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 | Operational and financial summaries (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
- Profile & Security — your admin password and security options
- Users — tenant admins, employees, and customer account access
- System emails — templates, layouts, email branding, and email provider
- Payment Settings — payment gateways and payment terms
- My Subscription — your ServEase plan and trial
- Discounts — discount codes, special discounts, and multi-booking sets
- Customer tokens — prepaid tokens and packages
- Questionnaires & Skills — intake forms and employee skills
- Calendar Integrations — external calendar sync
- Accounting Integrations — invoicing providers and document automation
- 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).