Find your way around the dashboard
Last updated
The sidebar, the phone bar, the business switcher and your account menu, and which sections each role sees.
- Who can do this
- Everyone on your team
- Where to find it
- The sidebar on a computer, or the bar at the bottom on a phone
Everything in the dashboard sits under a short list of sections. You only see the ones your role allows.
The sections
| Section | What it holds |
|---|---|
| Home | Today's bookings, what needs you, and the setup list until your first booking. |
| Calendar | Day, week, month and list views, and Your hours. |
| Inbox | Requests, Messages, Reviews and Time off. |
| Customers | Everyone who has booked, the mailing list and exports. |
| Services | What customers book. |
| Team | The people on your team, their profiles and time off. |
| Website | Your pages, domains and booking button. |
| Analytics | Overview, Activity and Payouts. |
| Settings | Business profile, Locations and hours, Payments and policies, Notifications, Team calendars, Billing, and Data and closing. |
A section you cannot open is not shown at all. A staff member sees Home, Calendar, Inbox and Team. See What each role can do for who sees what.
On a computer
The sidebar runs down the left. Choose Collapse navigation to shrink it to icons, and Expand navigation to bring the names back. The business name sits at the top, and your account is at the bottom.
On a phone
A bar along the bottom holds Home, Calendar and Inbox. The red Add booking button in the middle opens the new booking form. More opens the rest of the sections, your account and the theme.
Switch business
If you belong to more than one business, choose the business name at the top. The list is headed "Your businesses", and the one you are in has a check mark. Choose another to switch. Choose Add a business at the bottom of the list to start another.
Your account menu
Choose your name at the bottom of the sidebar, or open More on a phone.
Your account is where you change your name.
Your profile opens your team page. You see it when you are on the team.
Theme switches between Light, Dark and Match device.
Sign out ends your session.
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