Admin panel overview: find what you need in the sidebar

The Trimsy admin panel is organised into eight sections in the left sidebar, plus a personal menu in the top right.

Appointments

Schedule and manage client time.

• Calendar — visual day/week view of bookings
• Bookings — searchable list of all appointments
• Queue — manage walk-in customers without appointments
• Waitlist — capture customers wanting full time slots
• Contact Requests — view enquiry form submissions from your website

Sales

Process payments and track money.

• POS — point-of-sale checkout screen
• Transactions — complete payment history
• Receipts — view, email, or reprint past receipts
• Cash Drawer — track float, sales, and end-of-day reconciliation

Catalog

Manage your products and services.

• Services — items you sell as appointments
• Products — retail items sold via POS
• Packs & Combos — pre-paid service bundles
• Gift Cards — sell and redeem gift cards
• Promo Codes — create discount codes for bookings
• Intake Forms — attach custom questionnaires to services

Customers

Access your client database.

• Customers — main list with individual profiles
• Loyalty Rules — set how points are earned and spent
• SMS Campaigns — send bulk messages to customer segments

Team

Manage your staff.

• Staff — team member profiles and settings
• Roster — work schedules and shifts
• Timesheets — track hours worked
• Staff Floor — see who's currently clocked in
• Reviews — customer ratings and feedback

Reports

View business analytics.

• Reports — revenue, sales charts, loyalty, and customer data
• Financial — detailed income and expense breakdown
• Commission — staff earnings based on completed services

Admin

Control access and settings.

• Admin Access — set staff permissions for the admin panel
• Website — edit your public website content and settings
• QR & Links — generate shareable links and printable QR codes

Billing

Manage your subscription.

• View your Trimsy plan, usage, and invoice history
• Upgrade your plan or buy SMS credits

Personal menu

Click your avatar in the top right to access:

• My Attendance — your clocked hours
• My Roster — your assigned shifts
• Sign Out — log out of the panel