Personnel Management

Coordinate your team from a single space

Consult and distribute the agenda of each member of your team. Assign tasks, organize availability, and keep everyone in sync with ease.

Work with your team with clear roles and visible agendas

Manage who can view, create or modify sessions within the platform. Assign clients and tasks to each collaborator and consult individual agendas to better coordinate the team, all from one place.

Add collaborators and work as a team from the same platform.

Define permissions by role: what they can see and what they can do.

Assign customers to each collaborator to manage them directly.

Check individual calendars and filter schedules to find gaps quickly.

Each collaborator has their own access and space within Harbiz.

Security: decide which clients each collaborator has access to

Assign clients and limit access. Collaborators see (or don't) unassigned customers and don't access account or billing settings. You decide the scope.

Frictionless delegation: agenda, chat and content.

Your team can manage their schedule and communicate with their customers, keeping the experience tidy and consistent.

Don't just create routines. You build a solid business

Explore tools designed to increase revenue, improve retention and professionalize your brand.

Coaching

All your coaching, in one place

Routines, nutrition, monitoring, forms and content to provide a more complete service without wasting time.

Payments

Cobra with order and foresight

Automate collections, reduce defaults and control your income without wasting time on manual tasks.

Marketing

Grow your brand and your community

Attract customers with your own app and website, and turn them into ambassadors with an experience that builds loyalty.

Manage customers like a business, not like a list

Statuses, alerts, planning and billing in a single panel to grow with orderx

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FAQs

Here we answer the most frequently asked questions about our features and services.

What customer states does the dashboard detect?

Assets, waiting (pending initiation/unplanned), at risk (low compliance, cancellations, payment errors), archived and eliminated.

Can I detect customers at risk due to low adherence?

Yes, due to low compliance in the last 30 days.

Can I use this to measure uptake and retention?

Yes, it includes new/common metrics and average permanence.

Can I see “unplanned” customers?

Yes, it identifies customers with an empty schedule or with a few days left to act quickly.

Do you include product and billing information?

Yes, you can view plans/bonds and invoices from the customer's profile.