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Most Useful Dashboard Widgets

Today’s Schedule Widget

The Today’s Schedule widget is a calendar view that displays free trial and private lesson appointments.

You can take various actions on each appointment using the “action” dropdown menu including mark as showed, mark as no-show, or rescheduling and appointment.

You can also print appointments to make a roster for the day.

Task Widget

This is a useful widget to view and take action on current and upcoming tasks assigned to you and tasks that are open to any of your team members to complete.

Task #1 in this example is a task that is not assigned to a specific team member. Any team member may claim and complete this task.

Task#2 is an example of a task that was created by a staff account and assigned to themselves and it related to a specific contact profile (“For: Contact Name”).
*The task widget should be checked daily.

You can also use this widget to create tasks for yourself, specific team members, or the entire team by clicking “Add Task”.
Updated on September 19, 2022

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