Reading the dashboard
What the StyleDesk dashboard shows owners, managers, receptionists and cashiers: cash collected, appointments, outstanding balances and today's active appointments.
The dashboard is the first page after you sign in. In a few seconds it tells you how much money has come in, how many clients are booked, what is still owed, and who needs attention right now.
The figures at the top
- Cash Collected: the payments taken in the period you have chosen (the card title starts with the period, such as "Today's Cash Collected").
- Appointments: how many appointments start in the period.
- Outstanding Balance: what clients still owe on every unpaid and part-paid bill, whatever the date.
- Partial Invoices: how many bills have been part-paid.
Underneath, a row splits the period's appointments into Scheduled (this includes confirmed bookings), In Progress, Completed and No Show.
Choose the period
- Open the drop-down at the top right: Today, Yesterday, Last 7 Days, This Month, Last Month or Custom Range.
- For a custom range, pick a Start Date and End Date and click Apply. Future dates are not allowed.
The period changes the figures only. Outstanding Balance and Partial Invoices always cover every open bill, and the table below always shows today.
Today's Active Appointments
This table lists up to ten of today's appointments that still need something done (scheduled, confirmed, checked in or in progress), earliest first, with Time, Customer, Services, Staff and Status. The button on each row moves the visit to its next step:
- Confirm, then Check In when the client arrives, then Start when they sit down.
- Checkout once the service is in progress: it opens the bill. See checkout.
The figures above update as you go. View full calendar opens the appointments calendar.
Quick buttons
- Upcoming Queue opens the calendar's queue view. See the working queue.
- New Appointment and New Walk-in open the booking window. See booking an appointment and walk-ins.
Banners
- Finish setting up your salon appears for owners and managers while the main setup steps are open. Open setup guide takes you there. See the Setup guide.
- Send SMS from your own number appears for owners with the SMS add-on until a phone is paired. Set up SMS takes you to the settings. See setting up SMS.
What each role sees
| Role | Dashboard |
|---|---|
| Owner, Manager, Receptionist | Everything above. |
| Cashier | Cash Collected, Outstanding Balance, Partial Invoices and the period picker. No appointments. |
| Stylist | The welcome line only. Stylists see their own bookings in the StyleDesk app (see the staff app). |