Getting started
DVT is where your business keeps its customers, conversations, bookings, deals, jobs and payments, shared by the whole team. This page covers signing in, your team and finding your way around.
Signing in
DVT has no passwords. Instead, it emails you a link each time you sign in:
- Go to the sign-in page and enter your email address.
- Open the email from DVT and choose the sign-in link.
- Press Sign in on the page that opens.
Each link works once and lasts 15 minutes. You then stay signed in on that browser for 30 days. Sign out from the button beside your email at the bottom of the sidebar.
New to DVT? Your invitation email has the same kind of link. Invitations last 7 days; an owner can resend yours.
Your team
Owners add people under Settings → Team: enter their email, and their name if you like, and choose Owner or Staff. They're emailed an invitation. Until they sign in, they show as “invited, not signed in yet”, with a Resend invite button.
Remove someone from the same page. You can't remove yourself or the last owner. Someone taken off the team can no longer open the workspace, and their AI connections stop too.
Owners and staff
| Owners | Staff | |
|---|---|---|
| Inbox, contacts, calendar, deals, tasks | Yes | Yes |
| Request payments, sell at the register | Yes | Yes |
| Post to social | Yes | Yes, after an owner approves |
| Delete contacts and conversations | Yes | No |
| Import and export contacts | Yes | No |
| Change other people's availability | Yes | No (only their own) |
| Appointment types, pipelines, project settings | Yes | No |
| Website chat widget and forms | Yes | No |
| Automations and workflows | Yes | No |
| Team, branding, connections, billing | Yes | No (staff can connect their own Google Calendar) |
| Refunds and one-off discounts at the register | Yes | No |
Owners land on the Home dashboard when they sign in. Staff start in the inbox, and open Home from the sidebar.
Finding your way around
- The sidebar has one section per feature. Tabs along the top of each page take you around that section. Shrink the sidebar to icons with Collapse at the bottom.
- On a phone, Home, Inbox, Calendar and Contacts sit in a bar along the bottom, and everything else is under Menu.
- Home shows how the business did over the last 7, 30 or 90 days compared with the period before: new leads and where they came from, how quickly the team replies, appointments and no-shows, reviews, your best social posts and, for owners, payments.
- More than one business? Click the business's name at the top of the sidebar to switch.
- What's new, at the bottom of the sidebar, lists recent changes. A dot means there's something you haven't seen.
- Help opens this help center, and Ideas is where you suggest features and vote for other clients' ideas.
What's in your plan
Every plan, including the free one, has online booking, the chat widget, forms, payments, the deal pipeline, projects, workflows, point of sale and AI access. Plans differ in what comes on top: social posting, the social inbox, reviews, analytics, ads, lead ads, texting and calling, plus how many emails, texts and call minutes you can use each month.
A feature that isn't in your plan doesn't appear in the sidebar. Owners can see and change the plan under Settings → Billing.
Common questions
Is there a password?
No. On the sign-in page, enter your email and DVT emails you a sign-in link. Open it and press Sign in. Each link works once and lasts 15 minutes, and you stay signed in on that browser for 30 days. With no password, there's nothing to forget or have stolen.
I didn't get the sign-in email.
Check your spam or junk folder, and make sure you used the email address you were invited with: the sign-in page always says a link is on its way, even for an address that isn't on a team. After 4 links to one address in an hour, DVT stops sending more for a while, so use the newest one. If you're still stuck, ask an owner to check your address under Settings → Team.
How do I add someone to my team?
Owners go to Settings → Team, enter the person's email (and name, if you like) and choose Owner or Staff. They're emailed an invitation, which lasts 7 days. Until they sign in, they show as "invited, not signed in yet", with a Resend invite button.
What's the difference between an owner and staff?
Owners run the workspace: the team, branding, billing, connections, appointment types, pipelines, the website chat and forms, and automations. Staff do the day-to-day: the inbox, contacts, the calendar, deals, tasks, payments and posts. Staff can't delete contacts or conversations, import or export contacts, or change anyone else's availability, and their social posts wait for an owner's approval.
Someone mentioned a section I can't see.
Either it's for owners only, or it isn't part of your plan. Owners can see what the plan includes under Settings → Billing.
I work for more than one business. How do I switch?
Click the business's name at the top of the sidebar and pick another workspace. You sign in once for all of them.
Can I remove myself or the last owner from a team?
No. Every workspace keeps at least one owner, and you can't remove yourself. Another owner can remove you, or add a new owner first.