Give each client a portal that walks them through every step.
Your guests, tenants and clients sign in to a place with your name on it, see what is theirs and do the next step.
A private place for the people your business serves
Guests, tenants, owners, members and clients sign in to the portal you built for them and see only what is theirs.
Resa
The steps a client takes.
Start
A design for your kind of business.
Uppteckningar
Their bookings, bills and files.
Klienter
Invitations and who has access.
Meddelanden
Timed to their booking.
A Stay
Registration, tax, keys and room service.
Publicera
Your domain, their phone, what is used.
On a Phone
Invite and follow up from anywhere.
Set the steps a client takes, in the right order
Each portal has its own journey: intake, an ID check, an agreement, registration, payment, an offer, a key, a guide, a request, feedback and more. Give each step a window, the steps it waits on and the audiences who see it.
Vad en klient gör i denna portal, i ordning. Den kom med designen som denna portal gjordes av, och den tillhör denna portal. Ändra den fritt.
ID Check
A client checks their ID on their phone before the steps that wait on it open, with a face match if you choose, with Identity.
Readiness
Each switched-on step is checked for whether it can do its job before clients reach it.
Förfrågningar
A request becomes a ticket for your help desk with Desk, or a job for your team with Dispatch.
Self Check-In and Deposits
The stay rules Bookings keeps, shown and edited from the same step.
Framsteg
Every step viewed and completed is counted, so the journey funnel shows where clients stop.
Insights
Per steg i kundresan: vem nådde det, vem avslutade det, hur långt det tog.
Klienter som slutfört varje steg
| Steg | Typ | Nås | Klart | Slutförande | Medianminuter för att avsluta |
|---|---|---|---|---|---|
| Ficha de anamnese | Detaljer & formulär | 412 | 389 | 94,4% | 7 |
| Termo de consentimento | Avtal | 389 | 371 | 95,4% | 3 |
| Pagamento da consulta | Betalning | 371 | 348 | 93,8% | 4 |
| Check-in na recepção | Incheckning | 348 | 341 | 98% | 2 |
| Resultados de exames | Uppteckningar | 298 | 276 | 92,6% | 11 |
| Agende seu retorno | Boka & köp | 214 | 187 | 87,4% | 6 |
| Avalie seu atendimento | Feedback | 341 | 203 | 59,5% | 2 |
Start from a portal designed for your kind of business
Pick a template for your kind of business (a stay, a table, an event day, a trip, a project, a membership, a lease, an owner or an investor), start from a theme, or have it built for you. Each portal is for one audience and starts as a draft.
Skapa en ny Portal
Hur vill du börja?Din nya portal använder dina företagsuppgifter · Mvule CommonsRedigeraStarta från en mallEn design redan klädd i ett Tema. Välj ett, och gör det ditt.Börja med ett temaVälj eller designa ett Tema, och bygg sedan din Portal i det.Bygg det för migCalisto utkastar det från ditt företags egna detaljer: dina produkter, tjänster, öppettider och team.Nine Audiences
Guests, members, participants, renters, tenants, clients, people following a project, owners and investors.
Who is this portal for?
Det bestämmer vilka mallar som leder och vad portalen kan erbjuda.Din nya portal använder dina företagsuppgifter · Lac Brûlé TriathlonRedigeraGästTheir stays and visits: check-in, keys, what is on and the billMedlemTheir membership: bookings, perks, statements and the planDeltagareWhat they signed up for: tickets, the schedule, waivers and resultsHyresgästWhat they rent: the booking, agreements, pick-up and returnHyresgästTheir lease: rent, keys, maintenance and messagesKlient & Leverantör InkorgTheir bookings, documents, messages and payments with youProjektFollows their project: progress, updates, approvals, documents and paymentsÄgareWhat they own that you run: statements, payouts and approvalsInvesterareTheir investments: holdings, distributions, capital calls and statementsShow each client their own bookings, bills and files
A portal reads each client’s records where your team keeps them, never a copy: bookings, the folio, invoices and statements, envelopes to sign with Sign, keys with Access, projects with Velocity. A client only ever reaches what is theirs.
