Customize your dashboard

Your Overview (the first page under Organization) is a grid of widgets you arrange yourself — today's appointments, a KPI tile, the changelog, and more. You can build several layouts and switch between them whenever you like.

View vs. edit mode

The Overview opens in view mode — everything is read-only. Click Edit (top right) to start arranging. In edit mode you'll see a dotted canvas and each widget grows a small toolbar.

When you're done, click Save to keep your changes or Done to leave edit mode.

Add a widget

1. In edit mode, click Add widget.
2. Pick a category on the left (or All widgets) to narrow the list.
3. Click a widget card. It drops onto the grid.

Arrange and resize

In edit mode, each widget has a few controls:

• Drag — grab the handle (the dotted grip on the left of the widget's title bar) to move it.
• Resize — drag the bottom-right corner for a custom size, or use the resize menu (the frame icon) for quick Small / Medium / Large sizes.
• Settings — the gear icon (on widgets that support it) opens options like how many rows to show.
• Remove — the × takes the widget off your dashboard.

Save and name a layout

Click Save:

• If you're editing an existing layout, it updates in place.
• If you started fresh (blank or from a template), you'll be asked to name it — e.g. Morning view or Billing day. Names must be unique to you.

Switch between layouts

Once you've saved a layout, a view switcher appears next to the page title. Open it to:

• jump between your saved layouts (the current one is ticked),
• start from a template your clinic has published,
• create a new blank layout, or
• rename / delete the layout you're viewing.

Switching while you have unsaved edits asks you to confirm first, so you never lose work by accident. (You can't delete your only layout.)

Where templates come from

A fresh dashboard may start from a template your clinic admin set up — a ready-made starting point, sometimes specific to your role. You can customize it freely; saving makes your own private copy. Admins manage templates on the Dashboard templates page.

Visual insights

Overview widgets now display visual insights alongside their numbers. Depending on the widget type you'll see:

• Charts and trend lines — area charts for revenue and client trends; bar charts for ranked lists such as top services or aging receivables.
• Donuts — status breakdowns (invoices, appointments, client demographics) shown as a ring chart with a matching legend.
• Gauges — percentage KPIs such as quote conversion rate and no-show rate rendered as a radial dial.
• Animated figures — KPI numbers count up from zero on first load so you can see the value land, rather than it just appearing.

Animations automatically turn off when your operating system's Reduce motion accessibility setting is enabled, and while you're in edit mode (so drag handles don't conflict with chart interactions).

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