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👤 Profile Settings

⚙️ Settings

ℹ️ About ArcAscend

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💼 Active Clients 0

⭐ Priority 0

📅 Tasks 0

📆 Calendar

📊 Reports

🎯 Buckets 0

🔄 Sync 0

○ Pipeline 0

📝 Create Form

📚 Forms 0

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Filter options are being rebuilt — coming soon.

📋 Your Intake Form

Share your link, collect leads automatically, and manage your questions — all in one place.

🔗 Copy your link and share it in your Instagram bio, texts, or DMs

📱 Use the QR code on flyers, at your gym, or in reels

✏️ Customize questions to match your consultation style

🎯 Set a bucket to auto-tag leads by campaign or source

Intake Form Settings

Customize your client intake form and share your unique link.

Your Intake Form Link

Open ↗

Share this QR code in your gym, on social media, or in your bio.
It links directly to your intake form.

Import a Shared Form

Imported forms bring questions only — you set your own Internal Label and get your own link/QR on save.

✏️ Editing:

Form Branding

Gym / Business Name

Form Title (clients see this on the form)

Internal Label (only you see this — names the form & its bucket)

🔒 Label can't be changed after creation.

Form Description

Header Image

Drag & drop an image here, or click to browse

Recommended: wide image, at least 1200x300px

Bucket Routing

New leads from your intake form will be tagged with this bucket. Leave blank for All Leads.

Form Questions

Drag to reorder. Changes save with the button above.

Link Preview (Open Graph)
When you share your intake form link in iMessage, WhatsApp, or Instagram DMs, it shows a branded card. Your gym name and form title appear automatically once saved.

+ Add New Lead

Name *

Phone

Date

Status

Goal

Level

Timeline

Notes

⚙ Settings

💰 Monthly Goal

Set your target monthly revenue. Progress shows in the top banner.

Monthly Revenue Goal ($)

📅 Calendar Integration

Export scheduled tasks as .ics file — works with Apple, Google, Outlook.

💾 Backup & Share

📦 Export downloads a single JSON file with all your data (leads, billing, tasks, notes, settings). Send this file to share your CRM state — recipient opens ArcAscend and uses Import to load it. Also useful for backups and moving to a new device.

📥 Import Data File

⚠ Important: Sharing the Netlify URL alone does NOT share your data. The URL shares the app; data lives in each user's browser. For true live multi-user sharing (everyone sees the same data in real-time), you need the Supabase backend setup — see Supabase_Migration_Guide.pdf.

Recovery

Reset clears every lead, task, bucket, and campaign back to empty. Confirms first.

👤 Profile Settings

Profile

First name

Last name

Username

Company / Gym

Account

Email address

Updating your email changes your login email immediately (and keeps your profile in sync).

New password

Confirm new password

Organization

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✏️ Edit Tabs

Toggle which tabs show in the navigation bar. Turn off the ones you don't use.

➕ Create Your Own Tabs

To build a custom tab: close this, click ⚙ Filters in the toolbar, pick your conditions (e.g. Status = Closed Won + Active Client = Yes), then click the green + Save as Tab button. Name it and it appears in the nav. You can manage custom tabs from the 🎯 Buckets tab (Pin/Unpin) or click the ✕ on the tab itself.

Paste Questions from AI

Copy the prompt template (button below).
Paste it into the AI of your choosing and add your topic.
Copy the questions it generates.
Paste them here and click Parse.

⚠ Heads up: parsed questions are ADDED to your current list — they don't replace it. Delete your existing questions first (or use “Reset to Defaults”) if you want a fully fresh set.

Ask any AI for intake questions, paste the result below, then Parse.

Import Shared Form

Importing replaces the questions in your builder and fills in the title & description (all editable). Your Internal Label stays blank — set your own to get your own bucket & link on save.

Map your columns

Form QR Code

🔗 Share Form

Share this code. The recipient pastes it into their Create Form tab to import your questions.

This is the permanent code for this form — sharing again always shows the same one. Editing the form updates what the code hands out. Codes never expire.

Create Bucket

Name

Icon

Description

Filters

Level

Status

Active Client

Goal contains

Why Now contains

Timeline contains

📊 Live Preview

0 leads match

📌 Pin as tab in navigation

Position Your Header Image

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