The BOSS — Business Operations & Service Suite
Clock ↗ Kiosk ↗
DD
Good morning, Danielle ✦
Loading...
Appointments Today
Est. Revenue Today
Tasks Pending
Cash on Hand
Active Staff
Today's Schedule
Up Next
Loading...
Loading appointments...
Tasks
Loading tasks...
Cash Drawer
Not Started
Opening Float
Cash Sales Today
Expenses & Tips
Expected on Hand
Deposits
Loading…
Payment Plans
Loading…
Portal Orders — Unpaid
Loading…
Team Presence
Clock Screen ↗
Loading…
Business Info
Your business details and notification preferences.
Business Details
Notifications
Saved!
Appearance
Choose the color palette for appointment blocks on the calendar.
Preset Themes
Preview
Lash Service
Facial
Brow Service
Membership
Add-On
Appointment Status Colors
Pick the color shown on the left edge of appointment blocks, by status.
Saved!
Services Management
All offerings at your business.
Loading…
Manage Categories
Categories used across services, memberships, and packages. Archiving hides a category from pickers — it never deletes the row.
Loading…
Inventory
Products, supplies, and equipment.
Loading…
Expense Categories
Categories shown in the Cash Drawer expense dropdown. Owner can add custom categories.
Loading…
Packages
Define service packages clients can purchase — fixed bundles, open selection, or dollar credit.
Loading…
Memberships
Define recurring memberships — billing cycle, credits, eligible categories, and retry/lapse policy.
Loading…
Deposit Types
Define deposit policies. Staff collect deposits at booking or checkout.
Loading…
Payment Plans
Configure installment plan defaults, enforcement tier, and contract terms.
Use , , , , , , , , .
Saved
Checkout Settings
Money-mechanics controls: commission basis, covered-line tip calculation, and line display.
Tax Rate (read-only)
Current rate: — edit under Settings → Business Info
Commission Basis Mode
For non-benefit-covered service lines: base commission on the actual charged amount or the original menu price.
Covered-Line Behaviour
Controls how membership- and package-covered services behave for tips and display at checkout.
Saved!
Client Portal
Choose which optional onboarding modules clients see when personalizing their profile at /portal.
Onboarding Modules
Booking Confirmation
When on, online bookings (portal Book tab and Brea) are confirmed automatically — unless they fall inside your last-minute window with the "Require Confirmation" policy. Turn off to require staff confirmation for every online booking.
Gift Card Purchase Amounts
Comma-separated preset dollar amounts shown to clients buying a gift card in the Shop tab. Clients can also enter a custom amount.
Brea Conversation Limits
Caps on Brea chat usage in the Client Portal, to help control AI costs.
Saved!
Preview
Open the client-facing portal in a new tab.
Open Client Portal ↗
Team Management
Your team and their access levels.
Loading…
Clients
Loading…
Loading…
Subscription
Your current plan.
Tier 2 — Unified Communications
Upgrade options coming soon.
Marketing
Promotions, loyalty programs, and campaigns.
Coming soon.
Operations
Business Mode
Controls how much configuration detail is visible across the platform. Simple hides advanced payroll, barter, tiered commission, and staff debt panels. Advanced shows everything.
Saved!
Tip Distribution
How tips are split among providers at checkout. This is the tenant-level default; it can be overridden per ticket in the checkout modal.
Note: the legacy Tip_Distribution_Mode_Default field (Even / Lead_Provider / Custom) is deprecated — this field is now canonical.
Saved!
Clock-In Configuration
Controls for the staff clock-in system. PIN requirements apply at the shared Clock screen.
Saved!
Shift & Time Management
View, correct, and manually enter shifts. Rows in locked payroll periods are read-only.
Manual Shift Entry
Saved!
Payroll
Pay Period
Saved!
Default Compensation
Allocation
Revenue-allocation breakdown for a period — payroll cost, reserves, and margin.
Period
Pick a start and end date, then Recalculate.