Navigating your Dashboard

The Dashboard is a summary page for your organization.

The Dashboard is a summary page for your organization. The Dashboard has ‘quick’ buttons for you to Create a New Alert and to Invite a New Client. In addition, the Dashboard has as Alert Links section where you to quickly navigate to the Active or Closed Alerts screen. It shows location-specific Daily Metrics, including information on total Closed Alerts, total Invited Clients, total Approved Clients, etc.


Watch the video for step-by-step instructions or continue scroll for detailed instructions.





 

To Navigate the Dashboard:
  • Select the Location using the Choose Dashboard dropdown

  • The data will refresh to show you specified information based on Location input





Understanding the Dashboard:
  • Daily Metrics: The Daily Metrics show the total number of Claimed Alerts (appointments booked) and the number of Sent Alerts for that Location

  • Choose Dashboard: If more than one Location exists within the organization, use the dropdown under Choose Dashboard to easily switch between Locations

  • Alert Links: Alert Links includes quick links for you to navigate to the Active Alerts screen or the Closed Alerts screen. In addition, Alert Links has a quick button for you to Create a New Alert for that location specific in the dropdown.

  • Client Stats: This area gives you a quick count of your client connections. In addition, Client Stats has a button for you to Invite a New Client

  • Approved Clients: The number of clients approved to receive Alerts for that specific Location

  • Invited Clients: The total number of clients invited through the Invited Clients screen

  • Pending Clients: The total number of clients pending approval for that specific Location

  • Total Clients: The total number of clients in SkedgeAlert for that specific Location. This includes Declined, Approved, Pending, and Invited Clients

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