Understanding the YouCanBookMe Dashboard


Your Dashboard is the center of your YouCanBook.me account. Once logged into your account, your Dashboard will show you all of your booking pages, help you access any bookings you've received, and manage your Account settings. This feature is available on All plans.

In this article:

You can navigate your account in the top right menu. 

Account

You can see the overview of your account, update your account email or password, generate an API key, purchase SMS credits, set data retention limits or delete your account.

Billing

View and download invoices, update credit card information or billing address. 

Integrations

View your own integrated calendar accounts and other services. 

Team Management

Invite colleagues to join your paid account.

Logout

Logout of your YouCanBook.me account.

Bookings

All bookings made through YouCanBook.me can be viewed directly in your linked calendar and in list form on the YouCanBook.me bookings dashboard. Click Bookings from your Dashboard to view all bookings. 

1 - Filter Bookings

With multiple booking pages you can filter this view by a single booking page

2 - Search Bookings

Use the spyglass to search bookings by the bookers email, the booking REF, or the team member booked.

3 - Data Range

Use Jump to date to view bookings for a specific day

4 - Export bookings

Use the Export button to export bookings to a csv file.

5 - View Details

Click Details on a specific booking to see more information, or to cancel, reschedule, rebook, or mark as no-show. 

Organize Booking Pages

Use the Sort feature to display booking pages by title, page link, the last date it was edited. Use the spyglass to Search for a specific booking page. Use the Grid option to view your booking pages in a tile view.

Folders

Organize your booking pages with Folders on the right side of your dashboard, and star the folder you want to be your default view.


Set a booking page online so that it can take bookings. Set it offline to prevent people from booking time with you. 

Edit booking pages

Click Edit settings to edit each individual booking page. Below this menu you can also duplicate or delete a booking page, access the embed code, or the booking associated with this booking page. 

Get Help

Click the ？on your dashboard to get more resources - Contact our support team, browse our Knowledge Base, watch videos in our Academy, read recent product updates, or connect with the YouCanBook.me community. 

For further questions, contact our team at support@youcanbook.me.
Join YCBM's Community Forum
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