Platform Overview
Get familiar with your SeroBook dashboard. This guide explains each section and how to navigate the platform effectively.
Dashboard Home
When you log in, you'll land on your Dashboard. This is your command center showing:
- Today's Bookings – Upcoming appointments for the day
- Quick Stats – Total bookings, revenue, and new customers
- Recent Activity – Latest bookings and customer actions
- Notifications – Alerts requiring your attention
Main Navigation
The sidebar contains all the main sections of your account:
Bookings
View and manage all your appointments. Use the calendar view to see your schedule at a glance, or switch to list view for detailed filtering.
- Create new bookings manually
- Edit or cancel existing bookings
- View booking history
- Export booking data
Scheduler
The visual scheduler shows your appointments in a calendar format. Drag and drop to reschedule, or click to view details.
Customers
Your customer database. Each customer profile includes:
- Contact information
- Booking history
- Notes and preferences
- Total spend
Services
Manage what you offer. Add, edit, or remove services, set pricing, and organize into categories.
Analytics
Track your business performance with reports on:
- Booking trends
- Revenue over time
- Popular services
- Customer growth
Settings
Access settings via the gear icon or Settings in the sidebar. Key sections include:
Business Profile
Your business name, contact details, address, and social links.
Business Hours
Set when you're available for bookings each day.
Email Settings
Configure email provider and notification templates.
Payment Settings
Connect Stripe and configure payment options.
Integrations
Connect Google Calendar, Zapier, and other tools.
Team Members
Invite staff and manage user permissions.
Site Builder
Customize your public booking page. Access it from the sidebar or via Settings → Site Builder.
- Choose themes and colors
- Upload your logo
- Configure booking form fields
- Preview before publishing
Quick tip
Use the preview button to see exactly what customers will see before making changes live.
Quick Actions
Common tasks you can do from anywhere:
- + New Booking – Create a booking quickly from the header
- Search – Find customers, bookings, or services with Cmd+K
- View Booking Link – Copy your public booking URL
- Notifications Bell – See recent activity and alerts
Keyboard Shortcuts
Speed up your workflow with these shortcuts:
| Shortcut | Action |
|---|---|
⌘ + K | Open search |
⌘ + N | New booking |
⌘ + / | Show shortcuts help |
Next Steps
Now that you know your way around, continue with: