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@@keepnupwitkiva Sure! I can create a part two with this process in mind!

@@TheRoyalAssistant Thank u I love your videos!

This is a great question! The portal pages eliminate the need for FLOWs, which have limitations in showing where people are at a glance within the process. While you can check submissions or impersonate users, portal pages allow you to see the circles transitioning to the next stages. Additionally, they enable you to move users to desired steps instead of following a strict step-by-step flow process. Both options are very useful and can help maximize your process.

Hello! Thanks so much for your feedback and for checking out the video! Regarding your question about On-Demand Flows, they can be really powerful for automating specific client processes. One common use case is when you want to allow a client to trigger specific actions, like filling out a form or completing a task, without manual input on your end. It can also be used internally to streamline workflows like onboarding, project kickoffs, or follow-ups based on certain triggers. As for the email notification, it’s designed to inform clients that something requires their attention. You’re absolutely right-the default subject line with the word “flow” may not be ideal for every situation. SuiteDash allows customization of both the subject line and the message content, so you can change it to something more user-friendly or specific to your business needs (e.g., “Action Required: Please Complete the Next Step” or “New Task Assigned to You”). From the client’s perspective, they’ll receive an email with a link that takes them directly into their Client Portal to complete the required action. You can customize this whole experience, including the steps they see once they log in, making it more intuitive for them. I've not made many videos on FLOWs but I sure will now. Hope this helps!

They sure are!

Thank you so much! I’m really glad you enjoyed the workshop! Yes, starting with a clear plan and mapping everything out is essential-it helps avoid unnecessary rework down the line. Appreciate your thoughts on this!

You’re absolutely right-it’s definitely a work in progress! We’re currently experimenting with more CSS-driven designs to get even more control over how things look and behave across different screen sizes. The goal is to make everything as fluid and responsive as possible, but it’s taking a bit of trial and error to get there. We’re finding that using CSS gives a lot more flexibility, especially when it comes to mobile responsiveness and keeping those button groupings intact. I’ll keep you posted as we continue to refine things! Let me know if you have any tips or ideas-always open to learning more!

@@Azeemot_S. first off, congratulations! I think you will do exceedingly well in this role. I would say to research productivity systems and also get well-versed in understanding best practices. If you have any specific questions feel free to email me directly.

@@TheRoyalAssistant Thank you so much Marie! I really appreciate you. I'll definitely reach out if I need to ask more questions. Thank you again!

@@justuswomen Thank you for sharing your experience! I completely understand how overwhelming it can be when a platform has so many features-it’s easy to feel lost in all the options. It’s great to hear that your business has grown and that you’re considering SuiteDash again. Regarding your question, yes, SuiteDash is highly customizable and can definitely be tailored to fit the specific needs of a birth business. You can set up everything from tracking leads and consults to managing client visits, creating a client dashboard for resources, and centralizing communication all in one place. If you’d like, I can share some tips on how to streamline the features so they work best for you and your business. Feel free to reach out!

Thank you for sharing your thoughts! I completely understand where you're coming from-sometimes complex platforms can be a bit overwhelming. I'm glad to hear that this specific feature resonates with you! It sounds like it could really streamline your process for managing subscriptions. If you have any questions or need tips on making the most of it, feel free to ask!

@@liveunexpired I’ll make one just for you!

@@TheRoyalAssistant 😍 Thank you, thank you! You are truly amazing! 💜

@@nariyahsimms7452 you’ll have to purchase this from the Power Up by going to your Fly Out menu at the top right where your picture or initials with be > Manage Account > Power Ups.

@@omalichamuna2707 great to question! This may be only available on the Pinnacle account, but the help document doesn’t clarify who has access at this time.

LOL! I'm trying to stay on it!!! 😂 🤎

@@keilongeorge6027 Moxie is a CRM that I use that provides a few features, a scheduler, forms, proposals, invoices and a client portal. It’s super cool!

The video didn't mention that I use this in tandem with SuiteDash. The joy of being a systems enthusiast is having a variety of tools at your disposal. SuiteDash is a fantastic system with its own unique strengths, and Notion undoubtedly has its own set of advantages as well.

@@TheRoyalAssistant thanks for the reply!! I love your Suite Dash videos and just recently (this month) started using Notion. I’d love to see how you use them together. I use Suite Dash as my client portal.

Thank you! I hadn't considered making a video comparing the two, but I definitely could see that being helpful. I'll create one soon to highlight the benefits of each. Notion is perfect for quick personal tasks, while SuiteDash excels at managing larger, client-related projects. Thanks for the video idea...it'll be out soon!

All perks work which is amazing!

Thanks for comment! I sure am! I’ve been trying to curate shorter formed videos that help a more niched audience. I’ll have some new videos out next week!

Yes, I sure do. Feel free to schedule a free connection call to discuss your needs: www.royalassistants.com/connection

Hey! This is possible but not recommended. The Suitedash platform would be branded completely for one business. However, if both businesses have the same branding, this would work perfectly.

Our process begins with a consult to understand your needs: www.royalassistants.com/connection We have one-on-one collaborative sessions that are $125 an hour. It's dedicated to setting up a workflow/process in one hour.

I use Milanote and I'm obsessed - milanote.com/

Second part answer - I create outlines. I like to map out my process by the step, tool, and action type (automation, manual, user action). It's VERY helpful.

Does suitedash have any phone system integration?

@@jahkozali5433 not at this time. They do have sms functionality through twillio

Would please make a video on how to use Suitedash for tax and accounting firm. Something like onboarding, transferring clients info to and from tax softwares. Thanks.

Glad it helped!

Hope it helps!

Thank you so much for this feedback!

It sure is! Thanks for watching. Are there any other features you’re interested in seeing?

Let's see how they roll out the updates!

Here you go! connect.royalassistants.com/airtable

Thank you, but unfortunately it gives a 404 error @@TheRoyalAssistant

@@markeustace5429 airtable.com/app2Wpp0bUE8YSPHG/shrT6N43an4LyUhUF/tblTL1W2MaYVrrzml/viwvfIsT3E53nxpVI?blocks=bipzl70XrpostOfS1

Thank you for the encouragement!

I believe it’s due to the use of the incorrect custom field type. If you’re creating a kickoff form for leads, I would recommend using CRM contact custom fields. Project custom fields must be associated with a project.

@@TheRoyalAssistant OMG YOURE A BIG HELP! It worked! THANK YOU SO MUCH 🥹 BUT I HOPE YOU CREATE A VIDEO LIKE DEEP DIVE TUTORIAL FOR A FORM 🥹🥹🥹

@user-qq8te8kv9u I sure will and I’m glad it worked!

It’s currently already available for CRM Targets, who are clients and for Staff members and is located under the Onboarding menu in SuiteDash.