Introducción

What you see on the dashboard

It's the first screen you see when you sign in. It greets you with today's date and shows your widgets below. The default ones are:

• Revenue this month and Payments this month, compared with the previous month.
• Initial setup: the steps you still need to finish setting up your account.
• My day: today's follow-ups, appointments and tasks, with overdue ones marked in red.
• Quick actions: create a payment link, a customer, an invoice or a follow-up in one click.

Customize your dashboard

1. Click “Customize”

   It's at the top right, next to the “Create” button.

2. Add the widgets you use

   Under “Add widgets” choose, for example, Inbox, Collection pulse, Overdue invoices, Conversion funnel, Upcoming follow-ups or Recent payments.

3. Arrange them and save

   Under “Widget order” put them in the order you like and click “Save”. To go back to how it was, use “Reset to defaults”.

Create things without leaving the dashboard

1. Use the “Create” button

   Open the menu and choose New customer, New link or New invoice.

2. Or use search

   In the top bar, “Search or jump to…” (⌘K) takes you to a customer or to any section.

Next step