When you log in, the left-side nav has everything you’ll use day-to-day. Here’s what each section does, in the order you’ll probably reach for them.Documentation Index
Fetch the complete documentation index at: https://docs.servicebooked.ca/llms.txt
Use this file to discover all available pages before exploring further.
Inbox
This is your home base — every conversation across chat, SMS, and voice, grouped by contact. One row per person, newest activity first. Click into any row to see the full thread, with the AI’s responses and yours interleaved. This is where you check first thing in the morning to see who reached out overnight. More on the Inbox →Contacts
Your CRM. Every person who’s ever called, texted, chatted with the widget, or filled out a form lands here automatically — deduped, with their address and conversation history. Click in to see appointments, deals, tags, and anything you’ve noted. More on Contacts →Pipeline
Drag-and-drop kanban for your active jobs. Each card is a deal — someone you’re actively quoting, scheduling, or finishing. Stages are configurable; the defaults are Lead → Quoted → Booked → Completed. More on Pipeline →Calendar
Your bookings, alongside Google Calendar events. The AI books here when it schedules from a phone or chat conversation, so this view gives you a single source of truth on the week ahead. More on Calendar →Calls
Every voice call — including AI-handled ones — with transcripts and summaries. Useful when you want to review what the AI said to a particular caller. More on Voice calls →Forms
Build, edit, and review submissions for the lead-capture forms you embed on your website. More on Forms →Tasks
Personal to-do list scoped to ServiceBooked work — “follow up with X by Friday.” Tasks can be assigned to teammates and surface as notifications when they’re due. More on Tasks →Reactivation
Build campaigns to re-engage past customers — for example, “everyone who hasn’t booked in 6 months, send a discount text.” More on Reactivation →Reputation
Send review requests, track who responded, and capture negative feedback before it lands on Google. More on Reviews & Reputation →Knowledge Base
Train the AI on your specific FAQs — pricing tiers, service area edges, the questions you find yourself answering all day. The AI uses this to give better, more specific answers. More on the Knowledge Base →Widget
Customize the chat bubble’s color, copy, and behavior. Get the embed snippet to paste on your website. More on the Chat Widget →Support
Open a ticket if you hit a problem. Our team replies in-app and via email. More on Support →Settings
Everything else — your business profile, branding, integrations, billing, team members, and notification preferences. Organized into tabs along the left side.Top bar
In the top right of every page:- Notification bell — recent activity (new leads, missed calls, payment issues, platform announcements).
- Help — links to these docs.
- Your avatar — quick links to Account, Billing, and Sign out.
Mobile
The dashboard is fully responsive. On a phone, the side nav collapses into a bottom-bar with the most-used sections plus a “More” sheet for the rest. Most owners do their morning inbox check from a phone, then hop on a desktop for setup work.Now what?
Now that you know where things are, the next two pages cover what plan to be on and how the high-impact features fit together so you know which to set up next:Choosing a plan
Starter, Growth, or Pro — what you get on each and how to pick.
Set up your phone number
The single highest-impact feature. Everything else builds on this.