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Help for your business

Your page, step by step.

Pick what you need to do. Each guide points to the right area of your dashboard.

Sign in to my dashboard

You can also add /panel to the end of your own site address to sign in. The dashboard currently uses Spanish labels.

Guides by business type

Find your business type and start with what you need today.

Orders

Check what came in before preparing or collecting payment.

In your dashboard: OrdersSign in to my dashboard
  1. Step 1: Open Orders and search by code or product. “Opened WhatsApp” does not mean the person sent the message: check the chat before marking the order as received.
  2. Step 2: Open the order to review items, total and delivery. Mark it “Paid” only after you confirm the money arrived.
  3. Step 3: To change a price or mark an item sold out, go to Catalog › Products and save. Photos and Excel imports live under Settings › My page.

Brand store

Keep your catalog current and confirm each order.

In your dashboard: Catalog › ProductsSign in to my dashboard
  1. Step 1: In Catalog › Products, change the price or availability and press “Save”. Existing orders keep their original price.
  2. Step 2: For photos or a bulk import, open Settings › My page › Photos and Excel. Review CSV or Excel rows before saving the draft and publishing it.
  3. Step 3: In Orders, check the incoming message before confirming an attempt opened in WhatsApp; record payment when you see it arrive.

Appointments

Set your hours and handle bookings awaiting confirmation.

In your dashboard: CalendarSign in to my dashboard
  1. Step 1: In Calendar › Settings, review staff, opening hours, service durations and blocked times. Save before sharing the page.
  2. Step 2: In Today or Calendar, open a booking marked “Awaiting confirmation” and confirm it after checking the request. You can also create one for a caller or walk-in.
  3. Step 3: If you ask for a deposit, mark it received only when payment arrives. The booking details let you reschedule or send a WhatsApp reminder.

Projects and properties

Follow up with each prospect and keep the unit status clear.

In your dashboard: Prospects · UnitsSign in to my dashboard
  1. Step 1: Open Prospects and find the inquiry by its code. Check which unit it refers to before replying.
  2. Step 2: In the inquiry details, select “Hold for this inquiry” and choose an end date. A held unit cannot be held for another inquiry at the same time.
  3. Step 3: In Units, check whether it is available, held, sold or paused. Record a deposit only after receiving payment.

Technical quotes

Enter the actual amount before sending or collecting payment.

In your dashboard: QuotesSign in to my dashboard
  1. Step 1: Open the inquiry in Quotes. “Page price” is the calculator reference; enter your actual price under “Quoted” after reviewing the job.
  2. Step 2: Save the amount and use “Send by WhatsApp and mark sent”. Once accepted, mark the quote “Accepted”; only then can you record payment.
  3. Step 3: Work shows accepted jobs pending delivery. Under Payments › Deposits and balances, record each actual payment with its amount and date.

Registrations

Create groups, check capacity and confirm deposits.

In your dashboard: Groups › Groups and placesSign in to my dashboard
  1. Step 1: Under Groups › Groups and places, create each group with a name and capacity. If needed, turn on the waiting list or set a minimum enrollment.
  2. Step 2: If families should see “I paid”, first enter your bank account under Payments › Awaiting confirmation.
  3. Step 3: When someone reports payment, check your bank before selecting “Confirm”. Opening WhatsApp does not confirm registration: check that the message arrived.

Your page and connections

Publish, connect a domain, and review payments or messages.

Publish changes to your page

Save keeps a draft; Publish makes it visible to customers.

In your dashboard: Settings › My pageSign in to my dashboard
  1. Step 1: Under Settings › My page, change the needed text, sections, colors or photos. Press “Save”.
  2. Step 2: Open “Preview” and check the page on mobile and desktop. The draft is not yet public.
  3. Step 3: Press “Publish” and confirm the changes. Previous published versions are available under “Versions” if you need to revert.

Connect a domain

Use a domain you already own after your first payment.

In your dashboard: Settings › DomainSign in to my dashboard
  1. Step 1: Under Settings › Domain, enter a domain you already own and press “Connect”. The panel will tell you if your plan and payment allow it yet.
  2. Step 2: Copy the CNAME shown in your panel and add it at your domain’s DNS provider. To support the address without “www”, also set up the redirect shown there.
  3. Step 3: Return to the panel and press “Check now”. Use the domain once it says “Connected”; your netloom.page address remains available meanwhile.

Custom domains depend on your plan and become available after the first payment. Use the DNS value shown in your own panel.

Plan and billing with Recurrente

Check charges and update your card from your dashboard.

In your dashboard: Settings › Plan and billingSign in to my dashboard
  1. Step 1: Open Settings › Plan and billing to see your plan, subscription status, next charge and recorded transactions.
  2. Step 2: If a charge failed, select “Change card”: the dashboard sends you to Recurrente’s form. Check the status when you return before trying again.
  3. Step 3: The same tab lets you review plan or billing-cycle changes before confirming, and cancel if you do not want another charge. It shows when each change takes effect.

Payments made by your customers on your site are separate and require enabling Recurrente payments; “Plan and billing” is for your Netloom subscription.

WhatsApp and Meta connection

Your WhatsApp link works even without connecting the Messages inbox.

In your dashboard: MessagesSign in to my dashboard
  1. Step 1: First check that your site’s WhatsApp button opens your own number. Orders and inquiries can reach it without the Messages inbox.
  2. Step 2: If your plan includes Messages, open Messages › Settings. Select “Connect” only if it is offered for your channel; if it is not ready yet, keep replying through your own WhatsApp.
  3. Step 3: Once connected, review conversations in the inbox. Templates outside the 24-hour window need Meta approval; Meta charges are separate from Netloom credits.

Connecting depends on your plan, channel availability at Netloom and Meta’s approval for your business. It is not required to share your page.

Help when something goes wrong

Contact us from your dashboard, with the details at hand.

Contact support

Open a ticket from your business dashboard.

In your dashboard: Settings › SupportSign in to my dashboard
  1. Step 1: Under Settings › Support, enter a subject, what you need and the page or tab involved. You may attach a PNG, JPG or WebP screenshot up to 800 KB.
  2. Step 2: Select “Send ticket”. Under “Your tickets” you can read its status and replies from the team.

Do not include passwords or customer data in the ticket or screenshot.

Report a problem

Describe what you tried and what happened so we can investigate.

In your dashboard: Report a problem › SupportSign in to my dashboard
  1. Step 1: From the tab where something failed, select “Report a problem”; it opens the Support form.
  2. Step 2: List the steps you took, what you expected and what you saw instead. Include an order or booking code only if needed to locate the case.
  3. Step 3: Send the ticket, then return to “Your tickets” for replies. Never send passwords, card details or private customer conversations.