Dashboard Overview

• LAST UPDATE: 9/1/2015

• PRICING TIER: All

• APPOINTMENT VERSION: Single & Multiple

The dashboard is a snapshot display of your appointments, sales, and other useful tools. Setup your dashboard by selecting from a list of widgets you would like displayed.  You can further customize your experience by dragging each widget into the desired location of your dashboard. Each widget location will be saved to your login profile and appear in the same location each time you log in.

By using the dashboard, you will save valuable time by having customizable statistics and data at your fingertips in one location. You can quickly modify any widget display by filter options to include/exclude staff members, locations, or services. With the widgets available to you, view different sets of statistics on one page that would normally take multiple sets of reports to run. The dashboard is also the only place you can see your data in up-to-date graphs.

NOTE: The Dashboard is only available to Headquarter Administrators users, and displayed in the headquarters (HQ) location within your account.

 

Accessing the Dashboard

To access the Dashboard, click the Dashboard link at the top of your account.

Adding & Removing Widgets

To customzie your Dashboard by adding/removing widgets, click on the "Add/Rmove Widget" button at the top of your Dashboard.

Review the list of widgets you would like to add/remove. Select the "Add Widget" or "Remove Widget" button next to the widget you would like to add/remove. After making a selection, you will be directed to the Dashboard to view your changes.

Working with Widgets

Once you have activated your widgets, there are a few ways you can work with them from the Dashboard.  From the Dashboard, you can do the following to the widgets:

• Minimize
  If you need to temporarily minimize any widget, you can do so by clicking the (-) icon in the header of any widget. 

• Maximize
  If your widget is minimized and you need to maximize it, click the (+) located in the header of the widget.

• Remove
  From the Dashboard, you have the ability to quickly remove a widget without using the "Add/Remove Widgets".  To do so, click the (x) icon in the right corner of the widget header.

• Move
  The Dashboard is customizable for you to drag-and-drop each widget into an open slot. This allows you to position your widgets in specific locations within the Dashboard page.  Any changes will be saved to your login profile and the Dashboard will be displayed exactly the same the next time you return.  To drag-and-drop your widgets, left-click and hold in the header of the widget, then drag the widget into an open slot.  Once you are near an open slot, a yellow highlighted area will appear to indicate you can release your mouse button and the widget will pop into place.

• Filter Results
  Some of the widgets allow you to filter what is displayed in the widget.  Examples of these types of widgets are the "Number of Appointments By Service" and "Number of Appointments By Staff Member".  These widgets will allow you to select which locations, services, or staff members to include in the widget graph.

  To get started filtering your widget, click the () icon in the upper right corner of the widget. After clicking the funnel icon, you will see selection options similar to the ones shown below.

From the above screen, click on one of the available selection options. Once you select one of the filtering options, you will be able to select/deselect services, staff members, or locations, depending on the widget filtering options available.  An example of the location filtering options are shown below.

Once you have made the necessary filter changes, click the GO button to refresh the widget graph.

 

Set as Default Login Page

When viewing the Dashboard, you have the ability to set the Dashboard as your default login page. When set as the default, each time you log into your AppointmentPlus account, you will be directed to the Dashboard page. From the Dashboard, you will be able to access all areas of your account and then return to the Dashboard.

To set the Dashboard as your default, check the box next to the "Set Dashboard as Default Login Page" text in the top right corner of the Dashboard.