lines: Audit · Business Advisory · Financial Reporting · Tax Compliance · Bookkeeping · Payroll · SMSF.","owner":"","source":"SPM knowledge base, Part E","flagged":false,"flagNote":"","checkedAt":"2026-07-24","reviewDays":90},"resources":[],"takeaways":[],"transcript":"","description":"The service lines that feed Proposals, the capability matrix and Margin by Person — and why you should agree them once."},{"id":"l-tm-4","mins":6,"tags":[],"type":"video","title":"Margin by Person","status":"planned","article":{"md":"True profitability per fee earner. Filters + \"How is true margin calculated?\". 5 KPIs (Average margin · Margin at risk [below 30% target] · Lowest margin · Best margin · Cost recovery). Charts: **Margin %** vs a 30% floor · **Revenue vs payroll cost**. Per-person rate card (Bill rate · Cost rate · Utilisation · Hours). **Margin table** (Person · Service Line · Bill rate · Cost rate · Utilisation · Revenue · Payroll cost · Margin % · Status) + Export CSV.","html":"

True profitability per fee earner. Filters + "How is true margin calculated?". 5 KPIs (Average margin · Margin at risk [below 30% target] · Lowest margin · Best margin · Cost recovery). Charts: Margin % vs a 30% floor · Revenue vs payroll cost. Per-person rate card (Bill rate · Cost rate · Utilisation · Hours). Margin table (Person · Service Line · Bill rate · Cost rate · Utilisation · Revenue · Payroll cost · Margin % · Status) + Export CSV.

","text":"True profitability per fee earner. Filters + \"How is true margin calculated?\". 5 KPIs (Average margin · Margin at risk [below 30% target] · Lowest margin · Best margin · Cost recovery). Charts: Margin % vs a 30% floor · Revenue vs payroll cost. Per-person rate card (Bill rate · Cost rate · Utilisation · Hours). Margin table (Person · Service Line · Bill rate · Cost rate · Utilisation · Revenue · Payroll cost · Margin % · Status) + Export CSV.","owner":"","source":"SPM knowledge base, Part E","flagged":false,"flagNote":"","checkedAt":"2026-07-24","reviewDays":90},"resources":[],"takeaways":["Read margin against the 30% floor","Explain how true margin is calculated","Spot margin at risk before it bites"],"transcript":"","description":"True profitability per fee earner: bill rate versus cost rate, utilisation, margin against the 30% floor, and margin at risk."}],"popular":false,"summary":"Your people — records and skills, what each role can do, the service lines everything hangs off, and true margin per fee earner.","menuGroup":"Teams"},{"id":"c-payroll","icon":"wallet","level":"Intermediate","title":"Payroll","track":"people-money","lessons":[{"id":"l-py-1","mins":5,"tags":[],"type":"video","title":"Overview","status":"planned","article":{"md":"\"Employers Sole runs payroll for.\" 4 KPIs (Employers · Active staff · Payruns · Avg per employer). Employer identity band + a **Businesses** table (linked Microkeeper businesses: Employees · Payruns · Last Payrun · **Connection** = Not connected / Selected account / Switch). **Manage Microkeeper** → Microkeeper Connection modal (connected accounts by Tenant ID · Disconnect · Connect another · sync/security).","html":"

"Employers Sole runs payroll for." 4 KPIs (Employers · Active staff · Payruns · Avg per employer). Employer identity band + a Businesses table (linked Microkeeper businesses: Employees · Payruns · Last Payrun · Connection = Not connected / Selected account / Switch). Manage Microkeeper → Microkeeper Connection modal (connected accounts by Tenant ID · Disconnect · Connect another · sync/security).

","text":"\"Employers Sole runs payroll for.\" 4 KPIs (Employers · Active staff · Payruns · Avg per employer). Employer identity band + a Businesses table (linked Microkeeper businesses: Employees · Payruns · Last Payrun · Connection = Not connected / Selected account / Switch). Manage Microkeeper → Microkeeper Connection modal (connected accounts by Tenant ID · Disconnect · Connect another · sync/security).","owner":"","source":"SPM knowledge base, Part E","flagged":false,"flagNote":"","checkedAt":"2026-07-24","reviewDays":90},"resources":[],"takeaways":[],"transcript":"","description":"The employers you run payroll for, the businesses table, and managing the Microkeeper connection."},{"id":"l-py-2","mins":7,"tags":[],"type":"video","title":"Employees","status":"planned","article":{"md":"Microkeeper-connected list with **Switch account** (by tenant). Status tabs (All/Active/Inactive/Profile incomplete/Full Time/Part Time/Casual). Table (Employee · Email · Phone · Type · Hours/wk · **Status = SYNCED**).\n- Row → **employee detail drawer**: an 18-section rail: Personal Files, Personal Details, Address, Group Allocation, Payment & Employment, Contracted Hours, Entitlements, Employee Tax, Super, Opening Balances, Payslip Config, Banking, Split Payments…\n- **+ Add Staff** → Create new employee drawer (basic info; send credentials Email/SMS; clone settings; Employment Type incl. Casual / Sub-Contractor / Sub-Contractor with Super; TFN/tax).","html":"

Microkeeper-connected list with Switch account (by tenant). Status tabs (All/Active/Inactive/Profile incomplete/Full Time/Part Time/Casual). Table (Employee · Email · Phone · Type · Hours/wk · Status = SYNCED).

