Help Getting Started Understand the Workspace dashboard Help guide Understand the Workspace dashboard Updated Jun 15, 2026 1 min read What this guide helps you do Read the dashboard at a glance: today's bookings, new leads, payments in flight, and what the assistant has drafted for review. The panels Today — appointments and tasks due now. Inbox — new form submissions and messages. Money — invoices awaiting payment. Previous Set up your workspace Next Review your first-week checklist