Ascension
40 articlesGrowing what you have built. Scheduling, contact data, reporting, and the day to day of running it.
How to Add Buffer Time Between Appointments in MONDAi
Add pre- and post-appointment buffer time in MONDAi so you are never forced into back-to-back sessions.
How to Add Custom Fields on Contacts in MONDAi
Create custom contact fields in MONDAi to capture business-specific information and map it from forms directly to contact records.
How to Add Custom Intake Questions to Your Booking Form
Add intake fields to your MONDAi booking form so you arrive at every session already knowing the context you need.
How to Bulk Update Contacts in MONDAi
Select multiple contacts in MONDAi and apply bulk actions: add or remove tags, change pipeline stages, assign team members, or export records.
How to Create a Group Booking Calendar in MONDAi
Set up a class booking calendar so multiple clients can register for the same time slot for workshops, group calls, and live events.
How to Create an Affiliate Program
Launch an affiliate program in MONDAi. Reward referrals, give affiliates their own tracking links, and grow through the people who already love what you do.
How to Create and Manage Contacts in MONDAi
Add individual contacts, fill in their profile, and manage their CRM record in MONDAi for a clear view of every relationship.
How to Create Multiple Calendar Types in MONDAi
Set up separate calendars for discovery calls, coaching sessions, and group events with their own duration, availability, and intake questions.
How to Embed a Booking Widget on Your Website or Funnel
Add a MONDAi booking calendar directly to a page so visitors can book without leaving your site.
How to Export a Report in MONDAi
Export contact lists, order history, pipeline data, and campaign stats from MONDAi as CSV files for analysis or sharing.
How to Export Your Contact List from MONDAi
Export your MONDAi contact list as a CSV for backup, analysis, or migration, with filters to export specific segments.
How to Fix Empty Calendar Time Slots
Your MONDAi calendar is showing no available times? Find out exactly why availability isn't showing and how to fix it quickly.
How to Handle Cancellations and Reschedules in MONDAi
Configure cancellation rules and automate follow-up in MONDAi so cancelled appointments get rebooked.
How to Import Your Existing Contact List into MONDAi
Migrate your existing contact list into MONDAi by preparing a CSV, mapping fields, and importing in bulk.
How to Merge Duplicate Contacts in MONDAi
Find and merge duplicate contacts in MONDAi to keep your CRM clean and ensure automation and campaign data applies to one record.
How to Move Contacts Through Your Pipeline
Update pipeline stages in MONDAi as deals progress. Keep your pipeline current and trigger the right automations as each prospect moves forward.
How to Read Your Affiliate Dashboard in MONDAi
Track affiliate performance, commissions earned, and payouts from the MONDAi affiliate reporting dashboard.
How to Read Your MONDAi Dashboard
Understand every metric on the MONDAi dashboard so you can see what is working, what needs attention, and what to focus on next.
How to Set Up a Discovery Call Workflow
Automate everything around your discovery calls in MONDAi. Confirmation, reminders, pre-call prep email, and post-call follow-up — all running without manual effort.
How to Set Up a Round Robin Calendar for Your Team
Distribute incoming bookings evenly across multiple team members using a round robin calendar in MONDAi.
How to Set Up a Sales Pipeline in MONDAi
Create a visual sales pipeline in MONDAi to track every prospect from first contact to closed client.
How to Set Up an Affiliate Program in MONDAi
Create an affiliate program in MONDAi, invite partners, set commission rates, and track referrals from a single dashboard.
How to Set Up Appointment Reminders in MONDAi
Configure automatic email and SMS reminders for booked appointments in MONDAi to reduce no-shows and keep clients prepared.
How to Set Up Lead Scoring in MONDAi
Configure lead scoring in MONDAi to automatically rank contacts by engagement so you know which leads deserve your attention first.
How to Set Up Recurring Subscriptions
Set up recurring subscription billing in MONDAi. Charge monthly or annually, manage renewals automatically, and handle failed payments with smart retry logic.
How to Set Up Reporting for Your Team in MONDAi
Configure user permissions in MONDAi so team members can see the reports relevant to their role without accessing data they should not.
How to Set Up Reviews AI in MONDAi
Configure Reviews AI in MONDAi to automatically request reviews from clients and respond to Google reviews in your voice — without manual effort.
How to Set Up Your Booking Calendar
Create a booking calendar in MONDAi for discovery calls, coaching sessions, or consultations. Set your availability and share your link so clients can book directly.
How to Set Up Your Sales Pipeline
Build a sales pipeline in MONDAi to track every prospect from first contact to closed client. Set your stages, add opportunities, and know exactly where every deal stands.
How to Set Your Availability and Block Times in MONDAi
Configure working hours and block specific dates in MONDAi so your booking calendar only shows slots you are genuinely available for.
How to Sync Your MONDAi Calendar with Google Calendar
Connect Google Calendar to MONDAi so personal commitments block your availability and new bookings appear in Google automatically.
How to Track Affiliate Referrals
Monitor your affiliate program performance in MONDAi. See which affiliates are sending clicks and conversions, and manage commissions from your dashboard.
How to Track Contact Activity and Notes in MONDAi
Use the contact activity timeline and notes in MONDAi to keep a complete record of every interaction for each contact.
How to Track Revenue in MONDAi
Find your revenue data in MONDAi. See what's been paid, what's pending, and how your income is trending over time — all from your Payments dashboard.
How to Use Attribution Reporting in MONDAi
Understand which funnels, campaigns, and touchpoints are actually generating contacts and sales in your MONDAi account.
How to Use Pipeline Reporting to See Revenue Flow
Read pipeline reporting in MONDAi to understand how opportunities move through your stages and where deals are stalling.
How to Use Smart Lists to Segment Your Audience in MONDAi
Create dynamic smart lists in MONDAi that automatically filter contacts based on tags, behaviour, and custom criteria for targeted campaigns.
How to Use Tags to Organise Your CRM in MONDAi
Build a tag system in MONDAi to segment contacts, trigger automations, and keep your CRM organised as your list grows.
How to View and Manage Orders in MONDAi
Access your full order history, filter by status, view transaction details, and take actions on individual orders.
Understanding Your Contacts and CRM
Get a clear picture of how MONDAi's CRM works. Learn what's stored on a contact record, how to use it, and how the CRM connects to your sales, email, and automation systems.