Row → employee detail drawer: an 18-section rail: Personal Files, Personal Details, Address, Group Allocation, Payment & Employment, Contracted Hours, Entitlements, Employee Tax, Super, Opening Balances, Payslip Config, Banking, Split Payments…
+ Add Staff → Create new employee drawer (basic info; send credentials Email/SMS; clone settings; Employment Type incl. Casual / Sub-Contractor / Sub-Contractor with Super; TFN/tax).

","text":"Microkeeper-connected list with Switch account (by tenant). Status tabs (All/Active/Inactive/Profile incomplete/Full Time/Part Time/Casual). Table (Employee · Email · Phone · Type · Hours/wk · Status = SYNCED).\nRow → employee detail drawer: an 18-section rail: Personal Files, Personal Details, Address, Group Allocation, Payment & Employment, Contracted Hours, Entitlements, Employee Tax, Super, Opening Balances, Payslip Config, Banking, Split Payments…\n+ Add Staff → Create new employee drawer (basic info; send credentials Email/SMS; clone settings; Employment Type incl. Casual / Sub-Contractor / Sub-Contractor with Super; TFN/tax).","owner":"","source":"SPM knowledge base, Part E","flagged":false,"flagNote":"","checkedAt":"2026-07-24","reviewDays":90},"resources":[],"takeaways":["Find an employee with an incomplete profile","Read the SYNCED status","Add an employee and send their credentials"],"transcript":"","description":"The synced employee list, switching between tenant accounts, and the employee detail rail — tax, super, banking, entitlements and payslip config."},{"id":"l-py-3","mins":5,"tags":[],"type":"video","title":"Payruns","status":"planned","article":{"md":"Status tabs (All/Draft/In Progress/Completed/Failed). Table (Run ID · Year · Period · Start · End · Payment/Expense/Deduction totals · Status) + per-row **Payslip** → Payslips drawer (Gross · Tax (PAYG) · Super · Net + per-employee). **+ New Payrun** launches the wizard; **Compare**.","html":"

Status tabs (All/Draft/In Progress/Completed/Failed). Table (Run ID · Year · Period · Start · End · Payment/Expense/Deduction totals · Status) + per-row Payslip → Payslips drawer (Gross · Tax (PAYG) · Super · Net + per-employee). + New Payrun launches the wizard; Compare.

","text":"Status tabs (All/Draft/In Progress/Completed/Failed). Table (Run ID · Year · Period · Start · End · Payment/Expense/Deduction totals · Status) + per-row Payslip → Payslips drawer (Gross · Tax (PAYG) · Super · Net + per-employee). + New Payrun launches the wizard; Compare.","owner":"","source":"SPM knowledge base, Part E","flagged":false,"flagNote":"","checkedAt":"2026-07-24","reviewDays":90},"resources":[],"takeaways":[],"transcript":"","description":"The payrun list by status, the totals columns, and opening the payslips drawer for gross, PAYG, super and net."},{"id":"l-py-4","mins":10,"tags":[],"type":"video","title":"Running a payrun","status":"planned","article":{"md":"- **Create New Payrun wizard (5 steps):** **Basic Info** (Quick Start cycle pills; Start/End/Payment dates; Pay Period; Runs in year) → **Pay List** (auto-loads active employees; per-row Hours · Rate · Mult · Class · Total · Source · Note; All/Including/Excluded) → **Expenses** → **Deductions** → **Review**. A right **Run Summary** (Gross · headcount · money breakdown) persists. Footer: **← Back** and Continue → … → **Lodge payrun**.","html":"

Create New Payrun wizard (5 steps): Basic Info (Quick Start cycle pills; Start/End/Payment dates; Pay Period; Runs in year) → Pay List (auto-loads active employees; per-row Hours · Rate · Mult · Class · Total · Source · Note; All/Including/Excluded) → Expenses → Deductions → Review. A right Run Summary (Gross · headcount · money breakdown) persists. Footer: ← Back and Continue → … → Lodge payrun.

","text":"Create New Payrun wizard (5 steps): Basic Info (Quick Start cycle pills; Start/End/Payment dates; Pay Period; Runs in year) → Pay List (auto-loads active employees; per-row Hours · Rate · Mult · Class · Total · Source · Note; All/Including/Excluded) → Expenses → Deductions → Review. A right Run Summary (Gross · headcount · money breakdown) persists. Footer: ← Back and Continue → … → Lodge payrun.","owner":"","source":"SPM knowledge base, Part E","flagged":false,"flagNote":"","checkedAt":"2026-07-24","reviewDays":90},"resources":[],"takeaways":["Pick the pay period and payment date","Adjust hours, rates and multipliers on the pay list","Clear every readiness issue before lodging","Check a payslip before the run goes out"],"transcript":"","description":"The five-step wizard: Basic Info, Pay List, Expenses, Deductions, Review — then clear the readiness issues and lodge."},{"id":"l-py-5","mins":6,"tags":[],"type":"video","title":"Payroll","status":"planned","article":{"md":"Past/upcoming runs (Run ID · Clients · Period · Date Range · Payment Date · Employees · Status). Row → **summary drawer** (Gross/PAYG/Net + issues + payslips + **Open full detail**) → **Payrun detail page** (Summary/Payslips tabs, client rail, KPIs, per-employee payslip table, Bulk Actions, **Complete Payrun**, issues review).","html":"

Past/upcoming runs (Run ID · Clients · Period · Date Range · Payment Date · Employees · Status). Row → summary drawer (Gross/PAYG/Net + issues + payslips + Open full detail) → Payrun detail page (Summary/Payslips tabs, client rail, KPIs, per-employee payslip table, Bulk Actions, Complete Payrun, issues review).