| Vad | Typ | Av | Status | |
|---|---|---|---|---|
| Material board | Godkännande | 17 nov. | Waiting for Your Approval | Godkänn |
| Change order 2 · oak veneer | Signatur | 15 nov. | To Sign | Signera |
| Kitchen wall measurements | Dokument | 14 nov. | Sent Back to YouThe ceiling height is missing | |
| Photos of the existing floor | Dokument | 16 nov. | Att skicka | |
| Appliance model numbers | Dokument | 21 nov. | Att skicka |
| Mejlstolpe | Part Of | Förväntad | Nås | Status |
|---|---|---|---|---|
| Floor plan | Design | 9 okt. | 11 okt. | Slutförd |
| Lighting plan | Design | 2 nov. | 4 nov. | Slutförd |
| Material board | Design | 17 nov. | Väntar på godkännande | |
| Carpentry drawings | Build | 26 nov. | I Progress | |
| Installation | Build | 12 dec. | Inte påbörjad | |
| Final handover | Build | 20 dec. | Inte påbörjad |
| Betalning | Due | Belopp | Status |
|---|---|---|---|
| DepositOn signing | 27 sep. | 37 200 kr | Betalt |
| Floor plan approvedFloor plan | 13 okt. | 37 200 kr | Betalt |
| Lighting plan approvedLighting plan | 6 nov. | 27 900 kr | Betalt |
| Material board approvedMaterial board | 19 nov. | 37 200 kr | Betala |
| Installation completeInstallation | 14 dec. | 27 900 kr | Not Yet Due |
| Final handoverFinal handover | 22 dec. | 18 600 kr | Not Yet Due |
Dokumentbegäran
Ask a person for named documents by a date, then accept each one or send it back with the reason.
Please send these before we draft your renewal. Thank you!
- Photo ID (passport or driving licence)Godkänd
- Last three payslipsTill granskning
- Employer reference letterÅterlämnadThe letter needs a date and your employer’s signature.Upload it again
- Contents insurance certificateAwaiting FileLadda upp detta dokument
- Signed renewal offerUnderskriven
Data Rooms
Share a matter’s files to view or upload, every version kept, each file watermarked if you choose, every view logged.
- Fund III Capital Account Statement Q3.pdfVersion 3NoteringarHistorikLadda ner
- Version 3 · Nov 10, 09:14 · Nuvarande aktivitetLadda ner
- Version 2 · Nov 3, 16:40Ladda ner
- Version 1 · Oct 20, 11:05Ladda ner
- Q3 2026 Investor Letter.pdfNoteringarNew VersionLadda ner
- Schedule K-1 2025.pdfVersion 2NoteringarHistorikLadda ner
- Limited Partnership Agreement (Amended).pdfVersion 2NoteringarHistorikLadda ner
- Subscription Agreement (Executed).pdfNoteringarNew VersionLadda ner
- Capital Call Notice 4.pdfNoteringarNew VersionLadda ner
Documents and Notes
Clients comment on the documents, sheets and slides you share, and pin notes on a PDF page or a picture.
- 1Was the pool pump covered by the warranty?Hessa Al Mansoori · Sida 1 · Omgång 2
- 2Please split the cleaning per stay next month.Hessa Al Mansoori · Sida 1 · Omgång 2
Projekt
Milestones to approve or send back, shared updates and photos, the payment schedule and the package used.
| Mejlstolpe | Part Of | Förväntad | Nås | Status | Why You Sent It Back | |
|---|---|---|---|---|---|---|
| Floor plan | Design | 9 okt. | 11 okt. | Slutförd | Move the island 20 cm toward the window | |
| Lighting plan | Design | 2 nov. | 4 nov. | Slutförd | Dimmers over the dining table, please | |
| Material board | Design | 17 nov. | Väntar på godkännande | GodkännSend Back… | ||
| Carpentry drawings | Build | 26 nov. | I Progress | |||
| Installation | Build | 12 dec. | Inte påbörjad | |||
| Final handover | Build | 20 dec. | Inte påbörjad |
Say what is not right yet. The business sees your words on the milestone and is told straight away.
