CopperSilverGoldPlatinumDiamondNo ELPLead Home base
Monthly support partners
Trainings
Upcoming appointments
Cancel here to clear its email queue and remove it from Outlook.
Pending requests
Spa partners
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Business mileage
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today
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this week
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this month
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Based on the IRS standard mileage rate — an estimate, not tax advice.
Expenses
Gas, tolls, supplies, meals — alongside the mileage log above, for tax time.
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Export data
Download a CSV for your own records or to hand to an accountant.
Insights
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buy-ins
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avg mi / visit day
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expenses
Visits per week
Buy-ins
Every spa partner in this range — green means they've bought into a new product line, red means not yet. Click a red one to mark it.
Rep profile
Home base
Booking settings
Email safety switch
Pauses every outgoing email (confirmations, reminders, cancellations, the annual mileage report) without affecting Outlook calendar push, which keeps working normally — useful for testing with a real account connected before going live.
Email signature
Outlook's own signature doesn't carry over to emails sent through here. Open your signature in Outlook, select and copy it (images and links included), then paste it below — it'll be added to the bottom of every confirmation, reminder, and cancellation email exactly as it looks in Outlook.
Cc / Bcc
Added to every confirmation, reminder, and cancellation email sent to a spa partner — handy for a standing copy to an office inbox. Separate multiple addresses with commas.
Help & feedback
Found a bug or have an idea? Send it straight over.
Look up a spa partner, pick Monthly Support Visit or Training, then narrow down when — any day (optionally narrowed to one month), a preferred time of day, or one exact date and time — and search. Results are ranked by least extra driving, by closeness to the time of day picked, or booked directly if one exact slot is given.
Route
Any day's stops in driving order, with directions and a way to add another stop to that same day.
Map
Every spa partner plotted by location, filterable by tier — useful for spotting who's nearby before committing to a route.
Due
Who's overdue or coming due for a monthly visit (Gold tier and above) or a training, and a nearby opportunity to fold them into an existing trip.
Appointments
Everything upcoming, saved requests that weren't finished from Book, and a way to add an appointment directly by date and time.
SPs (Spa Partners)
Every spa's profile — tier, account number, contact info, notes, and buy-ins. This is where a new spa gets added.
Finances
Mileage driven and expenses logged, for reporting and reimbursement.
Insights
Visit trends over time and who's bought into a new product line — and who hasn't yet.
Setup
Rep profile, home base address, booking durations and buffer, an email pause switch, email signature, and Cc/Bcc for outgoing emails.