Tour the dashboard and find anything

Use the dashboard to move between daily work, find a record quickly, and open common actions without losing your place.

Available to

Everyone with dashboard access can use this tour. The menu is personalized: owners, office staff, teachers, and clients do not all see the same workspaces.

Before you start

• Sign in to the correct school.
• If you belong to more than one school, confirm the active school before changing a record.
• Remember that a missing tab usually means your role, permission, or plan does not include it.

Steps

1. Select Dashboard in the main menu. On a phone, open the menu first.
2. Use the main menu to move between the workspaces available to you, such as Messages, Calendar, Pipelines, Clients, Staff, Website, and Settings.
3. At the top of Dashboard, use Overview, Billing, or Reports. You will only see the tabs you can use.
4. To find a person, lesson, invoice, payment, lead, or other record, select Search or run a command… or press Command-K on a Mac or Control-K on Windows. Enter a name, email, phone number, or other identifying detail, preview the result, and then open it.
5. Use the quick actions at the top of the workspace when they are available. The person-plus button is Add client. Open Enroll student for Enroll student, Book make-up, New event, or Block out time.
6. Select Assistant on the right side to ask a question or start guided work without leaving the current page. Select Notifications to review items that need attention.
7. Select a row or search result to open its details in a side panel. Use the tabs inside the panel for related work, and use the panel's back button when you followed a related record.
8. Use your browser's Back button to return through side-panel history. Close the panel when you want to return to the full workspace.

What happens next

The dashboard remembers enough of your current workspace to let you review related records and then return to your list, calendar, or report. Search results and quick actions open the same record panels used throughout the product.

If you do not see this option

• Search or run a command… is hidden for roles without global search, including limited teacher access.
• Billing requires billing access. Reports is limited to owners and admins with reporting access.
• Quick actions require schedule-management access.
• A workspace may be hidden because it is not part of the school's plan or has not been enabled.
• Ask an owner or admin to confirm your access instead of using another person's login.