Dashboard Overview
The dashboard is the first thing you see after signing in. It puts today's to-dos and this month's revenue front and center.
In this guide
- Get familiar with the pending items and revenue metrics on the dashboard
- Use the Operations page for revenue, customer, and service performance over a longer period
Reading the dashboard
Today
Click Dashboard in the sidebar. 1 at the top is Today: Today’s appointments, Pending, Unpaid, and Today’s revenue. Pending counts appointments from today onward. Unpaid counts completed appointments that aren't fully paid, from any date. Click a card to open the matching calendar or appointment list.
This month
2 is This month: This month’s appointments, This month’s revenue, Cancellation rate, No-show rate, and This month’s appointment status. The percentage next to a number compares it with the same days last month (from the 1st of last month to the same day). This month’s revenue includes payments already collected for upcoming appointments, and its percentage compares what you've collected up to today. Click a card or status to open the appointment list for the same dates, or click Booking overview for the full report.
Upcoming and LINE message quota
3 lists only the upcoming appointments assigned to you. Click View calendar to see your full schedule. 4 is the LINE message quota. If you haven't connected a LINE Official Account yet, it shows Go to settings. Once you've connected one, it shows how many messages you've used this month, your total quota, and what's remaining. If you're projected to go over the quota by the end of the month, it alerts you.
Note
Only the Owner and Admins can see Pending, Unpaid, Today’s revenue, This month, and the LINE message quota. Members only see their own appointments for today and their upcoming appointments.
See more detailed performance in Operations
Open Operations and find a report
Click Operations in the sidebar. 1 Use the search box at the top to find reports and tools. 2 Filter by topic on the left (All, Bookings, Customers, Services and staff, Finance). 3 Click a card to open that report or tool.
Choose a period in a report
Every report lets you choose a period at the top (for example, This month). Reports that support comparisons also have Compare next to the period, where you can choose Previous period or Same period last year. For how each report is calculated, see Financial Reports.
Common questions
Why doesn't today's revenue match what I calculated myself?
Revenue is the amount actually collected, net of refunds. It doesn't depend on the appointment's status. Appointments that haven't been paid aren't counted.
Troubleshooting
| Issue | Cause and fix |
|---|---|
| A report on Operations shows no data | Check that the selected period has appointments or income and expense records; try a longer period |