Getting Started with Cool bean

Enter your business name and choose your booking URL subdomain — your page will be live at yourbusiness.quickreserve.net. Select your brand colors (primary and secondary) to match your business. Optionally add your logo URL. Apply a promo code if you have one, enter payment details, and click "Pay & Activate".

After purchase, you'll receive an email with your admin login details:

• Admin Dashboard: yourbusiness.quickreserve.net/admin
• Public Booking Page: yourbusiness.quickreserve.net
• Username: Your email address
• Password: Auto-generated secure password

Log in to the admin dashboard to set up your services, staff, and availability.

• Professional Booking Page — Branded with your logo and colors
• 24/7 Online Booking — Clients book anytime, even while you sleep
• Email & SMS Reminders — Automatic notifications reduce no-shows
• Google Calendar Sync — Two-way sync prevents double bookings
• Client Database — Store customer info and appointment history
• Service & Pricing Setup — Unlimited services with custom durations and prices
• Custom Business Hours — Set availability for each day of the week
• Staff Calendars — Multiple staff members with individual schedules
• Multi-Location Support — Manage multiple business locations
• Appointment History — Track all past and upcoming bookings
• Analytics Dashboard — View bookings, revenue, and trends
• Block-Off Unavailable Times — Lunch breaks, vacations, personal time

Log in at yourbusiness.quickreserve.net/admin to access your admin dashboard. The main navigation includes:

• Dashboard — Overview showing total services, upcoming appointments, and account status
• Appointments — View and manage all bookings with status filters (Pending, Confirmed, Completed, Cancelled)
• Customers — Access your customer database with contact details and appointment history
• Services — Create and manage bookable services
• Schedule — Set your business hours for each day
• Analytics — View performance reports and booking trends
• Locations — Add multiple business locations
• Staff — Manage team members and assign them to services
• Settings — Configure business info, branding, and booking policies
• Preview — View your public booking page

Go to the Services tab and click + Add Service. For each service, enter:

• Service Name — What clients will see (e.g., "1 Hour Consultation")
• Duration (minutes) — How long the appointment lasts
• Price — Cost of the service (set to $0.00 for free sessions)
• Description — Brief explanation of what's included

Click Save to add the service. Your services appear in a list showing name, duration, price, and status. You can Edit, Deactivate, or Delete any service at any time. Deactivated services won't appear on your public booking page but remain in your system.

Go to the Schedule tab to define when you're open for bookings. For each day of the week:

• Toggle between Open or Closed
• Set the start time and end time for open days

For example, set Monday-Friday from 9:00 AM to 5:00 PM, and mark Saturday-Sunday as Closed. Customers can only book appointments within these defined hours. Time slots outside your business hours won't appear as available.

Go to the Staff tab and click + Add Staff Member. Enter their details:

• Name (required)
• Email — For notifications
• Phone — Contact number
• Title/Role — Their position (e.g., "Senior Stylist")
• Photo — Upload a profile image (JPG, PNG, WEBP)
• Assign to Services — Select which services this staff member can perform

Customers can choose who they want to book with when multiple staff are available.

Go to the Locations tab and click + Add Location. Enter:

• Location Name (required)
• Street Address
• City, State, ZIP Code, Country
• Phone — Location-specific contact number

Add multiple locations if your business operates from different addresses. Customers can select their preferred location when booking.

Click the Settings icon to access Business Settings with three sections:

Business Information:

• Business Name, Email, Phone
• Timezone — Ensure appointments display in correct local time
• Address — Your business location

Branding:

• Logo URL — Displayed on booking page and confirmation emails
• Primary Color and Secondary Color — Applied to your booking interface

Booking Policies:

• Cancellation Notice (hours) — Minimum time before appointment that customers can cancel
• Booking Buffer (minutes) — Time padding between appointments
• Max Advance Booking (days) — How far ahead customers can book
• Minimum Advance Notice (hours) — Required notice before booking
• Currency — USD, EUR, GBP, CAD, or AUD

Go to the Appointments tab to see all bookings. Use the Status Filter to view:

• All Statuses — Every appointment
• Pending — Awaiting confirmation
• Confirmed — Approved appointments
• Completed — Finished sessions
• Cancelled — Cancelled bookings

Each appointment shows the customer name, service, date/time, and status. Click any appointment to view details or update its status.

Go to the Customers tab to access your complete customer list showing Name, Email, Phone, and total Appointments. Click any customer to view their full appointment history and contact information. This database grows automatically as customers book through your page.

Go to the Analytics tab to view business performance metrics:

Key Metrics:

• Total Bookings — Number of appointments booked
• Total Revenue — Income from paid services
• Completed — Successfully finished appointments
• Cancellations — Number of cancelled bookings

Visual Reports:

• Bookings Over Time — Chart showing booking trends by date
• Popular Services — Which services are booked most frequently

Filter by date range to analyze specific periods. Use these insights to optimize your service offerings and identify busy periods.

Share your booking link (yourbusiness.quickreserve.net) on your website, social media, or email signature. When customers visit, they see a professional 3-step booking process:

Step 1 — Select a Service: Services display as cards showing price, duration, and description. Customer selects one and clicks Continue.

Step 2 — Select Date & Time: An interactive calendar shows available dates. After selecting a date, available time slots appear based on your business hours and existing bookings. Customer picks a time and clicks Continue.

Step 3 — Your Information: Customer enters their Full Name (required), Email (required), Phone, and any Additional Notes. A booking summary shows the service, duration, date, and time for review.

After clicking Confirm Booking, customers see a confirmation screen with their appointment details. The system automatically sends a confirmation email with all the booking information. The appointment immediately appears in your admin dashboard for management.

How do clients book appointments? You get a professional online booking page where clients can see your available times, select a service, and book instantly. Share the link on your website, social media, or email signature.

Will it remind clients of their appointments? Yes! Automatic email and SMS reminders are sent before each appointment. This dramatically reduces no-shows and last-minute cancellations.

Can I manage multiple staff members? Absolutely. Create separate profiles for each staff member with their own services and availability. Clients can choose who they want to book with.

Does it sync with my existing calendar? Yes! Two-way Google Calendar sync keeps everything updated in real-time. Appointments booked online appear on your calendar, and blocked times show as unavailable.

Can I set different services and prices? Yes. Create unlimited services with custom names, durations, prices, and descriptions. You control exactly what clients can book and how long each service takes.

Can I block off vacation or unavailable times? Definitely. Set your business hours for each day, and those are the only times available for booking. Closed days and times outside your hours won't appear as bookable.

Where do I log in to manage my bookings? Log in at yourbusiness.quickreserve.net/admin using the credentials sent to your email after purchase.

How do I get support? Contact Cool bean support through the website if you have questions or issues with your appointment booking system.

Select the billing cycle that works best for you: Monthly, Quarterly, Bi-Annual, or Annual. Longer billing cycles offer significant savings.

Create a unique username for your hosting account. This must be lowercase letters and numbers only, with a maximum of 16 characters. You

Enter the main domain name for your hosting account (e.g., yourbusiness.com). This must be a valid domain name that you own or have registered.

Review your order summary, apply a promo code if you have one, and submit payment. Your hosting account will be provisioned instantly and login credentials will be sent to your email.

Before your website will work, you need to point your domain to the correct nameservers. Log in to your domain registrar (where you purchased your domain) and update the nameservers to:

• ns1.sitedeploy.com
• ns2.sitedeploy.com

After updating your nameservers, it can take anywhere from a few minutes to 24-48 hours for the changes to fully propagate across the internet. During this time, your website may not be accessible.

Log in to your cPanel account at cpanel.sitedeploy.com using the username you created during checkout and the password provided in your welcome email. This is your central hub for managing all aspects of your hosting.

From your cPanel dashboard, locate and click on WordPress Toolkit or WP Toolkit. This tool provides everything you need to install and manage WordPress websites.

Content Click Install to set up a fresh WordPress site. You'll be prompted to choose your domain, set an admin username and password, and select a site title. The installation completes in just a few clicks.

