Your daily overview
Review today’s appointments, statuses and shortcuts to everyday tasks from your dashboard.
Before you start
Sign in with a role that can access this feature. If the section is missing, ask the owner to check your user permissions.
Step by step
- Open dashboard home with a role that has overview access.
- Review today’s appointments and statuses.
- Use shortcuts to open appointments, calendar or clients.
- Review pending notices and compare activity over the period.
Usage details
The home amount is what was collected this week (tips included, refunds subtracted), the same figure as Reports; only roles that can see Reports see it, and it is not profit. Use Transactions to investigate individual payments.