Sample data. Every customer, job and link on this page is fictional.
Lakeshore Cycle & Outdoor · supervisor viewWhat your team sees every day
← Back to the customer site

Morning queue Front Desk

Everything the assistant handled while the office was closed. Your supervisor approves, corrects or calls back. About ten minutes a morning.

Questions answered overnight
19
Orders placed
11
Urgent, sent to the owner
1
Need a person
3
Order 2041 · e-bike, Trailhead E2
Paid by card · delivery to Burlington · asked for assembly
Ready to ship today
Marie Gagnon · which size? (asked in French)
1.68 m, city riding · assistant recommended the medium frame · she ordered
Order 2043 placed 10:52 pm
Order 2039 · payment failed twice
Kids bike, $389 · card declined · reminder with payment link sent at 9:10 pm
Call if not paid by noon
Jason Reid · brake pads for a 2019 model
Assistant found two compatible references, one in stock
Added to cart, not bought yet
Return request · order 1987
Helmet, wrong size · inside the 30-day policy · label sent automatically
Exchange for size L
Wholesale enquiry · 12 bikes for a school
The assistant does not quote wholesale prices
Owner alerted · call back today

Calendar Front Desk

Bookings from calls, the website form and the booking link land in the same calendar your team already uses.

Mon 16

Ship · 9 ordersCanada Post pickup 2 pm
Pickup in storeOrder 2031, S. Wong

Tue 17

Ship · 6 ordersCanada Post pickup 2 pm
Assembly bookedE-bike, order 2041

Wed 18

Stock arrivesSupplier delivery, 40 references
Ship · 7 orders

Thu 19

Ship · 8 orders
Pickup in storeOrders 2044, 2046

Fri 20

Ship · 11 orders
Weekend sale goes live6 pm, prepared in advance

Teal: shipping and service. Orange: pickup in store. Red: stock arriving. Sample links: Add to Google Calendar · Add to Outlook · Team day sheet

Booking link Front Desk

The link your customers get by text or on your site. They only see times your calendar really has free.

Book a visit with Lakeshore Cycle & Outdoor
book.example/retail-shop (sample address)
Wednesday 18
Thursday 19
Friday 20

Texts to your customers Front Desk

Sent automatically, in your company name. Replies come back to your queue.

Order confirmation
Thanks for your order 2043. It ships tomorrow. Track it here: track.example/2043 (sample)
Merci!
Cart left behind
You left a Trailhead helmet in your cart. It is still in stock in size M: shop.example/cart (sample)
Ordered, thanks for the reminder
Back in stock
The brake pads you asked about are back in stock: shop.example/p/8841 (sample)
Alert to the owner
Wholesale enquiry: a school wants 12 bikes. Not quoted by the assistant. Contact: 905-555-0190. Call back today.

Weekly report Front Desk

Emailed every Monday. One page, the numbers that matter.

Questions answered
212
Orders placed
58
Booked value
$14,820
Questions left unanswered
0
When the calls came inCalls
Office hours, lines busy71
Evenings78
Nights22
Weekend41
What shoppers wantedQuestionsOrders
Which product fits me7423
Is it in stock, when does it arrive6119
Order status38answered
Returns and exchanges17handled by policy
Wholesale, other22passed to owner
Three calls worth listening to this week
▶ Tue 10:52 pm · size advice in French · order placed
▶ Wed 1:15 pm · compatibility question · cart not bought
▶ Thu 8:40 pm · wholesale enquiry · passed to the owner, as instructed

Carts left behind Front Desk + Revenue

Every abandoned cart gets a reminder, then a second one, then it stops.

ShopperCartAmountStatus
M. GagnonCity bike, medium$1,149Bought after 1st reminder
J. ReidBrake pads, 2 sets$64Reminder 1 sent
GuestTent, 4 people$420Reminder 2 tomorrow
A. CostaE-bike$3,290Asked for a call instead

Carts recovered this month: 31 of 118 · $9,240

Reviews and reminders Front Desk + Revenue

A review request after delivery, and a reminder when it is time to service or replace.

After delivery
Your order arrived. How is the new bike? A quick review helps other riders: review.example/go (sample)
This month: 96 requests sent · 34 reviews received · average 4.7 stars
Service reminder
Hi Sam, your bike is due for its spring tune-up. Book a slot at the workshop: book.example/visit (sample)
Bikes sold last season: 212 · tune-ups already booked: 48

Shipping and pickup Full Office

Labels printed, tracking sent, pickups prepared. Added after go-live, one step at a time.

