App guides
One guide per app: CRM, bookings, memberships, invoicing, WhatsApp and the rest.
29 articles
- 01CRM: contacts, companies, leads and tasksKeep everyone you deal with in one place: contacts, companies, leads in pipelines with your own stages, tasks, notes, tags and one timeline per customer.
- 02Sales: quotes and ordersSend quotes (Q-0001) that become orders when accepted, record sales (SO-0001), and take products out of stock when you hand them over.
- 03Invoicing: invoices, payments and payment plansBill customers, record full and part payments, split an amount into instalments, refund, and follow up on overdue invoices.
- 04Online payments: let customers pay invoices onlineConnect your own Stripe, PayPal, Razorpay or PayU account so customers pay invoices from a payment link, and website bookings and orders can be paid online.
- 05Customer app: what your members seeMembers sign in with an emailed code to see their plan and visits and book classes, in your brand, installable on their phone.
- 06Your website: pages, shop, booking and publishingEvery business gets a public website built from sections and filled from your app: prices, classes, products and listings stay up to date. Edit on the page, check what changed, then publish.
- 07Bookings: classes and appointmentsSet up classes and appointment types, put classes on the schedule, book people in, manage waiting lists and working hours.
- 08Memberships: plans, selling and renewalsCreate membership plans, sell a membership, see who is ending soon, renew and cancel.
- 09Attendance: check-ins and who stopped comingCheck people in at the front desk, see membership warnings, and find members who haven't come in lately.
- 10Inventory: products, stock and movementsAdd products and services, count stock per branch, record what came in and went out, and see what's running low.
- 11Projects: boards and tasksCreate a project, shape its board with your own columns, and add, assign and move tasks.
- 12Help desk: tickets, replies and notesLog customer requests as tickets, reply by email, add internal notes and follow each one to the end.
- 13WhatsApp: your number, templates and the 24-hour ruleConnect your WhatsApp Business number, get templates approved, message customers from their page, and understand when you can write freely.
- 14Email: sending in your business's nameEmail customers from their page, use templates, and see what was sent on their timeline.
- 15Forms: build, share and follow up every answerBuild a form, choose where each answer saves and what happens after, share it as a link, QR poster, website section or code for another site, and see the answers.
- 16Message templates and placeholdersWrite messages once with {{placeholders}} for what changes per person, and use them in emails, WhatsApp, automations and with Duke.
- 17Custom pages: your own records and fieldsBuild your own section of the app (inspections, packages, feedback…) with your fields, a board, links to contacts and who can use it. Or ask Duke to build it.
- 18Custom fields: extra details on your recordsAdd your own fields to contacts, companies, leads and products, like a birthday, a budget or a fitness goal.
- 19Automations: when this happens, do thatBuild “fixed steps” agents: pick what starts them, add conditions and steps, choose which steps need your approval, and switch on ready-made ones.
- 20Imports: bring records in from a spreadsheetImport contacts, members with their memberships, or products from a CSV file: match the columns, check the first rows, import.
- 21Menu editor: arrange the menu for your teamRename, reorder, group and hide menu items for everyone in your business.
- 22Roles & permissions: who can see and do whatUse ready-made roles or make your own with View, Edit or Full access per area. Duke follows the same rules.
- 23Audit log: who changed what, and whenSee every change to your data, including what Duke changed and who approved it. Filter it and export it as CSV.
- 24Your brand, business details and web addressSet your business name, logo, colours and assistant's name, and open DukeOS on your own domain (TXT and CNAME records, then Verify).
- 25Data export and erasing a personDownload all your business data as one ZIP file, and erase a person's data when they ask you to.
- 26Two-factor sign-inAdd a code from an authenticator app to your sign-in, keep your recovery codes, and require it for your whole team.
- 27Branches: running more than one locationAdd branches with their own address and time zone, give people roles for one branch, and keep stock and schedules per branch.
- 28NotificationsThe bell shows what's new for you: leads and tasks for you, approvals waiting, bookings, tickets, goals and more.
- 29Billing and your planPublish your draft by choosing a plan, pay monthly or yearly, switch plans, GST in India, and what happens if an invoice isn't paid.
Still stuck?
Contact supportAsk Duke inside the app, or write to us and a person will help.
