App tour
Use the app to run your business on the go: see money come in, send payment links, make refunds, approve card spending and, if you use them, manage bookings and the till. Setup and reports are in the dashboard.
The tabs
Section titled “The tabs”| Tab | What it’s for |
|---|---|
| Home | Your business at a glance: Earned (what’s ready to pay out, with what’s on the way underneath), your cards, this month’s fees less cashback, and your latest Payments. Tap a payment to open it, or Earned to see your payouts. |
| Bookings | Your appointments, if your business takes bookings. |
| Till | Selling in person, once you have a register. |
| Links | Make a payment link and share it, or show its QR code. |
| Cards | Your spending cards. |
| Approvals | Purchases waiting for you to approve. A badge shows how many. |
| Account | Your businesses, test mode, settings and help. |
Links shows if your business uses Billing. Cards and Approvals show if it uses Spend. A business that hasn’t chosen sees them all. A staff login sees only Bookings and Account.
The Account tab
Section titled “The Account tab”- Signed in as shows your email.
- Business lists every business you belong to, with your role. Tap one to switch.
- Test mode switches between test and live. See Test mode and live mode.
- Products shows what your business uses. An owner or admin can switch each one on or off. This decides which tabs show here and which sections show in the dashboard’s sidebar.
- Then, depending on your role: Booking fees, Time off, Reviews, Notifications, Developers, Two-factor and Get help.
- Sign out is at the bottom.
Cards on Home
Section titled “Cards on Home”Until you’ve gone live, an owner or admin sees a card to start going live. If our review team needs something from you, a card at the top says so. See Account review.