","text":"Past/upcoming runs (Run ID · Clients · Period · Date Range · Payment Date · Employees · Status). Row → summary drawer (Gross/PAYG/Net + issues + payslips + Open full detail) → Payrun detail page (Summary/Payslips tabs, client rail, KPIs, per-employee payslip table, Bulk Actions, Complete Payrun, issues review).","owner":"","source":"SPM knowledge base, Part E","flagged":false,"flagNote":"","checkedAt":"2026-07-24","reviewDays":90},"resources":[],"takeaways":[],"transcript":"","description":"Payroll history: the summary drawer, the full payrun detail page, bulk actions, and completing a run."},{"id":"l-py-6","mins":4,"tags":[],"type":"video","title":"Leave","status":"planned","article":{"md":"Requests list (Employee · Leave type · Start · End · Status Pending/Approved). **Add Leave Request** modal (employee, leave type, dates, optional times, comment, agree-to-terms).","html":"

Requests list (Employee · Leave type · Start · End · Status Pending/Approved). Add Leave Request modal (employee, leave type, dates, optional times, comment, agree-to-terms).

","text":"Requests list (Employee · Leave type · Start · End · Status Pending/Approved). Add Leave Request modal (employee, leave type, dates, optional times, comment, agree-to-terms).","owner":"","source":"SPM knowledge base, Part E","flagged":false,"flagNote":"","checkedAt":"2026-07-24","reviewDays":90},"resources":[],"takeaways":[],"transcript":"","description":"Raise and approve leave requests so they land correctly on the payslip."},{"id":"l-py-7","mins":5,"tags":[],"type":"video","title":"Costs & Reports","status":"planned","article":{"md":"### Costs\nPayroll **billing** (~$5/employee per run). 4 KPIs (Payruns · Employees · Avg/payrun · Total cost). Table (Run ID · Payrun ID · Period · Employees · Total cost · Cost/employee · **Billing** plan pill: Standard / Monthly).\n\n### Reports\nFive exportable reports, each with an **Export as** dropdown: Payroll Summary · Payroll Breakdown · Accounting Export (Payroll Invoice) · Payroll Employee by Run · Payroll Summary by Run.","html":"

Costs

Payroll billing (~$5/employee per run). 4 KPIs (Payruns · Employees · Avg/payrun · Total cost). Table (Run ID · Payrun ID · Period · Employees · Total cost · Cost/employee · Billing plan pill: Standard / Monthly).

Reports

Five exportable reports, each with an Export as dropdown: Payroll Summary · Payroll Breakdown · Accounting Export (Payroll Invoice) · Payroll Employee by Run · Payroll Summary by Run.

","text":"Costs\nPayroll billing (~$5/employee per run). 4 KPIs (Payruns · Employees · Avg/payrun · Total cost). Table (Run ID · Payrun ID · Period · Employees · Total cost · Cost/employee · Billing plan pill: Standard / Monthly).\nReports\nFive exportable reports, each with an Export as dropdown: Payroll Summary · Payroll Breakdown · Accounting Export (Payroll Invoice) · Payroll Employee by Run · Payroll Summary by Run.","owner":"","source":"SPM knowledge base, Part E","flagged":false,"flagNote":"","checkedAt":"2026-07-24","reviewDays":90},"resources":[],"takeaways":[],"transcript":"","description":"What it costs your firm to run payroll, and the five exportable reports — summary, breakdown, accounting export, employee by run, summary by run."}],"popular":true,"summary":"Run compliant Australian payroll on behalf of your employers — from the Microkeeper connection to a lodged payrun.","menuGroup":"Payroll"},{"id":"c-finance","icon":"receipt","level":"Beginner","title":"Finance & invoicing","track":"people-money","lessons":[{"id":"l-fi-1","mins":5,"tags":[],"type":"video","title":"Invoices","status":"planned","article":{"md":"- **Invoice list** (\"New Invoice\"), 5 KPIs (Total · Paid · Pending · Overdue · Draft invoices). Status tabs (All · Draft · Due · Overdue · Paid · Partially Paid · Paid(pending)). Table (Invoice · Client · Due Date · Total · Balance Due · Overdue Info · Deposit · Sent · Status · Actions [view · history · send · download]). **+ Create Invoice**.","html":"

Invoice list ("New Invoice"), 5 KPIs (Total · Paid · Pending · Overdue · Draft invoices). Status tabs (All · Draft · Due · Overdue · Paid · Partially Paid · Paid(pending)). Table (Invoice · Client · Due Date · Total · Balance Due · Overdue Info · Deposit · Sent · Status · Actions [view · history · send · download]). + Create Invoice.

