Dashboard Overview
After completing onboarding, the Driive dashboard is your home base. This is where you manage appointments, configure your appointment types, and keep your team organized. This article walks through every section of the interface so you know where to find things.
Sidebar navigation
The left sidebar is your main navigation. It's organized into logical groups that match how you run your business.
Home
Click Home to return to the main dashboard at any time. This is your overview screen with quick access to recent activity and the kanban board.
Booking Channels
This section covers how customers can reach you and book appointments.
Item | What it does |
|---|---|
Website | Manage your embeddable booking widget and hosted booking pages. Copy your booking link, customize the widget, and preview how it looks on your site. |
Voice | Configure voice scheduling so customers can book appointments over the phone using an AI-powered assistant. |
Learn more in Deploy and Share.
Manage
These are the tools you use daily to run your schedule.
Item | What it does |
|---|---|
Scheduling | Your appointment kanban board — the heart of Driive. View, assign, reschedule, and track every appointment across drag-and-drop lanes (Requested, Scheduled, In Progress, Complete, Canceled). |
Calendar | View your team's schedule across Day, Week, Month, and Schedule views. See who's booked when and spot open slots. |
Booking Channels | How your customers can book appointments. See more below |
Learn more in Appointments and Calendar.
Booking Channels
This section covers how customers can reach you and book appointments.
Item | What it does |
|---|---|
Website | Manage your embeddable booking widget. Copy your booking link, customize the widget, and preview how it looks on your site. |
Voice | Configure voice scheduling so customers can book appointments over the phone using an AI-powered assistant. |
Learn more in Deploy and Share.
Setup
Configure how your business works in Driive.
Item | What it does |
|---|---|
Appointment Types | Create and manage the services you offer. Set durations, descriptions, booking questions, and team assignments. |
Routing Form | Build smart questionnaires that direct customers to the right appointment type based on their answers. |
Company | Update your business name, address, phone number, timezone, logo, and service area. |
Teams | Create and manage teams (e.g., "Roofing Crew," "HVAC Techs"). Assign team members and configure team-level settings. |
Users | Invite new team members, manage roles (Admin, Member, Restricted), and deactivate accounts. |
Integrations | Connect Google Calendar, Microsoft Outlook, CompanyCam, and other third-party tools. |
Learn more in Appointment Types, Teams and Users, and Company Settings.
Developer
For advanced users who want to build custom integrations or connect external systems.
Item | What it does |
|---|---|
Webhooks | Set up real-time notifications that fire when events happen in Driive (e.g., appointment created, status changed). |
API Keys | Generate and manage API keys for programmatic access to the Driive API. |
MCP Server | Connect Driive to AI assistants and automation tools using the Model Context Protocol. |
Learn more in Developer.
Quick-book button
The Quick Book button sits at the top of the dashboard and lets you create an appointment manually — no booking form required. This is useful when a customer calls in and you want to get them on the schedule immediately.
Click it, fill in the customer's details, select an appointment type, choose a date and time, and assign a team member. The appointment appears on your kanban board and calendar right away.
Organization switcher
If you manage more than one business (or belong to multiple Driive organizations), the organization switcher in the lower-left corner of the sidebar lets you jump between them.
How to use it:
Click the organization name in the sidebar.
A dropdown appears listing all organizations you belong to.
Select the one you want to switch to.
Each organization has its own appointments, team members, settings, and billing — they're completely independent.
Profile settings
Click your avatar or name in the lower-left corner of the sidebar to access your personal settings.
From here you can:
Update your name and profile photo
Change your email address
Set your personal notification preferences
These settings are tied to your user account, not your organization. Changes you make here apply across all organizations you belong to.
What to explore first
Now that you know your way around, here are some recommended next steps:
Create an appointment type if you didn't during onboarding, or add more services.
Invite your team so they can start managing their own schedules.
Connect your calendar to prevent double-booking.
Share your booking link so customers can start booking online.
Or jump straight into the Quick Start: Your First Booking tutorial to see the entire flow end to end.