The back-office pages, one by one
What each dashboard page is for, what you do there, and who can see it.
The dashboard is for owners and managers; front-desk and till staff work on the till. Some pages are owner-only and some appear only for certain business types — each section says which.
Overview
The home page. Your business today lists anything that needs you, worst first — or says all is good. The strip across the top compares Today, Last 7 days and last month. The Money section (switch Today, Yesterday, This week, This month) shows cash, card, expenses, credit given, cash in drawers and net profit. Close the day shows today's net, whether each drawer balanced and anything still open; Share to WhatsApp sends that summary. Managers see counts but no money figures — Money and Close the day are owner-only.
Expenses
What the business spends. Add expense, or Scan receipt to let AI fill in the form. Repeat adds the same expense again today. Standing costs are fixed monthly bills such as rent — set once, post each month in one tap. Cash paid out of a drawer lands here by itself as a Till pay-out (fix it on that shift). The owner sees Expenses & profit. Managers see this page only when Let managers record expenses is on, never see profit, and only the owner can delete an expense.
Sales (Receipts / Orders)
Every paid sale — cafés see it as Orders, restaurants as Receipts. Search by receipt code or by who rang it, pick a date range, Open → to reprint. On the Growth plan, download the Sales report or Staff report in Excel. The owner can delete a sale (typing DELETE) — it then leaves every report. Owner-only; staff find receipts on the till under Receipts & refunds.
Orders (restaurants)
Every table and to-go order — open, paid or cancelled. Filter by Status or search by table, customer or waiter; Open → an order still open, Receipt → a paid one. Restaurants only; owners and managers.
Loss prevention
Voids, discounts, refunds (and comps in food businesses) counted per person; anyone well above the rest of the team is flagged Notice or Watch. Check the receipts before you accuse anyone — busy days produce some of this normally. Mute flag or Mark reviewed clears the alarm; the numbers stay. Drawer over/short by person shows who has had short or over shifts. Owner-only.
Incidents
Cash shortages, theft, disputes and safety problems reported from the till's Report button — and a drawer that closes far enough over or short files one by itself. Mark resolved, Re-open or Edit; Delete tells your team by email who deleted it. Owners and managers see it; managers change incidents only when Let managers edit and delete reports is on (otherwise View only).
Bills I owe
What you owe suppliers. Add a bill, or it is added for you when you receive a delivery and choose "I haven't paid yet". Record payment adds the payment to Expenses (cash leaves a drawer only if you pick one); Show settled bills lists the paid ones. Owner-only; not in the gym layout.
Waste & comps (cafés and restaurants)
A wasted or free dish, or a spoiled ingredient: choose A dish or An ingredient, the quantity, Waste or Comp (free) and a reason, then Log it. Stock goes down and the cost lost is recorded. Owners and managers.
Reservations (restaurants)
Turn on Take reservations in Settings first. New reservation → guest, time, party size and (if you know it) a table → Add reservation. Seat, No-show or Cancel each booking; website bookings carry a Website tag. Owners and managers.
Leads
Messages from the "Send us a message" form on your website. Reply by WhatsApp (or Text, depending on your country) or Call, then mark each Contacted, Won or Closed. Owners and managers, for business types with a website.
Kitchen (restaurants)
Orders from the floor, oldest first; a ticket turns amber after 10 minutes and red after 20. Ready when an item is up, Served once it has gone out. Owners and managers see it here; cooks use the full-screen kitchen screen.
Tax and the accountant export
Open it from Settings — it is named after your country's tax (Sales tax, Tax & VAT or Tax). Pick a month (last month first): the tax you collected, sales with and without tax, discounts and refunds. Download for accountant gives an Excel file with a summary, every sale and every expense — figures for your accountant, not a government tax form. Owner-only. Gyms: memberships are taxed only on plans marked Charges sales tax under Plans, and those sales count here like any other.
Announcements
A message your whole team sees when they sign in, in any language: type it and Post to team; remove it when it no longer applies. The owner can always post; managers can when Let managers post announcements too is on.
Stock (retail and pharmacy)
Scan delivery brings goods in, Start a stock take counts the shelf and applies the difference, View adjustments shows write-offs (damaged, expired), and Expiry lists items close to their date. Stock takes are on the Growth plan. Owners and managers.
