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Setup & Preferences

Dashboard Overview

Customize your widgets and understand your workspace

Dashboard Overview

How do I customize my dashboard?

Drag and drop widgets

Reorder widgets to match your workflow

Save your layout

Your preferred layout saves automatically

The dashboard adapts to different screen sizes and maintains your layout across all devices.

What widgets are available?

Financial Overview Widget

  • Current financial status and balance
  • Income and expense summaries
  • Quick access to financial metrics

Studio Pulse Widget

  • Business performance overview
  • Key metrics and statistics
  • Performance indicators

Workload Widget

  • Current workload overview
  • Appointment density insights
  • Capacity management

Calendar Widget

  • Today's appointments and schedule
  • Upcoming events preview
  • Direct access to full calendar

Token Usage Widget

  • AI token consumption tracking
  • Current token balance
  • Subscription status

Client Overview Widget

  • Client statistics and summaries
  • Quick client insights

New Client Shortcut

  • Quick client creation access
  • Fast client setup workflow

How do I navigate from the dashboard?

The dashboard serves as your navigation hub:

  • Central access to all app features
  • Settings and configuration access
  • Profile and account management
  • Event stack at the top shows upcoming appointments

Do widgets update automatically?

Yes! All widgets update in real-time:

  • Live information display
  • Synchronized data across all widgets
  • Current status reflection
  • Automatic updates when data changes

Can I take actions directly from widgets?

Absolutely! Many widgets offer quick actions:

  • Direct actions from widget interfaces
  • Streamlined workflow access
  • Reduced navigation requirements
  • Efficient task completion without leaving the dashboard

How does the dashboard work on different devices?

The dashboard is fully responsive:

  • Adapts to different screen sizes
  • Optimal layout on phones, tablets, and other devices
  • Consistent experience across all platforms
  • Mobile-optimized widget display