In this article, we will be walking you through the icons you see on the CRM
🏠 Home
From this page, you can access the Dashboard and Tasks
Dashboard: This tab will give the employee who is logged in a summary of the events and the tasks scheduled for that day
Tasks: This tab will act as your personal task manager, On this page, you can add tasks for yourself or assign tasks to your staff members
📶 Reports
From this page, you can access the Analytics and Reports
Reports: On this page, you will be able to access all the reports to track and analyze the progress your business is making
Analytics: This tab will give you an insight into your location's business. You can view the financial summary of the location for a particular time period
🛒 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
🔧 Setup
If you want to add any data to the system, you will be able to do it under the setup tab
Services: Here, you will be able to add and manage your Pricing options, Class schedule, Gift cards, Courses & workshops, Appointment services, Video on demand and Facility
Products: Here, you will be able to add and manage your inventory
Discounts: Here, you will be able to define discounts codes that your customer can avail on services
Notification: Here, 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: Here, you will be able to set up a referral program for your business
Staff: Here, you will be able to add and manage all your team members
Payroll: Here, you will be able to set up and run your staff payroll
➕ Add new
You can use this icon to quickly add new customers and leads. You can also use it to add and assign tasks to yourself or the other team members.
🔍 Search
You will be able to search and navigate to the customer profile from here without having to go to the Contacts page
🛍️ 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 settings 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
👤 Account
This is where you can manage your account
Location of Region: For a multi-location business, you can switch to another location or add a new location from here
Help and Feedback: From here, you can access bookee knowledge base, see upcoming features, give feedback on feature requests, report bugs and see what's new on Bookee
Account: This is where you can check your Bookee subscription information, see billing cycles, purchase SMS credits and refer a business
⚓ 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, Chels 1 is the location and New York is the Region that the location is in