After installation, use the WordPress Toolkit to manage plugins, themes, and monitor your site

In cPanel, navigate to the Email section and click Email Accounts. This allows you to create professional email addresses using your domain (e.g., info@yourdomain.com).

Click Create, enter your desired username, set a secure password (or use the password generator), and allocate storage space. Click Create to finish. Your new email account will appear in the Email Accounts list.

You can check email directly from cPanel by clicking Check Email next to any account. To set up email on your phone or computer, click Connect Devices for configuration instructions for Outlook, Thunderbird, Apple Mail, and mobile devices.

Access File Manager from cPanel to upload, edit, and organize your website files through a web-based interface. Your website files are stored in the public_html folder. You can create folders, upload files from your computer, edit code directly, and manage file permissions.

For transferring large files, use FTP (File Transfer Protocol). Create FTP accounts in cPanel under FTP Accounts. Use an FTP client like FileZilla to connect using your domain, FTP username, and password. Monitor active FTP connections in FTP Connections to ensure only authorized users are accessing your files.

The Database Wizard walks you through creating a database step-by-step. First, create and name your database. Then create a database user with a secure password. Finally, assign the user to the database and set their privileges. This is the easiest method for beginners.

For advanced database management, use phpMyAdmin. This tool lets you browse and edit data, run SQL queries, import and export databases, and manage table structures. Access it from the Databases section in cPanel.

Need a simple website quickly? Use Site Publisher to create a basic site using pre-designed templates. Select a template, customize your business name, contact information, hours, and social media links, then publish. This is ideal for a placeholder site while you build something more comprehensive.

For a custom website without coding, use the Sitejet Builder. This drag-and-drop builder lets you choose from templates, add sections like headers, galleries, and contact forms, customize colors and fonts, and publish a professional website.

Content Protect your data using cPanel's backup tools. Use Backup Wizard for a guided backup and restore process, or Backup for more control over full and partial backups. Download backups of your home directory, databases, email configurations, and more. Store backup copies in a safe location.

Your hosting includes SSL certificates for secure HTTPS connections. In the Domains section, ensure Force HTTPS Redirect is enabled for your domain to automatically redirect visitors to the secure version of your site.

Use Cron Jobs to automate recurring tasks like database backups, sending reports, or running scripts. Access Cron Jobs from the Advanced section in cPanel. Set the schedule using the minute, hour, day, month, and weekday fields, then enter the command to run. You can optionally receive email notifications each time a cron job runs.

Your hosting account includes:

10GB SSD Storage — Space for your website files, databases, and emails

Full cPanel Access — Industry-standard control panel for easy management

One-Click App Installations — Install WordPress, Joomla, and hundreds of other applications

Unlimited Custom Emails — Create professional email addresses on your domain

SSL Certificates — Secure your website with HTTPS

Database Management — Create and manage MySQL databases with phpMyAdmin

Automated Backups — Daily and weekly backups to keep your data safe

Security Tools — Firewalls and malware scanning included

Choose the pages you need for your website. The Home page is required, and you can add additional pages based on your needs. Privacy Policy and Terms & Conditions pages are included by default with every order.

If you need an online store or other custom features, select them during checkout. Options include E-Commerce Store for selling products or services, or Other Custom Functionality for specific features you have in mind.

Enter your logo URL so we can incorporate your branding into the design. This field is optional but recommended for a cohesive look.

Provide your hosting provider information or credentials so we can deploy your finished website. This field is required.

Let us know the best way to reach you for project updates, whether that's email, phone, or another method.

Review your selections, apply a promo code if you have one, and submit payment to get started.

Home — Your main landing page (required)

About — Share your story, mission, and team

Services — Showcase what you offer

Contact — Contact forms and business information

FAQ — Answer common visitor questions

Blog — Publish articles, news, and updates

Testimonials — Display customer reviews and feedback

Portfolio — Highlight your past work and projects

Gallery — A visual showcase of images or media

Additional Pages — Add extra pages beyond the standard options

Once your order is placed, our team will begin working on your website. We'll reach out using your preferred contact method to gather any additional details and discuss your vision.

You'll receive progress updates throughout the build process. Once complete, we'll coordinate the final delivery and ensure everything is set up on your hosting.

Navigate to Website Builder in the Cool bean marketplace. Review the service details and pricing.

Apply a promo code if you have one, then enter your payment details. Click "Pay & Activate" to complete your purchase.

Your Website Builder account is activated instantly upon successful payment. You'll receive login credentials via email to access the builder at websitebuilderapp.net.

• AI-Generated Websites — Describe your business and get a complete, production-ready website in minutes
• AI Page Generator — Add new pages to your site with AI-written content and imagery
• AI Page Editor — Edit existing pages using natural language instructions
• AI Auto Blog — Automatically generate and publish blog posts on a schedule
• AI SEO Watcher — Scan your site for SEO issues and auto-fix them with AI
• WordPress Powered — Every site runs on WordPress with full admin access
• Custom Domain Support — Connect your own domain (yourbusiness.com) with free SSL
• Mobile-Responsive Design — Sites automatically adapt to all screen sizes
• Multi-Page Websites — Up to 10+ pages generated per site including Home, About, Services, Contact, Blog, and more
• Professional Stock Images — AI selects and places relevant images from Pexels and Unsplash
• 20 Color Schemes — Choose from professionally designed color palettes
• 4 Layout Styles — Dark Rounded, Minimalistic Plain, Condensed Bold, and Industrial Edge
• AI Industry Detection — Automatically detects your business type from your description
• AI Page Recommendations — Suggests the best pages for your specific industry
• Hosting Included — No separate hosting purchase required
• SSL Security Certificate — Secure HTTPS included automatically
• Up to 3 Sites — Create and manage up to 3 websites per account

After activation, log in at websitebuilderapp.net using the credentials sent to your email. You'll land on your Dashboard showing all your sites.

Click "New Site" from your Dashboard. A 6-step wizard guides you through the process:

Step 1 — Business Info: Fill in your business name (required), business description (required — describe what your business does, your key services, and what makes you unique), detected industry (AI auto-fills this), and optional contact details (phone, email, address) that will appear on your website.

Step 2 — Choose Pages: AI recommends pages tailored to your industry. For example, a plumbing business might get: Home, About, Services, Drain Cleaning, Water Heater Repair, Contact, Blog. Toggle any page on or off. You can add more pages later using the AI Page Generator.

Step 3 — Choose Layout: Pick from 4 professionally designed layout styles: Dark Rounded, Minimalistic Plain, Condensed Bold, or Industrial Edge.

Step 4 — Choose Colors: Select from 20 color schemes: Indigo, Ocean, Emerald, Rose, Amber, Midnight, Carbon, Obsidian, Slate, Coral, Violet, Teal, Forest, Burgundy, Navy, Copper, Plum, Arctic, Sand, or Charcoal.

Step 5 — Logo: A logo is auto-generated for your business. You can customize it or skip this step.

Step 6 — Generate: Click Generate to build your site. AI creates all pages with professional content, stock images, navigation, footer, and SEO metadata. Your site will be live within a few minutes at a websitebuilderapp.net URL.

Your Dashboard shows:

• Total Sites — How many sites you've created
• Active Sites — Sites currently live
• Slots Available — Remaining sites you can create (max 3)
• Site Cards — Each site with quick links to Manage, WP Admin, and the live site

Click "Manage" on any site card to open the site management page. It has 5 tabs: Overview, Auto Blog, Pages, SEO Watcher, and Domain.

Overview Tab: Shows your site details — site name, domain, live status, business name and type, template and color scheme used, and quick-action buttons for Visit Site, WP Admin login, and site URL.

The Auto Blog feature lets AI automatically write and publish SEO-optimized blog posts on a recurring schedule.

1. Go to Manage Site → Auto Blog tab
2. Toggle the switch to turn auto-posting on
3. Choose your Post Frequency: Daily, Weekly, Bi-weekly, or Monthly
4. Optionally enter Focus Topics (comma-separated) to guide the AI — e.g., "drain cleaning, pipe repair, water heaters"
5. Click Save Settings

Once enabled, AI will automatically write and publish blog posts at your chosen frequency, tailored to your business type and industry.

You can also write and publish posts on demand:

1. In the Auto Blog tab, find the Write & Publish a Post section
2. Click AI Suggest Topics to get AI-generated topic ideas for your business — click any suggestion to use it
3. Or type your own topic (or leave blank to let AI choose)
4. Click Write & Publish — AI writes a full blog post and publishes it to your WordPress site
5. You can publish up to 3 manual posts per day

The Published Posts section shows all your blog posts with titles, publish dates, and links.

Add new pages to your site at any time using AI.

1. Go to Manage Site → Pages tab
2. Click the Add Page button
3. Enter a Page Name — e.g., "FAQ", "Pricing", "Gallery", "Team"
4. Optionally add a Description to guide the AI — e.g., "List our pricing packages with three tiers"
5. Or use the Quick Add buttons: FAQ, Pricing, Gallery, Team, Financing, Testimonials, Areas We Serve, Our Process
6. Click Generate & Publish

AI creates the full page with professional content, images, and proper formatting. The page is automatically added to your site's navigation menu.

Edit any existing page using natural language instructions.

1. Go to Manage Site → Pages tab
2. Find the page you want to edit and click Edit
3. Describe the changes you want in plain English. Examples:
   • "Change the hero headline to 'Utah's #1 Plumbing Experts'"
   • "Add a testimonials section with 3 customer reviews"
   • "Remove the pricing section"
   • "Replace the hero image with something more modern"
   • "Change the background color of the services section to dark"
4. AI applies the changes and updates the live page automatically

The editor supports 4 types of changes: Edits (modify content, images, colors, styling), Add Sections, Replace Sections, and Remove Sections.

Monitor and automatically fix SEO issues across your entire site.

1. Go to Manage Site → SEO Watcher tab
2. Click Scan Now to analyze all pages without making changes
3. Or click Scan & Auto-Fix to analyze AND automatically fix issues with AI

What Gets Scanned: Missing or thin meta titles, missing or short meta descriptions, images without alt text, Yoast SEO plugin data completeness.

Your Score: After scanning, you'll see an SEO score out of 100, last scan date, pages scanned, issues fixed count, and a detailed page-by-page breakdown.

Auto-Fix: AI generates missing meta titles, writes compelling meta descriptions, adds descriptive alt text to images, and updates Yoast SEO fields — all automatically.

Connect your own domain name (e.g., yourbusiness.com) to your website with automatic SSL.

Step 1 — Configure DNS: From Manage Site → Domain tab, add these records at your domain registrar (GoDaddy, Namecheap, Cloudflare, etc.):

• A Record: Name: @, Value: 64.227.108.49
• CNAME Record: Name: www, Value: yourdomain.com

DNS changes usually take 5–30 minutes but can take up to 48 hours.

Step 2 — Verify DNS: Enter your domain name in the Domain tab and click Verify DNS. The system checks if your A record points to the correct server IP.

Step 3 — Connect Domain: Once DNS is verified, click Connect Domain. The system automatically updates your WordPress site URLs, issues a free SSL certificate (Let's Encrypt), and configures the web server. Your site is live at your custom domain with full SSL within 1–2 minutes.

Disconnecting: Click Disconnect in the Domain tab to revert to your websitebuilderapp.net URL. SSL and server configuration are automatically cleaned up.

Every site is a full WordPress installation with complete admin access.

Logging In: From the Dashboard, click WP Admin on your site card, or from Manage Site click the WP Admin button. You'll be automatically logged in — no password needed.

What You Can Do:

• Posts — View, edit, or delete blog posts (including AI-generated ones)
• Pages — View and manually edit any page using the Gutenberg block editor
• Media — Manage all uploaded images and files
• Appearance — Customize the theme (Twenty Twenty-Four block theme)
• Plugins — View installed plugins including Yoast SEO
• Settings — Configure site title, tagline, permalinks, and more

Do I need any technical skills?
Not at all. Describe your business in plain English, pick a style and colors, and AI builds your entire website. No coding, no design skills, no WordPress knowledge required.

Can I use my own domain name?
Yes. Go to the Domain tab in Manage Site, configure your DNS records to point to our server, verify the DNS, and click Connect. A free SSL certificate is set up automatically.

How does the AI website generation work?
Enter your business name and description. AI detects your industry, recommends pages, and you choose a layout style and color scheme. AI then generates a complete multi-page WordPress website with professional content, stock images, navigation, footer, and SEO — all in a few minutes.

Is hosting included?
Yes. Your website hosting is included. No need to purchase separate hosting or worry about server management.

Can I edit my site after AI generates it?
Yes, in three ways: (1) Use the AI Page Editor to describe changes in plain English, (2) Log into WordPress admin for direct manual editing with the Gutenberg block editor, or (3) Use the AI Page Generator to add entirely new pages.

Will my site work on mobile phones?
Yes. Every site is built with responsive design and works on all screen sizes.

How does AI Auto Blog work?
Enable Auto Blog from the Manage Site page, choose a frequency (daily, weekly, bi-weekly, or monthly), and optionally set focus topics. AI automatically writes and publishes relevant blog posts on schedule. You can also manually write and publish up to 3 posts per day.

How many sites can I create?
Up to 3 sites per account. You can delete existing sites to free up slots for new ones.

Can I change my site's design after creation?
You can edit individual pages using the AI Page Editor, add new pages with the AI Page Generator, and make direct changes in WordPress admin. For a completely different layout or color scheme, create a new site.

What is the SEO Watcher?
It scans every page on your site for missing meta titles, thin descriptions, and images without alt text. Click "Scan & Auto-Fix" and AI automatically generates and applies optimized SEO metadata across your entire site.

How do I get support?
Contact Cool bean support through the website, or use the Support page within the builder at websitebuilderapp.net/support.

After your account is activated, you'll receive login credentials via email. Log in at the provided URL (socialmediasuite.net) to access your Social Media Suite dashboard. The dashboard shows an overview of your connected channels, scheduled posts, and account activity.

Before you can publish content, you need to connect your social media accounts:

1. Click Channels in the left sidebar
2. Click Add channels
3. Select the platform you want to connect (Facebook, Instagram, X/Twitter)
4. Choose the account type (Profile, Page, etc.)
5. Follow the authorization prompts to grant access

Your connected accounts will appear in the Channels list and can be selected when creating posts.

1. Click Publishing in the left sidebar
2. Click the Compose button in the top right
3. Select which channels to post to
4. Write your caption and add media (images or videos)
5. Choose to post immediately or schedule for later
6. Click Schedule or Post Now

The Publishing page displays a calendar showing all your scheduled and published posts. You can:

Switch Views — Toggle between Month, Week, or List view

Filter Posts — Filter by status (Published, Processing, Unpublished), social network, campaign, or label

Drag and Drop — Reschedule posts by dragging them to a new date

Quick Actions — Preview, edit, or delete posts directly from the calendar

Posts you've started but not scheduled are saved as drafts. Access them by clicking Draft in the Publishing navigation. From here you can continue editing or schedule your draft posts.

Campaigns help you organize related posts together:

1. Go to Publishing > Campaigns
2. Click Add new
3. Enter a campaign name and select a color
4. Click Create

When composing posts, you can assign them to a campaign to track performance and keep content organized.

Labels let you tag and categorize your posts:

1. Go to Publishing > Labels
2. Click Add new
3. Enter a label name and select a color
4. Click Create

Apply labels to posts when scheduling to filter and organize your content calendar.

Let AI automatically generate and publish content on a schedule:

1. Click AI Publishing in the left sidebar
2. Click Create new
3. Enter a campaign name
4. Select which channels to publish to
5. Choose your prompts from the prompt list
6. Configure AI options (language, tone, creativity, hashtags)
7. Set your posting schedule (times and days of the week)
8. Set an end date (optional)
9. Click Save changes

Customize how AI generates your content:

Include Media — Add AI-generated images, or pull from Unsplash, Pexels, or Pixabay

Language — Choose from 40+ languages

Tone of Voice — Select from Friendly, Professional, Humorous, Formal, and more

Creativity — Set the creativity level (Economic, Average, Good, Premium)

Hashtags — Automatically add 1-10 hashtags

Approximate Words — Set the target length for generated content

Schedule multiple posts at once using a CSV file:

1. Click Bulk Posts in the left sidebar
2. Click Bulk Template to download the CSV template
3. Fill in your posts in the template
4. Select which channels to post to
5. Upload your completed CSV file
6. Set the interval between posts (in minutes)
7. Click Save changes

The system will automatically schedule your posts with the specified interval between each one.

