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Shop owner and manager pages

Use these guides for the main Business dashboard workflows:

  1. Begin with Dashboard to review shop activity and open a job.
  2. Use Workshop to find, filter, or create an appointment.
  3. Use Appointment details to update services, checklists, and customer communication for one job.
  4. Use Customers and Customer details to find a person, review vehicles and visit history, or start an appointment.
  5. Use Follow-up Pipeline to contact customers and record follow-up outcomes.
  6. Use Service Management, Team Management, Reports, and Settings for shop setup and review.

Other pages: Service subscribers, Offers, Profile, Avatar editor, Help, and Feedback.

Front-desk note: FrontDesk is a configured shop role but is not currently accepted by Business sign-in. See the front-desk guide for the current access gap and workflow references.