Track
Scaling
More staff, more sites, more rules. The point where the settings stop being yours to remember and have to be written into the account.
6 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
- 2Multi-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
- 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
- 5Schedules 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
- 6Schedules and Sessions, part 1 - hours, one-off days and public holidaysA schedule is the days someone works. A session is a block inside those hours where appointments can start. A day can be switched on and still offer nothing.3 min read · Owner