This guide covers everything you need to manage your Bookwell instance as an administrator.
What Can Admins Do?
As an admin, you have full control over your Bookwell instance:
- Business Settings - Configure your business information, hours, and policies
- Service Management - Create, edit, and organize your service offerings
- Staff Management - Add therapists, set schedules, and manage permissions
- Appointment Oversight - View, modify, and manage all bookings
- Financial Management - Handle payments, refunds, and gift cards
- Reporting - Access analytics and business insights
Getting Started
Dashboard Overview
Navigate the admin dashboard and understand key metrics.
Managing Services
Create and configure your service catalog.
Core Features
Staff Management
Managing Therapists
Add staff, set schedules, and configure availability.
Appointments
View and manage all bookings across your business.
Financial Operations
Payment Processing
Handle transactions, refunds, and payment settings.
Gift Cards
Create and manage gift card programs.
Quick Reference
Common Tasks
| Task | Location |
|---|---|
| Add a new service | Services > Add Service |
| Add a therapist | Staff > Therapists > Add |
| View today's appointments | Dashboard or Calendar |
| Process a refund | Appointments > [Appointment] > Refund |
| Create a gift card | Gift Cards > Create |
| Update business hours | Settings > Business |
Keyboard Shortcuts
| Shortcut | Action |
|---|---|
G then D | Go to Dashboard |
G then C | Go to Calendar |
G then S | Go to Services |
N | New appointment |
? | Show all shortcuts |
Need Help?
- Check the FAQ for common questions
- Review specific feature guides in this section
- Contact support through the Help menu in your dashboard