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Understanding Your Dashboard

Your Dashboard is mission control for your booking business. This guide explains what you see and how to use it effectively.

What Is the Dashboard?

The Dashboard is the first screen you see when you log in. It shows:

  • 📊 Statistics - Quick overview of your bookings
  • ⚡ Quick Actions - Common tasks in one click
  • 📅 Upcoming Appointments - Your next bookings
  • 🔗 Booking Link - Share your booking page
  • 📈 Marketing Sources - Where bookings come from (Solo+ plans)

💡 Tip: Bookmark the Dashboard for quick access. It's your daily starting point.

Statistics Cards

At the top of your Dashboard, four cards show key numbers.

Today's Bookings

What it shows: Number of appointments scheduled for today

Example: "5" means you have 5 appointments today

ℹ️ Note: This counts unique booking groups. If a customer booked 3 services together, it counts as 1.

This Week

What it shows: Total appointments scheduled for the current week (Monday to Sunday)

Example: "12" means 12 appointments this week

💡 Use case: Plan your week. High numbers? Great! Low numbers? Time to promote.

Services

What it shows: Total number of active services you offer

Example: "8" means you have 8 services customers can book

ℹ️ Note: Only counts active services, not archived ones.

Quick action: Click the card to go to Services page

Team Members

What it shows: Number of active team members

Example: "3" means you have 3 active staff members (including yourself)

Available on: All plans (limits vary by plan)

Quick action: Click to go to Team page

Quick Actions

One-click shortcuts to common tasks.

New Appointment

What it does: Opens Calendar to create a manual booking

When to use:

  • Customer calls to book
  • Walk-in customer needs appointment
  • Block time for personal tasks

Shortcut: Takes you directly to the appointment creation form

Today's Calendar

What it does: Opens Calendar filtered to today's appointments

When to use:

  • Check who's coming in today
  • Prepare for appointments
  • Mark appointments as completed

Messages

What it does: Opens your Inbox

Badge: Shows number of unread conversations

Example: Red "3" badge means 3 unread conversations

When to check:

  • When you see the unread badge
  • If AI escalates a conversation
  • To review AI interactions

Add Service

What it does: Opens form to create a new service

When to use:

  • Adding new offerings
  • Seasonal services
  • Special promotions

Upcoming Appointments

Shows your next 5 appointments in chronological order.

What You See

Customer Name

  • The person who booked
  • Click to see appointment details

Service Name(s)

  • Which service(s) were booked
  • Multi-service bookings show all services

Date & Time

  • When the appointment is scheduled
  • Displayed in your location's timezone
  • Format: "Mon, Dec 15 at 2:00 PM"

Multi-Service Badge

  • Shows "Multiple Services" if customer booked more than one
  • Example: Haircut + Beard Trim = 1 appointment, 2 services

Interacting with Appointments

Click any appointment to:

  • View full details
  • See customer contact info
  • Change status
  • Reschedule or cancel
  • Add notes

💡 Tip: Click "View All in Calendar" to see your complete schedule.

Booking Link Section

Your shareable booking page - ready to use anytime.

QR Code

What it is: Scannable code that opens your booking page

How to use:

  1. Download the QR code
  2. Add to business cards, flyers, or print materials
  3. Customers scan with phone camera
  4. Opens your booking page instantly

Copy Link Button

What it does: Copies your booking page URL to clipboard

Your link format: rendevo.app/book/your-business-name

Where to paste:

  • Instagram bio
  • Facebook page
  • Email signature
  • Website
  • Text messages

Preview Button

What it does: Opens your booking page in a new tab

When to use:

  • Check how customers see your page
  • Verify services are displayed correctly
  • Test the booking flow

Share Buttons

Quick share to social platforms:

📱 WhatsApp - Share via WhatsApp Web or app
📘 Facebook - Post to your Facebook page
📷 Instagram - Copy link for Instagram bio
✉️ Email - Opens email with pre-filled message

💡 Tip: Use these to quickly share your booking link with customers.

Marketing Sources (Solo+ Plans)

Track where your bookings come from - requires UTM parameters in your links.

What It Shows

Date Range Selector

  • Default: Last 30 days
  • Change to see different time periods

Table Columns:

Source - Where traffic came from

  • Example: "facebook", "instagram", "google"

Channel - Type of traffic

  • Example: "social", "email", "paid"

Bookings - Number of bookings from this source

  • Example: "12" bookings from Instagram

Revenue - Total money from these bookings

  • Example: "€240" from Facebook ads

How Tracking Works

ℹ️ Technical note: Marketing sources are automatically tracked when customers use links with UTM parameters.

Example tracking link:

rendevo.app/book/your-business?utm_source=instagram&utm_medium=social

No setup required - Just add UTM parameters to your shared links.

Filtering

By Source: Filter to see specific platforms
By Channel: Filter by traffic type

💡 Use case: See which platforms bring the most bookings and focus your marketing there.

⚠️ Limitation: Only tracks bookings made through your booking page, not through messaging AI.

Not available on Free plan

Onboarding Progress

If you haven't completed setup, you'll see incomplete steps here.

What It Shows

Incomplete tasks:

  • Add your first service
  • Connect an integration
  • Set business hours
  • Customize booking page

Each task links to: The relevant page to complete it

When it disappears: Once you complete all setup steps

💡 Tip: Complete these steps to unlock full rendevo functionality.

Dashboard Best Practices

Daily Routine

Morning (9 AM):

  1. Check Today's Bookings card
  2. Review Upcoming Appointments list
  3. Check Messages badge for unread conversations

Midday (1 PM):

  1. Mark completed appointments in Calendar
  2. Respond to any customer messages

Evening (6 PM):

  1. Review today's completed bookings
  2. Prepare for tomorrow's appointments
  3. Check This Week card to plan ahead

Weekly Routine

Monday morning:

  1. Review This Week number
  2. Check Marketing Sources (if available)
  3. Identify slow days and promote services

Friday afternoon:

  1. Review week's performance
  2. Prepare for weekend bookings
  3. Check next week's schedule

Growth Tracking (Solo+ Plans)

Monthly:

  1. Compare Marketing Sources month over month
  2. Identify your best traffic sources
  3. Double down on what works
  4. Try new platforms if numbers are low

Common Questions

Q: Why is "Today's Bookings" different from my Calendar?
A: The Dashboard counts booking groups. If one customer booked 3 services together, it counts as 1 booking group but shows 3 services in Calendar.

Q: Can I customize what shows on the Dashboard?
A: Currently, no. The Dashboard shows key metrics for all users.

Q: Why don't I see Marketing Sources?
A: This feature requires a Solo plan or higher.

Q: How often does the Dashboard update?
A: Real-time. Refresh the page if numbers seem outdated.

Q: Can I see past bookings on the Dashboard?
A: The Dashboard shows upcoming only. Use Calendar to see past appointments.

Related Articles

Your Dashboard is your command center. Check it daily to stay on top of your business! 📊