What is the dashboard and what is it for?
Created by Jessica Hoi, Modified on Tue, 5 Aug at 3:46 PM by Jessica Hoi
The dashboard gives an overview and insights for:
- Your appointments for the day
- Any appointments and sales that require actions
- Number of appointments for the week
- Revenue/Sales for the week.
To get to the dashboard, select the dashboard (first) icon on the side menu
If you have multiple workplaces, you can use the dropdown filter on the top right to select the workplace you want to see.
Anything related to appointments (for the day, that require actions), will give you the appointment summary, e.g.
- The client/pet booked in
- The service/s
- Time
- Team Member they're booked in with
For appointments that require actions, you'll also be able to see the appointment total and you can check out appointments from here.
For number of appointments and revenue/sales for the week, you can use the arrows before and after the dates to change the week to get insights for different weeks.
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