Getting started

Your dashboard is the home base for your business. It pulls together your upcoming appointments, recent client activity and key numbers so you can see where things stand at a glance — without digging through separate pages.

Everything on the dashboard is built from widgets you can rearrange to match how you work.

Drag a widget by its header to move it, and use its corner handle to resize. Your layout saves automatically and syncs across your devices.

Use Quick Book to add a walk-in or off-platform client in seconds, and the sidebar to jump to your calendar, requests, clients and page editor.