Main Navigation and Dashboard

This guide provides a comprehensive overview of the main navigation and dashboard features of a program. It explains how to navigate through the main pages, view useful statistics about customer interactions, track form visitors, integrate the program with your website, and ensure account security by logging out properly. This guide is essential for anyone looking to effectively navigate and utilize the program's main navigation and dashboard.

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**Main Navigation** This is your main navigation. These are the main pages within the program. Click any item to navigate to that page.

**Dashboard Metrics** The dashboard provides useful statistics about how customers are interacting with your account. These metrics include the number of appointments, messages (SMS/Email), form completions, total customers and total reviews received. You can click the W (Week) M (Month) 6M (6 Month) and Y (Year) icons to change the range.

**Form Visitors** An important aspect of your business is gauging how many customers visit your various lead generation forms, such as a contact us form on your website. Our platform allows you to create multiple lead forms (discussed later). To see statistics based on each form, change the dropdown shown here.

**Quick Website Integration** The best way to get started is to add links on your own website to let your customers schedule online appointments or leave you a review. Right on your dashboard you can copy the links needed for both. For advanced integration go to **settings > widgets**.

**Logging Out** When your done using your account, for account security make sure you "Sign Out" using this link. This is very important when using a public/shared computer.

Main Navigation and Dashboard

MsgBubble
5 steps
21 seconds

Msgbubble

**Main Navigation** This is your main navigation. These are the main pages within the program. Click any item to navigate to that page.

**Logging Out** When your done using your account, for account security make sure you "Sign Out" using this link. This is very important when using a public/shared computer.