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The app is built around a tab bar at the bottom of the screen and a Dashboard you open from Home. Other pages cover each area in detail.

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The tab bar

The tab bar sits at the bottom of the screen and shows icons only. The selected tab’s icon is filled in and shown in your company’s color. Unless your company has set up its own tab bar, you see these tabs:
  • Home (house icon) and Share (grid icon) always appear.
  • Messaging (inbox icon), Contacts (two-people icon) and Shop (shopping-bag icon) appear when your company has turned them on.
A badge on Messaging shows how many unread messages you have. A badge on Shop shows how many items are in your cart. Your company can set up its own tab bar instead. It chooses the tabs, their names, icons and order, and it can add tabs that open web pages inside the app. The first five items sit in the tab bar. The rest go under More (three-lines icon), which lists them by name. Tap an item to open it, and tap More again to get back to the list.

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Home

Home shows your company’s name at the top. Tap your profile picture there to open the Dashboard. Your company builds Home, so its layout varies. It may have tabs across the top, such as Media or Pages, and widgets such as these:
  • Catch Up: how many catch-ups you have, and the first few. Tap the widget to start at the first card, or tap a listed catch-up to start there. See Catch-ups.
  • An events widget: your upcoming events. The large version shows a week, where you tap a day to see its events. Tap the widget to open the Calendar.
  • To-Do List: your open to-dos. Tap the circle next to a to-do to complete it, or the plus icon to add one. Tap the widget to open your tasks, which Contacts covers.
  • A leaderboard widget: the top of a leaderboard. Tap it to open the full leaderboard.
  • Get Started: a set of courses with your progress. Tap a course to open it. View All opens the course list.

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Learn

If your company offers courses, Home also has a Learn tab, after your company’s tabs.
  • Each course is a card. A video course shows its status, Not Started, In Progress or Completed, and how much of the video you’ve watched.
  • If your company sorts courses into categories, tabs at the top show All courses or one category.
  • Tap a course to open its page.
A course’s page shows its video or images, title and description. When you close a video, the app saves your place, and marks the course Completed if you watched to the end. An unfinished video continues where you left off.

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Catch-ups

Catch-ups are cards that suggest what to follow up on, such as a contact’s recent activity, new media, a new product or an overdue task. The first time you open them, three intro cards explain how they work: tap Get Started and follow them.

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Work through your catch-ups

1

Open catch-ups

On Home, tap the Catch Up widget, or tap one of the catch-ups listed in it. The counter at the top shows how many cards are left.
2

Act on the card

Use the card’s buttons or reply box, described below. On a card about a contact, tap the contact’s name at the top for options such as View Profile, Call, Text, Email, Add Note and Create a Task.
3

Complete or skip the card

Swipe right, or tap Complete, to mark the card as read. Swipe left, or tap Skip, to set it aside for now. Undo, at the top, brings back the previous card.
4

Finish

After the last card, the “You’re all caught up.” message appears. Tap Done.

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What each card lets you do

  • Contact activity: the contact’s recent messages, orders, cart activity, page views, reviews and smart-link clicks. The bottom of the card has one of these:
    • Respond in Messages, which opens your phone’s messaging app, or your email app if the contact has no phone number.
    • A reply box with a send button.
    • A task form. Tap Add Due Date to pick a date, enter a Task Title and tap Save Task.
    • Your contact groups. Tap a group to add the contact to it, and tap it again to remove them.
  • New or trending media: tap Copy Link or Share Link.
  • New training material: tap View Training Material to open the course.
  • New product: the product’s page. Add to Cart adds it and opens your cart. Buy Now goes to checkout.
  • Upcoming event: the event’s dates, title and description.
  • Product review: rate each product from an order, write a review if you like, and tap Submit Review.
  • Overdue task: tap Mark as Done.
  • Reactions, comments or video views on your media, and a new leaderboard leader: the media or message, with a way to reply.
  • Custom: a button that opens a web page. Tap Go Back to close it.

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Calendar

Tap an events widget on Home to open the Calendar. Its Upcoming and Past tabs list your company’s events. Each event shows its date, title, the start of its description, its Start and End times, and its link and venue if it has them. A status may also show: Starting Soon, In Progress or Event Concluded.
  • Join Event opens the event’s link in your browser. It works when the event has a link and is Starting Soon or In Progress.
  • View Detail opens the event’s page, with the full description, the same details and any images.

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Share an event

1

Open the event's page

In the Calendar, tap View Detail on the event.
2

Tap the share icon

The share icon is at the top right.
3

Choose an option

  • Share Event opens your phone’s share options with the event’s details.
  • Copy Link copies the event’s link. It appears when the event has one.
  • Copy Event Details copies the event’s details as text.
  • Add to Calendar adds the event to your phone’s calendar.

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The Shop tab

If your app has a Shop tab, your company builds its content, for example a Products tab. At the top, the search icon opens product search and the cart icon opens your cart.

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Find a product

Tap the search icon, then type in Search Products or tap a collection or category under Shop By. Tap it again to show All Products. The filter icon filters and sorts the results. Tap a product to open its page.

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A product’s page

  • Photos, the title and the price choices: Buy Once, and Subscribe (or Subscribe and Save when the subscription price is lower) with how often it’s delivered. If there’s more than one delivery plan, tap the frequency to choose another.
  • A picker for each option the product has, such as a size, then Quantity and Total.
  • Product Description.
Product Unavailable! means you can’t buy that option right now. At the top of the page, the share icon shares a link to the product and the cart icon opens your cart. Add to Cart adds the selected option and quantity to your cart. Buy Now adds it and opens checkout. For a bundle, Purchase on Website opens the bundle’s web page instead.

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Review and place your order

1

Open your cart

Tap the cart icon on the Shop tab or on a product’s page. The Review Cart screen opens.
2

Check your items

Each item shows One Time or Subscription and its price. Tap plus or minus to change the quantity. At a quantity of 1, the minus button becomes a trash icon that removes the item. To make an item a subscription, check Subscribe and choose its Deliver Frequency.
3

Add a promo code

If there’s a Promo Code field, enter your code and tap Apply. To remove a code, tap the x on it.
4

Check out

Review the Subtotal, Discount, Tax, Shipping and Estimated Total, then tap Proceed to Checkout. Checkout opens inside the app. Follow its steps to place your order.
Share Cart sends someone a link to a copy of your cart, with the same items and promo codes, through your phone’s share options. Your own orders and subscriptions are on the Dashboard. See Settings and troubleshooting.

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The Dashboard at a glance

Tap your profile picture at the top of Home to open the Dashboard. From top to bottom:
To refresh a list, such as Learn, the Calendar, product search or your cart, pull down on it.

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Frequently asked questions

Your company chooses which tabs appear, what they’re called and their order. If your app has more than five, the rest are under More, the three-lines icon at the end of the tab bar.
The widget opens only when you have catch-ups. When you have none, it shows “You’re all caught up.”
No. Complete, or a swipe right, only marks the card as read. To act on the card, for example to reply or to add a product to your cart, use the card’s buttons or reply box first.
Yes. Tap Undo at the top of the screen to bring back the previous card.