Dashboard Overview
The sidebar
| Page | What it's for |
|---|---|
| Overview | A quick look at your customers and recent activity |
| Customers | Add, edit, import and search customers |
| Nurture | Every reminder sent, with its delivery status |
| Inbox | Customer replies and AI-drafted answers |
| Bookings | Appointments booked through Cal.com |
| Activity | A timeline of everything that happened |
| Knowledge | The facts the AI may use in replies |
| Audit log | Who on your team changed what. Owners only, on Growth and Pro. |
| Settings | Business profile, services, Cal.com, billing, texting and team |
The Overview page
- Status cards count your customers by status: Active, Contacted, Booked and Inactive. See customer statuses for what each one means.
- Reactivation shows how many customers were sent a reminder and how many booked after it.
- Due in the next 30 days lists customers coming up for their next service.
- Recent activity shows the latest emails, replies and bookings. Click through to the full Activity Feed.
Banners
A banner at the top of the page warns you about anything that needs attention. For example, it appears if your last payment failed. See Managing Your Subscription.