Rella
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Find your way around Rella

Use the menu sections, the tabs across the top and Search to reach any page quickly.

All users ยท 3 min read

Steps

  1. The menu on the left groups Rella into sections: Dashboard, Tasks, Inbox, Calendar, Clients, Courses, CRM, Marketing, Automations, Reputation, Payments and Reports. Settings and Help are at the bottom.
  2. Open a section to see its pages as tabs across the top. For example, Marketing has Email campaigns, Landing pages, Blog and Social planner.
  3. Choose Search in the menu, or press Ctrl and K together (Cmd and K on a Mac). Type the name of a page and press Enter to open it.
  4. To find a person, type their name in Search and choose Search contacts.
  5. The Dashboard shows new enquiries in the last 7 days, unread messages, sessions today and revenue this month. Each tile opens the page behind the number.

Check it worked

You can open any page from the menu or Search, and the dashboard tiles open the right pages.

Common questions

A section or tab is missing

Sections and tabs depend on your role. Ask the business owner to check your access in Settings, then Team.

Open the Dashboard (sign-in required)

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