What you can only do on the web dashboard
The app covers your day and the web covers your setup. Here is the short list of jobs that open the web dashboard, and where to read about each one.
What you can only do on the web dashboard
Think of it this way: the app covers the day, the web covers the setup.
The app is built for the counter and the treatment room. It shows you the diary, takes a booking, moves one, finds a client, takes the money and blocks out an afternoon. It does that with one thumb while somebody is standing in front of you.
The bigger, once-in-a-while jobs, the ones with lots of fields, a spreadsheet or a legal agreement, are on the web dashboard. Those are the jobs you do sitting down with a coffee, and they are better on a proper screen.
When the app meets one of them it does not pretend. It says so plainly, and gives you a button that opens the web dashboard in your phone's browser, already signed in.
The list
Nothing about calendars, as it happens
Calendars used to be a web job. They are not any more. An admin can add, rename, reorder, pause and delete a bookable calendar from More, then Calendar availability, then the Calendars tab, and set its hours, breaks and closures on the tabs beside it.
Read: Hours, breaks, leave and blocks in the app, Business hours and calendar hours
Nothing about classes, events or resources either
This was a web job once and is not any more. Turn Classes, Events or Resources on under Booking settings, and you can build the catalogue in the app as well as run it: New class on the Classes screen, New event on Events, New resource on Resources, each with its own editor for dates, ticket types, hours and which calendars it sits on.
Read: Classes, Events, Resources
Class packs, courses and memberships
Class packs, courses & memberships appears in the app's Booking settings so you can see whether it is on, and its row there still points at the web dashboard. In practice the products are in the app too: on the Classes screen, tap Class products for the Credit packs, Courses and Memberships tabs, with Outstanding class credits and Class checkout (30 days) at the top. The web is still the roomier place to build one from scratch.
Read: Selling class packs, Building a class course, Selling memberships
Class check-in on a smaller plan
Where your plan does not include class check-in, the app tells you and asks you to manage attendance on the web instead.
Read: Classes
Changing your plan, and the billing portal
You can see everything about your subscription in the app. Changing it is done on the ResNeo website. This is an app store rule about digital subscriptions rather than a ResNeo decision, and it is why the app offers Manage plan on the web instead of an upgrade button. Card details, invoices, receipts, your billing address and cancellation go through the Stripe Customer Portal, which the app can open for you with Manage billing.
Read: Plans and billing
Setting up Stripe
Connecting your Stripe account is Stripe's own hosted sign-up, with business details, a bank account and identity documents. It runs on the web. Once it is connected, taking payments in person works fully in the app.
Read: Connect Stripe to take payments, Taking payments in person
Detailed SMS usage
The app shows your SMS allowance and what the overage rate is. The message-by-message detail is on the web, under Settings → Plan.
Read: SMS problems
The fuller reports
The app's Reports has four tabs: Overview, New bookings, Revenue and Clients. That covers your bookings, no-shows, cancellations, deposits, team and services, New bookings (how many were made per day, week or month, and how each came in), and Booked revenue, the value of everything on the diary by day and by calendar. The web has more tabs than that, so go there when you want a report the app does not carry. Class money is the clearest example: the app shows Outstanding class credits and Class checkout (30 days) on Class products, and the reporting around it is on the web.
Read: Reports
Nothing about exporting your data
Export your data sits at the bottom of the Overview tab in the app's Reports. It asks three things and gives you one file: your appointments, your clients or your services (the first two are named after whatever your venue calls them); then All time, This month, Last month, This year, Last year or Custom dates; then CSV, Excel spreadsheet or PDF. The app counts what your choice covers before you download, and hands the file to your phone's share sheet so you can save it or send it on.
Read: Reports
Nothing about linked venues or collectives either
This used to be a web job in part. It is not any more. Linking with another venue, answering a request, starting a collective, joining one and finishing the setup all run in the app, under More, then Linked venues or Venue collectives. Once a collective is live you run it under More, then Manage Collective.
Read: Linked venues, Venue settings you can change in the app
Importing data, and undoing an import
Uploading a spreadsheet of clients or booking history means mapping columns, checking for problems and approving the result. That is a web wizard, and so is the 24-hour undo that follows it. The app links straight to it from Venue profile and from More → Import contacts, and lists your recent imports for reference.
Read: Importing your data, Import problems
Service location, processing time and custom availability, if you are not an admin
Admins edit these in the app. Team members see a note that a service's location, processing-time blocks and custom availability are managed by venue admins on the web dashboard.
Read: Services
One thing that stops everything
If your subscription is past due or has expired, changes are paused across the app: an admin sees a Subscription issue banner and the message points at the web. Public online booking pauses too. Sorting the plan out on the web brings both straight back.
How to open the web dashboard from your phone
Two ways:
- More → Web dashboard, under App & support.
- Any of the buttons above, which open the same place at the right screen.
Either way the dashboard opens in a browser window inside the app, so you can finish the job and swipe back to the diary. It works on a phone, though anything with a lot of fields is easier on a laptop or a tablet.
Common problems & fixes
| Problem | Likely cause | Fix |
|---|---|---|
| A button in the app opens a browser instead of a screen | That job lives on the web | Finish it in the browser window and close it to return |
| The web dashboard asks you to sign in again | The browser window did not carry your session | Sign in with the same email you use in the app |
| You cannot find a setting anywhere in the app | It may be one of the web jobs above, or admin only | Ask Ask ResNeo at the top of the More tab, then check this list |
| Everything is read only | A past due or expired subscription | An admin opens Settings → Plan on the web |
| The app says something is not included in your plan | The feature belongs to a higher tier | See Plans and billing |