Get it
Android
DMLY: Inbox, CRM & Bookings is on Google Play.
iPhone and iPad
DMLY: Inbox, CRM & Bookings is on the App Store.
Signing in
Sign in with the same email and password you use on the dashboard. If your account has two-factor authentication on, the app asks for the 6-digit code from your authenticator app, or select Use a recovery code instead if you’ve lost the device. If you belong to more than one workspace, Choose a workspace comes next; with one workspace you land straight on Home. To change workspace any time, open Settings and tap the workspace card at the top. That opens Switch workspace.The four tabs
Home is the day at a glance: three tiles (Unread, Appts today, Money in), each a shortcut into its tab, Today’s schedule, recent activity, and Quick actions for the four things you do most: New booking, Record payment, New message, Add contact.Inbox
The same unified Inbox, on all your channels: WhatsApp, Instagram, Facebook, Live Chat, Telegram and SMS. Filter chips narrow the list to Unread, Mine, Unassigned, Done or one channel, and each WhatsApp conversation wears a pill showing how much of the 24-hour reply window is left. In a conversation you reply, attach images or videos, record voice notes, insert saved replies, and use the ⋯ menu for the day-to-day moves: Assign to…, Tags…, Add note, Send template, Mark as done, Pause bot / Resume bot, Archive and Block contact. Opening a conversation marks it read, and a failed send sits in the thread for tap-to-retry rather than vanishing.- Videos can run up to 60 seconds. Anything over 16 MB is refused, because WhatsApp won’t accept it: trim it and try again.
- Voice notes: with nothing typed, the send button records one.
- Long-press a message for Copy or Reply, which quotes that one message.
- Save to device keeps a photo or video in your gallery, and an invoice has Save PDF.
When a WhatsApp window has closed, the app tells you plainly: “The 24-hour window is
closed.” Tap Send a template there, or Send template in the ⋯ menu, to pick one
of the approved templates for that number. Fill in every value it asks for: a preview shows
the message exactly as it will go out, and WhatsApp rejects a template with an empty value.
Creating and submitting templates still happens on the dashboard.
Calendar
A Week / Month switch, which the app remembers, shows a week strip or a month grid over the selected day’s appointments. New opens the booking sheet: pick a service, pick a time from the open slots (two weeks ahead), then say who it’s for. Search your contacts right in the sheet. An appointment opens to four actions: Complete, Reschedule (same slot picker), Message and Cancel (the client is notified). For a pay-before service the sheet is honest about the state: the slot is held, not confirmed. Share the payment link it gives you, and the booking confirms itself when the client pays.Money
The month’s revenue up top, with Outstanding and Expenses beside it, over three lists: Payments, Invoices, Expenses. The + button follows the list you’re on: record a payment (pick the contact, set the amount, Card / Cash / Transfer, Mark as paid), raise an invoice line by line, or log an expense. Opening an invoice gives you the collection actions: Record payment against it, Remind to re-send the reminder, and Share, which mints the pay link and hands it to your phone’s share sheet, so the fastest path to getting paid is Share → WhatsApp → send.Notifications and the daily digest
The bell holds the in-app feed; push notifications reach you when the app is closed: a new conversation, a chat assigned to you, an @mention, a new booking, a new review, a payment (and a failed one), an invoice sent, an automation failure. Each has its own toggle under Settings → Notifications, alongside Push for this device and In-app sounds for the new-message chime. The list there is longer than this: it also covers new comments, uncollected no-show fees, appointments needing an outcome, claimed transfers, payments to review and contact-limit warnings. Every reply a customer sends in an existing conversation also pushes. It goes to whoever the chat is assigned to, or to the whole team on that channel when nobody is. A reply to a comment follows the New comment toggle. A reply in a chat has no toggle of its own, so only the Push switch silences it. The Daily digest is a morning push, “Your day at” your workspace, with today’s appointment count and unread conversation count. Turn it on or off under Settings → Notifications → Daily digest. The app shows its send time, 08:00, but neither the app nor the dashboard can change it. That time is read in UTC, not your timezone, so the digest may not land in your morning. For the workspace-wide switches, see Notifications.Contacts
To add a contact, tap Add contact in Home’s quick actions, or New on the Contacts list (open it from the Inbox). The New contact sheet takes a name, plus an optional WhatsApp-reachable phone number and email. Add contact saves it. A contact’s profile shows their details, upcoming appointment and internal notes, with one-tap Message, Call, Book and Invoice. To write one, use Add note in a conversation’s ⋯ menu. An @mention in a note notifies that teammate, just as it does on the dashboard.What stays on the dashboard
The app is deliberate about its edges. These screens show you the state and hand off to the dashboard to change it:- Channels & integrations: the list and connection status, with Connect opening the dashboard.
- Team & permissions: members and pending invites, read-only.
- Regional preferences: currency and timezone, read-only. (The app’s own Dark mode, 24-hour time and Haptic feedback toggles are, of course, the app’s.)