Automatically publish content from RSS feeds:

1. Click RSS Schedules in the left sidebar
2. Click Add new
3. Enter the RSS feed URL
4. Select which channels to publish to
5. Configure posting frequency and options
6. Click Save

New items from the RSS feed will be automatically posted to your selected channels.

Create content ideas and captions using AI:

1. Click AI Contents in the left sidebar
2. Choose a template from the left panel, or write your own prompt
3. Configure options:

• Language — Select your target language
• Tone of Voice — Choose the style of writing
• Creativity — Set how creative the output should be
• Hashtags — Add automatic hashtags
• Approximate Words — Set target length
• Total Results — How many variations to generate

1. Click Generate
2. Copy the results to use in your posts

Store images and videos for use in your posts:

1. Click Files in the left sidebar
2. Click New > Upload file
3. Select files from your computer
4. Files will appear in your library

You can also drag and drop files directly into the interface, or upload from a URL using Actions > Upload From URL.

Keep your media organized:

Create Folders — Click New > New folder to create folders

Filter by Type — Use the Filters dropdown to show only images, videos, documents, etc.

Search — Use the search bar to find specific files

Bulk Actions — Select multiple files and delete them at once

Create a library of reusable captions:

1. Click Captions in the left sidebar
2. Click Create new
3. Write your caption text
4. Click Save

When composing posts, you can quickly insert saved captions instead of writing from scratch.

Group multiple channels together for easy selection when posting:

1. Click Groups in the left sidebar
2. Click Create new
3. Enter a group name
4. Select which channels to include
5. Click Save

When composing posts, select a group to post to all channels in that group at once.

Add watermarks to protect your content:

1. Click Watermark in the left sidebar
2. Select an account or apply to all accounts
3. Upload your watermark image or enter text
4. Configure position and opacity
5. Click Save

Watermarks will be automatically applied to images you post through selected accounts.

Configure proxies for your accounts:

1. Click Proxies in the left sidebar
2. Click Create new
3. Enter your proxy details (address, port, credentials)
4. Add a description and location
5. Click Save

Assign proxies to specific channels to route traffic through them.

Find free images and videos to use in your posts:

1. Click Search Media Online in the left sidebar
2. Enter a keyword
3. Select a source (Unsplash, Pexels, Pixabay)
4. Click Search
5. Select the media you want
6. Click Save To Files to add them to your library

Connect the following social media platforms:

Facebook — Profiles and Pages

Instagram — Profiles (Official and Unofficial)

X (Twitter) — Profiles (Unofficial)

Each platform may have different posting options available (Feed, Reels, Stories) depending on the account type.

Connect Multiple Channels — Manage all your social accounts from one place

Use Groups — Create groups for different clients or brands to post efficiently

Schedule Ahead — Plan your content calendar in advance using the calendar view

Leverage AI — Use AI Publishing to maintain a consistent posting schedule with minimal effort

Organize with Labels — Tag posts by topic or campaign for easy tracking

Save Captions — Build a library of proven captions to reuse

Use Bulk Upload — Save time by scheduling multiple posts at once via CSV

Choose the social media platform you want to boost (Instagram, Facebook, YouTube, TikTok, etc.) and select the specific service you need, such as followers, likes, views, or comments.

Provide the required information for your order:

1. Profile URL or Post Link: Direct link to your profile or the specific post you want to boost.
2. Quantity: How many followers, likes, views, or other engagement you want.
3. Email Address: Where you'll receive order updates and confirmations.

Review your order summary, apply a promo code if you have one, and submit payment. Your order will begin processing immediately.

Most orders start delivering within minutes of purchase. The full quantity is delivered gradually over time to appear natural and organic.

We never ask for your password. All we need is your public profile URL or post link. Your account credentials stay completely private and secure.

You can purchase services for any of the networks below:

• Instagram — Followers, Likes, Comments, Views, Story Views
• Facebook — Page Likes, Post Likes, Shares, Followers
• YouTube — Subscribers, Views, Watch Hours, Likes, Comments
• TikTok — Followers, Views, Likes, Shares
• X (Twitter) — Followers, Retweets, Likes
• LinkedIn — Connections, Followers, Engagement
• Pinterest — Followers, Repins, Board Followers
• Telegram — Channel Members, Post Views

• Followers & Subscribers — Grow your audience and social proof
• Post & Video Likes — Boost engagement on your content
• Comments — Add social interaction to your posts
• Video Views — Increase view counts on videos and reels
• Story Views — Get more eyes on your stories
• Shares & Retweets — Expand your content's reach
• Watch Hours — Build toward monetization requirements
• Page Likes — Grow your business page presence

• Full quantity is spread over hours or days depending on order size
• Delivery starts within minutes of order confirmation
• Progress appears organic to protect your account
• Larger orders may take longer to complete fully

You can monitor your order progress through your account dashboard. Order status will show as Processing, In Progress, or Completed.

All services are designed to boost your social proof and credibility. We use high-quality sources that help establish trust and encourage organic growth from real users.

Many of our key services include a refill guarantee. If you experience any drop within the guarantee period, we'll replenish the lost count for free at no additional charge.

• Correct Links Only — Double-check that your profile URL or post link is accurate before submitting
• Public Account Required — Your profile or post must be public for delivery to work
• No Password Sharing — We will never ask for your login credentials
• One Order at a Time — For best results, allow current orders to complete before placing new ones for the same profile

• Keep your profile public during delivery
• Don't change your username while an order is in progress
• Ensure the post or profile link is correct and accessible
• Allow time for full delivery before assessing results

• Verify your profile or post is set to public
• Check that the link you provided is correct and accessible
• Confirm you haven't changed your username since ordering
• Allow up to 24 hours for delivery to begin on larger orders
• Contact support if no progress after 24 hours

In rare cases, an order may fail due to:

• Private profile or post
• Incorrect or broken link
• Account restrictions or limitations
• Username change during processing

Failed orders are automatically refunded to your account balance.

Is this safe for my account? Yes. We never ask for your password and only need your public profile or post URL. Our delivery methods are designed to look natural and keep your account safe.

How fast will I see results? Most orders begin delivering within minutes. The full quantity is delivered gradually over time to appear natural and organic.

Are the followers real people? We provide high-quality profiles designed to boost your social proof and credibility. They help establish trust and encourage organic growth from real users.

What if followers or likes drop? Our key services include a refill guarantee. If you experience any drop within the guarantee period, we'll replenish the lost count for free.

Do you need my password? Never. We will never ask for your password. All services are delivered using only your public profile URL or post link.

What if my order doesn't complete? In the rare case an order can't be fulfilled (e.g., private account or incorrect link), you'll receive a full refund automatically.

Can I order for multiple accounts? Yes. Simply place separate orders with the correct profile URL for each account you want to boost.

How do I get support? Contact Cool bean support through the website if you have questions or issues with your order.

Provide the full URL of the website you want to optimize (e.g., https://yourbusiness.com). This is the site where all SEO work will be performed.

Enter the main keywords and phrases you want to rank for on Google. These should be the search terms your potential customers use to find businesses like yours. For example: "plumber in Miami" or "best coffee shop downtown."

List any competitor websites you'd like us to analyze. This helps us understand your market and develop a strategy to outrank them.

We need admin access to your website (such as WordPress login credentials) to make on-page optimizations, install tracking tools, and publish new content.

Base SEO Package — Includes keyword research, on-page optimization, content creation, backlink building, and monthly reports.

Local SEO Add-on — Add this if your business serves a specific geographic area. Includes Google Business Profile optimization, local citations, and map pack optimization.

Review your order, apply a promo code if you have one, and submit payment. Our SEO team will begin working on your campaign immediately.

