Dashboard Tour

Your Dashboard Overview

The dashboard provides an overview of appointments, recent activity, and key metrics.

Dashboard Components

Dashboard Header

The header displays your organization name and provides quick access to:

• Organization Switcher: If you belong to multiple organizations, quickly switch between them
• Notifications: View recent alerts and updates
• Profile Menu: Access your account settings and log out

Setup Progress Widget

For new accounts, the Setup Progress widget guides you through essential configuration steps:

• Complete organization details
• Add your first venue
• Create services
• Set up team members
• Configure operating hours

Bookings Section

The Bookings section shows your upcoming appointments at a glance:

• Today's Appointments: View all appointments scheduled for today
• Pending Confirmations: Appointments waiting for your confirmation
• Quick Actions: Confirm, reschedule, or cancel appointments directly

Appointment Chart

Visual representation of your booking trends:

• Daily, weekly, or monthly appointment counts
• Comparison with previous periods
• Filter by venue or service type

Recent Activity

Stay informed about what's happening in your business:

• New bookings and cancellations
• Client check-ins and completions
• Team member actions
• System notifications

Main Navigation

The left sidebar provides access to all platform features:

Calendar

Your full-featured appointment calendar with multiple views. Manage all bookings, create new appointments, and view staff schedules.

Appointments

List view of all appointments with powerful filtering and search. Manage individual appointments, view details, and handle confirmations.

Clients

Your complete client database. View profiles, appointment history, add notes, and manage client relationships.

Analytics

Comprehensive business insights including revenue reports, staff performance, and booking trends.

Settings

Configure your organization, venues, services, team, and platform preferences.

Quick Actions

From the dashboard, you can quickly:

• Create a new appointment
• Add a new client
• View today's schedule
• Access notifications

Customization

The dashboard adapts based on your role and permissions. Team members with limited access will see a simplified view focused on their responsibilities.