TodayCarrierOrdersStatus
ParcelsCanada Post, pickup 2 pm9labels printed
Large itemsUPS2booked
Pickup in store3customers notified

Stock, suppliers and accounts Full Office

Prepared for your approval, then synced with your accounting. Added after go-live, one step at a time.

Stock to reorder
Brake pads, model 88412 left
Helmets, size M3 left
Inner tubes 700creorder sent
Sales this week
Orders58 · $14,820
Refunds2 · $178
Sent to accountingevery night
Margin by department
Bikes24%
Parts and accessories41%
Clothing46%

Social presence Front Desk + Revenue

The week's posts are drafted from your real jobs, reviews and opening hours. Each post waits for your approval unless you choose automatic. Replies and messages come back to your queue.

DayWhereDraft postStatus
MonInstagramNew arrivals: the spring e-bike range is in store and online. (Photos from the shop.)Waiting for approval
WedFacebookHow to choose a helmet size in two minutes. Guide and size chart.Approved, scheduled
FriGoogle Business ProfileWeekend sale: 15% off camping gear, online and in store, until Sunday.Draft

Networks set up for this trade: Instagram, Facebook, Google Business Profile, TikTok, Pinterest. You choose them, the rhythm and the subjects on your settings page.

A conversation, word for word Front Desk

A sample call as the assistant handles it. On your system you can read or listen to every call from the queue.

Hi, I am 1.68 m and I ride in the city. Which size for the Trailhead City bike?
For 1.68 m we recommend the medium frame. It is in stock in grey and in green. Would you like the link?
Yes, the green one. When would it arrive in Burlington?
Ordered before 2 pm, it ships today and arrives in 2 to 3 working days. Delivery to Burlington is $18, or free pickup in store in Oakville.
Can it come assembled?
Yes. Assembly is $60 and adds one day. I have added the green medium with assembly to your cart: shop.example/cart (sample).
Perfect, ordering now.

Try it yourself: go back to the site and press the round button.

Online shop settings
A retailer also receives a second page: the whole shop configuration, already filled in.
Open the online-shop settings sample →

Your settings page

Delivered after you subscribe. We pre-fill it from what you already publish; you correct it and your site updates at once.

1. Your site
Company
Lakeshore Cycle & Outdoor
Cities you serve Please check
Canada, United States
Opening hours Please check
In store Tuesday to Saturday, 10 am to 6 pm. Online at any time.
Services
  • Bikes
  • E-bikes
  • Parts and accessories
  • Clothing
  • Camping gear
  • Workshop services
2. Your tools
☑ Stripe Connected
☑ Canada Post Requested
☑ Google Business Profile Requested
☐ Your mailbox
☐ Lightspeed
☐ Square
☐ Google Shopping
3. Social presence
☑ Instagram On
☑ Facebook On
☐ Google Business Profile
☐ TikTok
☐ Pinterest
Rhythm: 2 posts a week · I approve each post
4. Help from a person
Self-service: write to us any time. Video calls with Mikael Perhirin are part of the guided option.

Day-30 review Front Desk

After 30 days we go through the results together and you decide: continue, or stop having paid the first month only.

In 30 daysBeforeWith the assistant
Shopper questions answered outside opening hours0141
Questions left without an answerabout 600
Orders placed after a conversationnot measured42
Carts recovered031
Time spent answering the same questionsabout 8 h a weekabout 1 h a week
Decision at day 30
Sample figures. Your own review uses your real calls.
Go: continue

Plans, options and free trial

Canadian dollars a month, before tax. 12-month term, no setup fee, stop at the day-30 review having paid the first month only.

Front Desk Front Desk
$450
For one person working alone, up to 10 people; self-setup
  • Calls answered in your name, English and French
  • Bookings and urgent calls
  • A site that books
  • A price list the assistant may quote
  • Daily queue, weekly report and three calls to listen to
  • 250 call minutes
Front Desk + Revenue Front Desk + Revenue
$749
For 10 to 30 people
  • Everything in Front Desk
  • Quotes followed up
  • Reviews and reminders
  • Social presence
  • Plans renewed automatically
  • Which channel brings your work
  • Deposit or payment at booking
  • Ask your numbers in plain words
  • Your job or practice software connected
  • 500 call minutes
Full Office Full Office
$1,200
For 30 people or more, or several locations
  • Everything above
  • Scheduling of your team
  • Hours and invoices prepared
  • Accounting connected, step by step
  • 1,000 call minutes
Options
  • Guided setup and reviews by video call: $199
  • Social presence on Front Desk: $149
  • Job or practice software connection on Front Desk: $99
  • Extra 250 call minutes: $99
  • Additional location or phone line: $99
Free trial
7 days or 60 minutes of calls, after-hours and unanswered calls only, set up on your own settings page. A card is required; cancel before the end and you owe nothing.

