Core Concepts
A practical guide to how TatTool is structured: who/where/when/what money/what automation.
TatTool is designed around a few structural concepts. If you understand these, the rest of the product becomes much easier to learn.
Fast Answers
The Mental Model
At a high level:
- An account joins one or more organizations
- An organization has members (roles), locations, and configuration
- Work is planned through events (bookings, consultations, time off, etc.)
- Clients are represented as client records attached to bookings/consultations
- Money is recorded as payments (not moved by TatTool)
- Communication can be automated with flows
- Reporting lives in Insight (Performance vs Outlook)
Where To Go Next
Accounts & Organizations
How your account relates to organizations, and why settings are split between account and organization.
Understand the difference between your personal account, shared organizations, and memberships.
Roles & Permissions
Roles control what you can see and do across settings, calendar, payments, and reporting.
See how access changes across settings, calendar, payments, and Insight.
Locations
Locations represent where work happens. They are required for events, payments, reporting, and communication.
Learn why locations matter for events, payments, capacity, reporting, and messages.
Events & Scheduling
Events are the building blocks of the calendar: bookings, consultations, guest events, time off, closures, and announcements.
Review bookings, consultations, guest events, time off, closures, and announcements.
Payments & Ledger
TatTool records money events for operations and reporting (it does not move funds).
Understand recorded payments, verification, deposits, service payments, refunds, and reporting.
Automation & Flows
Flows automate communication using triggers, conditions, and actions that run in the background.
Learn how communication automation works safely in the background.
Reporting & Insight
Insight shows revenue and utilization using Performance (past) and Outlook (future) modes.
Understand Performance, Outlook, revenue, utilization, and capacity reporting.
Glossary
Quick definitions for common TatTool terms.
Scan quick definitions for common TatTool terms.