A tour of your dashboard

A tour of your dashboard

Your dashboard is where you run the business: today's bookings, your calendar, your clients, and every setting. This tour walks the sidebar top to bottom so you always know where to click.

Before you start: this describes the dashboard you see once setup is finished. If signing in still drops you into the setup wizard, work through that first. See welcome to ResNeo.

Start on Home

Home is the first link in the sidebar and the screen you will look at most. Top to bottom it shows:

• A greeting with today's date, and two buttons: Calendar opens your day grid, All appointments opens the full list.
• The What's next setup card, if you are an admin and setup is not finished.
• Three tiles: Appointments today, Confirmed (how many of today's clients have confirmed), and Next up (the time of your next appointment).
• Today's appointments under the heading Diary: every booking for today in time order, with the client's name, whether it is confirmed, and whether a deposit has been paid. Click View all for the full list.

If today is empty you will see "No appointments today". That is normal on your first day.

On a phone or tablet

On a small screen the sidebar is tucked away. Tap the menu button at the top left, next to the ResNeo logo, to slide it out, then tap any link. The menu closes itself once you choose. Tap outside it, or press Escape, to close it without going anywhere.

The links are exactly the same as on a computer, so everything below applies either way.

The sidebar, link by link

1. Home: the screen above.
2. Appointments: every booking in one filterable list. Once you switch on classes, events, or resources, this row is renamed Bookings. See using the bookings list.
3. Appointment Calendar: your day or week as a grid, one column per calendar. See using the calendar.
4. New Appointment: book a client in yourself, for phone and walk-in bookings. This is renamed New Booking alongside the row above. See taking a booking.
5. Contacts: your client list, with history, notes, and tags. See your contacts.
6. Compliance: patch tests, consent forms, and anything a client must complete before an appointment. Only appears once compliance records are switched on. See compliance.
7. Services: what clients can book, with lengths and prices. See set up your services. If you sell them, Classes, Events, and Resources sit alongside it.
8. Waitlist: clients waiting for a slot that is not free yet. Only appears once the waitlist is switched on. See using the waitlist.
9. Calendar Availability: four tabs in one place. Calendars is where you add a bookable column for each person or chair (admins only). Availability sets the hours each calendar can be booked. Breaks blocks out lunch and gaps. Closures blocks whole days off. See business and calendar hours.
10. Settings: everything about your venue, admins only.
11. Your Booking Page: opens your public page in a new tab, exactly as clients see it.

Some venues also see a link named after a shared booking page, ending in (combined). That opens a page you share with another ResNeo business. See link with another venue.

Good to know: the sidebar changes with what you sell. Links for classes, events, resources, the waitlist, and compliance only appear once those features are switched on, so a simple salon sees a shorter list than a busy clinic.

At the very bottom sits a card with your venue name and your own name, a Support row for contacting the ResNeo team, and a Sign out button. Alongside them are a bell for notifications from venues you are linked with, and a button that expands ResNeo to fill the screen. That one is handy on a front-desk tablet.

Banners across the top

Some messages appear as a coloured strip above whatever page you are on:

• Subscription ended: your booking page has stopped taking bookings. Admins get a Resubscribe button.
• Billing: a payment failed, or your free period has ended. Admins get Update billing or Add payment method.
• ResNeo support: someone from our support team is signed in to your account to help, and can see your data and make changes.
• Announcement, Important, or Critical: occasional notices from ResNeo about the product.

Deal with billing and subscription banners first. Everything else can wait.

What your team sees

Team members see almost the whole sidebar: Home, the appointments list, the calendar, new bookings, contacts, your services, and whichever of compliance, waitlist, and calendar availability you have switched on. What they do not get is the setup card, the full Settings, or anything to do with your plan and billing. In place of Settings they see Account, which holds their own name, email, phone number, and password.

Inside Settings

Settings is grouped into tabs: Profile, Business hours, Booking Settings, Booking Page, Plan, Payments, Communications, Compliance, Staff, Reports, Refer & Earn, and Linked Accounts.

You will not always see all twelve. Some appear only once the matching feature is switched on, and a few are admin only. Your booking page address lives on the Booking Page tab, under Booking page address.

Common problems & fixes

Problem	Likely cause	Fix
I cannot see the sidebar	You are on a phone, a tablet, or a narrow window	Tap the menu button at the top left, next to the logo
There is no setup card on Home	You are staff not admin, setup is finished, or you dismissed it	Only admins see it, and it hides itself once every step is done
Your Booking Page is missing	Your booking page has no address yet	Open Settings, then Booking Page, and set Booking page address
A sidebar link I read about is missing	That feature is not switched on for your venue	For classes, events, resources, and the waitlist, open Settings, then Booking Settings. For Compliance, use the Compliance tab
I see Account instead of Settings	You are signed in as a team member	Ask an admin to make the change, or to promote your account

Next steps

• Your go-live checklist
• Set up your services
• Using the calendar