SmartClientPro Admin Intake Viewer
Firebase Admin Login • Account Workspace

Admin Login

Sign in to continue. Each admin opens their own account workspace.
SCP
SmartClientPro
Admin Intake Viewer

Navigation

Move through the full admin workflow from one organized control center.

CRM
CRM Flow Manage leads, clients, bookings, conversions, and intake records.
IN
Intake & Services Control intake pages, service setup, public forms, and service breakdowns.
AI
Marketing & Automation Run follow-ups, email campaigns, scheduled tasks, and AI support.
Connected Flow + Admin Intake Viewer

Admin Intake Panel.

CRM + funnel + booking + Payment. All in one system.

Intake

The active lead loads here automatically. The correct intake form is shown based on the selected service.

Booking Handoff

This stage confirms the lead’s next step and keeps the status attached to the same client record.

Month YYYY
Available Time Slots
Available slots update based on the selected service and existing bookings.
Select a date to view available times.
Booking Actions
The calendar now saves the booked date and time inside this dashboard. You can replace the booking path with your real public booking link later.

Clients

View all current and past clients from Submitted Intake Records in one CRM-style list.

All Submitted Intake Clients

Client Service Intake Type Status Submitted Referral Booking Payment Actions

Admin Intake Viewer

Open submitted Personal Credit or Business Credit intake records and review them in one place.

Firestore Intake Sync: Waiting for admin login.

Submitted Intake Records

Client Service Intake Type Status Submitted Actions

Selected Intake Details

Select a submitted intake record to view the details here.

Referral System

Create referral partners, generate shareable links, and attach referred leads automatically.

Create Referrer

Manual Referral Capture

Referrers

Name Code Email Link

Settings

Manage brand color, booking links, payment defaults, booking time slots, and referrers from one admin panel.

Admin Settings

Controls how many clients show inside each dashboard folder before View All.
Example: 9:00 AM, 10:00 AM, 1:00 PM

Total Clients Conversion

Track total submitted clients, connected leads, converted clients, and the overall conversion percentage.

Total Clients Conversion Connected leads moving into converted clients.
0%
Total Clients
0
Connected Leads
0
Converted
0
0 connected leads to 0 converted.

Create Intake Service

Admin can add a new service and build the intake fields. The service saves under this admin account at accounts/{accountId}/services so this admin’s public intake link can load it dynamically.

Service Details

Form Fields

Field types supported: text, email, phone, number, date, textarea, select, checkbox, and file. For select fields, enter options separated by commas.

Field Preview

Preview before saving

Created Intake Services

Service Slug Price Status Fields Actions

Service Submissions Breakdown

See how many submitted intake clients came in for each service.

Service Submissions Breakdown See how many submitted intake clients came in for each service.
0 Total

Automation Center

Schedule reminders, follow-up emails, due-today alerts, upcoming tasks, and sent logs.

Add Reminder

Schedule Follow-Up Email

Send Manual SMS

This opens the admin's text app. Admin taps send, then the system logs it.
Due Today
0
Upcoming
0
Sent / Completed
0

Due Today

Upcoming

Sent Log

Email Campaign Builder

Create a client email campaign, upload a flyer preview, choose an audience, and open the message in your email app.

Create Email Campaign

Without a backend sender, the flyer is previewed here. Attach the file manually in your email app or paste a hosted flyer link below.
Flyer preview
Use this if your flyer is already uploaded to your website, Drive, or Firebase Storage.
No recipients loaded yet.
Build a campaign to preview the selected audience and email content.

Campaign History

Campaign Audience Recipients Status Saved/Sent Actions

How This Sends Without Firebase Function

This version opens your email app with the selected clients in BCC. For large campaigns, send in smaller batches because email apps limit URL length and recipient counts. True automatic bulk sending with attachments requires a backend sender later.

AI Admin Assistant

Ask the assistant what to do next with leads, booked appointments, payments, and converted clients.

Smart Admin Helper

Ask a question to get a CRM-style recommendation.

Import Center

Upload Excel or CSV files, preview the rows, map columns, and import clients into the correct SmartClientPro folders.

Excel / CSV Import

No file loaded
Recommended columns: Name, Email, Phone, Service, Status, Referral Code, Booking Date, Booking Time, Payment Amount, Payment Status, Notes.

Import Rules

Duplicate protection: SmartClientPro checks email, phone, service, and import key before creating a new client. Re-importing the same file will update matching records instead of creating duplicates.
Folder routing: Use the Status or Folder column to send rows to Intake Submissions, Connected Leads, Booked Appointments, Converted, or Booking Confirmed and Converted.

Column Mapping

Upload a file to map columns.

Preview Rows

No rows ready.
Upload a file to preview client rows.

Integrated Dashboard

See the connected numbers across referral tracking, pre-qualification, intake, booking, and conversions.

Pre-Qualified Leads
0
Intakes Submitted
0
Converted Leads
0
Referral Payout Total
$0
Payment Total
$0
Pipeline Value
$0
Pending Payments
$0
Closed Revenue
$0
Due Today Reminders
0

Connected Leads

Lead Service Status Referral Status Intake Actions Delete
Showing 0 of 0 clients

Intake Submissions

Client Service Ref Code Intake Type Status Actions Delete
Showing 0 of 0 clients

Booked Appointments

Client Service Date Time Status Confirmation Payment Amount Actions
Showing 0 of 0 clients

Booking Confirmed and Converted

Client Service Date Time Confirmed Payment Amount Actions
Showing 0 of 0 clients

Converted Folder

Client Service Referral Status Converted Date Booking Notes
Showing 0 of 0 clients

Nurture List

Client Phone Email Service Referral Status Goals Saved Actions

Referral Leads

Lead Service Referrer Status Payout Actions
Flow Navigation
Current Active Client
No intake record selected yet.
Detected Referral Code
No referral code detected.
© SmartClientPro Admin Intake Viewer
Connected all phases + account-based intake links