The dashboard

Who can do this: Owner

The dashboard is a website for the business owner, at app.welcomebird.com. Open it in any web browser, on a computer or a phone. It is where you check what is left to set up, change the settings you set once, buy a plan and get your receipts, and find help.

Your day runs in the WelcomeBird app: today’s bookings, the calendar, confirming and moving bookings, check-in and the alerts for new bookings. The dashboard never does those.

You can also sign up and set up your business on the web. See Sign up.

Log in

Log in to WelcomeBird uses the same login as the app.

• Email: your email and password, then Log in.
• Phone number: choose your country (Malaysia +60 is chosen first), type your mobile number, then Send code. Type the code we text you.

New here? Tap Create an account under the card.

Forgot your password? Tap Forgot password?, enter your email and tap Send link. We email you a link to set a new password.

You stay logged in on that browser for up to 30 days. If your business is not live yet, logging in takes you to the next setup step. See Finish later.

Only the owner

Only the business owner can use the dashboard. If an admin or staff member logs in, the dashboard says The dashboard is for the business owner. They see none of your settings, plan or billing. Under Use the app they get the App Store and Google Play buttons and a QR code for their phone. They can also tap Set up my own business if they run a business of their own, or Log out.

The menu

On a computer the menu sits on the left. On a phone, tap the menu button at the top left.

• Overview
• Billing
• Settings: Business details, Opening hours, Services, Team, Booking rules, Customer messages, Booking link, QR poster and Account. Tap Settings to open or close the list. It opens by itself when you are on one of its pages.
• Help and support

At the bottom: Get the app, Theme and Log out.

Theme sets how the dashboard looks: Light, Dark, or System to follow your computer or phone. System is the start. Your choice stays on that browser only. QR codes and the poster preview stay white in every theme, so they scan and print the same.

If a page has changes you have not saved, a link in the menu asks Leave without saving? first. Tap Stay to go back to your changes, or Leave. Closing or reloading the tab asks too.

Overview

Finish setting up

The setup guide shows what is done and what is left, read fresh each time you open Overview:

• Business details
• Opening hours: Set hours
• Services: Add services. A sports courts business, a restaurant or a café sets these up in the app, so the row shows Set up in the app.
• Booking link live: Go live
• Invite your team: Invite. This one is optional: tap Skip if you work alone. The step then shows Skipped and counts as finished, on every device. Tap Undo to bring it back. If you invite your team later, it shows as done.
• App on your phone: Get the app. It shows as done once you log in to the app on your phone and allow alerts. Tap Check again after you do: it shows Checking…, then either the row is done or an amber box says Not found yet and “Open the app on your phone, log in with this account and allow alerts.” If you own several businesses, this step counts the app for all of them, whichever business it was open on. Alerts are different: your phone gets the alerts of the business that is open in the app. To get another business’s alerts, switch to it in the app.

Each row that is left has its button. The guide counts the five that are not optional, for example 3 of 5 done. When all five are done it folds to one line, You’re all set up., with Show steps.

Get the app

Run your day from the app has the App Store and Google Play buttons and a QR code. Scan it with your phone’s camera: it opens the app’s page, and once the app is in the stores it opens the right store for that phone. It also says which email or phone number to log in with. Get the app at the bottom of the menu opens the same, from any page.

The WelcomeBird app is coming soon to the App Store and Google Play. Until then, the store buttons open Coming soon, and the QR code opens a page with the store buttons.

The rest of Overview

• Your booking page: your page’s whole address (starting https://) with Copy, Open and QR code (the code large, your link under it and Download), and Change link, which opens Booking link. While your page is not live, it says so and offers Go live.
• Current plan with Manage billing, which opens Billing.
• This month: what you used against your plan. A row past its limit this month shows in red, and You’re past your plan’s limit this month. appears under the rows with See plans.

If you signed up with your email and have not confirmed it, Confirm your email shows at the top with Send the link again.

Settings

Each settings page changes the same business as the app. A change on the web shows in the app, and the other way round.

See Profile, Services, opening hours and closures, Invite someone, Booking rules, WhatsApp, SMS and email, Booking page, Print your QR poster and Delete your account.

Pages with several fields have a save button at the bottom, such as Save details or Save hours. While you have changes, it says You have unsaved changes. with Discard changes. Switches and single choices, such as the booking rules, save at once and say so under the card.

Billing

Billing has your plan, the plans you can choose, Invoices and receipts and Billing details. See Buying a plan and Receipts.

Help and support

Help and support links to these help pages: Open the help site, the Help topics and Read the FAQ. Under Talk to us you can Email us.

When you contact us, mention shows your business name and booking page address, with Copy. Paste it into your message so we find your business at once.

Log out

Tap Log out in the menu. The dashboard asks Log out of the dashboard? Tap Log out to confirm. If you have the dashboard open in another tab, that tab logs out too.