Vik's Business Dashboard
Workflows · Status 1 of 3
Last synced 2h ago
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Everything on /admin, page by page: what it shows, what Vik can do there, and where the data comes from.
Built & tested (works on sample data)Built, waiting on Vik's account or infoNot built yet
CozyInkz
Business Dashboard
Overview
Today
Trends
Analytics
Bookings
Requests3
Bookings1
Clients
Business
Earnings2
Email list
Messages
Assistant chats
Client emails
Client texts
Setup & guides
Settings
Workflows
Growth plan
Overview
Today Built
- "Morning, Vik": KPIs for money in, profit, deposits held, balances to collect
- Today's sessions with each consent form's status → Review & check in
- Open requests, card refunds waiting for his OK, alerts ("Consent form not signed", client moved a session)
Data: bookings, payments, consent forms (D1)
Trends Built
- Daily line charts with 7-day average and hover tooltips
- Range pills: Today · Week · Month · YTD · All
Data: money + booking history
Analytics Needs Google
- Website: visitors, pages, sources, booking funnel
- Google Search: search terms, clicks, impressions, position
Data: GA4 + Search Console via service account, daily sync
Bookings
Requests Built
- Paid requests (deposit in), with reference images and the usual range
- Approve keeps it · Decline cancels and refunds
- Chats handed to Vik (health, complaints, odd questions)
Tools: review_booking, resolve_handoff
Bookings Built
- Close out, no-show, cancel, refund, reschedule (modals)
- Review & check in: consent form, ID photo, guardian for under-18s
- 48h refund rule applied automatically
Tools: complete_session, cancel_booking, reschedule_booking, check_in_client
Clients Built
- Client records, pieces, history, notes
- Edit details and pieces
Tools: update_client, update_piece
Business
Earnings Needs Connect Square
- Money in, spent, profit, $ per hour in the chair; tips and product sales on their own lines
- Deposits held / kept, refunds to do, Approve refund for card deposits, Square payments to sort
Data: Square POS import every 15 min (read-only) + manual entries
Square deposits & refunds Connect Square
- Square checkout for deposits: built, test payments until Vik presses Connect Square and it's switched on
- No card refund without his OK · e-transfer matching not built
Settings → Square: Connect Square (Vik signs in, picks the location)
Email list Built
- Stages: lead → offered → booked → client → returning
- CASL consent tracking, CSV export
No bulk sending yet (needs Resend)
Messages
Assistant chats Built
- All client conversations
- Kill switch: stops every outgoing message
Client emails Dry run
- Outbox: pick-your-date link, deposit received, Vik's confirmation + calendar + consent form link, prep + address 48h before, aftercare; moved, cancelled
Needs Resend + cozyinkz.com DNS to send for real · every email and text rendered on Email & text previews
Client texts Built, off
- Booking confirmed, 48h reminder with the address, moved, cancelled, consent-form nudge
- Only to clients who ticked "Text me about my booking"
Needs a Twilio number (Pavan's OK) to send
Setup & guides
Settings To confirm
- Prices, deposits, hours (1pm / 6pm starts), booking rules, policies (placeholders show "To confirm")
- Connections: Connect Square, Google setup steps
Workflows Built
- These diagrams, inside the dashboard: booking, emails, cancellations, earnings, the assistant, consent form + check-in
- Status pages: this map, where we are, what we need from Vik
Static pages, no data
Growth plan Built
- Full days vs half days vs hourly, from his Settings prices
- Tactics: built, can build, needs Vik
Every button runs the same rule-enforcing tool Vik's Telegram assistant will use, so the dashboard and the assistant can never disagree. Sample-data copy: cozyinkz.launchpad-byron.pages.dev/dashboard
Wide diagram: scroll sideways, or pinch to zoom on a phone.