Management & Analytics

By Luca

• 4 articles

Using The Calendar

Using the Admin Calendar The Calendar is the heart of your shop's operations. It provides a real-time overview of all upcoming appointments and staff availability. Calendar Views You can switch between different views to suit your needs: - Day View: Focus on today's schedule for all staff members side-by-side. - Week View: Get a broader overview of the upcoming week. - List View: See all appointments in a chronological list. Managing Appointments From the calendar, you can: - Create Manual Bookings: Click on an empty slot or use the "Create appointment" button to add a booking manually (e.g., for walk-in customers or phone bookings). - View Details: Click on an existing appointment to see customer details, services, and internal notes. - Reschedule: Drag and drop an appointment to a new time or staff member, or use the "Reschedule" button for precise adjustments. - Cancel: If needed, you can cancel a booking directly from the calendar view. Handling Delays If a staff member is running late, you can use the Add Delay feature: 1. Select "Add Delay" from the calendar menu. 2. Choose the affected Staff member and the duration of the Delay in minutes. 3. (Optional) Add a note for internal reference (e.g., "Previous appointment ran long"). This will shift upcoming appointments for that staff member to keep your schedule accurate. Filtering the Calendar Use the filters at the top of the calendar to focus on specific Staff members or Services. This is especially helpful in shops with larger teams.

Last updated on Mar 25, 2026

Analytics And Insights

Analytics and Business Insights The Analytics dashboard helps you understand your shop's performance and make data-driven decisions. Performance Overview The main Analytics page gives you a snapshot of your business: - Total Bookings & Revenue: Track your overall growth. - Completion Rate: See how many booked appointments are successfully completed. - Average Booking Value: Understand the value of your services to customers. Service Insights Analyze which services are most popular and profitable: - Bookings by Service: Identify your most requested treatments. - Revenue by Service: See which services contribute the most to your income. Staff Performance Monitor the productivity of your team: - Bookings per Staff Member: Track how many appointments each person is handling. - Service Breakdown: See which staff members are performing certain types of services most often. Customer Insights Understand your customer base better: - New vs. Total Customers: Track how many first-time clients you are attracting. - Booking Sources: See if customers are booking themselves online or if most appointments are being added manually (e.g., via phone). Time Range Filtering You can filter all analytics data by time range (Today, Last 7 Days, Last 30 Days, or Custom Range) to track trends over time.

Last updated on Mar 25, 2026

Managing Services

Managing Services Accurately presenting your services is key to a smooth booking experience for your customers. Adding a Service To add a new service: 1. Go to the Services menu and click "Add Service". 2. Provide a Service Name, Price, and Duration. 3. (Optional) Assign a Category to help customers find what they're looking for (e.g., "Haircuts", "Beard Trim"). Organizing with Categories Categories help keep your service list organized. To create a new category: 1. When adding or editing a service, start typing a new category name in the "Category" field. 2. Select "Type to create new category" to add it. You can also manage categories separately from the Services settings. Editing and Deleting Services You can edit any service to update its price, duration, or name. If you no longer offer a service, you can delete it. Warning: Deleting a service cannot be undone. Assigning Staff to Services By default, all staff members can perform all services. If only certain team members offer specific services, you can customize this in the Staff settings for each individual.

Last updated on Mar 25, 2026

Staff Management

Staff Management Managing your team members efficiently ensures a smooth day-to-day operation. Adding Team Members To add a new staff member: 1. Go to the Staff menu and click "Add Staff". 2. Provide the member's Name. 3. (Optional) Set their Dashboard Access if they need to manage their own appointments. Working Days and Hours Each team member can have their own schedule. 1. Select a staff member and click "Edit Working Hours". 2. Choose their Working Days (e.g., Monday to Friday). 3. Set specific Working Hours for each day. You can also quickly insert the shop's general opening hours. Managing Leaves and Vacations To ensure customers can't book when a staff member is away: 1. Go to the Leaves section under a staff member's profile. 2. Click "Add Leave". 3. Select the Type (Vacation, Sick leave, Appointment). 4. Set the Start and End dates/times. Staff-Specific Services If some team members only perform certain services: 1. Go to the staff member's Services section. 2. Select "Edit Services" and uncheck "All services". 3. Choose the specific services this team member can perform. Dashboard Access for Staff You can grant your team members access to their own dashboard: 1. Generate an Invitation Link from the staff member's profile. 2. Share the link with your team member. Once they accept, they will be able to view and manage their upcoming appointments.

Last updated on Mar 25, 2026