Overview Dashboard
Use the home panel to track business health, monitor today's bookings, and launch common actions quickly.
What the overview is for
The overview tab is your command center. It combines key numbers, upcoming activity, and shortcuts so you can understand what needs attention in under a minute.
Main dashboard sections
Business KPI cards
- Revenue and payout progress
- Booking volume and completion rates
- Client growth and repeat activity
Today's timeline
Check scheduled appointments, status changes, and open time windows. Use this section to handle same-day adjustments quickly.
Quick actions
- Create booking
- Add client
- Publish offer
- Open AI Toolkit session
Tip: If your day starts with operations, pin booking and team actions to reduce navigation clicks.
Best workflow
- Start with KPI cards to spot anomalies.
- Review today's timeline and pending statuses.
- Jump to specialized tabs for action (Bookings, Clients, Operations, Messaging).