ClaudiaFix · Coco

Getting started

Get started with Coco

The staff portal your CRM never gave you — invoices, profiles, hours, services. They get a link. Ten minutes after install.

  1. Open the admin. Left menu → Coco. https://app.claudiafix.ai/coco
  2. Portal sections. Profile, hours, services, reviews — on or off per location.
  3. Invite. Send each staff their portal link. They fill hours, services, profile. You approve what is public.
  4. Website widgets. Team grid, staff card, staff full page, reviews — created from that profile. What they save is what clients see.
  5. Leona toggle. If Leona is installed and this is on, that staff appears on booking cards. Off = website pages only.
  6. Named Google reviews. Tagged to the staff name, on their page and on Leona if the toggle is on.
  7. Pay. Hour or % of the service. Add-ons, rebooking, extra Google review, extra km beyond the included distance. Weekly: Send PDF or Paid. Insurance receipts on the Receipts tab.

Full documentation