A tour of the dashboard

1. 1
   Step 1

   The four main screens

   On a computer they are in the top bar, on a phone in the bottom bar:

   • Weekly Calendar: all of this week’s appointments. On a phone you see one day at a time.
   • Today's Appointments: today’s appointments, with the time, service and price.
   • Customers: all your customers, with a card for each one.
   • Future Appointments: the appointments booked from today on.

   Click to enlarge

   Tip

   When you sign in, Torly opens on the Weekly Calendar.

2. 2
   Step 2

   The new-appointment button

   On a computer: the round button with the plus sign, at the bottom-left of the screen. When you point at it, it says Book New Appointment.

   On a phone: New Appt, in the middle of the bottom bar.

   The button opens the appointment form: choose a customer, a service and a time, then save.

   Click to enlarge

   Tip

   You can also click an empty slot in the Weekly Calendar. The date and time are filled in for you.

3. 3
   Step 3

   Open the side menu

   Every other area of Torly is in the side menu. Click Menu: the button with three lines, at the top of the screen.

   Click to enlarge

4. 4
   Step 4

   What is in the menu

   The menu holds your business tools, for example:

   • Reports & Analytics: income and appointments by period.
   • Recurring Appointments: appointments that repeat every week or every few weeks.
   • Products & Inventory: the products you sell, their prices and stock.
   • Debtors List: customers who still owe money.
   • Digital Forms and Leads.

   At the bottom of the menu there is an Open Support Ticket button, if you need help.

   Click to enlarge

   Note

   Some areas appear only if they are included in your plan. You can see your plan under My Subscription, in the profile menu.

5. 5
   Step 5

   The bell: bookings made by customers

   The bell at the top of the screen shows the appointments customers booked themselves on your booking site. The red number is how many new ones you have not seen yet. Click the bell to see them.

   Click to enlarge

   Tip

   Want to hear about a new booking even when Torly is closed? You can turn on phone notifications.

6. 6
   Step 6

   The profile menu

   On a computer, click My Profile. On a phone, tap the circle with the letter at the top of the screen. The menu has:

   • My Site (Minisite): your booking site's settings: its address, design and content.
   • Business Settings: business details, services, hours, messages and more.
   • My Subscription: your plan and payment.
   • Contact Support: write to us from inside Torly.
   • Language: the language of the system.
   • Sign Out.

   Click to enlarge

All guides