Explore your ARoute workspace

Get comfortable with ARoute in this narrated, screenshot-based demo. Email addresses are hidden. Explore the dashboard, customer records and timeline, forms and submissions, appointments, team roles, workspace settings, notifications and live chat. Pause and follow the relevant steps in your own workspace. QUESTIONS & ANSWERS Where should I start? Open Customers, Forms or Appointments from the sidebar. Begin with a customer record, then set up the forms and scheduling options you need. How do I collect information with a form? Create a form, arrange fields, mark required information and preview it. Publish and share its link or QR code. Review responses in Submissions; customer creation or linking follows your form configuration. What does the customer timeline show? Review notes, submitted forms and activity together. Use its search and filters to find relevant records and review team assignments. Why are some actions unavailable? Your role controls access. Ask your workspace owner to review your permissions when you need an additional action. How do I prepare appointments and reminders? Review services, availability and the workspace time zone. Configure the available appointment email and reminder settings, and check customer contact details and notification preferences. Is this a live recording? This is a narrated guide using demo screenshots, not a recording of a new live session.