Overview
Welcome back, Paul
Your customer portal management area. This is where customers, projects, library items and bookings will be managed as the product grows.
Open actions
LiveSocial posts needing attention
LiveComing Soon
LivePost something customers will see on their Portal Dashboard, under "Coming Soon From Barely Artificial".
Customer Suggestions
LiveFeature requests customers submit from their Portal Dashboard appear here.
Leads
Lead pipeline
Track prospects through Cold, Warm and Hot, then promote a Won lead into a real Customer and Project.
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| Lead | Customer | Project | Status | Projected income |
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Marketing
Marketing opportunities
Track recurring places to promote Barely Artificial — Facebook groups, networking breakfasts, meetups — so you never miss a posting window.
Coming up in the next 14 days
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| Opportunity | Type | Recurrence | Next occurrence |
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Customers
Customer management
Manage live customer organisations, access status and contact information stored in Firestore.
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| Company | Status | Projects | Users | Owner | Last updated | Action |
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Projects
Project management
Track customer projects, status, ownership and customer projects using live Firestore data. Library access is managed separately.
Loading projects…
| Project | Customer | Status | Type | Library items | Time | Last updated |
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Library
Library management
Upload a file or add a useful link once, then control whether it is internal, available to every customer, or shared with selected customers.
Loading library…
| Library item | Category | Source | Visibility | Status | Last updated |
|---|
Bookings
Booking management
Review training sessions, AI advice calls and project meetings. Add a booking here once it's arranged in Calendly (or another way) to keep a record.
Loading bookings…
| Booking | Customer | Type | Status | Date | Time |
|---|
Events
Customer events
Every meeting, call or session with a customer — catch-ups, technical sessions, account reviews, scoping, training. Schedule a placeholder ahead of time, then come back and fill it in once it's happened.
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| Event | Type | Project | Date | Status |
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Calendar
Events & bookings
Every event and booking in one month view.
Reports
Reporting
Report Exports
Export functionality will be connected in a future release.
Date Range
Reporting uses sample data in this release.
Settings
Console settings
Control the basic configuration for the Console and Customer Portal. These settings are placeholders for now and will be connected to Firebase later.
Your account
InternalPortal branding
PlaceholderBooking
CalendlyAdmin access
LiveLoading…
Firebase
ConnectedAuthenticationConnected
FirestoreConnected
StorageConnected
Notifications
FutureEmail alertsOff
Booking confirmationsHandled by Calendly
Customer updatesNot connected yet
Time & Billing
LiveData Backup
ManualDownload a full snapshot of your live data (Customers, Projects, Leads, Marketing Opportunities, Bookings, Library, Time Sessions, Admins and Settings) as a JSON file, for safekeeping outside Firebase.
About
v0.1.6Console versionv0.9.1 – Quick-Add Event
Customer Portal versionv0.2.1 – Firebase Authentication
Build typeFirebase-backed application
Social Media
Campaigns & posts
Plan, create and track social posts across every platform, from first idea through to how it performed.
Needs attention in the next 14 days