Calendar overview

Creating appointment bookings

Locating bookings and customers

Blocking out time on the calendar

Rescheduling and canceling bookings

Adding attendees to existing and upcoming bookings

Changing the staff member or resource on an upcoming booking

Creating pre and post appointment questions

Using Check In for appointments

Creating and managing bookings via Call Center

Parent and Child level overview

Locations overview

Resolving conflicting shift patterns

Creating staff members

Editing and removing staff members

Creating availability for multi-location staff

Creating and managing staff availability

Creating and editing Services

Categories

Creating service schedules

Creating resources

Editing and removing Resources

Creating and managing resource availability

Analytics overview

Using the Basic Dashboard

Using the HQ Dashboard

Using the Appointment Dashboard

Using the Event Dashboard

Using the Conversion Dashboard

Using the Capacity Dashboard

Exploring the library of Dashboards and Reports

Sending, scheduling, and downloading Reports/Dashboards

Creating and modifying a Dashboard

Creating your own Reports

Setting up KPI targets and alerts

Filtering Dashboard and Report data

Using Table Calculations

Drilling down into your data

Customer booking journey overview