Finding your way around the admin
A quick tour of the admin navigation and where settings live.
What it is
A labelled side rail with a compact fly-out menu, plus a menu sheet on small screens. Six areas sit on the rail: Today (your day: calendar, appointments, clients, waitlist), Catalog (everything you offer: services, products, forms, packages), Inbox (messages and leads), Grow (marketing), Money (orders, reports and billing) and Settings. The fly-out shows just the items for the area you are in.
Why it helps
You can find any area quickly, and if you are not sure where something lives, the search box in the menu jumps straight to it. The fly-out only shows what is relevant to where you are, and it closes itself when you pick something or tap away.
How to use it
- 1Use the side rail to switch between Today, Catalog, Inbox, Grow, Money and Settings.
- 2Not sure where something is? Open the menu and type in the search box to jump straight to any screen.
- 3Open the fly-out to see the items within the current area. It closes when you select something, click outside it, or press Esc.
- 4On a phone, open the menu sheet to reach the same areas.
Related guides
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