The dashboard is where you and your team run your business. It opens on Today, an overview of the day, with the sidebar on the left and a bar along the top of every page.
The sidebar
- The business card at the top shows the business you're in and your role there. Select it to switch to another business or add one. See Run several businesses from one account.
- New booking adds a booking for a guest who phoned, emailed or came by. Owners and Managers see it.
- The pages: Dashboard, Check-in, Bookings, Calendar and Reports, then Catalog with Activities, Locations, Staff, Equipment and spaces and Closed dates, and Business with Booking page, Share, On the day, Payments and Team and settings.
- Support at the bottom opens an email to our support team.
Each person only sees the pages their role can open. A Host sees Dashboard, Check-in and Team and settings, and only the Owner sees Payments. See Team roles and permissions.
The Today page
The heading shows today's date and how many time slots and guests you have. The page refreshes every minute.
- Guests today counts the guests booked for today, and Checked in shows how many have arrived.
- Owners and Managers also see To collect today, what today's guests still owe, and Bookings in the last 7 days, compared with the 7 days before. Hosts see Time slots today instead.
- Today's time slots lists each time slot with its activity, location, staff and places booked. A badge shows On now, Finished, Full, Closed, Cancelled or the places left. Select a time slot to open its guest list. Today's appointments are in the same list, with the guest and the person they are with; select one to open its booking.
- A time slot short of staff shows Needs staff. Owners and Managers also see a list of booked time slots in the next two weeks that need staff, each linking to its guest list. See Set up your staff.
- If you run activities and have time slots or appointments today, switch between Mine and All to see only your own.
- Owners and Managers also see Bookings per day for the last 14 days and Latest bookings, with See all to open the bookings list.
Note: If a business has invited you, the dashboard opens a Pending business invitations window. Select Accept to join it or Decline to turn it down.
The top bar
- Search, or ⌘K on a Mac and Ctrl K elsewhere, finds a page, a booking by its reference or the guest's name, email or phone, a guest, or an activity. Type at least 2 characters, then select a result, or use the arrow keys and Enter. A guest opens Bookings filtered to them, on Upcoming when they have a booking still to come, otherwise on Past. Hosts find pages only.
- The ? button opens this help center in a new tab.
- The bell lists what happened without your team, like new bookings, cancellations by guests and online payments. A red dot means something new came in. Owners and Managers see it. See Notifications for your team.
- Your initials open a menu with Settings, for your profile, password and businesses, and Log out.