Hello!
Today's schedule
| Client | Service | Staff | When | Status |
|---|
Queue
Everyone who is here, served first come, first served — booked and walk-in alike.
Now serving
Waiting
Expected today — not arrived yet
Appointments
Every appointment coming through the widget.
| Client | Service | Staff | When | Status | Payment | Actions |
|---|
Calendar
Month view of every scheduled appointment.
Services
What clients can book, and who can perform it.
| Name | Duration | Price | Mode | Staff | Status | Actions |
|---|
Follow-ups
Client check-ins, scheduled automatically after each completed appointment.
| Client | Related appointment | Assigned to | Due | Notes | Status | Actions |
|---|
Analytics
How the business is doing over time.
Appointments per day
Peak hours
Top services
| Service | Appointments |
|---|
Staff
Team accounts and their access level.
| Name | Role | Status | Actions |
|---|
Audit log
Every sign-in and staff change for this business — logins, new staff, role or password changes.
| When | Who | Action | Details |
|---|
Settings
How your email looks to customers, and optional accounting. Connections such as Google, payments and webhooks are set up for you by the Webook team.
Accounting
Optional double-entry bookkeeping — chart of accounts, journal, trial balance, and financial statements, built from your recorded payments.
Accounting module
Checking…
docs/ACCOUNTING.md for exactly what this does and doesn't cover. Disabling never deletes your books; re-enabling picks up where you left off.Website
Add live appointment to your own website. No plugin required — this works on any site.
Embed code
Paste this snippet into your website's HTML, anywhere you want the appointment form to appear. Every submission books directly into this dashboard — nothing is delayed or synced later.
Direct appointment link
Prefer a plain link (for socials, email, or a "Book now" button)? Share this URL — it opens your appointment page directly.
WordPress & form integration
Already have a contact or appointment form on WordPress (or any site)? Install the Webook plugin and connect it with an API key, and every submission becomes an appointment here, with the customer notified straight away. Download the WordPress plugin.
API access is not included in your plan.
API keys are created and managed by the Webook team on your behalf — contact us for a new one or to revoke one.
| Name | Key | Last used | Status |
|---|
Your API base URL:
WhatsApp & Telegram
Message your customers where they already are.
Tell us your numbers, we do the rest
WhatsApp and Telegram messaging is almost ready. Give us the WhatsApp number your business uses and we will set everything up for you when it launches: there is nothing to connect or configure on your side.
Telegram will follow WhatsApp. Saving your username now reserves your place.
Until then, Webook sends confirmations and reminders by email. We will tell you here and by email when it is ready.
Your business mailbox, right here, and a desk to email your customers about their appointments and follow-ups in two clicks. Each message opens ready to send in your webmail, and everything you start here is recorded on the customer's history.
Follow-ups to chase
| Customer | Due | About |
|---|
Appointments in the next 7 days
| Customer | When | Service | Status |
|---|
Recently started from here
| When | Customer | Subject | By |
|---|
Sign in with your full mailbox address and its password. Webook never sees or stores it. Not loading? Use Open in a new tab, and ask your administrator to check the webmail settings.
Add each business mailbox once. Your staff then open it from the Inbox tab without a password, and everything done in it is recorded under their name. You can always open all of them; choose who else can.
Your mailboxes
What has been done in your mailboxes
| When | Who | Mailbox | What |
|---|
Accounting
GAAP-aligned double-entry bookkeeping, posted automatically every time you record a payment, issue an invoice, or approve an expense — nothing here needs a manual journal entry. Cash-basis (income is recognized when payment arrives, not when a service is booked), except invoices, which recognize revenue when issued.
| Code | Account | Type | Debit | Credit |
|---|---|---|---|---|
| Total | — | — | ||
| Code | Name | Type | Status | Actions |
|---|
Revenue by account
| Code | Account | Amount |
|---|
Expenses by account
| Code | Account | Amount |
|---|
Assets by account
| Code | Account | Amount |
|---|
Liabilities by account
| Code | Account | Amount |
|---|
| Number | Customer | Status | Subtotal | Due | Actions |
|---|
To spend from petty cash, submit an expense request with funding source "Petty Cash" — it needs admin/manager approval before it posts, same as any other requisition.
| Voucher # | Category | Amount | Funding | Requested by | Status | Actions |
|---|
Customers
Your contacts and customers in one place — add leads by hand, tag and segment people, keep private notes, export a list, or message a segment. Leads become customers automatically when they book.
| Name | Contact | Stage | Tags | Appointments | Loyalty |
|---|
Pipeline
Track deals from first contact to won or lost. Move a deal between stages with the dropdown on its card; entering Won or Lost closes it.
Engagement
Message templates, holidays, testimonials, referrals, and loyalty & rewards — everything that keeps customers feeling valued.
| Type | Name | Channel | Status | Actions |
|---|
| Name | Date | Status | Actions |
|---|
Google reviews
Enter your Google Business Profile's Place ID to send customers a direct "leave a review" link after each completed appointment.
| Customer | Rating | Comment | Status | Actions |
|---|
Referral reward
Points awarded to the referrer once the customer they referred completes their first appointment.
| Referrer | Referred | Status | Reward | Date |
|---|
Points per completed appointment
| Reward | Cost | Type | Status | Actions |
|---|
| Customer | Reward | Points | Status | Actions |
|---|