Home: the money-zone belt, notifications and activity

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The home page is ONE screen, no tabs. From top to bottom: today's date and a time-of-day greeting (in your own timezone) with a New job button, one line under it while nobody at the agency has connected a mailbox ("Your emails go out from hello@lovelio.ai until you connect your mailbox", with a Connect your mailbox link to Settings, Integrations; shown only to people who can open that page, gone the moment a mailbox is connected), the two money cards, and the money-zone belt with its table. An agency with no open jobs sees the create-job wizard instead of the belt. The same wizard is the Jobs tab's empty state, and closing or deleting your last job keeps you on the Jobs page with it, ready for the next role.

The earlier two-rooms layout (a Today tab and a My desk tab) was retired in August 2026. The Today deck's money items became the belt's rows; My desk's money cards moved to the top of the page; the Out with clients columns became the Submissions and Floats zones; the diary lives on the calendar page.

The money cards

Booked card: YOUR money - the credit shares recognised to you in the current quota period, from the recognition engine, against your period target when one is set (with a progress bar and the count of placements credited to you). A split placement counts your share, not the whole fee. It also names the next placement start date. Clicking the card opens the Booked slideout: the placements behind the number, each with its start date, your share and the guarantee state.
Forecast card: the next 3 months as rows. The current month shows the weighted pipeline (each live job's fee weighted by how far its furthest candidate has got); later months show locked-in placement fees by start date. Booked and Forecast are deliberately separate - the same dollar never appears in both. Clicking a month opens its receipt: "Locked in" (placements starting in the month, each opening the Placements table) and "Could still land" (live jobs at their weighted fee, each opening the job), summing visibly to the month's figure. Current-month placement starts appear as a note only - already-won money is never counted as forecast.

Both cards respect the agency's data visibility setting: in team or desk mode they show your desk, not the whole agency.

The money-zone belt

Five zones, left to right, in the order money moves: Floats, Submissions, Interviews, References, Offers. Each chevron shows its count and a red dot when something inside is past its follow-up window. One zone is lit at a time and the table below re-columns itself to suit it - a submission wants "Sent" and "Waiting", an interview wants "When" and "Where". The belt reopens on the zone you were last in, and it updates itself live as clients act. The search box above the table searches the lit zone and starts clean on every zone switch. The Fee column shows what each row is worth if it lands - the full placement fee from the job, or the client's live fee schedule against the candidate's expectation on a float - and the footer totals what is on screen, one line per currency. If a zone cannot load, or holds more rows than the belt can list, it says so rather than presenting a short list as the whole story.

Every row's whole surface is the door: clicking it opens the DEAL SLIDEOUT - the journey rail down the left (Float, Review, Screen, Submission, Interview, References, Offer, Placement, each with its state and how long it has sat) and the clicked step's panel on the right. A consultant can run the whole deal from there: screen, submit, book the interview, follow up referees, log the offer and log the placement, every action through the same popup windows the rest of the app uses. Acting inside the deal file keeps it open. An interview whose application was deleted opens the interview's own panel instead. A scored screen reads in full on the Screen step - the screen summary in front and the per-question scorecard (scores out of ten, the candidate's answers word for word) behind a tab, so nobody has to open the candidate record to see how the call went; while nothing has been sent or booked yet, its card also suggests the next moves (Submit to client, Book interview), each button disappearing once its own step has started. The Placement step, before the placement is logged, shows what Create placement will record - salary from the offer, the fee from the client's terms, start date and guarantee - and once it is logged the step reads as the settled win.

The do-next verb on each row does the thing it is named after:

Floats: "Create job" on an interested float (opens the prefilled job-from-float slideout); "Answer" when the client asked a question (the reply lands on the float's conversation and is emailed to them); "Follow up" drafts the nudge for you to read and send.
Submissions: "Book interview" when the client asked (opens the booking popup on the spot); "Answer", "Follow up" or "Resend link" otherwise. A converted float stays visible here at Submitted until the interview is booked.
Interviews: a booked interview needs nothing - the row is the door; a held one carries "Follow up on feedback". Every row says whose interview it is: "Client interview" or "Your own interview".
References: the verb names the actual next rung - ask the candidate for referees, email the reference form, follow up the referees (a real reminder on their existing links), or read what came back. A completed reference opens in its own viewer.
Offers: "Create placement" opens the placement screen directly.

Two grades of notification

Every notification is one of exactly two grades, and there is deliberately no middle one.

