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DynaRep
Calendar
AD
Admin
Administrator
2026
Area:
Time Appointment Phone No. Notes
Week Proposals
Review and respond to partner booking requests
Accounts
User accounts for Administration, Staff and Partners
Administration
Staff
Partners
Partners
Companies & contacts that book meeting weeks
Clients
Companies we visit — appear in day schedule
Meetings Log
All scheduled appointments with full details
Cases
Agent cases and tug operations
Partner Details
Detailed partner profiles, history and activity
🤝
Partner Details coming soon
Extended partner profiles with full history, notes and documents will appear here.
Areas & Groups
Individual areas and grouped collections for day scheduling
Company Notes & Status
Admin-only overview of client statuses and comments
New Meeting
Details
Transcripts
Notes
Company / Location
Press Enter to add each person
🎙
Upload Firefly Transcripts
Drag & drop or click · .txt .pdf .docx .md
Reject Proposal
Provide a reason for the client
Create Account
Case Detail
Add Case
Finalize Day Schedule
Email Preview
💡 Clicking Send Notifications will open your email client with a pre-filled message for each partner. Send each one individually.
Invite Partner
Email Preview
💡 Clicking Send Invite will open your email client pre-filled. Make sure to set a password for them in Accounts first.