During the first month, our team builds the foundation for your SEO success:

Keyword & Competitor Research — We identify the best keywords to target based on search volume and competition

Full Website Audit — We analyze your site for technical issues and opportunities

Title & Meta Optimization — We optimize your page titles and meta descriptions for search engines

Google Analytics Setup — We install tracking to measure your traffic growth

Search Console Integration — We connect your site to Google Search Console for performance data

XML Sitemap & Robots.txt — We ensure search engines can properly crawl your site

Schema Markup Implementation — We add structured data to help search engines understand your content

Site Speed Improvements — We optimize loading times for better rankings and user experience

Every month after the foundation is complete, we continue growing your rankings:

New Optimized Content — Fresh pages and blog posts targeting your keywords

High-Authority Backlinks — Quality links from reputable websites to boost your domain authority

Performance Monitoring — We track your rankings and traffic continuously

Detailed Monthly Report — A comprehensive report showing your progress and all work completed

If your business serves a specific geographic area, the Local SEO add-on helps you dominate local search results:

Google Business Profile Optimization — We optimize your listing for maximum visibility

Local Citation Building — We add your business to relevant local directories

Local Directory Listings — We ensure consistent business information across the web

Map Pack Optimization — We help you appear in the Google Maps "3-pack" results

This is essential for businesses like plumbers, dentists, restaurants, law firms, and any service that targets local customers.

Each month, you'll receive a detailed report showing your SEO progress. To access your report:

1. Log in to your account
2. Click on Manage Services in the dropdown menu
3. Find your SEO subscription card
4. View your latest monthly report

Your monthly report includes:

Keyword Rankings — Current positions for all your target keywords

Ranking Changes — Movement compared to previous months

Organic Traffic — Visitors coming from Google search

Traffic Growth — Comparison to previous periods

Backlinks Built — New links acquired that month

Content Created — New pages or blog posts published

Work Summary — Detailed list of all optimizations completed

How long until I see results? SEO is a long-term strategy. While we make foundational improvements in the first month, significant ranking improvements typically take 3-6 months for competitive keywords. You'll receive monthly reports tracking progress throughout.

What do you need from me to get started? We need your website URL, a list of services or keywords you want to rank for, and admin access to your website (like WordPress login) so we can make optimizations.

Who writes the content? Our professional content team writes all new pages and blog posts. Everything is optimized for your target keywords and written to convert visitors into customers.

What's the difference between on-page and off-page SEO? On-page SEO involves optimizing elements on your website (content, keywords, site speed). Off-page SEO involves building your site's authority through high-quality backlinks from other websites. We handle both.

Do I need the Local SEO add-on? If your business serves a specific area (like a plumber, dentist, or restaurant), yes. Local SEO helps you appear in the Google Maps results that show for local searches.

Can I cancel anytime? Yes. SEO is a monthly service with no long-term contracts. However, we recommend committing to at least 6 months to see meaningful results from the strategy.

How do I check my progress? Log in to your account, go to Manage Services, and view your SEO subscription card to access your latest monthly report.

Content Enter your desired subdomain for your branded invoicing portal. Your portal will be live and accessible at yourbrand.invoicepaypro.com — this is where you and your clients will access invoices and payments.

Provide your business name and optionally add your logo URL. Select your brand color — this will be used throughout your invoices, emails, and client portal.

Apply a promo code if you have one, then enter your payment details. Click "Pay & Activate" to create your invoicing portal instantly. Your site goes live immediately.

• Your Own Portal — Live at yourbrand.invoicepaypro.com
• Unlimited Invoices — Create as many invoices as you need
• Unlimited Clients — Store all your client information
• Unlimited Estimates — Send quotes before finalizing work
• AI Pricing Assistant — Get market-based pricing suggestions
• One-Click Payments — Clients pay instantly via card
• Automatic Reminders — System sends payment reminders for you
• Recurring Billing — Set up weekly, monthly, or yearly invoices
• Client Portal — Clients view and pay invoices online
• Custom Branding — Your logo and colors on everything
• Professional PDFs — Download and send polished invoices
• Payment Tracking — See what's paid, pending, and overdue
• Mobile Friendly — Works perfectly on any device

After activation, your branded portal is live at yourbrand.invoicepaypro.com. Log in to access your dashboard showing key metrics:

• This Month — Revenue for current month
• This Year — Total annual revenue
• Unpaid — Outstanding invoice amount
• Overdue — Past-due invoices

Check your email after activation for email and password details.

Content Go to Settings > Payment Settings and click "Connect Bank Account with Stripe". This links your bank account so client payments go directly to you — no middleman fees.

In Settings, configure your business details:

• Business Name — Appears on all invoices
• Phone Number — Contact number for clients
• Business Address — Your business location
• Business Logo — Upload JPG, PNG, GIF, or SVG (max 2MB)
• Brand Color — Used throughout invoices and emails
• Google Business URL — For review requests after payment

Content From your dashboard, click New Estimate. Estimates are quotes you send clients before work begins — they can be converted to invoices once approved.

Content Choose an existing client from the dropdown, or select + Add New Client to create a new one. Enter client name, email, phone, and address.

Click + Add Line Item to manually add services. For each item, enter:

• Description — What the service is
• Quantity — How many units
• Rate — Price per unit

Click ✨ AI Smart Pricing to let AI suggest pricing. Describe the work, enter your location, then select:

• Project Scope — Single service, standard job, multiple services, or large project
• Timeline — Standard, rush/urgent, or flexible
• Complexity — Basic, standard, or advanced
• Materials — You provide, client provides, or not applicable

Click Generate Smart Pricing and AI analyzes market data to suggest accurate line items.

Review the totals showing Subtotal, Tax, and Total. Add a tax rate if applicable, include notes for terms or payment instructions, and optionally make it recurring. Click Create Estimate to save and send.

Content From your dashboard, click New Invoice. The process is identical to estimates — select client, add line items (manually or with AI), set tax rate, and add notes.

Once created, invoices are sent to your client via email. The email includes a Pay Now button that links directly to secure payment on your branded portal.

View all invoices on your dashboard. Filter by status:

• Sent — Invoice delivered, awaiting payment
• Paid — Payment received
• Overdue — Past the due date

The AI pricing assistant analyzes your service description and location to suggest market-based pricing. It factors in:

• Your geographic area and local rates
• Job complexity and scope
• Industry standards for similar services
• Timeline and urgency factors

1. Click ✨ AI Smart Pricing when creating an estimate or invoice
2. Describe the work in detail (e.g., "Deep clean 3-bedroom house" or "Logo design + business cards")
3. Enter your city and state for location-based pricing
4. Select project scope, timeline, complexity, and materials options
5. Click Generate Smart Pricing
6. Review suggested line items and click Add These Items

You can always adjust the AI-generated prices before sending.

When creating an invoice or estimate, check the Make this recurring box. Select the frequency:

• Weekly — Invoice generated every week
• Monthly — Invoice generated every month
• Yearly — Invoice generated annually

Perfect for retainers, maintenance contracts, or subscription services.

The system automatically sends polite email reminders for unpaid invoices. Stop chasing payments — reminders go out on your behalf until the invoice is paid or marked otherwise.

Make every invoice look professional with your branding:

• Business Logo — Appears on invoices and emails
• Brand Color — Applied to buttons, accents, and highlights
• Business Name — Shown prominently on all documents
• Business Address & Phone — Professional contact details

Enable Send review requests after payment to automatically ask satisfied clients for Google or Yelp reviews after they pay. Add your Google Business Profile URL and optional Yelp URL in Settings.

Where is my invoicing portal? Your portal is live at yourbrand.invoicepaypro.com (using the subdomain you chose during setup). This is where you log in to manage invoices and where clients go to view and pay.

How does the AI pricing work? Describe your service and location. The AI analyzes market data to suggest accurate pricing — factoring in your area, complexity, and industry standards. You can always adjust the final price.

How do I receive payments? Connect your Stripe account in Settings. When clients pay an invoice, money goes directly to your bank account — no middleman, no extra fees from us.

Can I set up recurring invoices? Yes! Perfect for retainers, maintenance contracts, or subscriptions. Set up weekly, monthly, or yearly invoices that automatically generate and send to your clients.

