The Dashboard
Your home base - read today's numbers, work through appointments, and record payments at a glance.
The screen that greets you when you log in. It's a glance-and-act page: it shows what's urgent and gives you a quick way to act, then sends you to the Schedule or Invoices for anything deeper.
What's on it
| Card | What it tells you |
|---|---|
| Outstanding (top) | Total owed - unpaid invoices plus charges still on draft invoices. Click to open Billing |
| Overdue invoices (top) | Total and count past their due date. Click to open Billing |
| Active patients (top) | How many are active. Click to open Patients |
| Today's appointments | Everyone booked in today, earliest first |
| Pending invoices | Invoices with money still owing |
| Recent appointments | The last few that have happened, newest first |
| Quick notes | Your private reminders. Only you see these |
The three top cards don't look like buttons, but the whole card is a link.
Common tasks
| I want to... | Do this |
|---|---|
| Check someone in | Today's appointments → the Check in button on their row. No need to open it |
| Move a visit along | Open the row → the blue button: Check in → Start consult → Check out |
| Undo a status | Click the status pill in the header - it's a dropdown |
| Book an appointment | Sidebar + Quick Actions → New Appointment |
| Edit a booking | Click the row → change fields → Save |
| Jump to the visit | The row's ⋯ → Start consult, or Go to consult if one already exists |
| Cancel one | Open the row → ⋯ → Cancel Appointment. Reversible |
| Delete one | Open the row → ⋯ → Delete appointment. Permanent |
| Take a payment | Pending invoices → the row's ⋯ → Payment |
| Read an invoice first | Click the row itself instead of the ⋯ |
| Jot a reminder | Quick notes → + Add |
| Look back at today's work | Recent appointments, or View all for the full History list |
Two cards worth understanding
Recent appointments
Lists what's already happened - date, patient, type and owner. Click a row to open that visit's consultation, or the patient's file if no consult was started.
The filter icon (≡) top-right switches between Mine (just the visits you were treating vet for) and All appointments. Vets start on Mine, reception and managers on All. Your choice is remembered against your account, on any device.
Quick notes
Reminders and follow-ups that don't belong to a consult yet. They're private to you - a colleague signing in on the same computer sees their own list.
+ Add creates one, optionally tagged to a patient. Tick the circle to complete it, click it to edit, or use the ⋯ to copy, complete or delete. View all opens the full page, where completed notes also live.
Gotchas
- The row's ⋯ menu now does what the calendar's right-click does - start or open the visit, and delete behind a confirm - so you don't have to open the appointment first for the two things you most often want.
- "Start consult" does more than change the status. It creates a consult record and navigates you to the consult page. Save any edits to the appointment first - the reason, the notes - or they'll be left behind.
- Both list cards cap at 20 rows. On a busy day, someone "missing" is usually just past the cut. Check the View all link in the footer.
- Pending is not the same as overdue. The Pending invoices card shows everything unpaid; only the top Overdue card shows what's actually late. If you're chasing payments, the top card is the one - it's easy to miss.
- Outstanding includes money not yet on a finalised invoice. Charges sitting on a visit's still-open draft count as earned, so they're folded into Outstanding and flagged with a + unbilled hint. That's why Outstanding and the Pending invoices list can differ; the gap is the drafts nobody has finalised yet.
- Cancel is reversible, Delete is permanent. Cancelling doesn't even ask - it just marks the appointment Cancelled and keeps the record. Set the status pill back to Scheduled to undo it.
- The status pill is your undo. It looks like a plain label but it's a dropdown holding all six statuses. There's no "back" button; this is it.
- Finish time isn't independent. It's worked out from start + duration, so changing Finish adjusts the Duration to match. Change either one and the other follows. You can type times straight in as
14:30- the picker icon stays faint until you hover. - No Column selector in the appointment form is normal for single-column clinics.
- Print details currently hands the whole screen to your browser's print window rather than a tidy appointment sheet. A proper layout is on the way - see Printing & PDFs.
Can't see a button mentioned here? Usually permissions - see Your team.
Related
Schedule · Consultations · Invoices · Taking payments · Troubleshooting