Around the portal

The sidebar, the top bar, branches, search, shortcuts and notifications.

  1. The sidebar and the top barWhere everything lives: the module list down the left, and search, the + New menu, branches, help, notifications and your profile along the top.OwnerManagerFront deskStaffApp
  2. Switch between branchesThe branch selector in the top bar changes which location the calendar, stock, billing and reports show, or combines them all.OwnerManagerFront deskApp
  3. Search everythingFind a customer, invoice, service, product or page from anywhere with the global search.OwnerManagerFront deskStaffApp
  4. The + New menuCreate a booking, invoice, customer, service, product, purchase order, expense or team member from any screen.OwnerManagerFront deskApp
  5. Keyboard shortcutsMove around, create records and drive lists, the calendar and checkout without leaving the keyboard.OwnerManagerFront deskStaff
  6. Notifications and the bellNew bookings, cancellations, imports, expiring memberships and system alerts arrive in the bell and on the Notifications page.OwnerManagerFront deskStaffApp
  7. Change your languageThe portal is available in English, Hindi, Marathi, Gujarati, Tamil, Telugu, Kannada, Bengali and Punjabi. Pick yours from the profile menu.OwnerManagerFront deskStaff
  8. Contact support and the Help buttonHelp opens shortcuts and tours; Contact support prepares an email with your workspace and screen already filled in.OwnerManagerFront deskStaff
  9. What "No access configured yet" meansYou can sign in but your account has no role, so there is nothing to show. The business owner assigns one in your team member record.OwnerManagerFront deskStaff