Dashboard Customization

Make your dashboard work for you by customizing layouts, widgets, and views to match your workflow.

Dashboard Preferences

Accessing Customization

Personalize your dashboard:

  1. Click "Customize Dashboard" (top-right)
  2. Configure:
    • Visible widgets
    • Widget order
    • Default date ranges
    • Metric preferences
    • Color schemes
  3. Save preferences

Widget Management

Available Widgets

Choose from these widgets:

  • Key metrics cards
  • Charts and graphs
  • Activity feed
  • Calendar
  • Quick actions
  • Alerts
  • Staff schedule
  • Weather (for outdoor venues)

Arranging Widgets

Customize Layout:

  • Drag and drop widgets
  • Resize (where applicable)
  • Show/hide widgets
  • Reset to defaults

Widget Actions:

  • Minimize/maximize
  • Refresh data
  • Configure widget settings
  • Remove widget

Saved Views

Create multiple dashboard layouts for different use cases:

Creating a View

  1. Customize your dashboard layout
  2. Click "Save View"
  3. Name your view:
    • "Morning briefing" - Today focus
    • "Week ahead" - Planning view
    • "Analytics" - Performance focus
    • "Operations" - Real-time monitoring

Switching Views

Easily switch between saved views:

  • Dropdown selector (top-right)
  • Keyboard shortcuts
  • Default view on login
  • Auto-switch by time of day

Managing Views

View Options:

  • Rename view
  • Duplicate view
  • Set as default
  • Delete view
  • Share view with team

Mobile Dashboard

Mobile Optimization

Optimized mobile experience:

Mobile Features:

  • Streamlined layout
  • Swipeable cards
  • Priority information first
  • Quick action buttons
  • Push notifications

Mobile-Specific:

  • "Reserve now" quick button
  • Camera for QR code scanning
  • Call-to-action shortcuts
  • GPS directions to venue

Mobile Settings

Configure mobile experience:

  • Simplified vs. full view
  • Default landing screen
  • Swipe actions
  • Notification preferences

Dashboard Shortcuts

Keyboard Shortcuts

For power users:

Navigation:

  • D - Dashboard home
  • R - View reservations
  • N - New reservation
  • V - Switch venue (if multi-venue)
  • S - Search reservations
  • ? - Show all shortcuts

Quick Actions:

  • Cmd/Ctrl + K - Command palette
  • Cmd/Ctrl + / - Search
  • Esc - Close modals
  • Tab - Navigate fields

URL Parameters

Direct links to specific views:

  • /dashboard?date=today
  • /dashboard?view=week
  • /dashboard?venue=123
  • /dashboard?alert=true

Share Links:

  • Copy dashboard URL with filters
  • Share specific views with team
  • Bookmark common views

Theme & Appearance

Color Schemes

Choose your preferred theme:

  • Light mode
  • Dark mode
  • Auto (based on system preference)
  • High contrast

Display Preferences

Customize Display:

  • Compact vs. comfortable spacing
  • Font size
  • Card density
  • Animation speed
  • Reduced motion option

Data Refresh Settings

Auto-Refresh

Configure how often data updates:

  • Real-time (push updates)
  • Every 30 seconds
  • Every minute
  • Every 5 minutes
  • Manual only

Performance Note: More frequent updates may impact browser performance on slower devices.

Force Refresh

Manual Refresh Options:

  • Refresh button (top-right)
  • Pull-to-refresh (mobile)
  • Keyboard: R or F5
  • Refresh specific widgets

Getting Started Checklist

Initial Setup Progress

For new venues, track setup completion:

Initial Setup:

  • ✅ Basic venue information
  • ✅ Contact details
  • ✅ Opening hours
  • ⬜ Tables configured
  • ⬜ Booking areas set
  • ⬜ Images uploaded
  • ⬜ Features selected

Screenshot Placeholder: Getting started checklist

Progress:

  • Overall completion percentage
  • Next recommended steps
  • Quick links to incomplete items
  • Dismissible when complete

Troubleshooting

Dashboard Not Loading

Try:

  • Refresh page (Cmd/Ctrl + R)
  • Clear browser cache
  • Check internet connection
  • Try different browser
  • Check system status page

Missing Features

Check:

  • Your subscription level
  • Venue completion status
  • Browser compatibility
  • Feature flags/settings
  • Account permissions

Reset Customization

If something goes wrong:

  1. Click "Customize Dashboard"
  2. Select "Reset to Defaults"
  3. Confirm reset
  4. Page will reload with default layout

Need Help?

Contact support:

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