Business at a glance.
A calm owner view: financial performance, today, what was booked, what is coming up, and who is running the day.
Today's Operation
At-a-glance schedule| Time | Customer | Service | Location | Provider | Status | Value |
|---|
Booking Team Today
Who is handling calls and bookingsPerformance detail
Executive-only reporting. No operational booking controls.
Booking Mix
Where business is coming fromRevenue by Provider / Day
Next 7 days| Provider | Day | Appointments | Revenue |
|---|
Today & upcoming
High-level visibility without turning the owner screen into dispatch.
Today's Schedule
Who is going where and when| Time | Customer | Service | Location | Provider | Status | Value |
|---|
Who's working today
Providers plus the people handling booking and customer care.
Providers Today
Availability and assigned workBooking Team
Operations and booking activityRun the day without digging.
See what needs attention first, then jump into Pipeline, Schedule, Customers, Staff or Online only when you need them.
Needs Attention
Do these firstToday at a Glance
Next scheduled work| Date | Time | Customer | Service | Source | Location | Provider | Status |
|---|
Pipeline
Capture inquiries, move ready work forward, assign a provider and book it.
Today & upcoming
Click any appointment to edit, assign, rebook or cancel.
| Date | Time | Customer | Service | Source | Location | Provider | Status |
|---|
Customer 360
Search, edit, review history, health readiness and Quick Book.
Availability & assignments
See who can take work before you book or reassign.
Squarespace / Acuity bookings
Incoming online appointments and recently completed work.
Online Bookings
Upcoming web bookingsRecently Completed
Last 7 daysConfigure staff, services, communications and integrations.
Staff, services, integrations, automation settings and role-specific app links.
Customer Communications
Automatic confirmations, reminders and follow-upDemo Access & Role Links
Demo role links and active providersStaff
Active team and provider URLs| Name | Role | Today |
|---|
Services
Demo service catalog| Service | Category | Duration |
|---|
My Schedule
Your schedule and job actions. No business financial reporting.