SpotbookrBusiness

Spotbookr Business

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The dashboard, and making it your own

What the dashboard shows, and how each person chooses their own sections, numbers and shortcuts.

The dashboard gathers what needs you today:

  • Key numbers: open work, appointments in the next seven days, open pipeline, what you are owed.
  • My day: today's diary, CRM tasks due in the next seven days, new notices, and project work due.
  • Recent activity in your company.
Customize it

Press Customize at the top of the dashboard. You can show or hide sections, change their order, choose which numbers appear, pin quick links, and add shortcuts to any page in Spotbookr. This is your own view: it does not change anyone else's. Back to the standard layout undoes it.

Did this not answer it? Write to support@spotbookr.com.