Review your daily and weekly activity
Use dashboard summaries and open the schedule for appointment details.
The dashboard brings key activity together. Use Schedule to view or change individual appointments.
Plan your work
Section titled “Plan your work”- Open the dashboard for the correct business. Check today's appointments and bookings awaiting a decision.
- Open Schedule if you need to see employee availability or compare appointments for a specific day.
Read summaries in context
Section titled “Read summaries in context”- The dashboard revenue summary groups the displayed week's figures by service.
- Before comparing figures, check the business and period. After changing a booking status, check whether the summary has refreshed.
If the appointment count differs from the schedule
Section titled “If the appointment count differs from the schedule”Clear the schedule filters and check the date range and booking statuses. Compare a single day or service before comparing broader periods.

