Quick Actions

Speed up your daily workflow with these common tasks accessible right from your dashboard.

Adding a New Booking

Need to book a session for a client?

1. Click New Booking or the + button
2. Select the client (or add a new one)
3. Choose the session type
4. Pick an available date and time
5. Confirm the booking

Viewing Today’s Sessions

From the dashboard:

• Click any session in Today’s Schedule for full details
• Hover over a session to see quick info
• Use the View All link to see your full calendar

Marking Sessions Complete

After finishing a session:

1. Click the session in your schedule
2. Select Mark Complete
3. Add any session notes (optional but recommended)
4. Save

Completed sessions are tracked in the client’s history.

Handling No-Shows

If a client doesn’t attend:

1. Click the session
2. Select Mark as No-Show
3. The booking is recorded as missed

No-show handling for packages depends on your settings - you can choose whether to deduct a session credit or not.

Quick Client Lookup

To quickly find a client:

1. Use the search bar at the top of your dashboard
2. Type the client’s name
3. Click their name to view their profile

Common Dashboard Tasks