Board and Calendar
The tasks you share on a project, on a board and a calendar beside its milestones and appointments.
Klientpengar
Each entry with the balance after it and what is held per matter, with Ledger.
| Datum | Sak | Beskrivning | Inkommande pengar | Utgående pengar | Saldo |
|---|---|---|---|---|---|
| 3 oct | Compraventa Calle Libertad 1420 | Depósito en garantía (arras) | $450,000.00 | $450,000.00 | |
| 10 oct | Sucesión Medina Salcedo | Anticipo de gastos notariales | $85,000.00 | $535,000.00 | |
| 17 oct | Sucesión Medina Salcedo | Derechos de inscripción, RPP Jalisco | $18,640.00 | $516,360.00 | |
| 28 oct | Compraventa Calle Libertad 1420 | Avalúo comercial | $12,500.00 | $503,860.00 | |
| 3 nov | Compraventa Calle Libertad 1420 | Saldo del precio de compraventa | $1,250,000.00 | $1,753,860.00 | |
| 8 nov | Compraventa Calle Libertad 1420 | ISAI Guadalajara | $62,180.00 | $1,691,680.00 | |
| 10 nov | Sucesión Medina Salcedo | Honorarios notariales, testamento | $24,300.00 | $1,667,380.00 |
Invite clients by email and decide who keeps access
An invitation names one portal and carries a link and a code. Reminders go on day three and day seven, an expired one can be sent again, and access is suspended, restored or removed with every change recorded.
Klienter
Vem har tillgång till dina portaler och i vilket tillstånd.
| Klient & Leverantör Inkorg | E-post | Portal | Status | Bjuden | Senast sett |
|---|---|---|---|---|---|
| Josh Kaminski | josh.kaminski@outlook.com | Kelpie Members | Aktiv | 26/09/2025 | 12/11/2026 |
| Mei-Ling Tran | meiling.tran@gmail.com | Kelpie Members | Aktiv | 15/01/2026 | 11/11/2026 |
| Callum O'Rourke | callum@orourkebuild.com.au | Kelpie Members | Bjuden | 10/11/2026 | Inte än |
| Priyanka Desai | priyanka.desai@bigpond.com | Kelpie Juniors | Aktiv | 08/05/2026 | 09/11/2026 |
| Hamish Fraser | hamish.f@icloud.com | Kelpie Members | Suspenderad | 21/05/2025 | 27/09/2026 |
| Sienna Park | sienna@parkandco.com.au | Kelpie Juniors | Bjuden | 07/11/2026 | Inte än |
| Tomás Herrera | tomas.herrera@protonmail.com | Kelpie Members | Aktiv | 07/08/2026 | 10/11/2026 |
| Grace Liddell | grace.liddell@yahoo.com.au | Kelpie Members | Aktiv | 10/09/2026 | 12/11/2026 |
| Ollie Nguyen | ollie.nguyen@uts.edu.au | Kelpie Juniors | Aktiv | 15/06/2026 | 06/11/2026 |
| Bec Thornton | bec.thornton@gmail.com | Kelpie Members | Återkallad | 02/03/2025 | 16/04/2026 |
Message clients at the right moment of their booking
Journey messages go by email, text, WhatsApp or push, timed to the booking, such as two days before arrival, and only while the step they mention is still open. Your wording is kept per channel and language, as rules in Automations.
| När | Resultat | Tog |
|---|---|---|
| 12/11 09:00Thandi Mokoena | LyckadesSkickad | 1.2 s |
| 12/11 09:00Johan Pretorius | Hoppat överSkipped: "Guest Details" was already complete | 0.3 s |
| 11/11 14:00Aisha Patel | LyckadesSkickad | 1.4 s |
| 11/11 11:00Liam O’Connor | LyckadesSkickad | 1.1 s |
| 10/11 16:00Naledi Khumalo | Hoppat överSkipped: "Guest Details" was already complete | 0.2 s |
| 09/11 10:00Pieter de Villiers | LyckadesSkickad | 1.3 s |
{{guestName}}{{businessName}}{{portalName}}{{link}}Återställ till standardKastaSparaSamtal
A client writes to your team from the portal, and the team answers in Threads.
