Understand your dashboard

Who can do this: Team members with access to the Dashboard
Where to find it: Dashboard (/business/dashboard)

The Dashboard is your daily overview. It shows what is happening today and how your business is trending.

Steps

1. Open Dashboard.
2. The greeting card shows how many clients are waiting today.
3. Check the Today’s Appointments and New Leads cards. Each one compares with last week as a percentage.
4. Review Appointments to Confirm. Select Full list to see them all.
5. See Recent Conversations from the last 7 days. Select See all to open Conversations.
6. Use the Revenue by Category and Bookings by Channel charts. Select Full report or See all for more detail.

Result

You have a quick picture of today and recent performance.

FAQ

Why are my dashboard cards empty?

Cards fill in as you take bookings, leads, conversations and sales.