New Dashboard

Cameron R. shared this question ago

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Can't find the option to keep "Coming Events" in my new dashboard?? Also can't find "Revenue" in the calendar anymore. Can't find an option for "Private Notes" either??

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Cody S. ● 3 years ago

dashboards are customizable so you can create your own:

https://www.youtube.com/watch?v=yDr7xO85IHk

Revenue hasn't made it to the calendar yet, but we'll be making a solution for this.

Private notes is just "Customer Notes".

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Cameron R. ● 3 years ago

Dude...no offense but the person doing that video was going 90 mph. NO help at all. You're really stressing me out with all these changes at once! My customers don't want to be on the phone for 10 minutes for something I used to do in 2 minutes. Plus I'm missing calls because of navigation time issues. Really disgusted.

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Cody S. ● 3 years ago

I've created the Coming Events dashboard for you. Would you have some time later this week that we could put on our calendar to go over your booking process with you? We could review your process and see if we could give some tips on navigating the interface to find the information you need while booking with a customer?

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