Getting started
A tour of your dashboard
Where everything lives: the three menu groups, what each page is for, and how the menu changes on a phone.
Everything in BookerFlow sits behind one menu, split into three groups. Once you know which group a thing belongs to, you can find any screen in two clicks. This page walks the whole menu top to bottom.
How the dashboard is laid out
On a computer, the menu is a column down the left side of every page. It stays put as you scroll, and the page you are on is highlighted. The menu has three headings — Daily, Setup, and Account — which sort your pages by how often you will open them.
Screenshot pending
The dashboard sidebar menu, showing the Daily, Setup, and Account groups.
dashboard-nav · /dashboard/today
The bar across the top of the dashboard holds two useful buttons: View booking page, which opens your public booking page in a new tab exactly as a customer sees it, and Sign out.
Daily — running today
These four pages are the ones you will live in. They all read the same appointments; they just cut them differently.
| Setting | What it does |
|---|---|
| Today | Your day at a glance, with a panel at the top for anything starting within the next 90 minutes. This is the page to leave open on the front desk. |
| Calendar | A day or week grid. Best for seeing where the gaps are and how the week is filling up. |
| Appointments | A searchable, filterable list of every booking — past and future. Use it to find one customer, or to export bookings to a spreadsheet. |
| Insights | Counts and trends over a period: how many bookings, what is being booked, how it compares. |
Screenshot pending
The Today page, listing the day's appointments with the next-90-minutes panel at the top.
dashboard-today · /dashboard/today
Setup — how customers book you
These four pages decide what your customers can book, and when. You will set them up once and then revisit them occasionally — when you add a service, hire someone, or change your hours.
| Setting | What it does |
|---|---|
| Booking page | Your public booking link, the button to copy it, and the tools for sharing it. Start here when you want to put your link on Instagram or in an email. |
| Services | What you offer: name, how long it takes, what it costs, and any add-ons. |
| Staff | Your team, their photos, and which of them are taking bookings. |
| Hours & time off | The hours you are open each day of the week, plus holidays and one-off closures. |
The order that saves time
Account — settings and billing
Settings is the biggest page in the dashboard, so it is broken into four tabs across the top.
Screenshot pending
The four Settings tabs: Profile, Booking, Notifications, and Appointment texts.
settings-tabs · /dashboard/settings?tab=profile
| Setting | What it does |
|---|---|
| Profile | Your business name, your booking web address, the contact details customers see, your timezone, your logo and brand colour, and the layout of your booking page. |
| Booking | The rules customers book by: how much notice you need, how late they can cancel, how far ahead they can book, and the gap you want between appointments. |
| Notifications | Which of your team get emailed when a booking comes in or is cancelled. |
| Appointment texts | The confirmations and reminders sent to customers by text, and your monthly text allowance. |
Billing holds your plan, your card, and your invoices. It is also where a failed payment gets fixed — worth knowing, because a failed payment switches your online booking off. See what customers see when a payment fails.
On a phone
On a phone there is no side menu. The same pages appear as a tab bar fixed along the bottom of the screen, so your thumb can reach them, and the bar stays visible as you scroll.
Screenshot pending
The dashboard on a phone, with the tab bar fixed along the bottom of the screen.
dashboard-nav-mobile · /dashboard/today
Pages with a main action — Today, for instance, with its New appointment button — stack that button just above the tab bar so both stay reachable.
Old links and bookmarks
Two pages moved as the dashboard grew. Old bookmarks still work — they forward you to the right place automatically:
| Setting | What it does |
|---|---|
| /dashboard/sms | Now the Appointment texts tab inside Settings. |
| /dashboard/overview | Now the Booking page, which is where sharing tools live. |
Related articles
Your first week: a setup checklist
The order to set things up in — services, hours, staff, booking page — and how to test before you share your link.
Booking rules: notice, cancellation, and how far ahead
Every option on the Booking tab in Settings, what each one does to your booking page, and what to pick.
Why a time slot isn't showing to customers
The seven things that hide a time slot, in the order to check them.
Still stuck?
Send us the details and we will take a look. Including your booking link and the date and time you are asking about gets you a faster answer.
Last reviewed July 28, 2026.