V
Virely Smart Marketing Technologies
Platform Training Guide
Getting Started

The Complete Guide to
Dealsby Platforms

Three complementary platforms. One mission: give every small business enterprise-grade marketing technology at a price they can afford.

Referrals
Appointments
Reservations

Which platform is right for you?

Answer 3 quick questions and we'll recommend where to start.

What type of business do you run?

Service-based (salon, fitness, consulting, auto)
Hospitality (restaurant, bar, hotel, venue)
Retail, e-commerce, or other

What's your biggest challenge right now?

Getting new customers in the door
Managing bookings and reducing no-shows
Filling tables / managing capacity and waitlists

How many customers do you serve per week?

Under 50
50 – 200
200+
🏆Referrals Ready🔒
🏆Appointments Pro🔒
🏆Reservations Master🔒
D

Dealsby Referrals

Turn happy customers into your best marketing channel. Create referral programs, track rewards, and grow through word-of-mouth.

dealsbyreferrals.com
Section progress~4 min read
Auto-walkthrough:
1

Sign up for a business account

Click "Get Started" on the homepage. Enter your name, email, and password. A free 14-day trial is included with every plan.

Full name
Email address
Password
14-day free trial
↓
2

Enter your business details

Fill in your business name, category, description, phone, address, and logo for your public profile.

Business nameCategoryDescriptionPhoneLogo
↓
3

Choose your plan

Starter ($59/mo) or Growth ($99/mo) with Referral Pulse analytics, featured placement, and priority support.

Starter $59/moGrowth $99/mo14-day free trial
↓
4

Launch your business profile

Review details, accept Terms of Service, and go live. Your business appears on the platform immediately.

ReviewAccept termsGo live
▶
Watch: Customer Acquisition Webinar
💡After launch, your Business Dashboard lets you manage campaigns, view analytics, track rewards, and customize your program.
1

Create a referral campaign

Click "Create Campaign." Name it, set the duration and target audience. Unlimited campaigns on any plan.

Campaign name
Start / end date
Campaign type
Target audience
↓
2

Define your rewards

Set what the referrer earns and what the new customer gets. Examples: "20% off," "Free add-on," or "BOGO."

Referrer rewardNew customer dealReward typeExpiration
↓
3

Set referral rules

Define thresholds, stacking rules, limits, and notification preferences. Configure the rating system.

ThresholdStackingNotificationsRating
↓
4

Launch and share

Activate your campaign. Customers share via social, email, and messaging. Order window decals and table tents.

Social sharingEmail linksWindow decalTable tent

Try it: Build your first campaign

Referral link preview

Tony's Pizza
You get: 20% off next order
Your friend gets: Free appetizer
Claim Reward
💡Use the Dealsby Points Program to gamify referrals — points for registering (+20), referring (+10), redeeming (+15), and daily logins (+5).
1

Customers share referral links

Happy customers share unique links. Every share is tracked automatically in your dashboard.

Unique linksOne-click sharingAuto-tracked
↓
2

New customers discover you

Referred friends see your profile and their deal. You get notified for every new referral.

NotificationProfile viewDeal redemption
↓
3

Manage rewards

Both parties earn rewards on conversion. Approve redemptions and track fulfillment from your dashboard.

Approve rewardsTrack redemptionsPoints
↓
4

Analyze and optimize

Real-time analytics: referrals, clicks, conversions, revenue. Growth plan includes Referral Pulse with CLV vs. CAC.

ReferralsConversionsRevenueReferral Pulse
💡Businesses on Dealsby see 47% higher retention, 3.2x more referrals, and 68% conversion on referred customers.
D

Dealsby Appointments

Automate bookings, reduce no-shows with smart reminders, and grow with referral-ready tools.

dealsbyappointments.com
Section progress~3 min read
Auto-walkthrough:
1

Sign up as a business

Enter name, email, password, and select Business role.

Full name
Email
Password
Role: Business
↓
2

Enter business details

Business name, category, description, phone, and address for your public booking page.

NameCategoryDescriptionPhoneAddress
↓
3

Set availability

Weekly hours, buffer time (5–30 min), advance notice (up to 48hrs), booking window, and cancellation policy.

HoursBufferNoticeWindowCancellation
↓
4

Choose plan and launch

Starter ($59/mo) or Growth ($99/mo). Review, accept terms, go live instantly.

Starter $59/moGrowth $99/moLaunch
▶
Book a 5-minute demo
💡Your Business Dashboard gives you bookings, analytics, lunch breaks, holidays, and full settings control.
1

Navigate to services

Find Services in the sidebar. Click "Add Service."

↓
2

Define each service

Name, duration, price, description. Example: "Men's Haircut — 45 min — $25."

