Finding your way: sidebar groups and quick search

Where things are

1. At the top (no heading): Overview, Appointments, Checkout, Online orders (red badge = new orders) and Approvals (badge = requests waiting for you).
2. Customers & members: Customers, Membership & points, Packages & credit, Subscriptions, Broadcasts.
3. Services & products: Services, Packages, Sales.
4. Team: Team, Payroll & commission, Attendance.
5. Stock & purchasing: Inventory, Purchase orders, Suppliers, Payables.
6. Finance: Daily close, Expenses, Reports.
7. Online: Website & online booking, Online shop.
8. Settings is pinned at the bottom, next to Add-ons. With more than one branch, the owner also finds Branches there: every branch side by side, stock transfers and what branches share.

Collapse groups and search

1. Click a group name to collapse or expand it. Your choice is remembered on this device; the group of the page you are on always opens.
2. On an iPad or a small screen only the current group starts open.
3. Type in Search features… at the top of the sidebar (or press Ctrl+K, ⌘K on a Mac) to filter the menu, then press Enter to open the first match.
4. Can't find a page? It may be an add-on that isn't enabled yet (see Add-ons), or your role can't use it — for example managers don't see Settings.