The dashboard is your central hub for monitoring business performance and accessing key features.
Dashboard Overview
When you log in, you'll see the main dashboard with several sections:
Today's Summary
The top section shows at-a-glance metrics:
- Appointments Today - Number of bookings scheduled
- Revenue Today - Total confirmed revenue
- New Customers - First-time bookings
- Occupancy Rate - Booked slots vs. available
Upcoming Appointments
A list of the next appointments across all therapists, showing:
- Time and duration
- Customer name
- Service
- Assigned therapist
- Status
Click any appointment to view details or make changes.
Calendar Quick View
A mini calendar showing booking density for the current week. Colors indicate:
- Green - Low occupancy (lots of availability)
- Yellow - Moderate occupancy
- Red - High occupancy (nearly full)
Navigation
Main Menu
The left sidebar provides access to all features:
| Menu Item | Description |
|---|---|
| Dashboard | Return to the main dashboard |
| Calendar | Full calendar view of appointments |
| Appointments | List view with search and filters |
| Services | Manage your service catalog |
| Staff | Manage therapists and schedules |
| Customers | Customer database and profiles |
| Gift Cards | Gift card management |
| Reports | Analytics and reporting |
| Settings | Business configuration |
Quick Actions
The top-right corner provides quick actions:
- + New Appointment - Book an appointment manually
- Search - Find customers, appointments, or services
- Notifications - View alerts and updates
- Profile - Your admin profile settings
Customizing Your Dashboard
Rearranging Widgets
You can customize which information appears on your dashboard:
- Click Customize in the top right
- Drag widgets to reorder them
- Toggle widgets on/off using the eye icon
- Click Save Layout
Date Range Selection
Most metrics support custom date ranges:
- Click the date range dropdown
- Select a preset (Today, This Week, This Month, etc.)
- Or choose Custom Range to pick specific dates
Dashboard Metrics Explained
Revenue Metrics
Revenue figures show confirmed payments only. Pending payments are shown separately.
- Gross Revenue - Total amount collected
- Net Revenue - After refunds and fees
- Average Booking Value - Revenue divided by bookings
Booking Metrics
- Total Bookings - All confirmed appointments
- Cancellations - Appointments cancelled
- No-Shows - Customers who didn't arrive
- Rescheduled - Appointments moved to a new time
Customer Metrics
- New Customers - First-time bookers
- Returning Customers - Customers with previous bookings
- Retention Rate - Percentage who book again
Notifications
The notification bell shows:
- New bookings
- Cancellation requests
- Low inventory alerts (if applicable)
- Staff schedule changes
- System updates
Notification Settings
Configure what notifications you receive:
- Go to Settings > Notifications
- Toggle notification types on/off
- Choose delivery method (in-app, email, SMS)
- Set quiet hours if desired
Best Practices
Daily Review
Start each day by:
- Checking today's appointments
- Reviewing any cancellations or changes
- Verifying staff coverage
- Noting any VIP customers or special requests
Weekly Review
Once a week, review:
- Week-over-week booking trends
- Revenue performance
- Customer feedback
- Staff utilization