Help Center/Getting Started

Goal: Understand the main areas you’ll use day-to-day as a provider.

Provider dashboard overview

Where: Provider dashboard (home) and left navigation (Services, Availability, Bookings, Clients, Settings, Billing).

Last updated: March 6, 2026

Goal: Understand the main areas you’ll use day-to-day as a provider.

Where: Provider dashboard (home) and left navigation (Services, Availability, Bookings, Clients, Settings, Billing).

Steps

  1. Open your Dashboard.
Screenshot: Dashboard with setup/checklist section
Screenshot: Dashboard with setup/checklist section
  1. Use Services to create/edit services and packages clients can buy.
  1. Use Availability to set the times clients can book you and sync your external calendar.
  2. Use Bookings to view, reschedule, or cancel upcoming sessions.
  3. Use Clients to view client history and leave notes.
  4. Use Settings to configure currency, payments (Stripe/bank transfer), and security.