Register guests, collect tourist tax and open the door
Each guest fills in what your country asks and signs on their own phone. Stays files them with the police in Spain, Italy, Portugal, Croatia and Czechia. Elsewhere the details are kept for your own register, or exported for you to enter. Tourist tax goes on the folio, and keys come from Access.
Companion Links
The lead guest fills in each companion or sends them their own link, and the desk sees who is done.
Keys on Their Phone
Once the guest is checked in, their key or door code appears in the portal for the dates of the stay, with Access.
Upgrades and Extras
Offer your own extras in the journey, such as an early check-in, a late checkout at its price or a better room.
Check-In Widget
On your own website, a guest types their booking reference and surname and gets their check-in link by email.
Pickupar
A guest asks for a pickup with their flight, your rate card quotes the real drive, and a driver gets the task.
Partner Offers
Sell what the businesses you partner with on Calisto offer, such as tours, and earn their commission.
Damage Protection
The plan a guest picks is covered by the insurer you link, and a damage finding opens a claim.
Food and Drink
Order from the menu or share one order with your table, and pay when it arrives, with a phone, by card, on the room or on an account.
Publish on your domain and see what clients use
Preview a portal as one of its clients, then publish it at its own address or a domain you own. Archive takes it down and keeps it, Restore brings it back, and Duplicate copies its pages.
Installs as Itself
A portal installs on a client’s phone under its own name and icon, or becomes your own app in the App Store and Google Play with Apps.
Dela
A link or a QR code to one portal, by email or text.
Insights
Engagement, the journey funnel, invitations sent, opened and accepted, and revenue in each currency.
Insights
Logga in, sidvisningar och självbetjäningsåtgärder över dina portaler.
Logga in över det valda området
Inbjudanstråle
| Portal | Skickad | Öppnad av | Slutförd | Öppna Sats | Slutförande |
|---|---|---|---|---|---|
| Rocha do Corvo Guest Portal | 248 | 221 | 189 | 89% | 76% |
| Surf School Bookings | 64 | 57 | 48 | 89% | 75% |
| Spa & Wellness | 42 | 30 | 21 | 71% | 50% |
| Weddings & Events | 38 | 31 | 26 | 82% | 68% |
| Corporate Stays | 20 | 17 | 14 | 85% | 70% |
Depositionshem
Live portals, seats and the room TVs, on one page.
Depositionshem
Översikt över platsens utrymmesdistribution och systemstatus på fastigheten
| Portal | Status | Sidor | Medlemmar |
|---|---|---|---|
| Dalbit Guest Portal | Publicerad | 7 | 88 |
| Courtyard Tea Ceremony | Publicerad | 4 | 21 |
| Seochon Walking Tours | Publicerad | 5 | 14 |
| Long-Stay Guests | Publicerad | 6 | 12 |
| Hanbok Rental | Publicerad | 3 | 7 |
| Enhet | Rum | Läge | Status | Kanal | Senast sett |
|---|---|---|---|---|---|
| TV Dalbit-chae | Dalbit-chae Suite | Gäst | Online | Guest Portal | 26. 11. 12. 오후 12:26 |
| TV Sarangchae | Sarangchae | Gäst | Online | Välkommen | 26. 11. 12. 오후 12:25 |
| TV Anchae | Anchae | Gäst | Online | Guest Portal | 26. 11. 12. 오후 12:26 |
| TV Byeolchae | Byeolchae | Gäst | Online | Seochon Guide | 26. 11. 12. 오후 12:24 |
| TV Madang Lounge | Madang Lounge | Admin | Offline | Välkommen | 26. 11. 12. 오전 8:53 |
Poäng av tjänst
Each place you put a portal, a front desk, a kiosk or a link, has its own QR code and counts the arrivals through it.