","text":"Invoice list (\"New Invoice\"), 5 KPIs (Total · Paid · Pending · Overdue · Draft invoices). Status tabs (All · Draft · Due · Overdue · Paid · Partially Paid · Paid(pending)). Table (Invoice · Client · Due Date · Total · Balance Due · Overdue Info · Deposit · Sent · Status · Actions [view · history · send · download]). + Create Invoice.","owner":"","source":"SPM knowledge base, Part E","flagged":false,"flagNote":"","checkedAt":"2026-07-24","reviewDays":90},"resources":[],"takeaways":[],"transcript":"","description":"The invoice list and its statuses — Draft, Due, Overdue, Paid, Partially paid — plus balance due, deposits and the row actions."},{"id":"l-fi-2","mins":7,"tags":[],"type":"video","title":"Create Invoice","status":"planned","article":{"md":"- **Create New Invoice** builder, **From** (firm) / **To** (Client entity), Invoice Name, Invoice Date, Payment Terms (days), Due Date, description (can be \"Created from transaction #…\"), **Items & Pricing** (Service-library search), **Payment & Additional Info** (bank details, payment method, attachments ≤20MB, notes). Save Draft / Create Invoice / **Preview Invoice** (branded doc: status pill, meta, services table, Subtotal/GST/Total, \"Secured Payment\" footer).","html":"

Create New Invoice builder, From (firm) / To (Client entity), Invoice Name, Invoice Date, Payment Terms (days), Due Date, description (can be "Created from transaction #…"), Items & Pricing (Service-library search), Payment & Additional Info (bank details, payment method, attachments ≤20MB, notes). Save Draft / Create Invoice / Preview Invoice (branded doc: status pill, meta, services table, Subtotal/GST/Total, "Secured Payment" footer).

","text":"Create New Invoice builder, From (firm) / To (Client entity), Invoice Name, Invoice Date, Payment Terms (days), Due Date, description (can be \"Created from transaction #…\"), Items & Pricing (Service-library search), Payment & Additional Info (bank details, payment method, attachments ≤20MB, notes). Save Draft / Create Invoice / Preview Invoice (branded doc: status pill, meta, services table, Subtotal/GST/Total, \"Secured Payment\" footer).","owner":"","source":"SPM knowledge base, Part E","flagged":false,"flagNote":"","checkedAt":"2026-07-24","reviewDays":90},"resources":[],"takeaways":["Raise an invoice from the service library","Set payment terms that drive the due date","Preview the branded document before sending"],"transcript":"","description":"Build an invoice: from and to, payment terms and due date, items priced from the service library, bank details and attachments, then preview."},{"id":"l-fi-3","mins":6,"tags":[],"type":"video","title":"SolePay","status":"planned","article":{"md":"- **SolePay** (Sole's AU payment rail): an in-builder **comparison modal** (SolePay vs Stripe vs PayPal, settlement Daily/Next-Day, fees \"From 88¢/transaction\", methods Card/PayTo/Apple&Google Pay/Direct Debit, chargeback protection, AU 24/7 support, **white-label \"under your brand\"**) → **Setup SolePay Account** → an **\"Application In Review\"** gate (1–2 business days · Refresh Status) → merchant account. Manual bank transfer via **Add Your Bank Information** (BSB · Bank · Account holder · Account number).","html":"

SolePay (Sole's AU payment rail): an in-builder comparison modal (SolePay vs Stripe vs PayPal, settlement Daily/Next-Day, fees "From 88¢/transaction", methods Card/PayTo/Apple&Google Pay/Direct Debit, chargeback protection, AU 24/7 support, white-label "under your brand") → Setup SolePay Account → an "Application In Review" gate (1–2 business days · Refresh Status) → merchant account. Manual bank transfer via Add Your Bank Information (BSB · Bank · Account holder · Account number).

","text":"SolePay (Sole's AU payment rail): an in-builder comparison modal (SolePay vs Stripe vs PayPal, settlement Daily/Next-Day, fees \"From 88¢/transaction\", methods Card/PayTo/Apple&Google Pay/Direct Debit, chargeback protection, AU 24/7 support, white-label \"under your brand\") → Setup SolePay Account → an \"Application In Review\" gate (1–2 business days · Refresh Status) → merchant account. Manual bank transfer via Add Your Bank Information (BSB · Bank · Account holder · Account number).","owner":"","source":"SPM knowledge base, Part E","flagged":false,"flagNote":"","checkedAt":"2026-07-24","reviewDays":90},"resources":[],"takeaways":[],"transcript":"","description":"Sole’s Australian payment rail: how it compares to Stripe and PayPal, the application and review gate, and adding bank details for manual transfers."}],"popular":false,"summary":"Getting paid — invoices from draft to settled, and the SolePay payment rail under your own brand.","menuGroup":"Finance / Invoicing"},{"id":"c-workflow","icon":"flow","level":"Intermediate","title":"Workflow","track":"automate","lessons":[{"id":"l-wf-1","mins":6,"tags":[],"type":"video","title":"Workflows library","status":"planned","article":{"md":"The automation engine, \"Automate how your practice moves work from one stage to the next.\"\n- **Workflows library:** 4 KPIs (Needs attention · Active workflows · Pending reviews · Completion rate). Category chips (Deal management · Proposals · Onboarding · Projects & jobs · Payroll · Tax & BAS · Team management · Billing · Payments · Client communications). Status tabs (All/Active/Draft/In review/Deprecated). Workflow list rows (name e.g. \"Enquiry → Proposal → Onboarding\" · Template lock · area chip · level Simple/Standard/Controlled · version · run count · activity line, red when stalled). A **\"Needs attention\"** rail (Fix / View / Review). Top actions: **Recipes · Email templates · Settings · + New workflow**.\n- **+ New workflow** → 2-step picker (choose area → choose a starting point: a Core recipe / favourites / **Start blank**).","html":"

The automation engine, "Automate how your practice moves work from one stage to the next."

