Documentation · Booking

How To Use The Booking Dashboard

What this does

This page helps you use the main Booking dashboard as a starting point.

The dashboard is not one single action. It is the place users arrive before they branch into calendars, new bookings, drafts, requests, jobs, reports, and settings.

What you can do from this page

open the main booking calendar
add a new booking
review drafts
open customer requests
open schedule requests
move into jobs and reports
jump into settings and form work

When to use this article

Use this article if the help icon opened from the Booking dashboard and you are trying to decide which deeper guide matches the action you want next.

Main paths from the dashboard

To create work, use Booking: How to add a booking.
To work from the calendar, use Booking: How to use the bookings calendar.
To manage unfinished work, use Booking: How to use booking drafts.
To review inbound customer work, use Booking: How to handle customer requests in Booking.
To review schedule changes, use Booking: How to handle schedule requests in Booking.
To review downstream work, use Booking: How to manage jobs in Booking.
To work on forms, use Booking: How to manage booking forms.

What to do next

Choose the guide that matches the button or area you want to use next.