Poäng av tjänst
De platser du sätter en portal framför dina kunder, var och en med sitt eget QR, och ankomsterna genom det
| Namn | Typ | Portal | Plats | Ankunder (30 dagar) | Status |
|---|---|---|---|---|---|
| Front counter stand | Physical location | Hotaru Table | Entrance, Kamogawa side | 412 | Aktiverad |
| Website reservation link | Virtual endpoint | Hotaru Table | hotaru-shokudo.jp | 524 | Aktiverad |
| Counter seat cards | Physical location | Hotaru Table | Counter, seats 1–8 | 286 | Aktiverad |
| Riverside terrace | Physical location | Hotaru Table | Yuka terrace | 198 | Aktiverad |
| Tablet by the door | Kiosk / tablet | Hotaru Cooking Class | Waiting bench | 137 | Aktiverad |
| Pontochō summer flyer | Physical location | Hotaru Table | Pontochō | 43 | Inaktiverad |
Invite a client and answer them from your phone
In the Calisto app, Navigator’s tabs are Home, Portals, Clients and Messages. A contact card shared from your phone opens a new invitation, and the notice of an expired invitation carries Send Again.
No Signal
Home, Portals, Clients and Journey Messages open from what you kept on the device.
Portals at a Glance
Live portals, those that need you and invitations waiting, on the Windows Widgets Board.
Genvägar
Invite Client, Invitations, Portals, Insights and Create Portal from the app icon.
One Portal
Whether it is live, its address to copy or share, who holds access and who has not accepted yet, with Publish or Take Back to Draft at the bottom.
Där Navigator rör vid allt annat.
1 of these 8 connections is in your plan today; the others are their own apps.
Stays
A guest’s registration is filed with the police and their tourist tax goes on the folio through Stays.
Bookings
A client’s bookings, and a stay’s self check-in and deposit rules, are the ones Bookings keeps.
Sign
An agreement step shows the envelopes waiting for the client’s signature in Sign.
Access
A key or credential step shows the client the key Access issued for their stay or tenancy.
Automations
Journey messages, invitation reminders and team notices are rules in Automations.
Velocity
A client following a project reads its milestones, updates and payment schedule from Velocity.
Ledger
A client’s invoices, statements and client money come from Ledger.
Desk
A client’s messages are answered in Threads, and a help-desk request becomes a case in Desk.
Inga inställningskostnader. Betala när du börjar använda.
Portals for the people your business serves.
Calisto Navigator
A portal with its own journey and messages, each client’s own records, unlimited clients signing in without passwords, and its own domain.
Rekommenderat för dig
Fungerar bra tillsammans.
Calisto Stays
Inkluderade tillägg
Din Core-app visar allt som dina Commerce- och Ops-planer aktiverar.
Learn more →Calisto Bookings
Calisto Sign
Calisto Commerce
Envelopes of one or many documents, sent to each signer in order, checked, chased until everyone signs, and sealed with a certificate anyone can verify.
Learn more →Calisto Access
Calisto Ops
Doors and zones on the locks you connect, keys, codes and grants, visitors checked in at reception, live alarms and occupancy, alerts with a roll call, and a record of every door event.
Learn more →Calisto Automations
Calisto Ops
Rules that start from your Calisto apps, a schedule or a date and act across them all, every app’s automatic messages as rules, sequences that follow up until a person acts, and every run on record.
Learn more →Calisto Velocity
Calisto Ledger
Calisto Ops
Double-entry books set up your way, every Calisto app’s money posted to them, invoices and who owes, supplier bills read and matched, receipts as expenses, the bank reconciled, money held for others, and the statements your accountant files from.
Learn more →Calisto Desk
Rekommenderas för
Branscherna som kör Navigator, och vad var och en kör den för.
Hotell och resortGuest app
The portal a guest opens for keys, room service and the folio. Group and corporate clients get their own.
Hotell och resort på Calisto →Serviserade lägenheterResident app
The portal a resident opens for access, requests and payments. Owners get their own.
Serviserade lägenheter på Calisto →KorttidsuthyrningGuest app
The portal a guest opens for access codes and house rules. Owners get their own.