Workflows library: 4 KPIs (Needs attention · Active workflows · Pending reviews · Completion rate). Category chips (Deal management · Proposals · Onboarding · Projects & jobs · Payroll · Tax & BAS · Team management · Billing · Payments · Client communications). Status tabs (All/Active/Draft/In review/Deprecated). Workflow list rows (name e.g. "Enquiry → Proposal → Onboarding" · Template lock · area chip · level Simple/Standard/Controlled · version · run count · activity line, red when stalled). A "Needs attention" rail (Fix / View / Review). Top actions: Recipes · Email templates · Settings · + New workflow.
+ New workflow → 2-step picker (choose area → choose a starting point: a Core recipe / favourites / Start blank).

","text":"The automation engine, \"Automate how your practice moves work from one stage to the next.\"\nWorkflows library: 4 KPIs (Needs attention · Active workflows · Pending reviews · Completion rate). Category chips (Deal management · Proposals · Onboarding · Projects & jobs · Payroll · Tax & BAS · Team management · Billing · Payments · Client communications). Status tabs (All/Active/Draft/In review/Deprecated). Workflow list rows (name e.g. \"Enquiry → Proposal → Onboarding\" · Template lock · area chip · level Simple/Standard/Controlled · version · run count · activity line, red when stalled). A \"Needs attention\" rail (Fix / View / Review). Top actions: Recipes · Email templates · Settings · + New workflow.\n+ New workflow → 2-step picker (choose area → choose a starting point: a Core recipe / favourites / Start blank).","owner":"","source":"SPM knowledge base, Part E","flagged":false,"flagNote":"","checkedAt":"2026-07-24","reviewDays":90},"resources":[],"takeaways":[],"transcript":"","description":"Read the library: needs attention, active workflows, pending reviews and completion rate, plus category chips and control levels."},{"id":"l-wf-2","mins":9,"tags":[],"type":"video","title":"Building a workflow","status":"planned","article":{"md":"- **Builder** (node canvas): a single **Trigger** → **Conditions/branches** → **Actions** (send email/SMS/bulk, create task, require approval, update module, notify, set risk, **attach questionnaire**…), **Approval gates**. Tabs: Builder · Add-step catalog · Activation (auto/manual enrolment, entry conditions) · Settings (control level → auto-insert approval gates) · Runs (logs; **Continue execution / Auto-fix** on a stalled run) · Test & publish · Role preview. A readiness pill gates publish.","html":"

Builder (node canvas): a single Trigger → Conditions/branches → Actions (send email/SMS/bulk, create task, require approval, update module, notify, set risk, attach questionnaire…), Approval gates. Tabs: Builder · Add-step catalog · Activation (auto/manual enrolment, entry conditions) · Settings (control level → auto-insert approval gates) · Runs (logs; Continue execution / Auto-fix on a stalled run) · Test & publish · Role preview. A readiness pill gates publish.

","text":"Builder (node canvas): a single Trigger → Conditions/branches → Actions (send email/SMS/bulk, create task, require approval, update module, notify, set risk, attach questionnaire…), Approval gates. Tabs: Builder · Add-step catalog · Activation (auto/manual enrolment, entry conditions) · Settings (control level → auto-insert approval gates) · Runs (logs; Continue execution / Auto-fix on a stalled run) · Test & publish · Role preview. A readiness pill gates publish.","owner":"","source":"SPM knowledge base, Part E","flagged":false,"flagNote":"","checkedAt":null,"reviewDays":90},"resources":[],"takeaways":["Pick the right trigger","Branch on a condition","Insert an approval gate","Publish only once the readiness pill clears"],"transcript":"","description":"The node canvas: one trigger, conditions and branches, actions, and approval gates — then activation, test and publish."},{"id":"l-wf-3","mins":5,"tags":[],"type":"video","title":"Recipes","status":"planned","article":{"md":"- **Recipes library** (Core · favourites · Global · your firm's), **Message templates** library (merge tokens; deletion blocked while an Active workflow uses one), **Global settings** (comms send window + sender identity, messages always send from the Sole/SPM number/domain).","html":"

Recipes library (Core · favourites · Global · your firm's), Message templates library (merge tokens; deletion blocked while an Active workflow uses one), Global settings (comms send window + sender identity, messages always send from the Sole/SPM number/domain).

","text":"Recipes library (Core · favourites · Global · your firm's), Message templates library (merge tokens; deletion blocked while an Active workflow uses one), Global settings (comms send window + sender identity, messages always send from the Sole/SPM number/domain).","owner":"","source":"SPM knowledge base, Part E","flagged":false,"flagNote":"","checkedAt":null,"reviewDays":90},"resources":[],"takeaways":[],"transcript":"","description":"Start from a proven flow instead of a blank canvas, and save your firm’s own recipes for reuse."},{"id":"l-wf-4","mins":5,"tags":[],"type":"video","title":"Email & message templates","status":"planned","resources":[],"takeaways":[],"transcript":"","description":"Write reusable email and message templates with merge tokens, and why an active workflow blocks deleting one."},{"id":"l-wf-5","mins":4,"tags":[],"type":"video","title":"Global settings","status":"planned","resources":[],"takeaways":[],"transcript":"","description":"Firm-wide comms rules: the send window and the sender identity every outbound message uses."}],"popular":false,"summary":"The automation engine — move work from one stage to the next without anyone remembering to.","menuGroup":"Personalization"},{"id":"c-onboarding","icon":"clipboardCheck","level":"Intermediate","title":"Client onboarding","track":"automate","lessons":[{"id":"l-ob-1","mins":4,"tags":[],"type":"video","title":"Templates","status":"planned","article":{"md":"Where a firm authors the **client intake question set** completed in the client portal during onboarding.\n- **Templates** (gallery), table (Template · Entity types · Default · Pages · fields); category chips (All/Accounting/Bookkeeping/Custom); **KYC/AML** tags; per-row **Use** / ⋯. Built-ins (Accounting Client Onboarding, Individual / Business, New client onboarding, SMSF audit pack, Payroll setup, Bookkeeping/BAS, Trust) + \"Your template\" duplicates.","html":"

Where a firm authors the client intake question set completed in the client portal during onboarding.

