Track
Scaling, 8 and up
A team big enough that nobody sees the whole day. Permissions, capacity, the views that let each person find their own part of it, and the numbers that tell you which site is working.
5 lessons
In order
- 1Team members, roles and permissionsFour roles decide which pages someone opens and whether money shows on screen. None of them narrows the calendar to one person's own bookings.3 min read · Owner
- 2Schedules and Sessions, part 2 - resources and capacityA resource has its own hours and its own capacity, and a service ignores it entirely until you link the two. This is why a daycare set to 3 still shows a fourth spot.3 min read · Owner
- 3Reporting: settling the day, the fees, and who is overdueDay View splits a day's takings by how each payment arrived, so the drawer and the screen agree. Matching a month to the bank is a different job, and it uses a different number.3 min read · Owner or manager
- 4Calendar views and the shape of your dayGroup By decides what the columns are, Stack Mode decides whether there is a clock at all. Most "my calendar looks wrong" is one of those two.2 min read · Owner or manager
- 5Multi-location and organisationsA second site is a second business account with its own calendar, team and clients. One thing sits above them both, and it is the bill.2 min read · Owner