KFive • Member Hub

Account

What would you like to do?

Your requests and project information stay together here.

New appointment Open orders Browse products

Orders

2 open

Quote requests

Live

Appointments

—

Files

5 available

Overview Your current account snapshot across orders, appointments, files, and available staff.

Start here when you want a quick read on what is active, what needs follow-up, and who from KFive is available to help right now.

Recent orders Your latest order activity and live progress.

Open orders

Order⇅	Date⇅	Status⇅	Total⇅

Next actions Go straight to the parts of the account that need attention.

Appointments

Review your upcoming consultation timing or book a new session with KFive.

Open

Files

Access current project documents, models, and shared downloads in one place.

Open

Products

Return to the catalogue to keep building or refining quote requests.

Browse

Appointments snapshot Keep timing visible here, and use the appointments tab for the full calendar.

Open appointments

Next booked appointment

No appointment booked yet.

Need to book time?

Use the dedicated appointments tab to view the full calendar and request or edit meetings.

Book

Available staff See who is available today, without repeating the full team directory.

View team

Member activity One place to review the latest account-side movement across requests, orders, files, and upcoming visits.

Orders Review your quote cart, submitted requests, and full order history.

Build a quote request from saved products, send it to sales, then keep track of progress and updates in one place.

Approvals

Order approvals at a glance

0

No live approvals yet. Submitted quote requests and online orders will surface here.

Workflow

Commercial progress timeline

Activity

Recent member-side actions

Quote cart Build a request from saved products and send it to sales for pricing.

0 items

Members can build a cart from product pages, review it here, and submit it directly to sales for quoting.

Cart subtotal $0.00

Preferred salesperson Brief for sales Also send quote updates by email if available

Request type Payment Delivery

Delivery window Delivery address

Delivery notes

Browse products Clear cart Submit to sales

Submitted quote requests Track new requests, updates from staff, and progress on live quotes.

All orders A full account view across completed, open, and in-progress orders.

Order⇅	Date⇅	Status⇅	Total⇅

Appointments Book time with KFive and keep track of upcoming consultations.

Use this area to schedule visits, review timing, and stay aligned with upcoming conversations or site meetings.

Appointments Book consultations and review upcoming visits with the KFive team.

Book appointment

Date⇅	Time⇅	Location⇅	Status⇅

Visit prep Keep the meeting useful before you arrive with the right files, project context, and visit intent.

Meeting context See the current appointment and request context without reopening the whole account history.

Files Manage shared documents, technical files, and working downloads.

This area keeps project files structured and searchable, while still feeling like part of the main KFive site instead of a separate tool.

Featured resources Open the current files, approvals, and reference material most likely to matter to active commercial work.

My files Upload, search, and manage the files tied to your work with KFive.

Upload

Name	Owner	Shared with	Size

File activity & approvals Keep the latest uploads, shared links, and article/resource submissions visible in one premium history lane.

Submit an article to KFive Members can send article ideas, announcements, and images to staff for review before anything appears in News.

Attach image

Reset Send to staff review

Your article submissions Track what has been submitted, what is under review, and what staff have approved or sent back.

Sales hub

Build quotes, manage products, and keep the client flow moving.

Use product search to build the quote, attach supporting sales or shipping tools, then save or convert the work into a live order when it is ready to progress.

Start new quote Jump to builder

Saved quotes0Quotes stored in the current workspace

Tool tickets0Sales and shipping helpers attached

PipelineLiveQuotes can move directly into orders

SourceUnifiedProduct data comes from the shared KFive dataset

Product searchSearch ALL PRODUCT / WEB_PRODUCTS

Quote workflow starts here Search the catalogue, add products to the builder, then complete client and order fields below.

Fast path: search → add rows → save quote → convert to order

Search the live catalogue to load products here.

Order builder

Add row Clear Create Quote

Step 1 Add items

Pull products in from the search panel or add manual rows for special cases and custom client requests.

Step 2 Set client details

Capture the contact, status, deposit, and ETA so the quote can be reused and handed over cleanly.

Step 3 Progress the job

Save the quote, notify the client, and convert it into an order when the job is ready to move forward.

Image	SKU	Item	Qty	Unit / Cost	Line total

Subtotal

$0.00

Discount

-$0.00

Shipping

$0.00

GST (10%)

$0.00

Total

$0.00

Margin

—

Client and quote details These fields are what staff use to keep the job actionable and handoff-ready.

Client name Client email

Client phone Internal notes

Order status PO / reference

ETA Deposit due

Client liaison

Save note Send Log status Notify client Convert to order

Tools Attach optional Sales & Shipping tools as tickets. Their data is saved into the quote.

Sales toolsUse these for pricing, install, lead time, and internal sales decisions.
Shipping toolsUse these when freight, palletizing, or delivery planning needs to stay attached to the quote.

Sales

Add from sidebar → Sales tools

Shipping

Add from sidebar → Shipping tools

Estimators

Auto-applied to totals Apply

Sales widgetiFrame slot

Activitytimeline

Order creatednow

Control hub

Manage content, website states, staff availability, and public team profiles.

This is the publishing and coordination layer for the site. Update page content, control office status and hours, manage staff records, and keep the public-facing team information accurate without leaving the dashboard.

