Today Dashboard
The Today Dashboard is designed to keep users focused on what is happening in the studio right now and what is coming up next.
The Today Dashboard is the default view when opening REV23 Desktop.
Agenda
Section titled “Agenda”The agenda view shows scheduled appointments for the current day. Once an appointment has been started using the Start Service action, it will be removed from the Agenda.
The queue shows current items in the walk-in queue. You can quickly add a new walk-in using the New Walk-In (Queued) action, or remove customers from the queue if they changed their mind or did not return.
Services
Section titled “Services”The services list shows services that are currently in progress or have completed for the day.
Actions
Section titled “Actions”Appointments: Opens the appointment scheduler in a separate window. You can close and open the scheduler as needed, or leave it open for the duration of the day.
New Walk-in: Creates a new Service record.
New Walk-in (Queued): Creates a new Walk-in Queue record.
New Service Group: Starts multiple related Service records for the same customer and employee. See Service Groups.
New Sale: Starts a new sale. This is generally used for retail-only sales; when adding a service to a sale, you will usually use the Sale action on the service instead.
REV23 News: Displays news from REV23. If this action is lit up, you have unread news items. It appears dimmed after the items have been read.
If Appointments and Walk-in Queue features are disabled in Configuration: My Studio: Options, the Today dashboard is hidden. In this case you would just use the Service list view.