The dashboard is for owners and managers; front-desk and till staff work on the till. Some pages are owner-only and some appear only for certain business types — each section says which.
Overview
The home page. Your business today lists anything that needs you, worst first — or says all is good. The strip across the top compares Today, Last 7 days and last month. The Money section (switch Today, Yesterday, This week, This month) shows cash, card and mobile money, expenses, credit given, cash in drawers and net profit. Close the day shows today's net, whether each drawer balanced and anything still open; Share to WhatsApp sends that summary. Managers see counts but no money figures — Money and Close the day are owner-only.
Expenses
What the business spends. Add expense, or Scan receipt to let AI fill in the form. Repeat adds the same expense again today. Standing costs are fixed monthly bills such as rent — set once, post each month in one tap. Cash paid out of a drawer lands here by itself as a Till pay-out (fix it on that shift). The owner sees Expenses & profit. Managers see this page only when Let managers record expenses is on, never see profit, and only the owner can delete an expense.
Sales (Receipts / Orders)
Every paid sale — cafés see it as Orders, restaurants as Receipts. Search by receipt code or by who rang it, pick a date range, Open → to reprint. On the Growth plan, download the Sales report or Staff report in Excel. The owner can delete a sale (typing DELETE) — it then leaves every report. Owner-only; staff find receipts on the till under Receipts & refunds.
Orders (restaurants)
Every table and takeaway order — open, paid or cancelled. Filter by Status or search by table, customer or waiter; Open → an order still open, Receipt → a paid one. Restaurants only; owners and managers.
Loss prevention
Voids, discounts, refunds (and comps in food businesses) counted per person; anyone well above the rest of the team is flagged Notice or Watch. Check the receipts before you accuse anyone — busy days produce some of this normally. Mute flag or Mark reviewed clears the alarm; the numbers stay. Drawer over/short by person shows who has had short or over shifts. Owner-only.
Incidents
Cash shortages, theft, disputes and safety problems reported from the till's Report button — and a drawer that closes far enough over or short files one by itself. Mark resolved, Re-open or Edit; Delete tells your team by email who deleted it. Owners and managers see it; managers change incidents only when Let managers edit and delete reports is on (otherwise View only).
Bills I owe
What you owe suppliers. Add a bill, or it is added for you when you receive a delivery and choose "I haven't paid yet". Record payment adds the payment to Expenses (cash leaves a drawer only if you pick one); Show settled bills lists the paid ones. Owner-only; not in the gym layout.
Waste & comps (cafés and restaurants)
A wasted or free dish, or a spoiled ingredient: choose A dish or An ingredient, the quantity, Waste or Comp (free) and a reason, then Log it. Stock goes down and the cost lost is recorded. Owners and managers.
Reservations (restaurants)
Turn on Take reservations in Settings first. New reservation → guest, time, party size and (if you know it) a table → Add reservation. Seat, No-show or Cancel each booking; website bookings carry a Website tag. Owners and managers.
Leads
Messages from the "Send us a message" form on your website. Reply by WhatsApp (or Text, depending on your country) or Call, then mark each Contacted, Won or Closed. Owners and managers, for business types with a website.
Kitchen (restaurants)
Orders from the floor, oldest first; a ticket turns amber after 10 minutes and red after 20. Ready when an item is up, Served once it has gone out. Owners and managers see it here; cooks use the full-screen kitchen screen.
Tax and the accountant export
Open it from Settings — it is named after your country's tax (Sales tax, Tax & VAT or Tax). Pick a month (last month first): the tax you collected, sales with and without tax, discounts and refunds. Download for accountant gives an Excel file with a summary, every sale and every expense — figures for your accountant, not a government tax form. Owner-only.
Announcements
A message your whole team sees when they sign in, in any language: type it and Post to team; remove it when it no longer applies. The owner can always post; managers can when Let managers post announcements too is on.
Stock (retail and pharmacy)
Scan delivery brings goods in, Start a stock take counts the shelf and applies the difference, View adjustments shows write-offs (damaged, expired), and Expiry lists items close to their date. Stock takes are on the Growth plan. Owners and managers.