Name
Duration
Price
Description
↓
3

Organize by category

Group services — Haircuts, Color, Treatments — for a clean booking page.

HaircutsColorTreatmentsConsults
↓
4

Assign staff (Growth)

Assign services to staff with individual availability.

Staff profilesIndividual hoursAssignments
💡Keep names short. Edit or add services anytime from your dashboard.
1

Customer finds you

Browse by category, location, or direct booking link.

CategoryLocationDirect link
↓
2

Select service and time

Pick service, see real-time availability, choose date and slot.

Service
Date
Time
Staff
↓
3

Confirm booking

One-click confirm. Both parties get SMS and email with details.

ConfirmSMSEmail
↓
4

Manage from dashboard

Calendar view, reschedule, cancel, auto reminders, and analytics.

CalendarRescheduleRemindersAnalytics
💡Customers can cancel, reschedule, or rebook from their dashboard. Referral rewards available for sharing your link.
D

Dealsby Reservations

Floor plans, waitlists, automated reminders, guest CRM, and AI analytics. 14 industry types supported.

dealsbyreservations.com
Section progress~5 min read
Auto-walkthrough:
1

Sign up

Enter name, email, password. A Typeform-style wizard guides the rest.

Full name
Email
Password
Role
↓
2

Business details + industry

Name, address, phone. Select from 14 industries — terminology adapts automatically.

NameAddressPhoneIndustry (14)
↓
3

Choose plan

Starter $59/mo, Growth $99/mo, or Enterprise $399/mo (8 locations, 8K SMS, 40K email).

Starter $59Growth $99Enterprise $399
↓
4

Review and launch

Connect Stripe, accept terms, go live. Guided Tour launches on first login.

StripeTermsGo liveGuided Tour
💡The Guided Tour auto-launches and walks through floor plan, navigation, reservations panel, and settings.
1

Build your floor plan

Drag-and-drop tables, booths, resources. Merge/combine for large parties. Multiple zones.

Drag-and-dropMergeZonesIndustry labels
↓
2

Set availability

Operating hours, time slots, max party size, C&R 75-min turn logic.

Hours
Slots
Party size
C&R time
↓
3

Assign staff & roles

5 RBAC roles: Owner, Manager, Host, Server, Staff.

OwnerManagerHostServerStaff
↓
4

Configure policies

SMS/email reminders, cancellation policy, off-peak discounts, waitlist + walk-ins.

RemindersCancellationOff-peakWaitlist

Try it: Drag tables on your floor plan

Click "Add table" then drag to rearrange. This is a simplified preview of the real floor plan canvas.

0 tables
💡Off-Peak Discount Manager fills slow periods. Recurring reservations lock in regulars weekly.
1

Guest books

Date, time, party size, occasion, seating pref, dietary needs. DSBY confirm code issued instantly.

DateParty sizeOccasionDSBY code
↓
2

Live Reservations Panel

Timeline, list, or floor plan view. Seat guests, mark arrivals, walk-ins, waitlist.

Live PanelTimelineFloor planWalk-ins
↓
3

Smart reminders

Auto SMS/email before reservations. Guests confirm, cancel, or reschedule. No-show tracking.

SMSEmailConfirmNo-show
↓
4

AI Analytics

KPIs, covers, no-show rate, peak hours, revenue. AI benchmarks against industry averages.

KPIsCoversNo-showsAI insightsBenchmarks
💡Guest CRM builds profiles automatically. Private Events handles deposits, contracts, and custom floor plans.

Interactive Pricing Calculator

Adjust your needs to find the right plan across all three platforms.

1,000
5,000
1

Platform Comparison

Three platforms, each solving a different problem. All complementary, all independent.

D
Referrals
Turn customers into your marketing channel through referral rewards and word-of-mouth growth.
  • Unlimited referral campaigns
  • Custom rewards & points program
  • Leaderboards & gamification
  • Referral Pulse analytics (Growth)
  • Window decals & table tents
$59 – $99/mo
D
Appointments
Automate bookings, reduce no-shows, and give customers real-time scheduling.
  • Real-time availability calendar
  • Staff scheduling & assignment
  • SMS & email reminders
  • Google Calendar + Outlook sync
  • Stripe booking deposits (Growth)
$59 – $99/mo
D
Reservations
Floor plans, waitlists, guest CRM, and AI analytics for hospitality businesses.
  • Visual floor plan canvas
  • 14-industry terminology engine
  • Guest CRM + AI analytics
  • Waitlist & walk-in management
  • Enterprise: up to 8 locations
$59 – $399/mo
🎉
Launching Soon
Q3 2026 🚀🎊
We're putting the finishing touches on something amazing.
Get ready to experience enterprise power built for your small business.