Pilot / limited rollout4 min read
Customize dashboard widgets and favorites
Choose which business information and shortcuts appear first.
This workflow is in pilot or limited rollout and should not be assumed available to every business.
What this feature helps with
Choose which business information and shortcuts appear first.
Step-by-step
- Open dashboard customization if enabled.
- Choose visible and hidden widgets.
- Reorder your preferred information and favorite frequently used settings.
- Save, then reopen the dashboard to confirm the layout persists.
Review your results
- Your default landing page can differ from the dashboard layout.
- Shortcuts should honor staff permissions.
Availability and cautions
Good to know
Customization is being refined and may be available only in selected accounts.