Positive FX

Admin Console

Magic link auth scheduled for launch. Password is dev-only.

PFX Positive FX Admin
Overview Appointments Messages Clients Blog SEO

Good morning

What needs your attention today

Next appointments

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New messages

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License health

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FL DOH verification

CE progress

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Open CE Broker

PLLC status

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Sunbiz record

Recent posts

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Manage blog

Calendar

Appointments

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Blackout schedule

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Messages

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Clients

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Blog posts

Search performance - last 28 days

Connect Google Search Console to populate. (Setup pending)

Site analytics - last 7 days

Connect Google Analytics to populate. (Setup pending)

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New message

Email a client

Quick templates
Schedule for

New client

Add a client manually

Use this when a client hasn't booked or written in yet. If they already have, they'll already appear in the list.

Clients settings

Tab settings

Quick-add tag suggestions

Edit the list of tags that appear as one-click chips on every client profile. Keep these non-clinical (admin workflow only).

"Recent" filter window

How many days back the "Recent" filter chip looks when browsing the clients list.

Export

Download all client records as a CSV file. This file will contain identifying information -- handle it like any sensitive document.