Shortcuts
Shortcuts is a single launchpad for the whole app: every feature, laid out as cards and grouped exactly like your sidebar. Search to filter, or scan a group and click straight to the page you need.
Overview
The page mirrors your sidebar menu — one section per group (Get Started, Sales, Catalog, Inventory, Growth, Finance, Reports, and more), each shown as a colored row of feature cards. A card has an icon and the feature name; clicking it opens that feature. The Search features box at the top filters cards across all groups as you type. The cards reflect your navigation, so you only see what your organization and plan include.
Step by step: jump to a feature
- Open Get Started → Shortcuts.
- Type in the Search features box (e.g. "expenses", "schedule") to filter, or scroll to the relevant group.
- Click the feature card — you land directly on that page.
Key features
| Feature | What it does |
|---|---|
| Search features | Live-filters every card across all groups by name |
| Grouped cards | Features organized into the same groups as your sidebar |
| Color-coded sections | Each group has its own accent color for fast scanning |
| One-click navigation | Most cards link straight to their feature |
| Support card | In the Get Started group, the Support card opens the in-app support chat instead of navigating to a page |
| Plan-aware | Only shows the features your org/plan has enabled |
Tips & best practices
- Shortcuts is the fastest way to reach a rarely-used page without hunting through the sidebar.
- Search matches feature names — a couple of letters is usually enough to narrow it down.
- New here? Use it as a map of everything the platform offers, group by group.
Troubleshooting
| Issue | Fix |
|---|---|
| "No shortcuts available" | Navigation isn't configured for your org yet — contact your admin or support |
| "No results" after searching | Clear the search box or try a different term |
| A feature you expect is missing | It may not be enabled on your plan — see [Settings → Billing] or contact support |
What's next
- Set up your business: Get Started → Onboarding
- Track performance: Get Started → Dashboard
- Make a sale: Sales → New