Templates (gallery), table (Template · Entity types · Default · Pages · fields); category chips (All/Accounting/Bookkeeping/Custom); KYC/AML tags; per-row Use / ⋯. Built-ins (Accounting Client Onboarding, Individual / Business, New client onboarding, SMSF audit pack, Payroll setup, Bookkeeping/BAS, Trust) + "Your template" duplicates.

","text":"Where a firm authors the client intake question set completed in the client portal during onboarding.\nTemplates (gallery), table (Template · Entity types · Default · Pages · fields); category chips (All/Accounting/Bookkeeping/Custom); KYC/AML tags; per-row Use / ⋯. Built-ins (Accounting Client Onboarding, Individual / Business, New client onboarding, SMSF audit pack, Payroll setup, Bookkeeping/BAS, Trust) + \"Your template\" duplicates.","owner":"","source":"SPM knowledge base, Part E","flagged":false,"flagNote":"","checkedAt":"2026-07-24","reviewDays":90},"resources":[],"takeaways":[],"transcript":"","description":"The template gallery: built-ins by entity type, KYC/AML tags, and duplicating one as your own."},{"id":"l-ob-2","mins":5,"tags":[],"type":"video","title":"Essentials","status":"published","article":{"md":"- **Essentials**: name, service type, category, applies-to entity types, default-for entity types, **client-portal brand colour** (Sole indigo/Harbour blue/Evergreen/Graphite), welcome-message toggle, **KYC/AML section** toggle.","html":"

Essentials: name, service type, category, applies-to entity types, default-for entity types, client-portal brand colour (Sole indigo/Harbour blue/Evergreen/Graphite), welcome-message toggle, KYC/AML section toggle.

","text":"Essentials: name, service type, category, applies-to entity types, default-for entity types, client-portal brand colour (Sole indigo/Harbour blue/Evergreen/Graphite), welcome-message toggle, KYC/AML section toggle.","owner":"","source":"SPM knowledge base, Part E","flagged":false,"flagNote":"","checkedAt":"2026-07-24","reviewDays":90},"embedUrl":"https://www.youtube.com/embed/lbDOfTxyM5g","thumbUrl":"https://i.ytimg.com/vi/lbDOfTxyM5g/hqdefault.jpg","resources":[],"takeaways":[],"transcript":"","description":"Name the template, choose which entity types it applies to and is default for, set the client-portal brand colour, and switch on the KYC/AML section."},{"id":"l-ob-3","mins":8,"tags":[],"type":"video","title":"The builder","status":"planned","article":{"md":"- **Builder**: Pages rail (add/reorder) + section cards + fields; ~30 field types (text, email, phone, date, dropdown, address, **ABN/ACN**, **TFN**, **bank account**, **signature**, **KYC/AML**, connection…); a field-settings drawer (Required / KYC-AML / Confidential / conditional / entity-type visibility); **\"Add fields from AI prompt\"**.","html":"

Builder: Pages rail (add/reorder) + section cards + fields; ~30 field types (text, email, phone, date, dropdown, address, ABN/ACN, TFN, bank account, signature, KYC/AML, connection…); a field-settings drawer (Required / KYC-AML / Confidential / conditional / entity-type visibility); "Add fields from AI prompt".

","text":"Builder: Pages rail (add/reorder) + section cards + fields; ~30 field types (text, email, phone, date, dropdown, address, ABN/ACN, TFN, bank account, signature, KYC/AML, connection…); a field-settings drawer (Required / KYC-AML / Confidential / conditional / entity-type visibility); \"Add fields from AI prompt\".","owner":"","source":"SPM knowledge base, Part E","flagged":false,"flagNote":"","checkedAt":"2026-07-24","reviewDays":90},"resources":[],"takeaways":["Build a page of fields from scratch","Mark a field KYC/AML or confidential","Show a field only for certain entity types"],"transcript":"","description":"Pages, sections and around 30 field types including ABN/ACN, TFN, bank account and signature — plus required, confidential and conditional field settings."},{"id":"l-ob-4","mins":5,"tags":[],"type":"video","title":"Preview & finalise","status":"planned","article":{"md":"- **Preview**: live client-portal render; **\"Preview as\"** entity switcher.\n- **Finalize**: \"Ready to send\"; **Save to my templates** / **Send to client** / **Open as client**. On sign → downstream jobs & tasks are created (mocked).","html":"

Preview: live client-portal render; "Preview as" entity switcher.
Finalize: "Ready to send"; Save to my templates / Send to client / Open as client. On sign → downstream jobs & tasks are created (mocked).

