Your business at a glance
See what needs attention today with real-time stats, quick navigation, and context switching.
Dashboard Overview
Everything you need to know about your day, in one place.
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Your dashboard provides a real-time overview of your business at a glance. Key information displayed includes:
- Today's Appointments – Count of appointments scheduled for today with quick access to your calendar
- Upcoming Week – Preview of appointments in the next 7 days
- Priority Emails – Emails from clients who have upcoming appointments or active projects
- Unread Instagram DMs – Count of unread messages requiring attention
- Expiring Message Windows – Instagram conversations where the 24-hour messaging window is about to close
- Pending Deposits – Appointments awaiting deposit payment
- Pending Waivers – Consent forms that haven't been signed for upcoming appointments
- Active Projects – Projects currently in progress
- Overdue Tasks – Tasks past their due date that need attention
- Today's Automations – Scheduled messages that will send today
- Supplies Alerts – Low stock, expiring, or expired ink and needle inventory (if Ink Passport is enabled)
For studio owners and managers, additional information includes:
- Artist Workload – Distribution of appointments across team members
- Unassigned Items – Clients, appointments, or projects not yet assigned to an artist
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The dashboard automatically adapts to show the most relevant information based on:
- Your role (artist vs. studio owner)
- Your current context (personal vs. studio)
- Features you have enabled (Ink Passport, deposits, etc.)
- Time-sensitive items that need attention
Items requiring immediate attention are highlighted prominently.
Quick Navigation
Find clients, jump to sections, and work faster with keyboard shortcuts.
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Pencild includes a Command Palette for fast navigation and search:
- Press
Ctrl+K(Windows) orCmd+K(Mac) to open the command palette - Start typing to search for:
- Clients by name or email
- Projects by name
- Quick navigation to any section (Calendar, Clients, Projects, Tasks, etc.)
- Press Enter to jump directly to the result
The command palette learns your frequently accessed items and surfaces them first.
- Press
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The sidebar provides access to all main sections:
- Dashboard – Your home overview
- Calendar – Appointments and scheduling
- Clients – Client management
- Projects – Multi-session work tracking
- Tasks – To-do items and recurring tasks
- Email – Inbox and email management
- Instagram – Direct message conversations
- Supplies – Ink and needle inventory (if enabled)
- Compliance – Document and certification tracking
- Templates – Message templates
- Automations – Automated messaging rules
- Studios – Studio management (if applicable)
- Settings – Account and preferences
Context Switching
Switch between personal and studio views seamlessly.
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If you belong to one or more studios, you can switch between different contexts:
- Personal Context – View and manage only your personal clients, appointments, and data
- Studio Context – View and manage studio-shared data alongside your personal data (based on permissions)
To switch contexts:
- Click on your profile or studio name in the sidebar
- Select the desired context from the dropdown
- All views update to show data relevant to that context
Your personal data always remains yours. Studio context simply adds visibility to shared studio resources.