Home Dashboard
The home dashboard is your main command center. It shows everything you need to manage your business at a glance.
Quick Access
On mobile, tap the "X" in the top right to close the home dashboard and access the full app navigation.
Performance Overview
At the top of the dashboard, you'll see 4 key metrics (on tablet) or 2 rows of 2 metrics (on mobile):
1. Net Sales
What it shows: Total money earned from completed bookings
Calculation:
Services + Products + Memberships - Discounts = Net Sales
Tap to: View detailed business performance reports
2. Total Cost
What it shows: Total expenses for the period
Calculation:
Procurement Costs + Staff Payments + Expenses = Total Cost
Tap to: View detailed financial reports
3. Net Balance
What it shows: Your profit (revenue minus costs)
Calculation:
Total Revenue - Total Cost = Net Balance
Tap to: Not clickable (informational only)
4. Completed Bookings
What it shows: Total number of completed bookings
Tap to: View detailed booking reports
Time Period:
These metrics show data for "Today" by default
A comparison shows how it compares to the previous period
Green arrow = improvement from previous period
Red arrow = decline from previous period
Main Widgets
Below the performance metrics, you'll see 6 widgets in a grid (or list on mobile):
1. Upcoming Bookings
What it shows: Your upcoming customer bookings for today
Each booking displays:
Date or "Today" label
Time range (e.g., "10:00 AM - 11:00 AM")
Customer name (or "Walk-in Customer")
Services being booked
Staff members assigned
Booking status icon (confirmed, checked in, etc.)
Tap a booking: Opens detailed booking information in a bottom sheet
Tap "Go to Calendar": Opens the full calendar view
Empty State: Shows "No upcoming bookings" message if you have no bookings for today
2. New Notifications
What it shows: Unread notifications from the system
Types of notifications:
New bookings
Booking cancellations
Staff requests
System alerts
Payment confirmations
Tap "View All Notifications": Opens the full notification history screen
Empty State: Shows "No new notifications" if everything is read
3. Revenue Forecast
What it shows: Predicted revenue for the next 7 days
Chart details:
Green line = Actual revenue (from completed bookings)
Orange dashed line = Forecasted revenue (AI prediction)
Shows today and next 7 days
Tap chart points to see exact amounts
Tap the widget: Opens detailed revenue forecast reports
Label: Shows "Next 7 days" in green
4. Expenses
What it shows: Your expense trends for the last 7 days
Chart details:
Line chart showing daily expenses
Shows spending patterns over the week
Tap chart points to see exact amounts
Tap the widget: Opens detailed financial reports
Label: Shows "Last 7 days" in red
5. Staff Shifts
What it shows: Staff members scheduled to work today
Each shift displays:
Staff name and avatar
Shift time range
Services they provide
Empty State: Shows "No staff shifts assigned" if no one is scheduled today
Warning Banner: If no shifts are found, you'll see a red warning banner above the widgets:
⚠️ No staff shifts scheduled today
Note: It's important to schedule shifts so customers can book with your staff.
6. Time Off
What it shows: Upcoming staff time off requests
Each request displays:
Staff name and avatar
Date(s) of time off
Reason (if provided)
Empty State: Shows "No time off" if there are no upcoming requests
Switching Branches
If your business has multiple locations (branches), you can switch between them using the dropdown at the top of the screen.
When you switch branches:
All dashboard data refreshes automatically
Bookings, shifts, and metrics update for the selected branch
Performance metrics recalculate for the new branch