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Magic Manager

From inquiry to encore.
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Help & Guides
About Magic Manager
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Contact

Tap the date or note above to edit ✶

← Partners

Partner

Changes save automatically ✶

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Text

To: — — picking a template opens your texting app with the message ready to send.

Or just open your texting app →
← Text

Text Template

Changes save automatically ✶

Refer this lead

Why was this lead lost?

Optional — it feeds your Insights, but you can leave it blank.

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Top Clients

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Manage Fields

Reorder or hide fields on every lead's detail page — this applies everywhere, not just this one contact.

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Results

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Tax prep

A year-end spreadsheet and PDF for your accountant. Cash basis.

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Mileage log

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Add Expense

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Import Expenses from CSV

Download your transaction history as a CSV from Chase (or any bank), then upload it here. Review and adjust categories below — nothing gets added until you tap Import.

Making your own list works too — use columns Date, Description, Amount, and (optional) Category.

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Message templates

Ready-made emails and texts for every stage of a booking. They appear when you tap Email or Text on a lead. Tap one to edit it, or add your own. Fields like {firstname} fill in automatically when you send.

Adds ready-made templates you don’t have yet — inquiry reply, quote, agreement, reminders, thank-you, and partner referrals. It never changes or removes anything of yours.

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Your referral link

Other Magic Manager users can use this link to send you leads. Give it to your referral partners — they paste it onto your partner record in their app. When they refer someone to you, the lead lands in your Referral inbox (top of Leads) and you tap Add lead.

This is not your app address — it can only drop leads into your inbox. It can’t open your app or see anything in it.

Resetting makes every link you’ve already given out stop working — use it only if the link was shared by mistake.

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Import clients from a spreadsheet

Have an existing client list? Export it as a CSV (in Excel or Google Sheets: File → Download / Save As → CSV), then upload it here. You'll match up the columns and review everything — nothing is added until you tap Import.

Any column layout works — you'll map them on the next screen. Starting from scratch? Handy columns: Customer name (the only required one), Phone, Email, Company, Service, Event type, Event date, Event location, Quoted price, Lead source, Status, Notes.

OR PASTE FROM A SPREADSHEET

No file needed — in Excel or Google Sheets, select your rows including the header row, copy, and paste below.

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Manage Categories

The built-in categories are always available. Add your own below — they'll show up in every category dropdown right alongside them.

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Email

Pick a template — the name fills in and your email app opens ready to send.

Or write from scratch →
← Email

Template

Picks up wherever you last tapped — Subject or Body — and drops the field in right there. You can also just type {firstname}, {eventdate}, etc. by hand.

Changes save automatically ✶

← Tasks

Edit Task

Changes save automatically ✶

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Follow-up
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Details
Manage fields ✎

Lead created —

Changes save automatically ✶

Duplicate as new booking ✶