Rearrange your dashboard
Add or remove widgets, start from a preset, and arrange the board around the figures you check most. Nothing changes until you save.
1 min read · Updated August 28, 2026
In short
- A preset replaces the draft arrangement with a ready-made one.
- On a computer, drag widgets to move or resize them. On a phone, press and hold to reorder them.
- Cancel keeps the previous board; Save keeps your changes.
Path: Dashboard › Customize
Decide before you start
- Which figures must be visible during a busy day
- Whether you want a ready-made preset or your current layout
- Which cards you no longer use
- Open Customize on the dashboard.
- Add widgets or choose a preset. A preset is only a starting point; you can adjust it before saving.
- Move the widgets into the order you want.
- Remove any widget you do not need, then save.
What the headline tiles count
- Bookings counts appointments that are not cancelled in the selected period.
- Revenue counts completed appointments in the selected period.
- New clients counts first-time clients in the selected period.
- Rating is the average across all reviews, not only the selected period.
| A widget I expected is not available. | The widget list follows your access. Finance and team figures are omitted when your role does not allow them. |
|---|---|
| I changed my mind while editing. | Choose Cancel to return to the board you had before editing. |