Documentation

Coco — the staff portal your CRM never gave you

Staff cannot update hours or services in the calendar app. There are no staff custom fields, so no real profile. Google reviews hit the business, not the person. Invoices go out from the company. Coco is the portal that closes those gaps — small widget and full page on the website, staff-to-business invoices, named reviews, receipts.

What each person sees

Clients — team grid and each staff’s full page (widgets), named Google reviews. If Leona is on and the toggle is on, the same face is on the booking card.
Staff — they get a portal link: profile, hours, services, invoices. Not the owner admin.
Admin — Custom Page https://app.claudiafix.ai/coco: portal sections, invite, write-through (website widgets and optional Leona), pay, receipts, cancels · health, reviews.

What Coco does

Staff portal inside your CRM. Hours, services they are assigned, profile, invoices.
New staff get a link. They fill the profile. You approve what is public. That creates the staff-card widget and the full staff page you can drop on the site.
Writes through, automatically. Save once: team grid, staff card, staff full page, reviews update. If Leona is installed and the toggle is on, booking cards use the same public fields. Toggle off = website only, not bookable.
Named Google reviews tagged to the staff name, on their page and on Leona if that toggle is on. Staff own the reputation on their name.
Invoices from staff to the business. Hour or % of the service, plus add-ons with no service time, extra rebooking, extra Google review, extra km beyond the distance you set. Staff do not write an invoice every week. You control it. Margin after paying staff. Insurance receipts in the same portal.
5-star on the person. Google reviews tagged to their name, on the small widget, the full page, and on Leona if that toggle is on.

After install

Open Coco in the left menu.
Turn on portal sections this business needs (profile, hours, region, reviews).
Keep write-through on: website widgets, and Leona booking cards if Leona is installed.
Invite staff. They fill photo and about. You approve what is public. That save is what clients see.
Add website widgets: Staff card, Staff full page, Team grid, Staff reviews.
Google reviews: paste the Business Profile link if the CRM review section is empty. Named reviews on profile and on Leona stay on unless you turn them off.
Weekly: open Pay · invoices. Send or mark paid. Cancel blocks are a health rating — the dashboard does not fire anyone.

Invoices are operational snapshots, not books. Gift certificates stay on your CRM. GiftUp is not part of Coco.

Getting started