","text":"Preview: live client-portal render; \"Preview as\" entity switcher.\nFinalize: \"Ready to send\"; Save to my templates / Send to client / Open as client. On sign → downstream jobs & tasks are created (mocked).","owner":"","source":"SPM knowledge base, Part E","flagged":false,"flagNote":"","checkedAt":"2026-07-24","reviewDays":90},"resources":[],"takeaways":[],"transcript":"","description":"Preview as each entity type, save to your templates, then send to a client or open it as the client would see it."}],"popular":false,"summary":"Author the intake question set your clients complete in the portal — including the KYC/AML you are obliged to collect.","menuGroup":"Personalization"},{"id":"c-prompts","icon":"sparkle2","level":"Beginner","title":"AI Prompt Library","track":"automate","lessons":[{"id":"l-ai-1","mins":4,"tags":[],"type":"video","title":"Team library","status":"planned","article":{"md":"- **Three tiers (tabs):** **Team library** (Sole's seed catalogue + prompts shared into the firm) · **My prompts** (yours) · **Favourites** (starred).\n- **Browse & filter:** search · category chips with counts, **Client comms · Tax & compliance · Advisory · Bookkeeping · Payroll · Marketing · Admin & ops · Proposals** · sort (Most used / Recently added / A to Z).\n- **Prompt card:** title · category tag · description · a \"N fields\" badge when the body has fill-in variables · use count · favourite star · Open / Copy / Share.","html":"

Three tiers (tabs): Team library (Sole's seed catalogue + prompts shared into the firm) · My prompts (yours) · Favourites (starred).
Browse & filter: search · category chips with counts, Client comms · Tax & compliance · Advisory · Bookkeeping · Payroll · Marketing · Admin & ops · Proposals · sort (Most used / Recently added / A to Z).
Prompt card: title · category tag · description · a "N fields" badge when the body has fill-in variables · use count · favourite star · Open / Copy / Share.

","text":"Three tiers (tabs): Team library (Sole's seed catalogue + prompts shared into the firm) · My prompts (yours) · Favourites (starred).\nBrowse & filter: search · category chips with counts, Client comms · Tax & compliance · Advisory · Bookkeeping · Payroll · Marketing · Admin & ops · Proposals · sort (Most used / Recently added / A to Z).\nPrompt card: title · category tag · description · a \"N fields\" badge when the body has fill-in variables · use count · favourite star · Open / Copy / Share.","owner":"","source":"SPM knowledge base, Part E","flagged":false,"flagNote":"","checkedAt":null,"reviewDays":90},"resources":[],"takeaways":[],"transcript":"","description":"Browse the shared catalogue by category, sort by most used, and favourite the prompts you reach for."},{"id":"l-ai-2","mins":4,"tags":[],"type":"video","title":"Filling fields & copying","status":"planned","article":{"md":"- **Use a prompt:** open → a **fill-in-the-blanks drawer** where `{{variables}}` in the body show as inline chips to complete → **Copy** the finished prompt to paste into Claude or any AI tool.","html":"

Use a prompt: open → a fill-in-the-blanks drawer where {{variables}} in the body show as inline chips to complete → Copy the finished prompt to paste into Claude or any AI tool.

","text":"Use a prompt: open → a fill-in-the-blanks drawer where {{variables}} in the body show as inline chips to complete → Copy the finished prompt to paste into Claude or any AI tool.","owner":"","source":"SPM knowledge base, Part E","flagged":false,"flagNote":"","checkedAt":null,"reviewDays":90},"resources":[],"takeaways":[],"transcript":"","description":"Open a prompt, complete its {{variables}} in the fill-in drawer, and copy the finished prompt into your AI tool."},{"id":"l-ai-3","mins":4,"tags":[],"type":"video","title":"Writing & sharing your own","status":"planned","article":{"md":"- **Author & share:** **New prompt** / Edit drawer (title, category, description, body with `{{variables}}`, tags) → **Share with your team** (recipients see a \"Shared with your team\" banner and get an editable copy). Your own prompts are editable/deletable; personal prompts, favourites and shared copies persist.","html":"

Author & share: New prompt / Edit drawer (title, category, description, body with {{variables}}, tags) → Share with your team (recipients see a "Shared with your team" banner and get an editable copy). Your own prompts are editable/deletable; personal prompts, favourites and shared copies persist.

","text":"Author & share: New prompt / Edit drawer (title, category, description, body with {{variables}}, tags) → Share with your team (recipients see a \"Shared with your team\" banner and get an editable copy). Your own prompts are editable/deletable; personal prompts, favourites and shared copies persist.","owner":"","source":"SPM knowledge base, Part E","flagged":false,"flagNote":"","checkedAt":null,"reviewDays":90},"resources":[],"takeaways":[],"transcript":"","description":"Write a prompt with variables, keep it under My prompts, then share the good ones with the firm."}],"popular":false,"summary":"Your firm’s shared, reusable AI prompts — so tone and quality stay consistent no matter who is drafting.","menuGroup":"Personalization"},{"id":"c-comms","icon":"messageSquare","level":"Beginner","title":"Communications","track":"client-work","lessons":[{"id":"l-cm-1","mins":4,"tags":[],"type":"video","title":"Messages","status":"published","article":{"md":"A multi-channel client inbox (JO's \"Unibox\", live).\n- **Message** (native): search · **All / Unread / Read** · conversation list (avatar · name · last message · time) · new-conversation (+) · thread pane (\"Select a conversation\" empty state).","html":"

A multi-channel client inbox (JO's "Unibox", live).

