Your business at a glance
Last 12 months
Monthly goal
Needs your attention
Coming up
Money by service
This month| Date | Client | Service | Total | Owing | Job costs | Job profit | Status |
|---|
Where your money goes
Download a CSV from your bank or credit card. Each line becomes an expense, sorted into categories for you.
Expenses
| Date | Category | What for | Job | Amount | Receipt |
|---|
Profit & loss
Money collected minus money spent, month by month. At tax time, download your year-end report and send it with your receipts (Receipt vault → bookkeeper pack).
Most profitable jobs
Booking price minus costs you linked to that job| Date | Client | Service | Price | Costs | Profit | Margin |
|---|
Pick a booking, and your branded document fills itself in. Edit anything, then save it or download a PDF to send.
Recently created
| Product | Category | Shade | In stock | Status | Cost each | Value |
|---|
Your business
Sync, app & backups
Your HQ saves automatically. You can also back it up to Google Drive, iCloud or your computer every couple of weeks, and use your backup to move to a new phone or laptop.
- On your phone: add it to your Home Screen, so it never gets cleared.
- Use the same browser each time. Private or incognito windows don't save.
- Clearing your browser history deletes your HQ unless you have a backup.
Expense categories
Use the basics, or track every expense, like subscriptions, phone, insurance and gas. Rename, add or remove categories any time.
What you do & your service menu
| Service | Type | Price | Minutes | Rebook (weeks) |
|---|
Prices and times fill in automatically when you book. "Rebook" reminds you when a client is due back, like a lash fill every 3 weeks.