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