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Access your dashboard, service calendar, customer records, reporting, and billing tools.
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Verifying your session...
Keep the day on track.
Review today's pace, team activity, and revenue movement from one clean workspace.
Action Required
Today's Schedule
Today's confirmed and live appointments appear here as the day unfolds.
Monthly Status Breakdown
Top Services
Top Staff
Setup Checklist
Follow the next best setup steps so this workspace becomes fully operational faster.
Signals & Follow-up
Keep an eye on payment state, pending bookings, and service issues that could slow daily operations.
Plan & Subscription
Review workspace plan status and payment follow-up without leaving PMS Admin.
Live Operations
Today
Keep the day moving with live queues, revenue pulse, and priority follow-up.
Upcoming Today
Confirmed and checked-in bookings still ahead of the current time.
Earlier Today
Reservations whose scheduled time has already passed remain visible for quick review.
Operations Calendar
Booking Calendar
Filter by service and staff, then scan today's live schedule in one clean workspace.
Daily Agenda
Selected day schedule and quick access to bookings.
Booking Operations
Reservations
Search, filter, and open reservations with a clean operational control list.
Booking Control List
0 reservations match the current filters.
| Reference | Date & Time | Customer | Service | Staff | Status | Actions |
|---|
Booking Workspace
New Booking
Build a reservation from the operations desk with clear customer context, service selection, and live availability.
Service Catalog
Services
Manage service pricing, durations, and categories for the operations team.
Service Categories
Create categories once, then select them from the service form.
How It Works
Cleaner service setup
Use categories like Hair, Nails, Facial, or Packages, then pick them from the service form instead of typing them every time.
All Services
| Service Name | Category | Duration | Price | Actions |
|---|
Add New Service
Create or update a premium service without leaving the page.
Customer CRM
Customers
Search customer records, open profiles, and track lifetime activity in one place.
Add New Customer
Create a customer record before or after their first reservation.
Customer Directory
Browse customer records, then open the full profile when you need history, notes, balances, and CRM detail.
| Name | Phone | Bookings | Details |
|---|
Team Operations
Staff
Manage specialists, availability, and specialties across the service catalog.
| Name | Phone | Specialties | Actions |
|---|
Product Catalog
Packages & Memberships
Create session-based offers, assign balances to customers, and redeem them against eligible reservations.
Create Package
Packages are prepaid session bundles with optional service restrictions and expiry.
Create Membership
Memberships use the same session-based coverage rules as packages. The billing cycle is a catalog label for the offer.
Catalog
Available Offers
| Name | Type | Price | Sessions | Status | Actions |
|---|
Catalog
Membership Offers
Membership offers follow the same assignment and redemption model as packages, with the cycle shown for staff context.
| Name | Cycle | Price | Included Sessions | Status | Actions |
|---|
Assigned Balances
Customer Packages
| Customer | Package | Remaining | Status | Expires | Actions |
|---|
Assigned Balances
Customer Memberships
See the customer balances created from membership assignments and jump straight into billing redemption when needed.
| Customer | Membership | Remaining | Status | Expires | Actions |
|---|
Reservation Billing
Billing / Folio
Use the folio to post charges, collect payments, apply coverage, and review the full billing trail.
Folio Ledger
Charges and payments combined in one operational ledger.
| Posted | Type | Code | Description | Method / Ref | Amount | Actions |
|---|
Packages & Memberships
Coverage and redemption applied to the reservation folio.
Packages & Memberships
Coverage and redemption applied to the reservation folio.
Financial Summary
Totals, balances, and invoice context for this reservation.
Staff Profile
Team Member
Contact details, specialties, weekly availability, and recent bookings.
Edit Team Member
Update the staff record and assign specialties from one profile page.
Availability Setup
Set weekly working hours directly on the team member profile.
Blocked Dates and Time Off
Add vacations, blocked periods, or temporary availability exceptions for this team member.
Booking History
Recent reservations assigned to this team member.
Reporting Center
Manage Reports
Search, filter, and open a focused report configuration workspace.
Results
Matching Reports
| Report Group | Report | Internal Name | Action |
|---|
Report Configuration
Report Configuration
Select your filters and generate a focused report output.
Primary Criteria
Define the main reporting window and scope.
Advanced Filters
Use multi-select filters to narrow the report output.
Automation Center
Automation & Messaging
Control reminder workflows, review automation history, and monitor operational follow-up readiness.
Setup Wizard
Mark the core product setup milestones as you prepare the workspace for live operations.
Create Automation Rule
Set up reminder and notification-style rules with channels, lead times, and targets.
Active Rules
Run History
PMS Detailed Settings Workspace
PMS settings details
Use this detailed workspace to manage all PMS configuration areas in one place.
Business Information
Core business identity and billing defaults.
Setup Wizard
Track rollout readiness across the core operational setup milestones.
Booking Settings
Control timing, appointment interval, and booking confirmation content.
Platform Parameters
Manage the structured PMS parameter registry across operations, billing, booking, notifications, reporting, UI, and permissions.
Email Settings
Customer-facing invoice and notification message defaults.
SMTP / Delivery
Delivery-layer configuration for outgoing transactional email.
Automated Reminders
Control reminder rules and review queued jobs across upcoming appointments.
Payments and Self-Service
Let customers pay deposits, pay invoices, and manage their own bookings.
Subscription & Billing
Review your live SaaS plan, billing linkage, and the operational posting codes used in the folio workflow.
Tenant Billing Center
Review plan access, billing references, and the next recommended action.
Billing Posting Codes
Define the operational posting codes used in the folio and cashier workflow.
Backup and Export Center
Download appointments, customers, and invoices in JSON or CSV and review export history.
Audit Log
Track who changed what across bookings, invoices, settings, and admin users.
Reservation Profile
BK-00000
Customer - Service
Reservation Details
Full booking information and customer contact data.
Edit Reservation
Update booking details without going back to the table.
Invoice Center
Everything related to invoice delivery and payment.
Customer Context
Quick access to the customer profile and recent related bookings.
Edit Reservation
Update booking details without going back to the table.
Invoice Center
Everything related to invoice delivery and payment.
Customer Context
Quick access to the customer profile and recent related bookings.
Booking History
Reservation Change Log
Tracked updates, moves, self-service actions, and booking changes for this reservation.
Customer Profile
Customer Name
email@example.com / phone
Customer Summary
Quick information your team can scan at a glance.
Recent Bookings
The latest activity for this customer.
Packages & Memberships
Prepaid balances and membership status linked to this customer.
Timeline
Major customer events, profile activity, and booking lifecycle signals.
Booking History
Past appointments, services, staff, and spend history.
Upcoming
Future bookings already scheduled for this customer.
Private Notes
Internal notes visible only to the team.
Edit Customer
Update the customer record directly from the profile page.