Korttidsuthyrning på Calisto →RestaurantsGuest ordering app
The portal a guest opens to order, pay and track.
Restaurants på Calisto →FastighetsmäklareBuyer & seller portal
Buyer and seller portal for documents and updates.
Fastighetsmäklare på Calisto →FastighetsmäklareAgent & client portals
Agent and client portals for each transaction.
Fastighetsmäklare på Calisto →FastighetsutvecklingBuyer portal
Buyer portal for payment plans and progress.
Fastighetsutveckling på Calisto →Coaching & TrainingClient app
The portal a client opens for programs, check-ins and progress.
Coaching & Training på Calisto →Gym ManagementMember app
The portal a member opens to book, check in and track progress.
Gym Management på Calisto →Spa & WellnessPatient portal
Client portal for records, consents and plans.
Spa & Wellness på Calisto →Medicinsk estetisk behandlingPatient portal
Patient portal for records, consents and treatment plans.
Medicinsk estetisk behandling på Calisto →Salonger & BarbierKlientportal
Client portal for bookings, packages and membership.
Salonger & Barbier på Calisto →Live Music & FestivalsAttendee app
The portal an attendee opens for tickets, the map and the lineup.
Live Music & Festivals på Calisto →Marathons & EnduranceParticipant app
The portal a participant opens for their bib, the course and results.
Marathons & Endurance på Calisto →Artister och talangFan app
The portal a fan opens for releases and presales. Promoters get their own.
Artister och talang på Calisto →Idrottsagenter & idrottareAthlete portal
The portal an athlete opens for contracts, payments and the calendar. Clubs and sponsors get their own.
Idrottsagenter & idrottare på Calisto →Venue ManagementKlientportal
Client portal for event orders and approvals.
Venue Management på Calisto →Arenor & HallarSocio portal
The portal a socio opens for seats, dues and match tickets.
Arenor & Hallar på Calisto →Händelse & ProduktionsuthyrningKlientportal
Client portal for quotes, counts and delivery.
Händelse & Produktionsuthyrning på Calisto →Offentlig golfGolfer app
The portal a golfer opens for tee times, passes and the pro shop.
Offentlig golf på Calisto →GolfklubbarMember app
The portal a member opens for tee times, the account and the pro shop.
Golfklubbar på Calisto →Rekreation och hyra av fordonKundportal
Customer portal for bookings and waivers.
Rekreation och hyra av fordon på Calisto →Turer & UpplevelserGuest app
The portal a guest opens for the booking, the meeting point and the day. Agents and groups get their own.
Turer & Upplevelser på Calisto →Attraktioner & parkerGuest portal
Guest portal for bookings, passes and waivers.
Attraktioner & parker på Calisto →Hem & FälttjänsterKundportal
Customer portal for quotes, jobs and invoices.
Hem & Fälttjänster på Calisto →Fastighets- och bostadsinspektionKlientportal
Client portal for agreements, payments and reports.
Fastighets- och bostadsinspektion på Calisto →Law Firms & Legal DepartmentsKlientportal
Your clients' projects, documents, data rooms, document requests, invoices and signatures.
Law Firms & Legal Departments på Calisto →Videograf & FotograferClient gallery portal
Client gallery and delivery portal.
Videograf & Fotografer på Calisto →Grafiska designers och konstnärerKlientportal
The portal a client opens for briefs, proofs and approvals.
Grafiska designers och konstnärer på Calisto →Online-butikerShopping app
The portal a customer opens to browse, buy and track. Wholesale buyers get their own.
Online-butiker på Calisto →In-Person RetailersShopping app
The portal a customer opens to browse, buy and track.
In-Person Retailers på Calisto →Allt inkluderat i Calisto Navigator.
