Your ClientBAY Home Dashboard Experience
Your ClientBAY Home Dashboard has been designed to give you total control over the information you see when you first log in. You can choose, size, and position interactive widgets, ensuring your Dashboard provides the essential data you need to run your real estate business from a single platform.
🛠️ How to Customize Your Dashboard (The Basics)
To access the editing tools for all customization options below, you must first enter the Customizing Mode.
➕Adding New Widgets
Use the widget library to populate your dashboard with essential tools.
1. Enter Customizing Mode (see instructions above).
2. Click the Add Widget button in the upper right-hand corner. A window will pop up showing all available widgets.
3. Browse by Category using the side menu on the left.
4. Review Descriptions: Each widget includes a brief description so you know exactly what information it provides.
5. Add the Widget:
If a widget is already displayed, it will be indicated.
If it is not displayed, you will see the Add Widget button. Click it to place the widget on your Home Dashboard.
6. Click SAVE CHANGES to confirm your additions.
➖Removing Widgets
Keep your view clutter-free by removing widgets you don't need.
Enter Customizing Mode.
Click the three-dot action button associated with the widget you want to remove.
Select Remove Widget. The widget will immediately disappear.
Click SAVE CHANGES to finalize the removal.
Need it back? No problem! Just use the Add Widget button to restore it anytime.
↔️ Moving and Resizing Widgets
Optimize your workspace by arranging and adjusting widget sizes.
Enter Customizing Mode.
Simply drag the widget box to the new position you want it to occupy.
The page will automatically reorganize to allow for the new layout.
Click SAVE CHANGES.
Some widgets can be set to Small, Medium, or Large displays.
Enter Customizing Mode.
Click the three-dot action button associated with the widget you wish to resize.
Select the desired size (Small, Medium, or Large). If you cannot change the size, that widget is fixed to its current dimension.
Click SAVE CHANGES.
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