Dashboard
The dashboard shows bookings, revenue, utilization, and alerts at a glance.
What you’ll learn
- How to view key metrics and bookings
- How to use the dashboard for daily decisions
Steps (Procedure)
- Go to "Dashboard" from the main menu.
- If you have multiple locations, choose the active location from the header dropdown.
- Review the greeting and available widgets.
- Tap/click a widget (when available) to open a related screen (e.g., "Upcoming bookings", "Payments").
Core widgets
- Upcoming bookings (count): overview of upcoming appointments for the next days.
- Upcoming bookings list: detailed list by time, client, and service; shows “There are no upcoming appointments” when empty.
- Daily payments: total payments for today.
- Payments by method: breakdown by payment method.
- New clients: number of new clients for the last X days.
- Birthdays today: clients who have birthdays today.
- Upcoming installment payments: due sale installments.
- Wallet balance: current available balance.
- Storage space: used/free space.
- Subscription: plan status, limits, and quick links.
- Support: link to technical support.
Tips
- If you manage multiple locations, verify the active location in the header.
- Some widgets are clickable and navigate to related screens (e.g., bookings, payments).
- Use the Reports module for deeper analysis.
FAQs
- Will I see different widgets based on plan/permissions? Some widgets appear only when you have the required permissions and features.
- Can I rearrange widgets? There is currently no public UI option to reorganize widgets.
Next steps
- See the Reports section for deep analysis.