Dashboard
What is this module?
The Dashboard (Home) is the first screen shown when you log into the system. It presents a summary of the business status: appointments, estimated revenue, weekly occupancy, upcoming client birthdays, sessions pending registration, and clients who have not visited the business for an extended period.
Who is it for?
For all system roles: Manager, Professional, and Assistant (see System roles). Each article in this module details, in its "Access by role" section, what each role can see or do. In general terms:
- Panels related to patients (birthdays, inactive clients, search) show information for the entire business equally for all three roles, since patients are shared across the whole account.
- Panels related to appointments and revenue (the "Appointments today"/"Estimated revenue" indicators, pending sessions, weekly occupancy) show the entire business for Manager, but for the Professional role are limited to their own appointments and revenue.
- The Assistant role sees appointments and revenue for the entire business (like the Manager), but does not have the button to register a session directly from the Dashboard.