Account & login (5)
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Paid the $1 trial but can't log in (or the confirmation email never arrived)
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Log in, reset your password, and add team members with the right roles
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Update your name, phone, and personal profile
Billing & Money (6)
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What costs money in KM Hub: your monthly allowance vs pay-as-you-go
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"AI is paused": what still works, and how to type and send your own email with no AI budget left
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How billing works: your $1 trial, monthly plan, and day-14 charge
Importing your data (6)
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Import your data from another CRM (HoneyBook, Dubsado, Zoho, 17hats, SMPL, DJEP, or a spreadsheet)
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Is my data safe? How the import scan, price estimate, and approval work
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After importing: $0 revenue, missing emails/phones, or products didn't transfer
Follow-ups & sequences (6)
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My follow-up emails aren't sending: Test mode, Go-live, and the approval queue
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Build a follow-up sequence that nudges leads for you (you approve every message)
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Automatic follow-ups around each booking (before and after the event)
Getting started (8)
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Getting started: your first 15 minutes with Quick Start
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Set up your Business Brain so every AI sounds like you and quotes your prices
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Solo vs Agency mode: pick the right setup and switch brands
Email & deliverability (4)
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Send email from your own address: domain, your inbox (SMTP/IMAP), or your ESP
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Emails landing in spam? Verify your domain (SPF, DKIM, DMARC)
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Connect Gmail or Outlook to send as yourself and read replies
Integrations (6)
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Connect Google Calendar (and get past 'this app isn't verified')
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Get paid: connect Stripe, PayPal, Square, and QuickBooks
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QuickBooks: connect and export your income and expenses
Team & staff (5)
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Your team roster: add performers, reorder, and rename what you call them
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A team member's record: wages, pay history, time off, and tax info
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The Employee Portal: how your staff confirm gigs, check in, and get paid
Leads, pipeline & outreach (7)
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The Sales Pipeline board: stages, drag-and-drop, and what happens when you win
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The Booking Info Inbox: review, fix, and accept AI-parsed enquiries
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Set up your AI booking inbox address (slug@inbox.kivimedia.co) and auto-create rules
Calendar & scheduling (4)
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Using the Calendar: five views, display settings, and drag-to-reschedule
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See your KM Hub events in Google or Apple Calendar (private iCal feed)
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The public Check-Availability widget and blocking off dates
Mail, SMS & conversations (5)
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Using the Mail inbox: read, reply, star, archive, and attach files
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Search every email you've ever synced (and reply from the thread)
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Send and receive text messages (SMS) with clients - with quick templates
Clients & contacts (5)
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The Clients page: search, filters, stats, and bulk actions
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Add a client the fast way: paste a URL or snap a business card (AI Fill)
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Inside a client record: the tabs, the Timeline, and logging a touch (call, text or chance meeting) that happened off-app
Bookings & events (7)
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The Events page: pipeline stages, search, and bulk actions explained
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Create a new booking: every field in the New Event window
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Inside a booking: the Event Detail page and its 13 tabs
Reports & analytics (4)
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Income reports: P&L, projections, and your tax summary
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Track business expenses with receipts and export to CSV
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Financial charts: revenue, year-over-year, and your event mix
Payments & invoicing (4)
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The Payments page: statuses, bank-deposit batches, and sales tax
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Invoices: send, collect card payments, payment schedules, and recurring billing
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Tax rates, tax set-aside, and income targets