Grade A, the handbrake. A white box in the middle of the screen over a dimmed app, for the moments a client moves money toward the agency: a client is interested in a float, asks a question about one, asks a question on a shortlist, requests an interview, confirms an interview, or asks to move a booked one. A client passing is never a handbrake - that is your call, not their clock. The box cannot be closed: there is no X, Escape does nothing, and clicking the dimmed app behind it does nothing. It shows what happened, the client's own words exactly as they typed them, the facts that decide the next move, and buttons that do the work - book the interview, answer them, open the float or the shortlist. A candidate confirming a time is the one that asks nothing of you: the interview is already booked and in your diary, so the button is "Awesome" and pressing it closes the box, with "Open Mia Robertson" next to it if you do want the record. A client who is interested in a float gets one button, "Open the float", and it lands on the float itself - its slideout on your home page, with everything the client has seen and done - not on the floats board. "Create the job" is the first button on that slideout, so you raise the job once you have read the answer rather than off the box. Every other door onto the same answer (the bell, the one-liner, the email button) goes to the same place. One client answer is always one box: when a client says they are interested and then adds a note or a rating, the note joins the message you have not read yet instead of queueing a second box behind it. Answering a client happens on the handbrake itself: "Answer Beatrix" slides a reply box open in the same window, you type the answer in your own words, and Send emails it to them and posts it to the client conversation. It is a plain box - no draft button and no AI - so what the client reads is exactly what you wrote. "Dismiss for 30 mins" pushes it back exactly that long and turns the bell badge red; it works twice, and after that only the real actions are left. Those two are counted on your account rather than in your browser, so they do not come back on another machine or after clearing your browser data. Every handbrake is also recorded - when it stopped you, whether you pushed it away, and when you answered it - and that record is what the Money moments report under Analytics > Reports is built from. Your own copy of that report shows your line; your team leader sees their team and an admin sees the agency. Two waiting show as "1 of 2", oldest first. It never lands on top of typing, an open panel or a half-filled form - it waits for the screen to be idle. Nothing from before today blocks; older ones wait in the bell. Anything already answered - by you in another tab, or by a colleague on the same interview - closes itself. Grade B, the one-liner. Everything else, and it never stops anyone: one line in the top right under the bell ("Darren Jervis completed his reference"), with a pink hairline draining for 10 seconds. Hovering pauses the clock, clicking opens the record it names and marks it read, and the X closes the line without marking anything - either way the notification waits in the bell until it is actioned or dismissed there. Three show at a time, newest on top, and the rest collapse into a count. No sound, no page movement, and never while a handbrake is up.

Opportunity alerts are always Grade B. They never stop the screen. Clicking one opens the exact opportunity inside the client Opportunities tab or the Opportunities Inbox. Priority 1 can also email; Settings > Notifications has a separate Opportunities email switch. The Opportunities item in the sidebar carries the count of work waiting. Marking the notification read does not mark the opportunity handled.

Nothing you started yourself is either grade - saved views, exports and imports keep the small confirmation toast at the bottom of the screen.

The notification bell and notifications page

The bell lives in the global chrome (desktop top bar, mobile floating chrome) on every page and shows the full per-user feed. The unread badge caps at "99+" and refreshes every 30 seconds. The dropdown shows the 10 most recent notifications with "Mark all read", a per-item X that dismisses a notification for good, and a drag handle on its left edge to resize (width is remembered per user). Clicking a notification marks it read and opens the linked record. Action links open the action window in place (for example "The client wants to interview them - book it"); a link that is about reading a candidate on a job - a scored screen ready to review, say - lands on that applicant's deal file on the job's Candidates tab, the same panel every other door opens. "View all notifications" opens /notifications: the full paginated list (20 per page) with filters for type and read/unread, including Opportunities, "Mark all read", and a "Preferences" button that opens notification settings. One quirk: the "Read" filter is applied within each fetched page, so a page filtered to Read can show fewer than 20 items.

Activity feed

Settings has an "Activity" page (Workspace group, visible to admins only) showing the company-wide feed of the latest record activities: stage moves, notes, interviews and so on, grouped by day with today's summary counts at the top, updating live, filterable by record type (application, candidate, job, interview, hire). It shows the most recent 100 entries.

What's New

The public changelog at /changelog lists every feature shipped from the customer feature board, with a date, plain-language description, and a screenshot where one exists. It needs no sign-in.

Common questions

Where did the client's response go? It lands as a notification - the handbrake for money-moving responses, the one-liner otherwise - and the matching belt row carries the do-next verb. It is also in the bell and your email.
Where did the "Up next" cards go? The attention deck was retired in August 2026. The belt's own rows carry the same do-next verbs, client feedback comes through the notifications above, the bell carries the decisions the belt cannot show (due rejections, cancelled interviews and no-shows, marketplace suggestions, reference red flags), and the daily Slack digest lists the whole review queue.
Why does my belt look different from a colleague's? The belt shows YOUR desk under the agency's data visibility setting. In agency mode everyone sees everything.
Can I see notifications from other pages? Yes, the bell is on every page and always shows everything; it is never filtered per page.