Navbar
The navbar sits at the top of every page and gives you instant access to the tools you use most — from searching clients to checking notifications and managing your account.
① Timezone Clocks
If you have saved one or more timezone preferences in your account settings, live ticking clocks are shown here — one for each timezone you have saved. Each clock displays:
- The city name of that timezone
- The current local time in 12-hour format, updating every second
Clicking any clock takes you directly to your Timezone Settings page where you can add or remove timezones.
Timezone clocks only appear on large screens (1280 px and wider), and only if you have at least one timezone saved in your settings.
② Star Rating 
Displays your current personal performance score out of 5.0. Click it to open a popover showing:
- A full breakdown of how your score was calculated
- A link to your complete review history
③ Search Bar 
Lets you search across all your clients and CRM contacts in real time.
- Start typing at least 2 characters to see results appear instantly as you type
- Press
Ctrl+Kfrom anywhere on the page to focus the search bar without touching your mouse
④ Add Client 
A quick shortcut to register a new client. Clicking this takes you directly to the new client form without having to go through the sidebar menu.
Two Client Types
When you open the form, the first step is to choose the client type:
| Type | Use when |
|---|---|
| Personal Client | Registering an individual person |
| Business Client | Registering a company or organisation |
Selecting a type changes the form fields shown below it.
Personal Client
Collects the individual's basic details — name, email, phone, gender, marital status, address, how they were referred, and which staff member they are assigned to.
Business Client
Collects company details — business name, trading name, email, phone, address, ABN, and website.
It also has a Contact Persons section where you can add one or more named contacts within that company, each with their name, job title, email, and phone.
Client Portal Access
A toggle at the top of the form — on by default — controls whether the new client receives login credentials by email so they can access their own client portal. Turn it off if you do not want portal access created for them.
⑤ Reminders 
Opens a dropdown showing all your pending reminders, each with its due time, priority level, and linked client. From here you can create a new reminder, mark one as complete, or delete one — without leaving the current page.
⑥ What's New 
Takes you to the What's New page where you can read about the latest updates, newly released features, and improvements made to the portal so you are always up to date.
⑦ Notifications 
Displays a live feed of your system notifications, such as new task assignments and client updates. A red badge shows how many you have not yet read. Once the count exceeds 99, it displays as 99+.
⑧ Complaints & Feedback 
Shows a count of unresolved complaints and feedback submitted within your organisation. Click it to go to the complaints management page where you can review each item and respond.
⑨ Mail 
A one-click shortcut to your email inbox. The integrated mail supports both Gmail and Outlook, keeping all your client communication in one place inside the portal.
⑩ Announcements 
Shows the number of unread organisation-wide announcements with a pulsing badge so nothing goes unnoticed. Click it to go to the dashboard where all active announcements are highlighted for you to review.
⑪ Credential Manager 
A secure vault for storing and managing login credentials you have saved. Your identity is verified before access is granted, keeping your stored credentials protected at all times.
⑫ User Profile 
Click your avatar to open a dropdown showing your name, role, and current rating. From here you can go to your account settings to update your preferences, or sign out of the portal.