Use your password, or the six-digit code from your authenticator app.
I can’t get in
If a link did not arrive, ask your manager for a fresh setup link.
People & teams
Who is on the team, what each person can open, and who cannot sign in.
One-time setup link
Share only with the named person through an approved private method. Sundae will never send it automatically.
People waiting to get in
Sundae cannot email or text a login link, so anyone who is stuck asks here and you hand them the new link yourself.
Nobody is waiting. Requests from the login and setup screens land here.
Who asked
Asked for
When
People
Role and team decide what each person sees and where their numbers roll up. Use On leave for time off; deactivate only when someone leaves.
Add a person
Who they are, where they roll up, and whether the queue hands them leads. Their setup link comes right after.
The queue and the desk hand this person leads. View follows it: on means the full app, off means their own appointments only.
Listed as a setter on the booking link, and credited for the visits they book there. On for setters; switch it on for a closer or manager who also sets.
Scheduling only: a Closer is placed on the calendar either way. Leads and outbound contact follow Can work leads, nothing else. Nothing is sent to anyone.
Person
Role & team
Timezone & phone
Access
Person
Role & team
Status
Access
Divisions
A division groups teams under a director, so the director sees their whole division without being made an executive. Admin only — a division decides who sees whom.
No divisions yet. Teams work exactly as before without one.
Division
Director
Teams
Status
Teams
A team has one primary manager, who gets escalations and override pay, and any number of co-managers who share its whole downline: appointments, setters, scoreboard. Markets are the exact market names used on booking slots.
Co-managers
No teams yet. Reporting still works per person; teams add the rollup.
Team
Managers
Division
Markets
Members
Status
Appointment owner aliases
An alias is the exact spelling another system uses for a closer. Aliases are case-insensitive, never fuzzy-matched, and do not rewrite imported appointment history.
No aliases recorded.
Source spelling
Resolves to
Company logo
Shown at the top of every screen in place of the company’s name, so this workspace reads as yours. Sundae ships a default mark for each company; choose your own PNG, JPEG or WebP up to 512 KB to replace it. A wide mark on a transparent background reads best. Admin only.
No logo yet.
Calendar subscriptions
Give a closer this private link once to see their appointments in their phone's calendar. It holds customer details and is shown only once.
Person
Subscription
Calendar URL
Shown once
Busy calendar sync (inbound)
Paste the closer's private Google Calendar address (Settings → Integrate calendar → Secret address in iCal format). When they're busy, Sundae closes the matching open slot. Only busy times are read.
Appointments that have already ended with nothing recorded, oldest first. Copy a row's link and text it to the closer: three buttons, no login, about five seconds.
Every appointment that has run has an outcome. Nothing to chase.
When
Waiting
Customer
Closer
Market
Asked
Redial spacing
The work queue holds a lead back once it has had its attempts for the day, and keeps a gap between dials, so a number never produces the repeat-call pattern carriers score as spam.
Waiting on spacing
Leads that would be in somebody's queue right now if they had not just been dialed. Nothing is lost; each one comes back at the time shown.
Nothing is waiting. Every assigned lead is workable right now.
Lead
Who
Why
Today
Last dial
Comes back
Flagged numbers
When a carrier labels one of our numbers, calls from it stop ringing and every no-answer logged in that window was never really a no-answer.
Sundae does not know which number placed a given call, because setters dial from their own phones. Record the window against the setter who used the number; the number itself is kept as evidence for the carrier dispute.
No flagged windows recorded. Add one when a weekly caller-ID check comes back labelled.