Is there a limit on invoices or clients? No limits at all. Create unlimited invoices, store unlimited clients, and send unlimited estimates. Scale your business without restrictions.

Will it have my branding? Absolutely. Upload your logo, set your brand colors, and your business name appears on all invoices, emails, and the client payment portal.

Can clients pay from their phone? Yes! The entire platform is mobile-friendly. Clients receive an email, tap the pay button, and complete payment in seconds from any device.

What's the difference between estimates and invoices? Estimates are quotes sent before work begins. Invoices are bills for completed work. Both can be created with AI pricing assistance.

How do automatic reminders work? The system sends polite email reminders for unpaid invoices automatically. You don't need to chase payments manually.

How do I get support? Contact Cool bean support through the website if you have questions or issues with your invoicing portal.

Enter the country or region where you need data coverage. Options include individual countries (like France, Japan, or United States) and multi-country regional plans (like Europe 40+ areas, Asia 20+ areas, or Global 130+ areas).

Select a data plan based on your needs. Plans vary by:

Data Amount — Daily allowance (e.g., 500MB/day, 1GB/day, 2GB/day)

Duration — How many days the plan is valid (e.g., 5 days, 10 days, 30 days)

Coverage — Single country or multi-country regional coverage

Review your order, apply a promo code if you have one, and submit payment. Your E-SIM will be delivered instantly via email.

After purchase, you'll receive an email containing:

QR Code — Scan this to install your E-SIM

SM-DP+ Address & Activation Code — For manual installation if needed

Usage Check Link — Check your remaining data anytime

Installation Instructions — Step-by-step guide for your device

The easiest way to install your E-SIM:

1. Open your phone's camera
2. Point it at the QR code from your email
3. Tap the notification that appears
4. Tap Add Cellular Plan or Install
5. Follow the on-screen prompts to complete setup

If scanning doesn't work, enter the details manually:

On iPhone:

1. Go to Settings > Cellular > Add eSIM
2. Tap Use QR Code > Enter Details Manually
3. Enter the SM-DP+ Address from your email
4. Enter the Activation Code from your email
5. Tap Next and follow the prompts

On Android:

1. Go to Settings > Network & Internet > SIMs
2. Tap Add or Download SIM
3. Select Enter code manually
4. Enter the SM-DP+ Address and Activation Code
5. Tap Confirm and follow the prompts

You can install your E-SIM up to 30 days before your trip. The data plan won't start until you first connect to a network at your destination.

1. Install the E-SIM while you still have WiFi
2. Keep the E-SIM turned off until you arrive
3. The plan activates when you first connect abroad

1. Go to Settings > Cellular (iPhone) or Settings > Network & Internet > SIMs (Android)
2. Turn ON your E-SIM line
3. Enable Data Roaming for the E-SIM
4. Turn OFF data roaming for your home SIM (to avoid charges)
5. Wait up to a few minutes to connect

First-time connection may take up to an hour in some locations. If you don't connect immediately, restart your phone.

Day Pass plans give you a set amount of high-speed data each day:

Example: Europe 500MB/Day for 5 Days

• 500MB of high-speed 4G/LTE/5G data per day
• After using 500MB, you still get unlimited data at slower 2G speeds (255-512 Kbps)
• Data resets every 24 hours at midnight
• Plan lasts for 5 days total from first connection

Monitor how much data you've used:

Method 1: Usage Link

Click the usage check link from your email to see real-time stats

Method 2: Phone Settings

Go to Settings > Cellular > Cellular Data Usage to view consumption

Note: Usage updates may not be instant — allow time for the system to sync.

Most E-SIM plans support hotspot sharing, allowing you to share your data connection with other devices like laptops or tablets.

On iPhone:

Go to Settings > Personal Hotspot and turn it on

On Android:

Go to Settings > Network & Internet > Hotspot & Tethering

APN settings are configured automatically for most devices and destinations. You typically don't need to change anything.

Go to Settings > Cellular > Cellular Data Network

In the APN field, enter: vmobile.jp

Make sure Data Roaming is turned ON for your E-SIM

Your phone must be E-SIM compatible and carrier unlocked to use an E-SIM.

iPhone — iPhone XR and newer (iPhone XS, 11, 12, 13, 14, 15, 16 series)

Google Pixel — Pixel 3 and newer

Samsung Galaxy — Galaxy S20 and newer, Galaxy Z Fold/Flip series

Other Brands — Many newer models from Motorola, OnePlus, Oppo, and others

1. Go to Settings > General > About
2. Scroll down and look for EID
3. If you see a 32-digit EID number, your iPhone supports E-SIM

1. Go to Settings > Network & Internet
2. Look for SIM or Mobile Network options
3. If you see Add eSIM or Download SIM, your device supports E-SIM

Your phone must be unlocked from your carrier to use an E-SIM from another provider. If your phone was purchased outright or your contract is complete, it's likely unlocked. Contact your carrier if you're unsure.

If you've installed the E-SIM but can't get online:

1. Go to Settings > Cellular > Cellular Data
2. Select your E-SIM as the data line
3. Make sure Data Roaming is ON for the E-SIM
4. Check for signal bars — if none, restart your phone
5. Try manually selecting a network: Settings > Cellular > Network Selection > turn off Automatic and choose a carrier
6. Turn off any VPN
7. Toggle the E-SIM OFF and back ON

If the QR code won't scan or installation fails:

1. Make sure your device is E-SIM compatible
2. Confirm your phone is carrier unlocked
3. Check you have a stable WiFi or data connection
4. Verify the QR code hasn't already been installed on another device
5. Try manual installation using the SM-DP+ Address and Activation Code

If you delete your E-SIM by mistake:

1. You can reinstall it by scanning the same QR code again
2. The QR code only works on the same device it was originally installed on
3. You cannot transfer a deleted E-SIM to a different device

One Device Only — Each QR code can only be installed on one device. Once installed, it's locked to that device.

No Transfers — An activated E-SIM cannot be moved to a new phone.

30-Day Install Window — Install your E-SIM within 30 days of purchase. The data plan starts when you first connect.

No Top-Ups — Plans cannot be extended or topped up. Purchase a new plan if you need more data.

On dual-SIM phones, you can use your E-SIM alongside your regular SIM:

Home SIM — Keep for calls and texts (turn off data roaming to avoid charges)

E-SIM — Use for affordable mobile data while traveling

Go to Settings > Cellular to manage which SIM is used for calls, texts, and data.

5G speeds are available in select countries including:

United States, United Kingdom, Germany, France, Spain, Italy, Japan, South Korea, Australia, Singapore, and more.

Network availability depends on local carrier coverage. Your device will automatically connect to the fastest available network (5G/4G/LTE/3G).

What is an E-SIM? An E-SIM is a digital SIM card built into your phone. Instead of inserting a physical SIM, you scan a QR code to download your cellular plan.

Can I use my regular SIM at the same time? Yes. On dual-SIM phones, keep your home SIM for calls and texts while using the E-SIM for data.

How many E-SIMs can I store? iPhones can store up to 10 E-SIMs; Android devices typically store 5-7. Only one E-SIM can be active at a time.

Can multiple phones use the same QR code? No. Each QR code is tied to one device and can only be scanned once.

What happens if I use all my high-speed data? You'll still have unlimited data at reduced 2G speeds (255-512 Kbps) until the daily reset.

Can I reinstall a deleted E-SIM? Yes, scan the original QR code again on the same device. It cannot be installed on a different device.

Can I transfer my E-SIM to a new phone? No. Once activated, an E-SIM cannot be transferred. If you haven't activated it yet, you can install it on a different device.

Enter your email address and choose a password — your CRM account will be created instantly at crmdesk.net. Apply a promo code if you have one, enter payment details, and click "Pay & Activate". Your CRM is ready to use immediately. Log in at crmdesk.net with the email and password you chose during setup.

