IN THIS LESSON

Your dashboard is your central workspace

From here, you’ll be able to see:

  • Active conversations

  • Recently updated leads

  • Booked appointments

  • Key activity metrics

To get started:

  1. Review the default dashboard layout

  2. Familiarize yourself with the navigation menu

  3. Identify where conversations, notes, and booking details live

As you begin using the platform, your dashboard will naturally become more useful as data is added.

There is no “perfect” setup, the goal is clarity.
If you can quickly see what needs attention, your dashboard is working as intended.