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