A tour of the dashboard

The dashboard is grouped into five areas. On a laptop they sit in the left sidebar; on a phone the most-used ones are in the bottom bar and the rest open from the Business button.

Overview

• Home: today at a glance. Today's appointments, what the Secretary did, your booking link (and your WhatsApp link, once you connect your own number), and the quick actions you use most.

Operate

• Messages: every conversation your Secretary has had with a customer, searchable, with the transcript. Read-only, so you can see exactly what was promised.
• Appointments: your full booking history in tabs (upcoming, unconfirmed, completed, cancelled). Open one to see the customer, the payment, the location and notes, mark it complete, or move it to a new time.
• Orders: product sales, from "to fulfil" to fulfilled, with the customer's answers to any custom questions.
• Reviews: reviews customers left after a completed booking or order. Publish the ones you want on your page.
• Scan: the QR check-in camera for walk-ins and arrivals. See QR check-in at the counter.

Business

• Store: what you sell. Services and products, categories, prices, durations, stock and where each service happens.
• Your page: your public booking page. Pick one of ten looks, arrange the sections, let your Secretary draft the words, and publish. Its Business tab holds your link, name, logo, address, opening hours, time off and social links. See Edit your page in Your page.
• Secretary: your Secretary's name, photo and personality, its knowledge base and document sources, and the Chat tab where you talk to it yourself.

Finance

• Payments: everything paid, split into payments and payouts, with what is still awaiting settlement.
• Analytics: your client pipeline (who chatted, who left details, who booked) and, on Business, revenue and growth reports.

Manage

• Team (Business plan): invite staff to handle messages, appointments and check-ins.
• Integration: connect WhatsApp, phone calls, Instagram, your website, your online store, Google Calendar, AI assistants and more. See How integrations work.
• Profile: your personal details, notifications, privacy and security, plan and billing, compliance (identity verification for payouts), Settings, and the in-app Help Center.

On your phone

The bottom bar holds Home, Messages, your Secretary, Appointments and More. More lists everything else, including Store, Your page, Orders and Payments. You can also install Ordina as an app so it opens full-screen from your home screen.