- Start from a Template, start from a Theme, or Build It for Me
- Templates by what the portal is for: a stay, a table, an event day, a trip, an appointment, an order, a home sale, a project, a membership, a workspace, a rental, a lease, an owner and an investor
- Customize Template: change the look part by part, and the industry, before using it
- Use This Template opens it straight in the builder; Save Template keeps it in Mine
- Templates: Calisto’s, Mine and Purchased
- Designs at three sizes: a portal, a page or a section
- Library: the sections saved from any portal, tagged
- Nine audiences: guests, members, participants, renters, tenants, clients, people following a project, owners and investors, arranged by the sector you work in
- A portal is for one audience, and starts as a draft
- Any number of portals in one account
- The shared website builder: pages of sections, stacks and grids
- Free Layout on a grid, with its own phone arrangement
- Live blocks that read the signed-in client’s own records
- A page that opens on one record, such as an owner’s statement or a project, reached from its list
- Extensions: what data this portal’s pages read
- What Clients Can See: the portal’s allow-list, plus what each switched-on journey step needs
- Theme: the portal’s look, inherited from your brand kit until it sets its own
- Languages from the account’s shared locale settings
- Preview as one of the portal’s current clients, which never writes and is never counted
- Each portal’s own journey, edited on its Journey tab
- Steps: intake, ID check, agreement, registration, tourist tax, payment, offer, change, credential, check-in, guide, request, conversation, records, feedback, catalog and inspection
- Each step’s label, group, icon, window, the steps it waits on, its audiences and its message
- What the journey is about: a stay, a table, an appointment, any booking, a ticket, an order, a deal or a membership
- Readiness: whether each switched-on step can do its job
- An ID check, with a face match if you choose, with Identity
- Requests to your help desk with Desk, or to your team’s job list with Dispatch
- A stay’s self check-in and deposit, the rules Bookings keeps, edited from the step
- Steps viewed and completed counted for the journey funnel
- Bookings, the folio and orders
- Invoices, statements and payment schedules with Pay, with Ledger
- Envelopes waiting for the client’s signature, with Sign
- Keys and credentials, with Access
- Projects: where each stands, milestones to Approve or Send Back, shared updates and photos, before and after, the payment schedule and the package used, with Velocity
- The tasks you share on a project, on a read-only board and a calendar beside its milestones and the client’s appointments, with Velocity, Legal or Listings
- Matters for a law firm’s clients, with Legal; client money and what is held per matter, with Ledger
- Released inspection reports and the client’s request lists, with Assure
- What the client bought from your business, your listed forms, and the client community
- A golfer’s own tournament entries, and an attendee’s own events and tickets
- Files a portal offers are downloaded through the portal, never by a bare link
- Document requests: named documents asked of one person by a date, with a note
- Each item sent, accepted, or sent back with its reason and asked again, every step dated
- A request closes itself once every required document is in
- What a person sends is filed in the matter’s hub with Depot
- Data rooms: a matter’s files shared with one person, to view or to view and upload
- Every version of a file kept: the client sees the current one, downloads any earlier one and uploads a new one
- Watermark Files: every PDF and picture a client opens or downloads stamped with their name and the date
- Share a Document: documents, sheets and slides opened by the room’s clients to view or comment
- Notes pinned on a PDF page or a picture, answered and resolved by your team
- Every view, download and upload, and every refused one, in the business’s activity log
- The matter’s ethical wall applies to every read
- One invitation door: the portal it opens, a name and an email
- A link and a code with every invitation, open thirty days
- Reminders on day three and day seven, and Send Again once it expires
- Portal Members, Seats & Access, Invitations and Activity
- Suspend, reactivate or remove access, and correct a name or email
- A page for each client: their access, invited, joined and last seen, and the history of every change
- Audiences: groups of clients a step, a page or a block is shown to
- Sign-in by a single-use link to the invited address; no passwords
- Client Sign-In settings, shared with Purview
- Invite from a contact shared to the Calisto app
- A portal client is never a member of your team
- Journey messages by email, text, WhatsApp or push, as rules in Automations
- Timed from the booking, or a set time before or after its start
- Skipped once the step is done or switched off, and refused once more than a week late
- Your wording per channel and language, beside each message