The dashboard is for owners and managers; front-desk and till staff work on the till. Some pages are owner-only and some appear only for certain business types — each section says which.
Overview
The home page. Your business today lists anything that needs you, worst first — or says all is good. The strip across the top compares Today, Last 7 days and last month. The Money section (switch Today, Yesterday, This week, This month) shows cash, card and mobile money, expenses, credit given, cash in drawers and net profit. Close the day shows today's net, whether each drawer balanced and anything still open; Share to WhatsApp sends that summary. Managers see counts but no money figures — Money and Close the day are owner-only.
Expenses
What the business spends. Add expense, or Scan receipt to let AI fill in the form. Repeat adds the same expense again today. Standing costs are fixed monthly bills such as rent — set once, post each month in one tap. Cash paid out of a drawer lands here by itself as a Till pay-out (fix it on that shift). The owner sees Expenses & profit. Managers see this page only when Let managers record expenses is on, never see profit, and only the owner can delete an expense.
Sales (Receipts / Orders)
Every paid sale — cafés see it as Orders, restaurants as Receipts. Search by receipt code or by who rang it, pick a date range, Open → to reprint. On the Growth plan, download the Sales report or Staff report in Excel. The owner can delete a sale (typing DELETE) — it then leaves every report. Owner-only; staff find receipts on the till under Receipts & refunds.
Orders (restaurants)
Every table and takeaway order — open, paid or cancelled. Filter by Status or search by table, customer or waiter; Open → an order still open, Receipt → a paid one. Restaurants only; owners and managers.
Loss prevention
Voids, discounts, refunds (and comps in food businesses) counted per person; anyone well above the rest of the team is flagged Notice or Watch. Check the receipts before you accuse anyone — busy days produce some of this normally. Mute flag or Mark reviewed clears the alarm; the numbers stay. Drawer over/short by person shows who has had short or over shifts. Owner-only.
Incidents
Cash shortages, theft, disputes and safety problems reported from the till's Report button — and a drawer that closes far enough over or short files one by itself. Mark resolved, Re-open or Edit; Delete tells your team by email who deleted it. Owners and managers see it; managers change incidents only when Let managers edit and delete reports is on (otherwise View only).
Bills I owe
What you owe suppliers. Add a bill, or it is added for you when you receive a delivery and choose "I haven't paid yet". Record payment adds the payment to Expenses (cash leaves a drawer only if you pick one); Show settled bills lists the paid ones. Owner-only; not in the gym layout.
Waste & comps (cafés and restaurants)
A wasted or free dish, or a spoiled ingredient: choose A dish or An ingredient, the quantity, Waste or Comp (free) and a reason, then Log it. Stock goes down and the cost lost is recorded. Owners and managers.
Reservations (restaurants)
Turn on Take reservations in Settings first. New reservation → guest, time, party size and (if you know it) a table → Add reservation. Seat, No-show or Cancel each booking; website bookings carry a Website tag. Owners and managers.
Leads
Messages from the "Send us a message" form on your website. Reply by WhatsApp (or Text, depending on your country) or Call, then mark each Contacted, Won or Closed. Owners and managers, for business types with a website.
Kitchen (restaurants)
Orders from the floor, oldest first; a ticket turns amber after 10 minutes and red after 20. Ready when an item is up, Served once it has gone out. Owners and managers see it here; cooks use the full-screen kitchen screen.
Tax and the accountant export
Open it from Settings — it is named after your country's tax (Sales tax, Tax & VAT or Tax). Pick a month (last month first): the tax you collected, sales with and without tax, discounts and refunds. Download for accountant gives an Excel file with a summary, every sale and every expense — figures for your accountant, not a government tax form. Owner-only. Gyms: memberships are taxed only on plans marked Charges sales tax under Plans, and those sales count here like any other.
Announcements
A message your whole team sees when they sign in, in any language: type it and Post to team; remove it when it no longer applies. The owner can always post; managers can when Let managers post announcements too is on.
Stock (retail and pharmacy)
Scan delivery brings goods in, Start a stock take counts the shelf and applies the difference, View adjustments shows write-offs (damaged, expired), and Expiry lists items close to their date. Stock takes are on the Growth plan. Owners and managers.