Sharp+ is MOAA TECH's customer relationship management platform. It gives you a single place to manage customers, schedule appointments, track subscriptions, and send automated reminders, all connected to Sharp Console's messaging engine so your notifications actually reach people.

Whether you run a salon, a clinic, an auto shop, a gym, a restaurant, a SaaS product, or any business that needs to stay in touch with customers, Sharp+ adapts to your workflow. It pre-configures fields, event types, and reminder templates based on your industry so you can get started in minutes.

Signing In

Go to sharpplus.moaatech.com and enter the same email and password you use for Sharp Console. There is no separate registration. Your Sharp Console account gives you access to both platforms.

First Time Onboarding

The first time you sign in, Sharp+ walks you through a quick onboarding flow. The most important step is selecting your industry. This choice pre-configures your workspace with fields, event types, and reminder templates that match your business.

The dashboard is the first screen you see after signing in. It shows you what matters right now: today's scheduled events, upcoming appointments, and key performance metrics.

KPI Cards

The top of the dashboard displays four summary cards so you always know where things stand at a glance.

Today's Schedule

Below the KPI cards, you will see a list of today's events ordered by time. Each entry shows the customer name, event type, time, and current status. You can quickly check in a customer, mark an event as complete, or cancel it directly from this list.

Quick Actions

The dashboard provides shortcut buttons for the tasks you do most often: add a new customer, create an event, and view the full calendar. These save you from navigating through menus for routine work.

The Customers section is where you store everyone your business interacts with. Each customer has a profile with contact details, tags, custom fields, activity history, and a preferred notification channel.

Adding Customers

Click the Add Customer button to create a new profile. The required fields are name and at least one contact method (phone or email). You can also add:

• Phone number used for SMS and WhatsApp reminders
• Email address used for email reminders
• Tags free-form labels for grouping and filtering (e.g. "VIP", "Monthly", "New")
• Preferred channel the customer's preferred way to receive notifications: SMS, Email, or WhatsApp
• Custom fields any additional fields you have defined for your business

Search and Filter

The customer list supports instant search by name, phone, or email. You can also filter by tags to find specific groups of customers. For example, filter by "VIP" to see only your top customers, or filter by "Overdue" to follow up on missed appointments.

Customer Detail View

Clicking on a customer opens their full profile. This shows all their information along with a complete activity history: past events, upcoming appointments, and reminders that were sent. You can edit their details, add notes, or schedule a new event from this view.

CSV Import

If you already have a customer list in a spreadsheet, you can import it in bulk. Go to Customers and click Import CSV. Your file should include columns for name, phone, and email at a minimum. Sharp+ will map the columns and show you a preview before importing.

Custom Fields

Every business tracks different information. Custom fields let you add data points specific to your needs. You can create fields of these types:

Custom fields are managed in Settings > Custom Fields. You can reorder them to control how they appear on customer profiles.

Events are the core of Sharp+. Every appointment, renewal, payment, and follow-up is an event tied to a customer. Events drive your calendar view, your dashboard schedule, and your automated reminders.

Creating Events

To create an event, click New Event from the dashboard, the calendar, or a customer's profile. Fill in the following:

• Customer search and select from your customer list
• Event type choose the category (appointment, renewal, payment, follow-up, or a custom type)
• Date and time when the event is scheduled
• Staff member assign the event to a team member (optional)
• Notes any additional context or instructions

Event Types

Event types define the categories of events your business uses. Each type has a name, a color (for the calendar view), and a default duration. Sharp+ comes with several built-in types based on your selected industry, and you can add more in Settings > Event Types.

Event Statuses

Every event moves through a lifecycle. You can update the status from the calendar, the dashboard, or the event detail view.

Recurring Events

For customers who come in regularly, you can set an event to repeat. Choose from daily, weekly, monthly, or yearly recurrence. Sharp+ will automatically create future events based on the pattern you set. Each instance can be individually modified or cancelled without affecting the series.

Calendar View

The Calendar page shows a weekly grid with all events laid out by day and time. Events are color-coded by type so you can see your schedule at a glance. Click any event to view its details or take a quick action.

Quick Actions

From any event card on the calendar or the dashboard, you can take quick actions without opening the full event detail:

• Check In mark the customer as arrived
• Complete mark the event as finished
• Cancel cancel the event
• No-Show record that the customer did not attend

Reminders are the bridge between Sharp+ and Sharp Console. You define rules that say "send a message X hours before an event," and Sharp+ handles the rest. Messages are delivered through Sharp Console's notification engine via SMS, Email, or WhatsApp.

Reminder Rules

A reminder rule defines when and how a notification is sent. Each rule has:

• Offset how long before the event the reminder should go out (e.g. 24 hours before, 1 hour before)
• Channel which notification channels to use: SMS, Email, WhatsApp, or any combination
• Event type which types of events this rule applies to (or all events)
• Template the message content, with variables that get replaced for each customer

You can create multiple rules. For example, a common setup is to send an Email reminder 24 hours before an appointment, followed by an SMS reminder 1 hour before.

Template Variables

Templates support variables that are automatically replaced with actual values when the reminder is sent. Wrap variable names in curly braces.

Example template:

How Reminders Are Sent

When a reminder rule's offset time arrives (e.g. 24 hours before an event), Sharp+ sends the message through Sharp Console's notification engine. The channel used depends on your rule configuration and the customer's preferred notification channel. If a customer has a preferred channel set and your rule supports it, that channel is used first.

Reminder Log

The Reminder Log shows every reminder that has been sent, along with its delivery status and the channel used. You can filter by date range, customer, or status. This helps you confirm that reminders are going out and troubleshoot any delivery issues.

The Analytics page provides a visual overview of your business activity. All data is based on your events, customers, and reminders.

Overview KPIs

At the top of the page, summary cards show your total customer count, total events, and total reminders sent. These numbers update automatically as you use the platform.

Events by Type and Status

Breakdown charts show how your events split across types (appointment, renewal, payment, follow-up) and statuses (completed, cancelled, no-show). This helps you identify patterns. A high no-show rate, for example, might mean you need to adjust your reminder timing.

30 Day Trend

A line chart shows event volume over the past 30 days. Use this to spot busy periods and plan staffing or resources accordingly.

Busiest Hours

A heatmap or bar chart shows which hours of the day see the most events. This is useful for optimizing your schedule and knowing when your team is most needed.

Top Customers

A ranked list of your most active customers by event count. This helps you recognize your best customers and ensure they receive the attention they deserve.

The Settings page has five tabs, each controlling a different part of your workspace.

General

Set your business name (shown in reminder messages and throughout the app) and configure your Console API key. The API key connects Sharp+ to Sharp Console so that reminders can be sent. You can find your API key in Sharp Console under Settings > Developer.

Custom Fields

Add, edit, or remove custom fields that appear on customer profiles. You can reorder fields by dragging them into the position you want. Each field has a name, a type (text, number, date, select, email, phone), and an optional "required" flag.

Event Types

Create and edit the event types available in your workspace. Each type has a name, a category, a color (used on the calendar), and a default duration in minutes. You can deactivate types you do not use without deleting them.

Reminders

Manage your reminder rules from this tab. Create new rules, edit existing ones, or disable rules temporarily. See the Automated Reminders section for details on how rules work.

Staff

Add team members and assign roles. Each staff member needs an email address and a role. See the next section for a full breakdown of what each role can do.

Sharp+ uses three roles to manage access. The account creator is automatically assigned the Owner role. You can invite additional staff members and assign them roles from Settings > Staff.