Message (native): search · All / Unread / Read · conversation list (avatar · name · last message · time) · new-conversation (+) · thread pane ("Select a conversation" empty state).

","text":"A multi-channel client inbox (JO's \"Unibox\", live).\nMessage (native): search · All / Unread / Read · conversation list (avatar · name · last message · time) · new-conversation (+) · thread pane (\"Select a conversation\" empty state).","owner":"","source":"SPM knowledge base, Part E","flagged":false,"flagNote":"","checkedAt":"2026-07-24","reviewDays":90},"embedUrl":"https://www.youtube.com/embed/veCO8cFgsoA","thumbUrl":"https://i.ytimg.com/vi/veCO8cFgsoA/hqdefault.jpg","resources":[],"takeaways":[],"transcript":"","description":"The native inbox: conversation list, read and unread, threads, and starting a new conversation."},{"id":"l-cm-2","mins":4,"tags":[],"type":"video","title":"Email / Gmail","status":"planned","article":{"md":"- **Gmail** integration: \"Gmail not connected\" → **Sign in with Google** (sync all emails · real-time updates · secure & private; ToS/Privacy consent).","html":"

Gmail integration: "Gmail not connected" → Sign in with Google (sync all emails · real-time updates · secure & private; ToS/Privacy consent).

","text":"Gmail integration: \"Gmail not connected\" → Sign in with Google (sync all emails · real-time updates · secure & private; ToS/Privacy consent).","owner":"","source":"SPM knowledge base, Part E","flagged":false,"flagNote":"","checkedAt":"2026-07-24","reviewDays":90},"resources":[],"takeaways":[],"transcript":"","description":"Connect Gmail so client email syncs in, and what the firm does and does not get access to."},{"id":"l-cm-3","mins":5,"tags":[],"type":"video","title":"WhatsApp","status":"planned","article":{"md":"- **WhatsApp Business:** embedded signup (phone `+61…`, display name) + a **4-step setup** (Meta authorization → WABA selected → Phone number verified → Saved) → **Connect WhatsApp**.","html":"

WhatsApp Business: embedded signup (phone +61…, display name) + a 4-step setup (Meta authorization → WABA selected → Phone number verified → Saved) → Connect WhatsApp.

","text":"WhatsApp Business: embedded signup (phone +61…, display name) + a 4-step setup (Meta authorization → WABA selected → Phone number verified → Saved) → Connect WhatsApp.","owner":"","source":"SPM knowledge base, Part E","flagged":false,"flagNote":"","checkedAt":"2026-07-24","reviewDays":90},"resources":[],"takeaways":[],"transcript":"","description":"The WhatsApp Business four-step setup: Meta authorisation, account, phone verification, and going live."}],"popular":false,"summary":"One inbox for every channel your clients use.","menuGroup":"Communications"},{"id":"c-setup","icon":"sliders","level":"Beginner","title":"Set up your practice","track":"automate","lessons":[{"id":"l-su-1","mins":5,"tags":[],"type":"video","title":"Your firm profile & offices","status":"planned","resources":[],"takeaways":[],"transcript":"","description":"Firm details, offices and the office switcher, so every scoped dashboard shows the right slice of the practice."},{"id":"l-su-2","mins":6,"tags":[],"type":"video","title":"Inviting your team & assigning roles","status":"planned","resources":[],"takeaways":["Invite a staff member","Choose the right role for them","Preview the app as that role"],"transcript":"","description":"Invite a staff member, give them a role, and check what that role can actually see and do before they log in."},{"id":"l-su-3","mins":5,"tags":[],"type":"video","title":"Service lines & capacity targets","status":"planned","resources":[],"takeaways":[],"transcript":"","description":"Agree your service lines and set per-person utilisation targets so the capacity dashboards mean something."},{"id":"l-su-4","mins":6,"tags":[],"type":"video","title":"Client portal branding & white-label","status":"planned","resources":[],"takeaways":["Set the portal brand colour and logo","White-label a proposal","Check the client’s view before you launch"],"transcript":"","description":"Put your own brand on the client portal, proposals and invoices — and turn the Sole attribution off."},{"id":"l-su-5","mins":5,"tags":[],"type":"video","title":"Templates & sending a newsletter","status":"planned","resources":[],"takeaways":[],"transcript":"","description":"Build the email and message templates your firm reuses, set the sender identity, and send to a segment of clients."},{"id":"l-su-6","mins":5,"tags":[],"type":"video","title":"Period & year-end settings","status":"planned","resources":[],"takeaways":[],"transcript":"","description":"Financial period settings, what changes at year end, and the housekeeping to do before you roll over."},{"id":"l-su-7","mins":7,"tags":[],"type":"video","title":"Integrations","status":"planned","resources":[],"takeaways":[],"transcript":"","description":"Connect the tools around SPM — Xero and HubSpot on clients, Gmail and WhatsApp on comms, Microkeeper on payroll, Google Calendar on scheduling."},{"id":"l-su-8","mins":4,"tags":[],"type":"video","title":"A new staff member’s first week","status":"planned","resources":[],"takeaways":[],"transcript":"","description":"The checklist to run when someone joins: account, role, service lines, schedule, payroll record, and which learning path to send them down."}],"popular":false,"summary":"The admin jobs that do not live under one menu item — the things you do once, and again whenever someone joins.","menuGroup":"Settings & admin"}],"product":"spm"},"courseId":"c-clients"}]

Clients

Chapters

About this module

Part of these paths