Support Center

Add Components to the Dashboard

Last Updated: Apr 19, 2017 01:17PM CDT

You will need to have four components on your dashboard (Home tab): (1) Client Calls Scheduled for Next 7 Days, (2) My Clients With Pay Issues, (3) New Clients Last 7 Days, (4) Clients Pending Expectation Call. If you need to add any of these components or customize your dashboard, follow the instructions below:
 

  1. Click the green + Add Component icon, located at the bottom of your dashboard.


 
  1. A pop-up will appear. In the Get From section, select the Dashboard radio button.
 
  1. In the Select Dashboard section, type Coach in the text field, then select your desired dashboard from the drop-down menu.
    • Coach - Client Calls Scheduled for Next 7 Days
    • Coach - My Clients With Pay Issues
    • Coach - New Clients Last 7 Days
    • Coach - Clients Pending Expectation Call


 
  1. Enter the Component Name in the text field.
    • Tip: The Component name should match the Dashboard name.  


 
  1. Click Save.
 



 

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