CRM Core:

• Contacts — Store individual contact details with full address, tags, custom fields, and activity history
• Companies — Manage organizations with industry, revenue, employee count, and related contacts
• Deals — Track your sales pipeline with customizable stages, drag-and-drop kanban board, and list view

Productivity:

• Tasks — Create action items with priorities (low/medium/high/urgent), due dates, and status tracking. Automatic reminders for overdue and upcoming tasks
• Calendar — View meetings, calls, follow-ups, deadlines, and events in monthly/weekly/daily views with color-coded event types
• Email — Send, receive, and track emails with open tracking, conversation threading, folders (inbox/sent/drafts), templates, and auto-appended signatures

Intelligence:

• AI Assistant — Chat with an AI that has full context of your CRM data for instant insights, summaries, and recommendations
• Automations — Build workflows with triggers (contact added, deal stage changed, email received, task completed, tag added), conditions, and automated actions

Dashboard & Analytics:

• Dashboard — KPIs for pipeline value, won/lost deals, win rate, conversion rate, average deal value, contact/task/email counts
• Charts — Pipeline funnel, revenue trends (auto-grouped daily/weekly/monthly), activity breakdown
• Date Filtering — Today, Yesterday, This Week, Last Week, This Month, Last Month, This Quarter, Last Quarter, This Year, Last 30 Days, Last 90 Days, or custom range
• Period comparison with previous period change indicators
• Print and export reports

System:

• Settings — Profile management, password changes, email/SMTP configuration, email signature editor
• Trash — Deleted records are kept for recovery. Restore or permanently delete from the Trash page
• Import/Export — Bulk import contacts, companies, deals, and tasks from CSV with field mapping, duplicate detection, and preview. Export any list to CSV
• Tags — Color-coded tag system with autocomplete suggestions across all record types
• Notifications — In-app alerts for new emails, task deadlines, deal changes, and workflow executions

Log in to your CRM at crmdesk.net. The Dashboard displays your key performance indicators, pipeline charts, revenue trends, top deals, upcoming tasks, and recent activity — all filterable by date range.

The left sidebar provides navigation organized into sections:

• Main: Dashboard
• CRM: Contacts, Companies, Deals
• Productivity: Tasks, Calendar, Email
• Intelligence: AI Assistant, Automations
• System: Settings, Trash

Contacts are individual people you interact with. Go to CRM > Contacts and click "Add Contact". Enter contact information:

• Name: First Name, Last Name
• Communication: Email, Phone, Mobile
• Company: Link to a company record
• Job Details: Job Title, Department
• Address: Street, City, State, Zip, Country
• Other: Lead Source, Tags, Notes, Custom Fields

The contacts list displays Name, Email, Phone, Company, and Created Date in a searchable, sortable table. Click any contact to open the detail panel showing full information, related deals, tasks, and activity timeline. You can add notes directly from the detail panel.

Duplicate Detection: When creating a contact, the system checks for existing records with the same email or phone and displays a warning if duplicates are found.

Bulk Actions: Select multiple contacts using checkboxes to delete in bulk. Export the full list to CSV or import contacts from a CSV file with field mapping and duplicate handling.

Companies represent organizations you do business with. Go to CRM > Companies and click "Add Company". Enter company details:

• Overview: Name, Industry, Website, Email, Phone
• Address: Street, City, State, Zip, Country
• Details: Annual Revenue, Employee Count, Tags, Notes, Custom Fields

The company list is searchable by name, email, phone, and industry. Click any company to view full details, associated contacts, deals, tasks, and activity history.

Duplicate Detection: The system warns when creating companies with the same name or email as existing records.

Deals track your sales opportunities and revenue. Go to CRM > Deals to view your pipeline. Deals can be viewed in two modes:

• Pipeline View (Kanban): Drag-and-drop deals between stages. Each column shows the deal count and total value for that stage.
• List View: Sortable table with search, showing deal name, value, stage, contact, and expected close date.

Click any deal to open the detail panel showing value, stage (with color badge), probability, close dates, linked contact and company, description, tags, and full activity timeline with notes.

To create a deal, click "Add Deal" and enter:

• Name, Value (supports shorthand like "50k" or "2m"), Currency
• Stage, Probability (0-100%)
• Contact, Company
• Expected Close Date, Description, Tags

Default stages: Lead (10%) > Qualified (25%) > Proposal (50%) > Negotiation (75%) > Won (100%) / Lost (0%). Stages are fully customizable — change names, colors, order, and probabilities from the deal settings.

Deal Value Validation: Values are validated and formatted automatically. Shorthand notation (50k, 2m) is supported. Invalid entries show inline error messages.

Activity Logging: Stage changes and value changes are automatically logged in the deal's activity timeline.

Go to Productivity > Tasks and click "Add Task". Enter task details:

• Title, Description
• Status: Pending, In Progress, Completed, Cancelled
• Priority: Low, Medium, High, Urgent
• Due Date/Time
• Linked Contact, Company, or Deal

Tasks are displayed in a searchable, sortable list with status filters. Visual indicators highlight due dates:

• Red row: Overdue tasks (shows "Overdue by X days")
• Amber row: Tasks due today
• Relative labels: "Due tomorrow", "Due in 3 days", etc.

Automatic Reminders: The system checks for overdue and upcoming tasks every 5 minutes and creates notifications. A toast alert appears for overdue tasks. The Dashboard overdue count is clickable to jump to your task list.

Go to Productivity > Calendar to view all scheduled activities. Switch between monthly, weekly, and daily views. Events are color-coded by type:

• Purple: Meetings
• Green: Calls
• Orange: Follow-ups
• Red: Deadlines
• Blue: Other

Create events directly on the calendar with title, description, start/end time, location, contact/deal association, reminders, and recurrence. An upcoming events sidebar shows your next scheduled items.

Go to Productivity > Email to manage all email communications. Features include:

• Inbox: View all received emails with conversation threading grouped by subject and contact
• Compose: Write and send emails with subject, body, to/CC/BCC fields
• Templates: Create reusable email templates for quick access when composing
• Folders: All Mail, Sent, Drafts, Failed
• Search: Find emails by subject, sender, recipient, or body content
• Open Tracking: Outbound emails include a tracking pixel. A green "Opened" badge shows when recipients open your email, with open count and timestamp
• Signature: Set up your email signature in Settings — it's automatically appended to every outgoing email
• Drafts: Save emails as drafts and send later

Email requires SMTP or SendGrid configuration in Settings before sending.

Access the AI Assistant from the sidebar or the top-right button on any page. The AI panel slides in from the right without blocking your current work.

Features:

• Multi-turn conversations with full chat history
• Context-aware: the AI has access to your CRM data (contacts, deals, tasks, pipeline stats)
• Create new conversations or load previous ones
• Ask questions like "Show my pipeline summary", "What deals are closing this week?", or "Draft a follow-up email for John"

Go to Intelligence > Automations to create automated workflows. The visual workflow builder uses a 3-step process:

1. Trigger: What starts the workflow — Contact Added, Deal Stage Changed, Deal Created, Email Received, Task Completed, or Tag Added
2. Conditions: Optional filters to narrow when the workflow fires
3. Actions: What happens — multiple actions can be chained together

Manage workflows from the list view: toggle active/inactive, view execution history, monitor run counts. Rate limiting prevents infinite loops (max depth of 3, configurable max runs per contact).

The Dashboard is your central analytics hub. All data responds to the date range selector in the toolbar.

Primary KPIs (4 cards):

• Pipeline Value — total open pipeline with deal count
• Won Deals — value with percentage change vs previous period
• Lost Deals — value with count
• Win Rate — conversion percentage

Secondary KPIs (6 cards):

• Total Contacts (+ new in period)
• Total Companies
• Total Deals
• Pending Tasks
• Overdue Tasks (clickable — jumps to task list)
• Emails Sent in period

Charts:

• Pipeline by Stage (bar chart)
• Pipeline Funnel (horizontal bar)
• Revenue Trend (line + bar, auto-groups daily/weekly/monthly based on date range)
• Activity by Type (stacked bar)

Additional Sections:

• Top 5 largest open deals with value, stage, and contact
• Upcoming tasks by due date
• Recent activity feed

Date Presets: Today, Yesterday, This Week, Last Week, This Month, Last Month, This Quarter, Last Quarter, This Year, Last 30 Days, Last 90 Days, or Custom Range.