- Every rule and every run on Journey Messages
- Conversations with your team, answered in Threads
- Member directory messages that never show an address
- Shared conversations across businesses, each joined by an emailed invitation, with a file or photo per message
- Team notices: a client joined, a member milestone, a portal published or taken down, an invitation expired
- Guest registration for the whole party, each guest’s details as your policy asks
- Signatures on the guest’s own phone where the country takes one
- Police filing in Spain, Italy, Portugal, Croatia and Czechia, and the register kept or the file prepared in sixteen more countries and regions, Catalonia and the Basque Country among them, with Stays
- INE and ROSS 1000 statistics returns prepared each month, with Stays
- A Check-In widget for your own website: booking reference and surname, the check-in link sent by email
- Pickups: the guest’s flight, a quote from your rate card over the real drive, and the driver’s task, as rules in Automations
- Partner offers from the businesses you choose on Calisto, paid in the portal, with their commission credited to you through Circle
- A damage protection plan covered by the insurer you link, and a claim opened from a damage finding, with Stays
- Companion links, reminders, and the arrivals board
- Tourist tax on the folio, with Stays
- The guest’s key or door code in the portal once checked in, with Access
- Your own extras: early check-in, late checkout, upgrades
- Food and drink ordered from the menu: paid when it arrives, with a phone, by card, on the room or on a member’s account
- A table’s shared order: one guest shares it, the others join with its code, whoever checks out pays
- The marketplace charged to the room
- Points of service: a QR code for each place, its arrivals counted
- Guest-room TVs paired from Deployment Home
- Stay access, checkout and house manual for the booked guest only
- Publish, archive, restore and duplicate
- A custom domain per portal, connected on its Share tab
- Share by link, QR code, email or text
- Installs on a client’s phone under its own name, icon and pages when you switch it on
- Phone App: the portal as your own app in the App Store and Google Play, through Apps
- Notifications the client turns on and off
- Insights: engagement, the journey funnel, invitations sent, opened and accepted, and revenue in each currency
- Revenue shown only to the people your money settings allow
- Deployment Home: live portals, seats and guest-room TVs
- Opens in place from another app, such as Coworking’s Member Portal setting
- Every portal a business gave the person, across every business, in one place
- Their own bookings at each business, with their own deadline on one
- What they share with which business, and the requests businesses sent
- Request lists drawn from released reports, with a PDF to share
- Their data rooms and document requests
- Their conversations, archived for themselves alone
- Tabs: Home, Portals, Clients and Messages
- Shortcuts: Invite Client, Invitations, Portals, Insights and Create Portal
- Home, Portals, Clients and Journey Messages kept on the device to open with no signal
- Share a contact card to start an invitation
- Portals Glance on the Windows Widgets Board: live portals, those that need you and invitations waiting
- Send Again on the notice of an expired invitation
- Every console screen and client page fitted to a phone
Questions about Calisto Navigator
The people your business serves: guests, members, event participants, renters, tenants, clients, people following a project, owners and investors. Each portal is for one of them. The people who work for you get a station in Station instead.
From the records your team already keeps. A client sees their own bookings, folio, invoices, envelopes to sign, keys and projects as they are in the apps that hold them, never a copy, and never anyone else’s.
No. An invitation names one portal and its link or code emails a single-use sign-in link to the invited address. Each later visit signs in the same way.
No. Start from a template designed for what the portal is for, such as a stay, a project or a membership, from a theme, or have it built for you. Its journey comes with it, and every page and step can be changed.
Yes. A guest portal, an owner portal and a member portal are separate portals, each with its own journey, clients and address.
Yes. Every portal installs on a client’s phone under its own name and icon, and from its Share tab it becomes your own app in the App Store and Google Play, built and listed through Apps.
With Stays, guests are filed with the police in Spain, Italy, Portugal, Croatia and Czechia. In sixteen more countries and regions, Catalonia and the Basque Country among them, the register is kept or the file is prepared in the form the authority asks for, and anywhere else the details are collected for you to use. Statistics returns are prepared each month in Spain and Italy.
Archive takes it down and keeps it on record, and Restore brings it back as a draft. The records it showed stay where they always were.