Dashboard widgets — what you see in the morning
In the morning you don’t want to hunt through menus — you want numbers right away: who’s waiting, what’s overdue. The dashboard can be arranged to your liking, so that information is the first thing you see after logging in.
Click path
Section titled “Click path”- Dashboard → Edit dashboard — opens the catalog of available widgets.
- Pick the widgets you want to see on start, e.g.:
- Waiting — no record — the number of waitlist leads that don’t have a child record yet.
- Sessions to make up — children with sessions waiting to be made up.
- Save the layout.
- Clicking the number on a widget jumps straight to the filtered list (Waitlist, or Admin → To make up respectively) — no manual searching through tabs.
Tutaj pojawi się film: What does the dashboard show in the morning? Planote widgets
Nagranie w przygotowaniu — wraca w tym miejscu.
Are widgets the same for every role? The widget catalog shows the ones matching your role and enabled modules — an admin and a therapist may have a different set to choose from.
Can I remove a widget I already added? Yes — go back to Edit dashboard and remove it from the layout any time.
What if a widget’s number shows 0? That’s good news — it means nothing is waiting in that category. The widget stays visible so you can easily check again the next day.