Filters and ledgers
- A figure with an active line is a status filter, not only a statistic.
- Filters are written to the URL so they can be bookmarked and retained during pagination.
- Open an interactive ledger row by clicking it or pressing Enter.
- Read the timeline or event history before a status change, refund, payout, adjustment, or override.
CSV exports
Exports from the Leads, Bookings, Clients, Beauticians, Payments, Vouchers, Payouts, and Package Purchases ledgers retain active filters. Set the filters, inspect sample rows, export, then check the file headers and period.
Reports exports use independent date ranges. Their range does not automatically match the 30-day summary.
Time and sensitive data
Operational calendars and times use Asia/Jakarta. When comparing data with logs or an external provider, check the source time zone.
Never include passwords, 2FA QR codes, recovery codes, tokens, session cookies, signed URLs, bank account numbers, settlement evidence, identity documents, production addresses, or health data in screenshots.
Quick troubleshooting
| Symptom | Check |
|---|---|
| Login page not found | Use the admin domain, not the API host with an /admin path. |
| Returned to 2FA verification | Complete verification with a TOTP or recovery code. |
| Refund, payout, or settings save is rejected | Mutations require super_admin; the settings save button may be visible to regular admins, but the server rejects the write. |
| Filters return no data | Clear figure, status, relationship, and date filters; add them one by one. |
| Campaign was not sent | The form creates a draft; select Send on that draft and confirm to send it to the target recipients. |
| Other settings did not change | Only the active group is mounted and saved. |
Glossary
| Term | Meaning |
|---|---|
| Ledger | An operational list presented as a table. |
| Inspector | A record detail page with facts and an action rail. |
| Assignment | Designation of a responsible person or beautician. |
| Settlement evidence | Proof that a refund has been settled. |
| Disbursement | Transfer of a payout to the recipient’s bank account. |
| Redemption | Use of a voucher, points, or package quota. |
| Override | A manual change that replaces the normal value. |
Video walkthroughs
English Admin Web recordings from isolated demo data, slowed down so the steps are easier to follow. Secret values are masked. No external payment or provider delivery is performed.
Recorded:
admin creates a notification campaign draft 0:06
Covered steps
- Create a notification campaign draft, dismiss the Send confirmation to keep it a draft, then confirm Send and verify sent status, recipient count, a notification row, and the campaign on the overview.
regular admin cannot save platform settings 0:04
Covered steps
- As a regular admin, change the support email in the Settings UI and attempt to save; verify the visible access-denied message and unchanged stored value.
admin updates a platform setting and restores its original value 0:06
Covered steps
- Leave an edited numeric Bookings value unsaved, switch to General and save support_email; verify the saved value changed while the inactive Bookings value stayed unchanged.
- Reopen General, restore the original support_email value, and verify it was restored.
admin creates a lead, updates its status, assigns it, and records a note 0:11
Covered steps
- Filter leads, create and update a lead, assign it, record a note, and export the filtered CSV containing that lead.
admin filters confirmed bookings and exports the filtered booking dataset 0:07
Covered steps
- Select the Confirmed booking status figure, verify a matching booking, download the CSV, and check its filename, header, and booking reference.
admin onboards a beautician and configures treatment skills, service area, and availability 0:14
Covered steps
- Onboard a beautician, configure treatment skills, service area, and availability, then search and export the matching beautician CSV.
admin exports each operational finance list with its CSV schema 0:06
Covered steps
- Download operational finance CSVs and verify their expected schemas and records.
admin dashboard renders report metrics and exports each report dataset 0:07
Covered steps
- Open report metrics and download the bookings, payments, leads, earnings, and clients CSV datasets, checking schema and source records.
admin reviews a client detail and exports the client roster 0:09
Covered steps
- Open the client dossier from the list, inspect account, skin, address, lifecycle, booking, and spend sections, follow a related booking, then download and inspect the client roster CSV.
admin filters and sorts the client roster, including an empty search result 0:11
Covered steps
- Search by name, apply a lifecycle filter, sort by most recently completed booking, and verify the URL and matching client; search for a non-existent name and verify the empty state.
Testing boundaries
- The isolated walkthrough configuration disables Expo push notifications; campaign state and the local notification record are verified, but external push delivery is not exercised.
- The report UI has no date picker; custom operator-selected report ranges are not exercised.