Navigation overview
Map of the ServEase admin app — calendar, customers, services, settings, and reports.
The admin app is organized around how you run the business day to day.
Main areas
The sidebar follows this order:
Main
| Area | Purpose |
|---|---|
| Dashboard | Pulse metrics, shortcuts, onboarding checklist |
| Bookings | List and manage appointments (includes Calendar view) |
| Transactions | Payments, charges, and refunds |
| Services | Catalog, pricing, schedules, availability |
Management
| Area | Purpose |
|---|---|
| Customers | Profiles, receivers, balances, subscriptions |
| Receivers | All receivers across customers (for example Person or Car) |
| Teams | Departments, teams, employees, skills |
| Locations | Venues, on-site areas, and remote locations |
Analytics
| Area | Purpose |
|---|---|
| Reports | Summary reports on every plan; the detailed report library on Growth and Scale |
| Notifications | In-app inbox (bell icon) for booking and payment alerts |
Settings
| Area | Purpose |
|---|---|
| Settings | Workspace configuration (see subsections below) |
Settings subsections
Open Settings and use the tab strip. Tabs appear in this order:
- General — capabilities, theme, localisation, booking defaults, travel
- Presentation labels — the customer-facing words used across your business (for example customers, guests or drivers)
- Profile & Security — your admin password and security options
- Users — tenant admins, employees, and customer account access
- System emails — templates, layouts, email branding (Growth and Scale), and email provider
- Payment Settings — payment gateways and payment terms
- My Subscription — your ServEase plan, trial, and plan changes
- Discounts — discount codes (every plan); special discounts, multi-booking sets, and encouragement emails (Growth and Scale)
- Service Vouchers — vouchers that cover an eligible service or booking (Growth and Scale)
- Questionnaires & Skills — intake forms and employee skills (Growth and Scale)
- Calendar Integrations — external calendar sync (every plan)
- Accounting Integrations — invoicing providers and document automation (Growth and Scale)
- API & Webhooks — API keys, webhooks and Zapier (Scale); see API and Webhooks
- Customer portal widget — booking widget inside the customer portal
See General settings, Billing and pricing, and Payment gateways for the most common setup tasks.
Employee portal
Staff with employee access use a simplified employee view focused on their calendar and assigned bookings — not full tenant settings.
Getting help
Look for the ? help icon in page headers, settings areas, and beside individual sections throughout the admin app. Each opens the relevant documentation article in a new browser tab (in your current language when available).