See your business at a glance

Insights brings bookings, clients, team performance, and service performance into separate views. Choose the period first so the figures answer the same question.

1 min read · Updated August 28, 2026

In short

  • Overview combines headline appointment, client, rating, and permitted money figures.
  • Bookings shows volume, final outcomes, trends, and busy times.
  • Team and Catalog compare people and services for the same selected period.

Pick the view that answers your question

BookingsVolume, status, and busy times
ClientsNew and returning activity
TeamResults by team member
CatalogBookings by service
  1. Open Insights and choose a period. Use the same period when comparing two views.
  2. Open the section that matches the question you are answering.
  3. Select a service, team member, or client row when you need the bookings behind it.
Two figures cover different dates.Return both views to the same period before comparing them.
A section shows no activity.Choose a period that contains bookings, then check that past appointments have a final status.

Related articles

  • Compare team and service performance — Use Team to compare people and Catalog to compare services. Booking volume remains visible without finance access; money details follow finance permission.
  • Know who can see business figures — Owners can view business and finance figures. Managers can view business figures, while finance figures depend on their permission; team members cannot open Insights.
  • Read your dashboard — Choose a period, then read appointments, earned revenue, clients, and the items that need your attention.
  • Booked money and earned money — A booking can carry a price before the service is completed or the money is collected.