In this article, we will be giving you a brief on the icons you see on the CRM
🏠 Home
From this page, you can access the Dashboard, Tasks and Reports
Dashboard: This tab will give you an insight into your location revenue, events scheduled for the day and customers
Tasks: This tab will act as your personal task manager, On this page, you will be able to assign tasks to your staff members as well
Reports: On this page, you will be able to access all the reports to track and analyse the progress your business is making
🛒 Sell
You will be able to sell your services from this page
Point of Sale: This is the tab where you can select the services and products you want to sell to the customers, apply discounts and collect payments
Online-store: This page has a link to your website portal which can be integrated with your website
📅 Calendar
You will be able to manage classes, appointments and events on this page
📇 Contacts
In Bookee contacts are divided into leads and customers
Leads: By default all new customers are added as leads, once they make a purchase they will be moved from leads to customers
Customer: You will be able to view and manage your existing customers on this page
🔧 Manage
If you want to add any data to the system, you will be able to do it under the manage tab
Services: This is where you will be able to add and manage your Memberships, Class schedule, Gift cards, Courses & workshops, Appointment services, Video on demand and Facility
Products: This is where you will be able to add and manage your inventory
Discounts: This is where you will be able to define discounts codes that your customer can avail on services
Notification: In this tab, you will be able to automate all the emails your business sends. Like reminding customers of the upcoming class, waitlist slot availability, membership credit exhausted, subscription paused etc.,
Referral: You will be able to set up your referral program in this tab
Staff: You will be able to add and manage all your team members from this tab
➕ Quick Add
You can use this icon to quickly add new customers and leads. You can also use it to assign tasks to yourself or the other team members.
🔍 Universal search icon
You will be able to search and navigate to the customer profile from here without having to go to the Contacts
🛍️ App store
This page shows the apps you can integrate with Bookee. To integrate with any app you can click on the app card
⚙️ Settings
All the setting to manage your location will be available here. You will also be able to access and design your website portal and customer app from this tab
⚓ Business Name and Location
At the bottom of the page, you will see the name of your business, location and region
Example: F10 Boxing is the name of the business, Manhatten is the location and New York is the Region that the location is in
