Read-only demo
See a booking become a follow-up.
Click through a small team’s ZY-LO workspace: the dashboard, the pipeline, one lead, and the booking page clients see.
Demo data: Lumen Advisory and every lead here are fictional. Nothing you click is saved.
Tuesday
Hi Sam, here’s what’s next.
Next step Due today
Follow up with Rae Kim
Northstar Studio Owner: Sam
Due today
1
Overdue
1
Bookings next 7 days
3
Open leads
6
Follow-ups
Overdue, due today, and the next 7 days
Overdue
- Overdue · 2 days
Jonas Weber
Pinecrest Legal Owner: Ana
Due today
- Due today
Rae Kim
Northstar Studio Owner: Sam
Upcoming
- Thu
Priya Nair
Fieldnote Coffee Owner: Sam
Upcoming bookings
Next 7 days
- Today2:30 PMMina SatoSato Coaching · 30 min
- Wed10:00 AMTheo GrantGrant & Co · 30 min
Pipeline
Every booking lands in Booked. Move leads along as the deal moves.
New lead1
Leo Brandt
Brandt Analytics
No follow-upOwner: Ana
Booked2
Theo Grant
Grant & Co
No follow-upOwner: AnaMina Sato
Sato Coaching
No follow-upOwner: Sam
Meeting done1
Priya Nair
Fieldnote Coffee
ThuOwner: Sam
Follow-up needed1
- Rae Kim
Northstar Studio
Due todayOwner: Sam
Waiting reply1
Jonas Weber
Pinecrest Legal
OverdueOwner: Ana
Won1
Ivy Chen
Harbor Dental
No follow-upOwner: Sam
Lost0
- Empty
Rae Kim
Follow-up neededNorthstar Studio · Booking page
Owner: Sam Ortiz
Notes
Meeting notes and context for the team
Wants a proposal for the site refresh before their planning meeting on Friday. Budget is set; Rae decides with her co-founder. Send proposal today.
Message from booking form: “Looking for help with our website and booking flow.”
Activity
Everything that happened with this lead
Follow-up set for today
Sam Ortiz · Mon 4:12 PM
Stage moved from Meeting done to Follow-up needed
Sam Ortiz · Mon 4:11 PM
Note added: “Wants a proposal for the site refresh…”
Sam Ortiz · Mon 4:10 PM
Booking created for Mon 3:00 PM via booking page
Booking page · Last week
Choose a time
Thu · 10:30 AM
ContinueClient books
They pick a time and leave name, email, and a short note.
Lead is created
It lands in Booked with an owner and the note attached.
Follow-up is visible
After the meeting, set a date. It shows on the dashboard.
Free for teams up to 5 · No per-seat pricing