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Revenue Overview ​

For sites that have the revenue add-on enabled, the portal adds a dedicated Revenue workspace for running the commercial side of your business — the services you sell, the bookings people make, and the money that moves. This page is a tour of what lives in that workspace.

The Revenue area appears only on sites where the revenue add-on is enabled. If you do not see it, revenue features are not turned on for that site.

Overview dashboard ​

The Revenue Overview is the landing page for the workspace. It summarizes performance with headline metrics and charts, and surfaces upcoming bookings, recent transactions, and a breakdown of your services so you can see how the business is doing at a glance.

What you can manage ​

The workspace groups the day-to-day tools into focused screens:

  • Services — the offerings customers can book or buy.
  • Bookings & Schedule — incoming bookings and the calendar behind them.
  • Customers — the people who book and buy from you.
  • Transactions — the record of payments.
  • Messages — customer messages tied to the revenue workflow.
  • Subscriptions — recurring plans.
  • Promotions — discounts and offers.
  • Liability Waiver — a waiver, written in Markdown, that customers agree to where your business requires one.

Some screens are limited to company owners and admins:

  • Kiosk Devices
  • Projects

Kiosk devices ​

If your business runs an on-site kiosk, the Kiosk Devices screen (owner/admin only) is where those devices are managed.

Payments ​

Payments in the revenue workspace are processed through Stripe Connect, so transactions and payouts run on Stripe's infrastructure.

Next steps ​