Getting Started
A quick tour of your dashboard
Your dashboard is your home base - today's visits, your key numbers, and quick links to everything. Here's what you'll find.
The short version
- On your phone, your home is the Today tab; on the web it's the Dashboard.
- Both show today's visits, your key numbers, and quick links - tailored to whether you're an owner or a team member.
On your phone
Your home tab is Today. From the top:
- A greeting and today's summary - how many visits you have and how many you've completed.
- Your key numbers - this week's earnings, active clients, and your rating. (Team members see their own pay and sessions instead.)
- Quick actions - jump to your schedule, agreements, billing, and reviews.
- Today's schedule - the visits coming up, with a tap to see them all.
Along the bottom you'll find Today, Schedule, Clients, Money, and More - which holds messages, settings, reviews, and the rest.
On the web
Your home is the Dashboard. You'll see:
- A greeting and today's summary, with a New Booking button.
- Four key numbers - this week's earnings, active clients, your rating, and how many visits are scheduled today. (Team members see their own pay and sessions.)
- Today's schedule and what you've completed, with a side panel of quick actions and tips.
The left sidebar links to everything: Schedule, Clients, Financials, Messages, Reports, Team, and more.
Good to know
- What you see depends on your role. Owners see business numbers like revenue; staff and contractors see their own pay and sessions.
- Your phone keeps things to five tabs with extras under More; the web shows everything in the left sidebar.
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