Dashboard overview

The dashboard Home is your landing page after login. It greets you, shows a Get started checklist until your storefront is ready, and then a grid of widgets you can rearrange.

Where to find it: Home (/dashboard) — the first entry in the sidebar.

The header

The header says "Welcome back, [your business name]" with one button next to it:

• View my store — opens your public storefront, once you have at least one active package.
• Add your first package — until then, the button starts package creation instead.

The Get started checklist

A pinned card sits at the top of Home until your setup is done. It shows "N of N complete" with a progress bar and lists your next steps — publishing your storefront, pricing your packages, choosing how customers book, connecting payouts, and more. Each row is marked Required or Optional.

• Click Continue on a row to jump to the page that finishes it, or Review on a completed row.
• The first row asks "Can customers book you for private events?" — answer Yes, I'm bookable or No, I sell at markets and the list adjusts to your business.
• Optional rows can be snoozed with the X; they return after 14 days.
• Click Preview your storefront at the bottom of the card to see your public page the way customers will.
• When required setup is finished, the card collapses to "You're live." and can be dismissed.

The same checklist lives at Get started (/dashboard/setup) in the sidebar footer, where it shows every item including completed ones. Below the list, Know your dashboard explains where your Inbox, Bookings, Quotes and contracts, Storefront, Booking setup, Money and Events live, with a link to each. It only lists the sections your account has. Get started is not the same as Booking setup (Bookings → Setup), where you set availability, your inquiry form, questionnaires, deposit, cancellation and contracts.

The widget grid

Below the checklist, Home is a grid of widgets. Which widgets appear depends on the features available on your account.

Stat tiles: Revenue this month, Bookings this month, Requests waiting, Active listings, and Unread messages. Active listings counts what's live on your storefront (your packages and products) and links to your Packages page, or to Products if customers can't book you for private events.

Cards include Needs attention (everything waiting on you), Upcoming events, This week (bookings and meetings), Recent activity, Outstanding invoices, Revenue trend, Recent clients, Booking stages, and Quick actions. Most cards have a link that opens the matching section.

Customizing Home

1. Click Customize.
2. Click Add widget to open the gallery and add widgets back.
3. Drag widgets to reorder them, or remove the ones you do not need.
4. Click Save layout. Click Reset to default at any time to restore the original grid.

Sidebar at a glance

The sidebar footer holds Get started, Settings, Feedback, and Help (this site).

Good to know

• New here? Start with signing up and setup. To set up your public page, see storefront setup. To connect payouts, see getting paid. To see every setup step, open Get started (/dashboard/setup).