Understand the workspace dashboard

The dashboard is the quickest way to see what needs attention across site, customers, bookings, marketing, and money.

Scan what changed

1. Start with recent customer activity, tasks, and requests.
2. Check whether any booking, payment, campaign, or page update needs review.
3. Open the relevant record instead of acting only from the dashboard summary.

Use shortcuts

1. Open common areas such as Website, Customers, Bookings, Payments, and Marketing from the dashboard.
2. Use search when you know the customer, page, or workflow name.
3. Return to the dashboard after completing a task to check for the next priority.

Keep the dashboard useful

1. Close or complete stale tasks.
2. Use clear names for campaigns, offers, and workflows.
3. Avoid creating duplicate records when one existing record can be updated.

Good to know

• A clean dashboard depends on clean statuses.
• Use dashboard signals as a starting point, not the only source of truth.

Use this guide as a starting point, then adjust the setup to match how your team actually works with customers.