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The dashboard

Updated

The Dashboard is the home screen for professionals, administrators and owners. It shows what you need to start the day.

Who can use it: professionals, administrators and owners, on every plan. Staff start on Appointments instead.

What you'll see

  • Next appointment: the patient, time, type (in person or telemedicine) and reason. Select it to open the appointment.
  • Numbers: Today's Appointments, This Week, Total Patients and Monthly Revenue.
  • Appointments – Last 7 Days: how the week is going.
  • Quick actions: Schedule appointment, My patients, View reports and View sales.
  • Today's Schedule: the day's appointments with their status and payment, to view, complete or cancel them without leaving the dashboard.
Dashboard with the next appointment, today's numbers and quick actions

Good to know

  • The data is for the clinic selected in the top bar.
  • To share your booking page, use Share booking link (see Share your booking links).

Troubleshooting

Problem What to do
"You aren't assigned to a clinic" See "You aren't assigned to a clinic": what to do.
"We couldn't load today's schedule" Check your connection and reload. The rest of the dashboard keeps working.
The numbers don't match another clinic Check the clinic selected in the top bar.