How to Use Ranlanka CRM

A practical, click-by-click guide to the app itself — where things live, what each screen does, and how the day-to-day workflows fit together. This section is written for the people actually using the app, not for developers; for the technical side (how features are built), see Features.

Who this is for

The app has five roles — Owner, Manager, Consultant, Cashier, and Receptionist — but day-to-day, what you see falls into two broad experiences:

• Admins (Owner / Manager) — see agency-wide data and management tools: staff, invoicing, accounting, reference data, and reminder settings.
• Staff (Consultant / Cashier / Receptionist) — see their own assigned work: customers, bookings, quotations, and personal reminders. Cashiers additionally see the Payments screen.

Start with Getting Around the App for the shared basics, then jump to whichever role guide matches you.