Configure Your Dashboard

When you first visit Batchbook, you will open the Dashboard. There, you will be greeted by this Getting Started widget. Here, you can change some settings in Batchbook, learn how to customize your dashboard, connect your social media accounts and get links to more in depth information about using Batchbook.

By clicking on the link to 'Customize Dashboard' you can select which widgets will show up on your dashboard. Uncheck any widgets you do not want to show up. If you have integrations set up, any corresponding widgets will show up as an option here.

Note: The widgets you have access to will depend on your user level.

On the Dashboard, you can move your widgets around by clicking and dragging. This lets you put the information that is most important to you right on top!