Open content manager Edit home and splash

Content areas8Products, brands, projects, news, clients, staff, offices, page settings

Page statesLiveHome, splash, about, featured cards, and carousel

Reports.xlsxExport website state at any time

Team statusSharedOffice status and staff availability update live across the site

Work areawidgets render here

Use postMessage between this page and the embedded widget.

Control widgetiFrame slot (wide)

Ticketsinbox

ORD-1024open APT-558pending

Panels

Appointments Orders Members

Notessession

Website editorPublic page controls

Use these controls for the live public-facing website. Home and splash content, about-page team messaging, and public staff visibility all stay in one place.

Home + splashSet the first content visitors see.
About pageUpdate the public team intro and how staff are presented.
Office presencePublish office open, meeting, away, or appointment-only states.

Content sourceGoogle Sheets API-ready

Source settings Store the published workbook and Apps Script endpoint details the website should read from.

Workbook source connected.

Reset Save source settings

Page editorHome + splash content

This editor controls the first things people see on the website. Update the copy, featured picks, and preview the result before saving.

HeroSet the top-line message staff want visitors to see first.
CarouselCurate five highlights from products, projects, articles, or custom promotions.
Featured cardsChoose which products, projects, and brands appear most prominently on home.

Hero This appears at the top of the splash page and the main home page.

Splash hero

Home hero

Splash preview

KFive

Quiet utility. Honest materials.

Scandi-Japanese pieces, made to last.

Home preview

KFive

Scandi-Japanese pieces, made to last

This title appears on the main home page hero.

Top carousel Five highlight slots appear above the splash and home hero. Each slot can point to a product, project, news article, or a completely custom promotion.

Slot 1

Slot 2

Slot 3

Slot 4

Slot 5

Carousel preview

These five slots rotate at the top of the splash and home pages.

About page Set the public team intro that appears above visible staff profiles on the About page.

Team

Meet the KFive team

Public staff profiles and office availability are controlled from this dashboard.

Featured cards Choose what gets highlighted in the product, project, and brand areas on the home experience.

Featured cards preview

These chips show which products, projects, and brands are set to appear first.

What shows on home Use this as a simple checklist: hero text at the top, then featured products, projects, and brands underneath.

Home page layout

Hero title, then featured product cards, project cards, and brand cards.

Hero Products Projects Brands Appointments

Reset Save page content

Office availabilityOpen hours + presence

Adjust office open status, visitor notes, and current opening hours. These updates can feed public office messaging and the member dashboard.

Reset Save office status

Team availabilityShared staff board

All staff can review and update this shared roster. Logged-in members see the public-facing version in their dashboard and on the About page.

Show this staff profile publicly on the About page and member staff list

Reset Save staff availability

My public profileAbout page card

Each staff member can keep their own public profile current. This profile appears on the About page and helps members know who to contact.

Show my profile publicly

Reset Save my profile

Content managerProducts, brands, projects, clients

Choose a content type, pick an item from the list, edit the fields, then save. New users can use “New” to add fresh records without touching the workbook structure.

Search and selectPick an existing record first when updating content already on the site.
Use New for fresh recordsCreate products, brands, projects, articles, clients, or staff without editing workbook structure manually.
Deactivate before deleteUse deactivate when content should disappear from the site but remain available for staff history.

New Deactivate Delete Save

Filescollateral

Stool No.1 – Spec Sheet.pdfReplace

Bench Long – 3D.objReplace

ReportsExport current website state

Export reports Download spreadsheet snapshots of content and page-state settings for review or handover.

Export content report (.xlsx) Export page states (.xlsx) Reset unpublished changes

Logistics hub

Track fulfilment, plan volume, and keep shipment status accurate.

Use the logistics view to monitor orders, update shipment records, calculate CBM utilisation, and mirror shipping tools already attached during the sales workflow.

Create shipment Review order monitor

Shipment records0Stored in the current local workspace

Order monitorReadyStatus and CBM can be updated in place

CBM plannerLiveAttach calculator results back to orders

Export tools2Manifest and labels available

Logistics map / dockiFrame slot (large)

Refresh

Volume & Container Calculator CBM + container utilization • attach to order

Step 1 Plan volume

Use dimensions or an override CBM to estimate the cargo load and container utilisation.

Step 2 Attach to the order

Push the result into the relevant order so sales and logistics stay aligned.

Step 3 Update shipment state

Keep route, carrier, tracking, ETA, and delivery status current for staff visibility.

CBM Planner Calc

Enter dims or CBM override, then Calculate.

Shipping tools Shared with Sales → state is synced

Orders Monitor Quick status/CBM edits (local store)

Order	Client	Status	CBM	ETA

Recent activity

SHP-552 position logged2m

ORD-1024 marked packed15m

APT-558 confirmed1h

Shipment editornew

Clear Save

Tools

Export manifest Print labels

Shipments

ID	Order	Route	ETA	Carrier	Tracking	Status

Your KFive account

What would you like to do?

Build quotes, manage products, and keep the client flow moving.

Sales

Shipping

Manage content, website states, staff availability, and public team profiles.

Track fulfilment, plan volume, and keep shipment status accurate.

Member sign in

Action