Help with Customize dashboard widgets and favorites
This page focuses on the guide you were reading. Work through the relevant checks below, then send us a question if the issue is still unresolved.
Missing access may be expected. Check its rollout status before treating the absence of a control as a technical fault.
Start with your customize dashboard widgets and favorites setup
These are checks drawn from this feature's own instructions.
- 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.
- Your default landing page can differ from the dashboard layout.
- Shortcuts should honor staff permissions.
Common problems in Daily operations
Choose the problem closest to what you are seeing. Each one includes practical checks and a safe next step.
The dashboard or Today view looks out of date
- Check the selected date, provider, and filters.
- Compare the underlying appointment record with the summary card.
- Refresh the view and record any repeatable mismatch.
A schedule or assignment seems inconsistent
- Review business hours, staff assignment, route, and available capacity.
- Check cancellations or rescheduling that changed the day.
- Compare the event timeline and selected home-screen preferences.
Still not resolved?
When you contact support, tell us what you expected, what happened instead, the non-sensitive error text (if any), and roughly when it occurred. The form will automatically include Customize dashboard widgets and favorites as the topic.
Please do not include passwords, security codes, payment card details, client health records, or any other sensitive information.