Your Overview dashboard
Overview is the first page in the sidebar and the home screen for everyone on your team. It shows what matters today and how the business is doing, scoped to what each person is allowed to see.
Today at a glance#
At the top you find:
- a greeting with a short summary of your day,
- quick actions: New Booking, New time block, New Client and New Coupon,
- Today: the next appointments on the books, with View all,
- Today's brief: appointments and expected revenue today, plus yesterday's completed visits, no-shows, cancellations and new clients,
- Needs attention: bookings awaiting confirmation, client birthdays this week, clients at risk of not coming back, reviews awaiting moderation, low or expiring stock and packages running low. Each line opens the right page.
Performance cards#
Below, cards such as Revenue this week, Booked today, Clients this month, Upcoming week, Revenue trend, Peak hours, Team performance, Latest reviews, Waitlist and Bestsellers show how things are going. Performance cards are available if your plan includes reports.
Arrange the cards your way#
Drag a card by its handle to move it; the order is saved to your account, so each team member keeps their own layout. With a keyboard, focus the handle, press Space or Enter, move with the arrow keys and press Space or Enter again. Choose Reset order to go back to the default layout.
What staff see#
Owners, and anyone allowed to see every booking, see the whole business. Every other team member sees their own numbers only: their appointments, their brief and their earnings. In the sidebar they get My performance instead of Reports: their take-home (commission and tips), service revenue, bookings, tips and a breakdown by service for the period they pick.
For deeper analysis, see Reports & business insights.