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01
Adding widgets
Open the widget gallery from the dashboard to add widgets such as revenue, upcoming appointments and recent client activity. Pick the ones that match what you check most often.
02
Sizing & layout
Widgets snap to a grid. Drag a widget to move it and use its handle to resize. On smaller screens the grid collapses into a single column automatically.
Tip
Your layout saves as you go — there's no separate save button.
03
Removing & resetting
Remove a widget from its menu, or reset the dashboard back to the default layout if things get cluttered.