Dashboard

Understanding Your Dashboard and Managing Bookings

Everything you need to know about your Bookwize dashboard, calendar, and customer management.

Your Bookwize dashboard is the command center of your business. It shows you what is happening today, this week, and across your entire booking history. Here is a complete tour of what you will find and how to use it.

Dashboard Overview

When you log in, the first thing you see is your dashboard home screen. It gives you an at-a-glance summary of your business:

Below the summary, you will see a list of your most recent bookings with the client name, service, staff member, date, and status.

Your dashboard gives you a snapshot of your business at a glance. Check it each morning to see what your day looks like and whether anything needs your attention.

The Calendar View

Click Bookings in the sidebar to access your calendar. The calendar is one of the most powerful features in Bookwize, giving you a visual view of your entire schedule.

Switching Views

You can toggle between different views depending on what you need:

Within the calendar view, you can switch between day, week, and month views. Day view is great for seeing your full schedule in detail. Week view gives you the big picture. Month view is helpful for spotting busy periods and gaps.

Viewing Booking Details

Click on any booking — in either list or calendar view — to see its full details: client name, email, phone, service, staff member, time, notes, and current status.

Managing Individual Bookings

From the booking detail view, you can take several actions:

Mark as Complete

After a client's appointment is finished, mark it as complete. This updates the status and keeps your records accurate. Bookings that were confirmed by the client through a reminder email are completed automatically after the appointment time passes.

Cancel a Booking

If you need to cancel an appointment from your end, you can do so from the booking detail view. The client will be notified automatically by email that their appointment has been cancelled. The time slot opens back up for other clients to book.

Mark as No-Show

If a client does not show up, mark the booking as a no-show. This helps you track patterns and identify clients who frequently miss appointments. Over time, this data is valuable for managing your schedule and setting policies.

Filtering Your Bookings

When you have a lot of bookings, filtering helps you find exactly what you need. You can filter by:

Customer Management

The Customers section in your sidebar gives you a complete view of everyone who has ever booked with you.

Pro Tip: Start each day by checking your dashboard. Look at today's bookings, note any new ones that came in overnight, and review the week ahead. It takes 30 seconds and keeps you in control of your schedule.
Your dashboard is designed to give you the information you need without clutter. If you can check your email, you can manage your bookings in Bookwize.

If you are new to Bookwize and still setting up, start with our guide on setting up your business. Already set up and want to reach more clients? Learn how to add a booking widget to your website.

See your dashboard in action

Sign up free and explore the Bookwize dashboard with your own bookings.

Start Your Free 14-Day Trial