How do I…?
90 questions owners ask, each answered by one article.
Understanding CLEO
- What's the difference between a request and work?The records CLEO keeps
- What's the difference between an action item and a follow-up?The records CLEO keeps
- Does booking an appointment create work?The records CLEO keeps
- What's the difference between Needs you and CLEO noticed?Needs you, CLEO noticed, Focus and Attention
- Why is something in Needs you but not in Today?Needs you, CLEO noticed, Focus and Attention
Getting around
- How do I open Ask CLEO from anywhere?What Ask CLEO is
- Why is a menu item missing?Turning parts of CLEO on and off
- How do I find something on my phone?Finding your way around
- How do I see everything that needs me, not just five things?Needs you, CLEO noticed, Focus and Attention
- Where is the Action items page?Action items
- How do I finish setting up CLEO?Your first 30 days
- I skipped setup. How do I set things up now?Your first 30 days
- How do I bring in appointments I already had booked?Your first 30 days
Running the day
- What should I check first each morning?What to look at each morning
- How do I clear something CLEO noticed?Needs you, CLEO noticed, Focus and Attention
- How do I answer a Quick answer?Quick answers
- What does "past their usual return interval" mean?The eight things CLEO notices
- What does "no follow-up scheduled" mean for a lead?The eight things CLEO notices
- What am I waiting on from customers?Waiting on others
- How do I record my decision about a customer or lead?Recording a decision
- How do I record one decision about everyone past their return interval?Recording a decision
- Can I change a decision?Recording a decision
- How do I see what happened after my decision?What changed since a decision
Customers and leads
- How do I add a customer?Adding a customer or lead
- How do I add a lead?Adding a customer or lead
- How do I plan a follow-up?Follow-ups
- How do I mark a follow-up done?Follow-ups
- How do I set follow-ups for several customers at once?What Ask CLEO can and cannot change
- How do I add a private note about a customer?A customer's record
- How do I change someone's phone number or email?A customer's record
- How do I find customers I should reconnect with?Lists CLEO prepares
- How do I archive a customer, or bring them back?Archiving and bringing someone back
- Where do enquiries from my website go?Enquiries from your website
- How do I see everything that has happened with a customer?A customer's record
Requests and work
- How do I log a request someone phoned in?Requests
- How do I reply to a customer about a request, or add a private note?Requests
- How do I set a due date on a request, or flag it critical?Requests
- How do I turn a request into work?From a request to work
- How do I close a request that didn't need any work?From a request to work
- How do I start work without a request?Work and its stages
- How do I move work to its next stage?Work and its stages
- How do I mark work as waiting on the customer, or blocked?Work and its stages
- How do I add an action item and assign it to someone?Action items
- How do I see everything overdue, or assigned to me?Action items
- How do I add my own kind of work?Kinds of work and their stages
- How do I rename, reorder or remove stages?Kinds of work and their stages
- Why can't I remove a stage?Kinds of work and their stages
Calendar and bookings
- How do I turn on bookings?Turning on bookings
- How do I set my booking hours?Hours, special dates and booking rules
- How do I close for a holiday, or open different hours on one day?Hours, special dates and booking rules
- How do I set how much notice I need?Hours, special dates and booking rules
- Why won't CLEO show me free times?When CLEO can offer free times
- How do I add an appointment type?Appointment types
- How do I book an appointment?Booking and moving appointments
- How do I book outside my usual rules?Booking and moving appointments
- How do I move an appointment?Booking and moving appointments
- How do I cancel an appointment?Recording what happened
- How do I record that someone didn't turn up?Recording what happened
- Can I undo a cancellation?Recording what happened
- How do I link an appointment to work?Booking and moving appointments
- How do I let customers book online?Online booking
- Why does my booking page say online booking isn't open?Online booking
- How do I see appointments customers booked online?Online booking
Money
- How do I record a payment?Recording payments and refunds
- How do I record a refund?Recording payments and refunds
- How do I fix a payment I entered wrong?Correcting or voiding a payment
- Why doesn't CLEO show revenue?How CLEO treats money
- Why aren't my CAD and USD totals added together?How CLEO treats money
- How do I understand Top customers?Top customers
- Can CLEO send invoices or take card payments?How CLEO treats money
- What's the difference between Billing and Payments?How CLEO treats money
Ask CLEO
- How do I ask CLEO what to work on today?What you can ask
- How do I ask CLEO to do something for me?Asking CLEO to do something
- What happens when I press Confirm?Asking CLEO to do something
- Why did CLEO say "this changed since I checked"?Asking CLEO to do something
- Can I undo something CLEO did?Asking CLEO to do something
- What can't Ask CLEO do?What Ask CLEO can and cannot change
- How do I speak to CLEO, or have replies read aloud?Speaking to CLEO, and past conversations
- Is my voice recorded?Speaking to CLEO, and past conversations
- How do I find, rename or archive an old conversation?Speaking to CLEO, and past conversations
- How much CLEO usage have I used?CLEO usage
- What happens when my CLEO usage runs out?CLEO usage
- Does CLEO ever contact my customers?What Ask CLEO is
Website and settings
- How do I see my website traffic?Website analytics
- What does "Direct" mean?Website analytics
- How do I change my business name, timezone or currency?Your business details
- How do I add someone to my team?Your team
- How do I assign work to someone on my team?Your team
- Can my team members sign in?Your team
- How do I turn a part of CLEO off without losing anything?Turning parts of CLEO on and off