Navigating the Dashboard

The dashboard is the home screen. It summarizes the venue, and — unlike most of the app — you can rearrange it.

The dashboard is part of Booked and Complete. On the free plan your home screen is the Inbox instead, and there is no Dashboard in the sidebar — see Welcome to CeremonySync for what the free plan does show. Everything below applies once you are on a paid plan, or inside your 14-day trial.

The sidebar

Three groups:

• Main — Ask June, Dashboard, Event Flow, Calendar, Pipeline, Proposals, Contracts, Invoices, Weddings, Venue Tools
• Business — Vendors, Users, Reports, Conflicts
• Administration — Bridal Documents, Fields, Venue Documents, Questionnaires, Settings, Help Center

The sidebar only shows what your access level allows. A missing page is nearly always a permission, so ask whoever owns the venue rather than assuming it is broken.

The list above is the Complete plan. On Booked the sidebar is shorter, because the pages behind the missing entries are Complete features rather than hidden ones:

So Ask June, Event Flow, Vendors, Reports, Bridal Documents, Venue Documents and Questionnaires appear when you move to Complete. Booked stops at the deposit — it sells the date; everything the wedding itself needs is Complete.

You can collapse it to icons for more room; hovering a collapsed icon shows its name.

The statistics

Three cards along the top, and which you see depends on your permissions:

All three are clickable and take you to the underlying records. Each has a tooltip explaining what it counts, which is worth reading once — Upcoming Weddings in particular includes pending bookings, so it is not a count of confirmed business.

A date range control at the top changes the window for Total Leads, Conversion Rate, the Trends chart and the Invoiced figure. Everything else always shows the current picture, whichever range is selected — Upcoming Weddings, Action Required, Sales Pipeline, the module cards, and the Outstanding and Collection figures. Those last two are balances rather than totals for a period: what is owed is what is owed now.

The cards below

The rest of the dashboard is a grid of cards:

• Action Required — urgent tasks and upcoming tours. Its Quick Add button creates a task without leaving the page.
• Today's Events — what is happening today
• Next Weddings — what is coming up
• Sales Pipeline — leads by stage
• Financial Overview — revenue and what is outstanding
• Trends — inquiries and bookings over time
• Recent Activity — what has changed across the venue

With a module you also get Facility Health, Asset Health, Kitchen Health or Staff Health.

While your setup is under 60% done, a Finish setting up card shows your next three checklist items. It is not part of the layout — it has its own dismiss link and retires itself once you pass 60%.

Making it yours

Press Customize at the top of the dashboard. A bar appears across the page, and every card gets controls in its header. While it is showing you can:

• Drag the cards in the grid to put them in a different order. Key numbers sits above the grid, so it can be switched off but not moved.
• Switch a card off with the eye icon. It stays on screen, dimmed, until you finish, so Show again brings it back if you change your mind.
• Add widget to put a card of your own on the dashboard (see below).
• Start over to go back to the standard layout. This one happens straight away.

Press Done to save. Moving and switching off cards is not saved until you do, so leaving the page first throws those changes away — a widget you add is the exception, and is saved the moment you add it. The layout is yours alone: everyone else at the venue keeps their own.

Customize is there for owners, managers, coordinators, sales reps, facility managers, kitchen managers and staff coordinators. Wedding planners, maintenance techs, kitchen staff, bar managers and event staff do not have the dashboard at all — they work from their own module's screens, and signing in takes them straight there.

Adding a widget

Add widget builds a card of your own from a set list of questions about your venue — leads that have gone quiet, overdue invoices, shifts still unfilled. Pick a question, set the details, and it goes on your dashboard.

See Adding a Dashboard Widget for the full list of questions and what each one lets you choose.

The header

• Search — the icon opens the command palette, same as Cmd+K
• Notifications — the bell
• Help — opens the help sidebar
• Your avatar, for account settings and signing out

On a phone the sidebar becomes a menu behind the toggle at the top left.