Use Today's Schedule, follow-ups and staff assignments

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

The right side of the Dashboard keeps today’s work in view.

Steps

1. Open Dashboard.
2. Use Today’s Schedule to see today’s bookings. Select + to add one quickly.
3. Check Follow-ups for clients to contact.
4. Check Assigned to Staff for items assigned to your team.

Result

You can act on today’s schedule and follow-ups without leaving the Dashboard.