The Client Dashboard

The dashboard is the first page your clients see. It sums up their orders, money and tickets with you.

Overview

This guide covers the welcome area, the cards, the tables and the export.

Who Can Access

The Top of the Page

• “Welcome back” with the client’s first name, and “Here’s an overview of your account with” your agency name.
• A date range: All time, Last 7 days, Last 30 days, This month or a custom range.
• Export downloads Orders, Invoices or Subscriptions as CSV, up to 5,000 rows.
• Rows sets how many lines each table shows: 5, 10, 25 or 50.
• If you set up a booking link, clients also see Book a call.

The Cards

• Open Orders, Overdue Orders, Completed Orders and Active Subscriptions.
• Account Balance, Amount Due and Next Payment.
• Open Tickets.
• Click a card to open the matching page.

The Tables

• Recent Orders.
• Paid & Unpaid Invoices, with Pay now on unpaid ones.
• A Total Orders chart, Open Tickets and Active Subscriptions.
• Reports you share with the client, and Quick Links.

Frequently Asked Questions