Dashboard Overview
Use the calendar and sidebar to run daily operations
Calendar Workflow
The default dashboard is the calendar. Use it to:
- View staff schedules
- Create bookings
- Open existing bookings
- Filter by location
Navigation Structure
- Today: Calendar, Approvals, Waitlist, Clients, Orders
- Grow: Online Booking, Reviews, Referrals, Pricing Tests, Loyalty, Launch Kit
- Offerings: Services, Packages, Membership plans, Products, Resources
- Team: Team, Staff breaks, Users & Access
- Sales: Sales reports, Retail, Suppliers, Purchase orders, Commissions
- Account: Subscription, Client payments, Terminals, Usage (owner only)
- Settings: Go Live checklist, Business settings, AI Receptionist, Forms
Daily Operating Routine
- Apply location filter first
- Clear approvals and waitlist regularly
- Review top stats for demand and throughput