Appointment dashboard widgets help you manage scheduling more effectively. They give you a clear, organised view of your upcoming appointments, so you can stay on top of your calendar and make sure important meetings or deadlines don't get missed. This guide is for anyone looking to get more out of their scheduling and improve day-to-day efficiency using these features.

Adding an Appointment Widget

Navigate to your account Dashboard from the left sidebar, then select the pencil icon to begin editing the Dashboard.

Click "Add Widget", then expand the Appointments section.

Select the appropriate widget based on your scheduling needs. Some options include viewing the total upcoming appointments for the next week, the total appointments created in the last month, and the number of showed appointments in a selected time frame.

Next, choose your preferred chart type for displaying the data. Available options include numeric, donut, line, bar, horizontal bar, and table formats. These charts let you visualise the data clearly.

Configure Widget

Customise the widget by entering a name in the title section. You can also select the desired metric from the dropdown menu and access the advanced settings for further customisation options.

Navigate to the Conditions tab to define additional criteria that appointments must meet for their data to be displayed on your dashboard.

Once you've made all the necessary adjustments, click the save button to populate the widget with the relevant data.

Finally, resize and rearrange your widgets as needed, then click the Save Changes button.

The newly added widgets will now appear on your dashboard, giving you a clear view of your upcoming appointments.

By adding these widgets to your dashboard, you can personalise your experience, keep better control of your calendar, and work more efficiently. Whether you're managing meetings or keeping track of deadlines, these widgets help make sure nothing gets missed. For more information on Custom Widgets, refer to the other articles in this section.

Troubleshooting Tips

Widget Not Displaying Correctly

  • Ensure you have saved your changes after adding or customising widgets. If issues persist, try refreshing your dashboard page.

Customisation Limitations

  • If you're unable to customise a widget as desired, check whether there are any restrictions on the data that can be displayed within that particular widget.

Missing Data

  • For widgets not showing expected data, verify that the information is correctly entered and updated in your CRM database.