Custom Client fields let you add extra information to every client record in Rithm—details that the standard fields (name, account, phone, address, notes, and so on) do not already cover. Once you create a field, it appears on all of your clients so you can fill in the value that…
The Weekly Planner is your multi-week schedule at a glance. It lays out the next four weeks of meetings, visits, tasks, events, and notes in a clear day-and-time grid—so you can see where you need to be, who you are seeing, and what still needs attention, without flipping through one…
The Pipeline is Rithm’s visual sales board. It shows your clients (also called targets on this screen) arranged in columns by sales stage, so you can see at a glance where each relationship stands and move people forward as the sale progresses. Think of it as a map of your…
The Scoreboard is Rithm’s performance dashboard. While the Home screen helps you plan your day, the Scoreboard helps you see how your sales activity is tracking over time. Think of it as your personal (and, if you’re a manager, your team’s) scorecard. It answers questions like: The Scoreboard pulls together…
The Home screen is your personal dashboard in Rithm on the web. After you sign in, it is usually the first place you land. Think of it as your daily command center: a single page that brings together today’s schedule snapshot, reminders, upcoming meetings, messages, goals, quick actions, and—when available—your…
Account Settings is where you manage your personal Rithm profile, schedule preferences, display options, subscription, and related account tools. In the product, this area is labeled Settings. Use Settings to keep your name and contact information current, tell Rithm when and where you work, control how dates and distances appear,…
Your Rithm subscription is what keeps your account active so you can schedule meetings, manage clients, and use the rest of Rithm’s sales tools. Managing it means checking your plan status, updating how you pay, reviewing invoices, canceling if you need to stop, restarting if access has ended, or—only when…
Client Details is the full record for one client in Rithm. Think of it as the home page for that person or practice: who they are, how important they are to your territory, how often you should visit, how to reach them, and what has happened on past visits. From…
The Schedule List is your day-by-day plan in Rithm—who to see, when to see them, and in what order. It brings together visits Rithm recommends, appointments you create yourself, travel time between stops, helpful tips and reminders, and shortcuts to nearby or available clients you might fit in. Use the…
Meeting Reminders help you stay prepared for upcoming work on your Rithm schedule. They give you a timely heads-up before meetings and appointments so you can review the client, gather your thoughts, and show up ready to sell. Rithm offers this feature as phone alerts on the Rithm iPhone app….