Dashboard templates

A template is a ready-made dashboard new members start from on their first visit, so your team lands on something useful instead of a blank grid. You can publish one org-wide default and, optionally, a different default per role (e.g. doctors lead with their schedule, front desk with check-ins).

Open Settings → Dashboard templates (the tab is visible to admins). The tab opens with a short How dashboard templates work guide and is laid out as two steps: Step 1 · Templates (create them) and Step 2 · Role defaults (assign them).

How a member inherits a template

The first time a member opens their Overview — before they've saved anything:

• If their role has a template assigned, they start from it.
• If several of their roles have templates, they're asked to choose one.
• Otherwise they start from the org default (if you've set one), or a blank grid.

Whatever they start from, their first save makes a private copy — editing or deleting a template never disturbs members who've already saved their own layout.

Create a template

Templates are seeded from a layout, so the easiest path is:

1. On your Overview, build and save the layout you want (see Customize your dashboard). Until you have a saved layout, Step 1 shows a Go to Overview prompt instead of the New template button.
2. Go to Settings → Dashboard templates and, under Step 1 · Templates, click New template.
3. Name it and pick what to seed from — one of your saved layouts, or a blank dashboard.
4. Click Create template.

Set the org default

In the templates table, click Set default on the template every new member should start from. Only one template can be the org default at a time — choosing a new one replaces the old.

Assign a template to a role

Step 2 · Role defaults unlocks once you have at least one template. Each role then has a dropdown:

• Pick a template to make it that role's starting dashboard.
• Choose Org default to clear the assignment (the role falls back to the org-wide default).

Changes save as soon as you pick. Roles come from Staff & roles; base roles (Admin, Receptionist, etc.) always use the org default.

Delete a template

Click the trash icon on a template row and confirm. Any role pointing at it falls back to the org default. Members who already saved a copy keep theirs.

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In-app help: no dedicated in-app article yet for dashboard templates.