Dashboard in Amelia WordPress Booking Plugin

The “Dashboard” page is the first page that appears upon opening a plugin if you are logged in as “Administrator” or “Amelia Manager” user role. The “Dashboard” view summarizes monitoring information about all appointments, services, employees, and the revenue. The dashboard is divided into three main sections, providing different information in each of them.

Amelia WordPress - Dashboard

Datepicker, with the predefined dates range, is on the top of the page and by default, it filters the data in the first two dashboard sections for the current week. It is predefined in the range of seven days, and the first day of the week has been set according to WordPress ‘Week Starts On” setting. You can modify the date range in the datepicker which will cause data in the first two sections to be updated.

Amelia WordPress - Dashboard Datepicker

The first section of the dashboard shows metrics for the current date range selection and it is divided into four blocks:

  • Approved Appointments – This metric represents a number of approved appointments based on the date range you chose. By clicking on the “View Approved Appointments” link below metric, you will be taken directly to the “Appointments” page. You’ll see appointments with the “Approved” status in the date range that has been previously set on the “Dashboard” page.
Amelia WordPress - Dashboard Approved Appointments
  • Pending Appointments – This metric represents a number of the pending appointments based on the date range you chose. By clicking on “View Pending Appointments” link below metric, you will be taken directly to the “Appointments” page. You’ll see appointments with “Pending” status in the date range that has been previously set on the “Dashboard” page.
Amelia WordPress - Dashboard Pending Appointments
  • Average Bookings – This metric represents the average number of appointments in a given date range. Clicking the “View Average Appointments” link will take you to the “Appointments” page with predefined datepicker in the date range that has been previously set on the “Dashboard” page.
Amelia WordPress - Dashboard Average Bookings
  • Revenue – This metric represents the amount of money that a company actually received during a selected period (based on approved appointments and finalized payments). Clicking the “View Revenue” link will take you to the “Finance” page with predefined datepicker in the date range that has been previously set on the “Dashboard” page.
Amelia WordPress - Dashboard Revenue

The second section of the dashboard displays your data in charts, so you can easily see which services, employees, and location are your biggest earners and how many new/returning customers you are onboarding. You’ll see data for the date range that you’ve set above.

The left side of the section is divided into three tabs. These column charts display a “Interests / Conversions” data:

  • Employees Interests / Conversions – This chart displays a comparison of interests in making an appointment with employee against arranged appointments with the employee for the selected period, broken down by employees names. When the “Confirm Booking” modal is open to the customer, interest in selected employee will increase by 1.
Amelia WordPress - Dashboard Employees Interests / Conversions
  • Services Interests / Conversions – This chart displays a comparison of interests in making a service appointment against arranged service appointment for the selected period, broken down by services names. When the “Confirm Booking” modal is open to the customer, interest in selected service will increase by 1.
Amelia WordPress - Dashboard Services Interests / Conversions
  • Location Interests / Conversions – This chart displays a comparison of interests in making an appointment at the selected location against arranged appointment at the selected location for the selected period, broken down by locations names. When the “Confirm Booking” modal is open to the customer, interest in selected location will increase by 1.
Amelia WordPress - Dashboard Locations Interests / Conversions

The right side of section displays your customer’s data in a pie chart so you can easily see a number of new and returning customers. The percentage at the top-right corner of the chart shows you customers increase or customers decrease based on the date range you chose. For example, if you pick May 14, 2018 – May 20, 2018, the percentage will show you how this range compares to the last week, May 7, 2018 – May 13, 2018. If you had 4 customers during May 7, 2018 – May 13, 2018, and 6 customers during May 14, 2018 – May 20, 2018, the percentage will show 50% increase.

Amelia WordPress - Customers Chart

The last section of the dashboard shows appointments from the current day. This table gives information about the today’s appointments such as time of the appointment, the customer(s), employee, service, duration and payment method. You can expand an appointment (row) by clicking on it. An expanded record shows the information about the customer(s) phone and customer(s) email. You can quickly change appointment status by choosing from four available appointment statuses from the drop-down. To edit an existing appointment, click on the “Edit” button to the right of the appointment you want to change. Clicking on the “Edit” button will open an edit dialog that allows you to update the data in the already created appointment. If this button is disabled, then the appointment has passed and it can not be changed.

At the top right side of this list of today’s appointments you will see an Export button, so you can easily export the list of today’s appointments in a CSV file.

Amelia WordPress - Dashboard Today's Appointments

In the bottom right corner of the “Dashboard” you can click on the “+” (plus icon) button to quickly add a new customer or schedule a new appointment.

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