Set up your workspace

Why this matters: Your ConsultGen dashboard is the control center for your appointment scheduling software. It gives you a live view of the booking lifecycle, so you can spot pending work, track revenue, measure customer growth, and confirm that your automated booking system is connected properly.

For busy service professionals, this screen answers the most important daily questions quickly: What needs attention now? Are bookings moving forward? Is revenue growing? Is the system healthy enough to trust?

How to review your dashboard in 6 steps

1. Confirm the organization and date range. Check the organization name in the sidebar, then set the date filter to a useful period such as the last 30 days or a custom week.

2. Scan the KPI cards. Review Total Appointments, Confirmed, Pending, Revenue, Customers, and Staff Members.

3. Act on pending bookings. If pending appointments are high, open Bookings and review EFT requests or unfinished payments.

   Confirm once payment clears, or Cancel abandoned unpaid requests.

4. Review the charts for trends. Compare confirmed versus pending appointments, revenue trends, and new-customer growth over time.

5. Verify system health. Check Active Licenses, Connected Calendars, Bookings in range, and Success Rate.

6. Plan the next action. Use the Subscription, Quick Start, and Admin Status cards to decide whether you should finish setup, update billing, add staff, or upgrade your plan.

Key metrics

• Confirmed — bookings that are confirmed or already completed. Free bookings and successful card/gateway payments confirm automatically; EFT appears here after you click Confirm.
• Pending — not confirmed yet. Usually EFT waiting for you, or a card booking that has not finished paying. Not a separate approval queue for every booking.
• Revenue — booking amounts in the selected range. Check your payment gateway for settled cash.

Confirmed vs Pending chart

Green bars are confirmed (or completed) appointments. Orange bars are pending. Tall orange bars usually mean EFT is waiting on Confirm or checkouts were abandoned.

Common questions

Can I auto-confirm everything? Free bookings and successful card/gateway payments (on trial/paid plans) already confirm automatically. EFT always needs a manual Confirm. There is no Auto-Approval Rules screen.

Why don't my numbers match my bank account? Dashboard Revenue reflects booking amounts in ConsultGen, not necessarily settled cash.

Why This Matters

Your Settings page is the foundation of your professional identity within our appointment scheduling software. Think of it as the business license on your wall—it tells clients who you are, where you're located, and that you're a trusted professional.

Keeping this information accurate ensures a smooth booking lifecycle for your clients. Correct details mean:

• Email notifications go to the right place.
• Invoices are generated with the correct business name and address.
• Clients feel confident they are booking with the right person.

As your 24/7 digital receptionist, ConsultGen uses these details to represent your brand perfectly with every interaction.

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Navigating Your Settings

At the top of the page, you'll find three tabs to help you manage different parts of your account.

• Settings: This is where you are now. It holds your core profile and business information.
• Add-ons: Visit this tab to explore and manage optional features that can enhance your booking system, like payment gateway integrations or advanced calendar connections.
• Email: Use this section to customize the email notifications that are automatically sent to you and your clients.

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Your Profile: Update Your Personal Information

This section contains the key details about you and your business.

• Full name
  • This is your personal name. It helps your team members identify you within the system and can be used to personalize communications.
• Email
  • This is the email address you use to log in. It's also the primary address where ConsultGen will send you important notifications about your account and new bookings.
• Organization name
  • This is your business name as your clients see it. It will appear on your booking widget, notifications, and invoices to ensure a professional and consistent brand experience.
• Physical address
  • Your business's physical location. This is essential for accurate invoicing and for clients who need to know where to find you.
• VAT number
  • If your business is registered for Value-Added Tax (VAT), enter your number here. This ensures your invoices are compliant with local tax regulations.

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Saving Your Changes

After making any updates to your profile, simply click the Save changes button. Your information will be updated instantly across the ConsultGen platform, ensuring your digital receptionist always has the most current details for your business.