Get started
New to Okinta? After sign-up you set up your first workspace in three short steps, then use the checklist below—the same steps as on your Today dashboard—to get ready for customers.
Browse by area
Explore each main area below. Every section includes a short explanation and links to open the feature in the app. Topics under Top bar match the icons along the top of the signed-in workspace; nested pages (for example individual Settings tabs) also have their own entries in the sidebar.
Main app areas
Home
After you sign in, Home is your dashboard: a quick read on what needs attention, how the business is doing, what your team is shipping, and headline numbers.
Read guide →Audience
Audience is your customer layer: people you store as contacts, the messages you exchange with them, and the articles or emails you author for marketing.
Read guide →Products
Products is your catalog (Digital, Services, Physical), your Coupons rules, and the Orders list that records every customer checkout. What buyers actually pay on is a public payment page powered by Stripe (your connected account from Settings → Payments).
Read guide →Pages
Pages is where you build what visitors see: your main website, guided sales funnels, booking flows, and standalone forms.
Read guide →Finances
Finances is where you record money coming in (quotes, invoices, purchase orders, credit notes), money going out (Expenses), and read summaries (Reports).
Read guide →Done-for-you
Done-for-you is a premium service: you delegate the technical and operational heavy lifting to Okinta so your team can stay focused on what matters most to the business. Eligible workspaces use it to submit done-for-you work—you pick the kind of build (wizard), describe the job in a rich-text brief, and track each ticket until the team picks it up and you collaborate in a per-request thread.
Read guide →AI Agents
AI is deeply integrated across Okinta—from a floating assistant that follows you everywhere, to autonomous automation that runs tasks on a schedule. This page explains how each AI feature works, what it can do, and how to get the most out of it.
Read guide →Team
Team is your internal workspace: Members (people, roles, HR-style records, and access), Conversations (channels and DMs—not customer mail), and Recruitment (job posts plus a per-job applicant board). App availability and edit actions follow workspace app access and each person’s role.
Read guide →Top bar
Tools along the top of the screen—search, calendar, help, notifications, language, settings, and more.
Search in the top bar
The search field opens a jump menu so you can reach any major screen or nested app without hunting the sidebar.
Read guide →Trial and billing notices
Badges near your profile call attention to trials, renewals, or payment issues on your Okinta subscription.
Read guide →Team messages
When your workspace has at least one active teammate who is not the workspace owner, a Team Conversations control (message icon) appears in the top bar. A s…
Read guide →Calendar
The calendar icon opens the Calendar page: your own timed events, Appointments bookings from the product, and—if you connect it—Apple Calendar, toge…
Read guide →Help menu
The Help control (question-circle icon) in the top bar opens a dropdown. The icon uses primary styling when you are on the in-app Help page, Roadmap…
Read guide →Notifications
The Notifications bell in the top bar opens a dropdown feed of in-app alerts your workspace creates (titles and types vary by event). When something is unre…
Read guide →Settings
Settings is the workspace control center. The app bar runs left to right through Account, Company, Domains, Emails, Website, **Legal Pag…
Read guide →Log out
Log out sits on the right of the top bar after Settings (log-out icon and tooltip). Choosing it opens the logout flow instead of staying on the page…
Read guide →