Take a tour of your dashboard

Home opens first. The top row shows today’s numbers: Bookings, Here now, Still to come, Completed, Recorded (the amount recorded today) and No-shows. Below is a timeline with one row per team member.

Use the “Everyone” menu (1) to show only one person’s day, or click “Walk-in” to add someone who just came in. “Today’s schedule” (2) lists every booking — click a row to open it. “Up next” and “Finished” are on the right.

On a computer, the left menu is a slim strip of icons. Point at it (or press Tab) and it slides open with names. Click the panel icon at the bottom to keep it open.

• Home, Front desk, Calendar (1), Waitlist and Clients — your daily work
• Communication — Inbox (website messages), Texts, Subscribers and Phone
• Business — Services (2), Team, Forms, Products, Promotions, Inventory, Reports and Payroll
• Online presence — Website, Social, Media and Insights
• Settings (3) — at the bottom, with “View booking page” under it

Items marked “Soon” aren’t switched on yet. On a phone or tablet, the bar at the bottom of the screen has Home, Calendar, Clients and Inbox (the front desk sees Front desk first if Home isn’t theirs); tap “More” for every other section, in the same groups.

The bar at the top is on every page:

• Search box (1) — type a client’s name, phone or email (or press /) to jump to them
• Bell (2) — new online bookings, cancellations and messages; the number shows how many are new
• “New appointment” (3) — book an appointment from any page (the + on phones)

The lifebuoy button (1) in the top bar opens the Help menu: Ask Zelo, Contact support, Help & support and the Learning Center.

The “Ask Zelo” button (2) at the bottom right opens our help assistant. Ask things like “How do I block time off?” and it answers with steps and a link to the right screen.