Price list the assistant may quote Front Desk

Only what is written here is ever quoted on a call. Everything else is quoted by your team.

ServiceWhat the assistant says
Catalogue prices and stockstated as shown in the shop
Deliveryby zone, as in your shipping rules
Assembly$60
Wholesale and custom orderspassed to the owner

Loyalty club Front Desk + Revenue

Recurring plans renewed automatically, with a reminder before each renewal.

PlanWhat it includesPriceMembers
Riders club5% back on every order, free tune-up each springfree to join1,240 members
Service planTwo tune-ups a year and priority workshop slots$129 a year186 members

Service plans renewing this month: 22 · 17 renewed automatically

Where your work comes from Front Desk + Revenue

One tracking number per channel. The report shows which one brings calls, and which one brings booked work.

ChannelVisitsOrdersSales
Google Shopping184021$6,120
Instagram126012$2,940
Google Business Profile6109$2,380
Newsletter42011$2,650
Direct7305$730

Deposit or payment at booking Front Desk + Revenue

A payment link goes out with the confirmation. Fewer no-shows.

Sample text
Deposit of 20% by link to reserve a bike for 7 days. Pay here: pay.example/3k7d (sample)
Paid, thanks
This month
Payment links sent31
Paid27
No-shows1, against 6 before

Ask your numbers in plain words Front Desk + Revenue

Write a question by email or message. The answer comes from your own calls, bookings and quotes.

What sold best this week?
Parts and accessories: 31 orders. The best seller is the Trailhead helmet, 9 sold.
How many carts did we recover this month?
31 of 118, worth $9,240.
What should I reorder?
Brake pads 8841 (2 left) and helmets size M (3 left).

Your suppliers, selling for you Front Desk + Revenue

Their catalogues are loaded into your shop and kept up to date every night. Product pages are written for you; the assistant answers from the supplier documentation.

SupplierProductsUpdatedStatus
Supplier A (bikes and e-bikes)1,420last nightPrices and stock up to date
Supplier B (parts and accessories)860last nightPrices and stock up to date
Supplier C (camping)1206 days agoNew price list requested
A product page written by the system
Trailhead City, medium, green
A light aluminium city bike with 8 gears, mudguards and a rear rack. Made for daily rides of 5 to 20 km. Frame size medium suits riders from 1.65 m to 1.78 m.
Written from the supplier sheet · English and French · checked by the owner
Compatibility finder
Which brake pads fit a 2019 Trailhead City?
Model 8841, $32 a set, in stock. You need one set per wheel.
Do I need anything else to fit them?
A 5 mm hex key. If the discs are worn, disc 160 mm, reference 5512, $29.

Supplier names are replaced by letters in this sample. On your settings page you tick the suppliers you hold an account with.

Everything connected

Your assistant sits in the middle. Each function is plugged into the tool you already use; you choose them on your settings page.

FunctionConnected toWhat moves
ProductsSupplier price listProducts, prices and stock come in every night
PaymentsStripeCustomers pay; money goes to your account
ShippingCanada PostLabels are printed and tracking is sent
Store tillLightspeedStock is the same online and in store
AccountsQuickBooks OnlineSales and refunds are sent every night
ListingsGoogle ShoppingYour products appear in Google Shopping
NewsletterMailchimpNew customers join your list, with consent
ReportsEmail or TeamsWeekly report and alerts to the owner

Sample. A connection is live only once you have authorised it and we have tested it with you.

Your tools, connected

After you subscribe you get a private settings page: tick the tools you already use and we connect them. The common ones for your trade are ready in each plan. Not on the list? Tell us; most tools can be connected.

Answering and booking Front Desk
  • Stripe
  • Canada Post
  • Google Business Profile
  • Your mailbox
Jobs, customers and follow-up Front Desk + Revenue
  • Lightspeed
  • Square
  • Google Shopping
  • Facebook and Instagram shop
  • Mailchimp
  • Klaviyo
Money and hours Full Office
  • QuickBooks Online
  • Xero
  • Sage
  • Stripe
  • Square
  • ShipStation

Sample screen. A connection is live only once you have authorised it and we have tested it with you.