Your first day: the Today screen
Today is home base. It answers "how's the day going" in one glance: money, bookings, who's next, and anything worth a look. Read it in 30 seconds each morning, then run the day from it.
Read the screen
- Click Today at the top of the left sidebar. It's also where the app opens.
- The four tiles across the top show today's Revenue, Booked appointments, Chair utilization, and New clients.
- The Next up card lists today's appointments in order: time, client, services, and a status tag. The tags are Unconfirmed, Confirmed, Checked in, Complete, Cancelled, and No show.
- Click any row to open the appointment. Check-in and checkout live there.
- See full calendar jumps to the Calendar.
- Below, Last seven days charts your bookings and Today's alerts flags anything worth a look.
[Screenshot: the Today screen on a weekday morning]
Book from anywhere
- Click New appointment at the top of any page.
- Choose the Client, Provider, and Location.
- Pick the Date and Time.
- Tick the service or services for the visit.
- Click Book appointment. It lands on the calendar and in Next up.
Example. 8:55 am at Golden Coast. Today shows Booked 12 and two Unconfirmed rows in Next up. The front desk opens each Unconfirmed appointment to check the details, then clicks See full calendar to eyeball the whole day before doors open.
Find anything fast
- The top-bar search box, Search clients, appointments, services, finds a client, an appointment, or a service by name.
- The Help button (or Cmd-K on Mac, Ctrl-K on Windows) searches this help center from anywhere.
Common questions
- What does Unconfirmed mean? Booked, but the client hasn't confirmed yet. Confirmations arrive as clients reply to their reminder texts, and the tag flips to Confirmed on its own.
- The numbers look low? Check the location switcher at the top. You might be looking at one location instead of All locations.
- Where's checkout? Open the appointment from Next up or the Calendar. Payment lives on the appointment.
Good to know
- Unconfirmed rows are worth a glance each morning; a quick text can save a no-show.
- Today always reflects the location switcher, so "the day" can mean one location or the whole business.