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Dashboard, Clients, Services, Payments & Settings

The SuiteCal dashboard is where you manage your daily work and control how clients book you. This guide explains what each section does and where to go for setup versus day-to-day tasks.

Updated over a month ago

Dashboard (Home)

This is the first screen you see after logging in.

The Dashboard gives you a quick snapshot of:

  • Today’s appointments

  • Upcoming bookings

  • Your current booking status

Use this page to quickly check your schedule without changing any settings.


Clients

The Clients section is where you see everyone who has booked with you.

Here you can:

  • View client names and contact details

  • See total sales per client

  • Call or email clients directly

  • Open a client profile to see more details

Clients are added automatically when someone makes a booking. You don’t need to create them manually.


Services

Services control what clients can book.

In this section, you can:

  • Create new services

  • Edit existing services

  • Set prices and durations

  • Change visibility (Public or Private)

  • Reorder how services appear on your booking page

If a service is not showing on your booking page, this is the first place to check.


Payments

The Payments section controls how and when you get paid.

Here you can:

  • Connect or disconnect payment methods

  • Choose whether payment is required to confirm a booking

  • Enable deposits and set a deposit percentage

Payment settings apply across all services unless changed later.


Booking Page

This section controls what clients see publicly.

From here, you can:

  • Set your business name and logo

  • Customize your booking page link

  • Add business details and social handles

  • Configure booking preferences and instructions

  • Preview your live booking page

Any change made here is reflected immediately on your public booking page.


Settings

Settings control your account-level configuration.

This includes:

  • Timezone and country

  • Currency

  • Business hours and days off

  • Subscription status

Timezone and business hours are especially important, as they directly affect availability shown to clients.


Desktop vs Mobile navigation

SuiteCal works the same on desktop and mobile, with one key difference in navigation.

  • On desktop: Navigation appears in the left sidebar

  • On mobile: Navigation appears in the bottom bar

All sections and features are available on both devices.


Setup vs daily use: where to go

If you’re setting things up for the first time:

  • Services

  • Payments

  • Booking Page

  • Settings

If you’re managing daily work:

  • Dashboard

  • Clients

This separation helps keep setup tasks and daily operations clear.

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