CLEO Business OS
What would you like to do in CLEO?
Short answers about running your business in CLEO: what each part is for, what happens next, and what CLEO does on its own.
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Start here
You don't need to read the whole guide. These paths cover the basics, one article at a time.
10–15 minutes
Understand CLEO
The ideas behind every screen. Read this before anything else.
30–45 minutes
Learn to run a day
Take one customer from a request to a recorded outcome, and let CLEO help along the way.
Common questions
- What's the difference between a request and work?The records CLEO keeps
- What's the difference between Needs you and CLEO noticed?Needs you, CLEO noticed, Focus and Attention
- What happens when I press Confirm?Asking CLEO to do something
- How do I clear something CLEO noticed?Needs you, CLEO noticed, Focus and Attention
- Can I undo something CLEO did?Asking CLEO to do something
- How do I turn a request into work?From a request to work
- Why won't CLEO show me free times?When CLEO can offer free times
- How do I record a payment?Recording payments and refunds
Browse the guide
Start here
What CLEO is, how it thinks about your business, and your first days.
Run my day
Home, what needs you, what CLEO noticed, and the decisions you record.
Customers & leads
The people you serve, where each lead stands, and the promises you make to get back to them.
Requests & work
What customers ask for, what you deliver, and what needs doing to move it forward.
Calendar & bookings
Your hours, the appointments you offer, booking and moving them, and recording what happened.
Money
Recorded payments and refunds, corrections, and your top customers.
Ask CLEO
Ask about your business in plain language, and have CLEO prepare changes for you to confirm.
Your website
Website traffic, enquiries, and online booking.
Settings & team
Turn parts of CLEO on and off, your business details, and your team.