Actions: Print the dashboard or export as PDF.

Go to any list page (Contacts, Companies) and click "Import CSV". The import process:

1. Upload a UTF-8 encoded CSV file
2. Preview the first 5 rows and map CSV columns to CRM fields (auto-suggested)
3. Choose duplicate handling: Skip Duplicates or Update Duplicates
4. Review duplicate counts (existing matches + in-file duplicates)
5. Run the import and view summary statistics

Click "Export CSV" on any list page to download all records in that section as a CSV file.

Go to System > Settings to configure your account.

Profile:

• First Name, Last Name, Company Name, Phone, Timezone
• Email is read-only (set during account creation)

Change Password:

• Enter current password, then new password (minimum 8 characters) and confirm

Outbound Email (SendGrid):

• Sending address is auto-generated from your account email and cannot be changed
• Set your Display Name (shown as the sender name)
• Send a test email to verify delivery

Outbound Email (SMTP — if SendGrid not enabled):

• SMTP Host, Port, Security (STARTTLS/SSL/None)
• Username, Password
• From Name, From Email
• Send a test email to verify your SMTP connection

Email Signature:

• Compose your email signature with basic HTML formatting
• Live preview shows how it will appear
• Signature is automatically appended to all outgoing emails

Go to System > Trash to view all deleted records. When you delete a contact, company, deal, or task, it's moved to the Trash instead of being permanently removed.

From the Trash page you can:

• View all deleted records with type, name, and deletion date
• Filter by record type (Contact, Company, Deal, Task)
• Restore — puts the record back where it was
• Delete Permanently — removes the record forever (cannot be undone)
• Empty Trash — permanently delete all trashed records at once

Tags help you organize and categorize contacts, companies, and deals. When creating or editing a record:

• Type a tag name and press Enter or comma to add it
• Tags appear as color-coded pills that can be removed with the X button
• Autocomplete suggests existing tags as you type
• Each tag gets a consistent color across the system

In detail panels, tags are displayed as clickable pills — click a tag to filter the list by that tag.

The notification bell in the top bar shows your unread count. Notifications are generated for:

• New emails received
• Overdue tasks and tasks due soon
• Deal stage changes
• Workflow executions
• Contact additions

Click the bell to view all notifications. Mark individual notifications as read, or use "Mark All Read" to clear them.

To ensure platform stability, the following rate limits apply per user:

• Sending emails: 50 per hour, 200 per day
• AI Assistant messages: 60 per hour
• Login attempts: 10 per 15 minutes
• Bulk deletions: 5 per hour
• CSV imports: 10 per hour
• CSV exports: 20 per hour
• API requests (general): 300 per minute

If you hit a rate limit, wait a moment and try again. A "Too many requests" message will appear.

Where do I access my CRM?
Log in at crmdesk.net with the email and password you created during setup.

What's the difference between Contacts, Companies, and Deals?
Contacts are individual people. Companies are organizations (contacts can be linked to companies). Deals are sales opportunities tied to contacts and companies — track them through pipeline stages from Lead to Won/Lost.

How do I track my sales pipeline?
Go to Deals to see your pipeline in kanban or list view. Drag deals between stages, set values and probabilities, and monitor everything from the Dashboard.

Can I send emails from the CRM?
Yes. Configure your email in Settings (SendGrid or SMTP), then go to Email to compose, send, and track emails. Open tracking shows when recipients read your messages.

How do I know if someone opened my email?
Outbound emails include automatic open tracking. A green "Opened" badge appears in your inbox, showing how many times the email was opened and when.

I accidentally deleted a record. Can I get it back?
Yes. Go to System > Trash. All deleted records are kept there. Click "Restore" to recover any record.

How do task reminders work?
The system automatically checks for overdue and upcoming tasks every 5 minutes. You'll see a notification badge and toast alerts for overdue tasks. Overdue tasks are highlighted in red in your task list.

Can I import my existing data?
Yes. Click "Import CSV" on the Contacts or Companies page. Upload your CSV file, map the columns, choose how to handle duplicates, and import. The system shows duplicate warnings before importing.

What are Automations?
Automations let you create if-this-then-that workflows. For example: when a deal stage changes to "Won", automatically create a follow-up task. Set triggers, conditions, and actions using the visual workflow builder.

How do I use the AI Assistant?
Click "AI Assistant" in the sidebar or the sparkle icon in the top bar. Ask questions about your CRM data, request summaries, or get help drafting emails. The AI has context about your contacts, deals, pipeline, and recent activity.

How do I set up my email signature?
Go to Settings and scroll to the "Email Signature" section. Write your signature (HTML supported), preview it, and save. It will automatically appear at the bottom of every outgoing email.

Is there a limit on how many emails I can send?
Yes. You can send up to 50 emails per hour and 200 per day. This protects deliverability and prevents abuse.

How do I get support?
Contact Cool bean support through the website if you have questions or issues with your CRM system.

Customize your plugin installer with your own branding:

• Plugin Name — The name that appears in WordPress (e.g., "Your Brand Premium Plugins")
• Description — A short description shown in the plugin details
• Author Name — Your name or company name
• Logo URL — Link to your logo image for the plugin dashboard

Apply a promo code if you have one, then enter your payment details. Click "Pay & Activate" to generate your custom plugin instantly.

After purchase, you'll receive your custom-branded plugin as a ZIP file:

• On Screen — Download link appears immediately after payment
• Via Email — ZIP file sent to your email address

Save this file — you'll upload it to your WordPress site.

• 1500+ Premium Items — Massive library of plugins and themes
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Check your email inbox for a message containing your custom plugin. Download the attached ZIP file — this is your branded plugin installer ready to upload.

1. Log in to your WordPress admin dashboard (yourwebsite.com/wp-admin)
2. Go to Plugins → Add New in the left menu
3. Click the Upload Plugin button at the top
4. Click Choose File and select your downloaded ZIP file
5. Click Install Now and wait for the upload to complete
6. Click Activate Plugin when prompted

After activation, your custom-branded plugin appears in the WordPress sidebar using the name and logo you configured. Click it to open the plugin dashboard where you'll see:

• Your custom branding (name, logo, author, description)
• A searchable table of 1500+ plugins and themes
• Install buttons for each item

From your plugin dashboard, browse or search the library of 1500+ premium plugins and themes. Each item shows:

• Plugin/theme name
• Version information
• Brief description
• Install button

Content Click Install on any item to instantly add it to your WordPress site. No downloading ZIP files, no manual uploads — everything happens directly in your dashboard with one click.

All installed plugins and themes receive automatic updates. As long as your subscription is active, you'll get:

• Security patches delivered automatically
• New features and improvements
• Update notifications in your WordPress dashboard

Content

• Domain Locked — Each license works on one specific domain only
• Active Subscription Required — Updates and library access require an active subscription
• GPL Licensed — All items are 100% original, unmodified, and legitimately licensed
• Existing Installs Remain — If subscription expires, installed plugins stay on your site but won't receive future updates

Are these plugins safe and legitimate? Yes! All plugins and themes are 100% original, unmodified, and licensed under GPL (General Public License). They're sourced directly from developers and regularly updated for security.

How do I install it on my website? You'll receive a single ZIP file to upload to your WordPress site — just like any other plugin. Once activated, a new menu appears in your dashboard with access to the entire library.

Do the plugins get updated? Yes! Automatic updates are included. As long as your subscription is active, you'll receive update notifications right in your WordPress dashboard, just like normal plugins.

Can I use this on multiple websites? Each license is tied to one specific domain. If you have multiple websites, you'll need a separate subscription for each one.

What happens if I cancel? If your subscription expires, access to the library and automatic updates will be disabled. Plugins you've already installed will remain on your site but won't receive future updates.

Is this easy to use? Incredibly easy. Browse the library, find what you need, click install. No downloading files, no manual uploads, no technical skills required.

Where do I get my plugin file? After purchase, the ZIP file is available immediately on screen and sent to your email. Download and save it to upload to your WordPress site.

How do I get support? Contact Cool bean support through the website if you have questions or issues with your plugin installer.