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Dashboard

Content is subject to changed without notice.
Some features described herein may be unavailable due to your current subscription plan.
If you have any questions, concerns, or suggestions, please submit a support request. https://app.smb-portal.com/support/requests

Dashboard

Owned by Internal User
Last updated: Aug 28, 2021

Please note:

  1. Content of this article or the service are subject to change at anytime without notice.

  2. Features vary by subscription plan.

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Description

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Item

Description

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Navigation Bar

This is how you will navigate the business portal.

 

Important links are located at the bottom:

  • Documentation

  • Help

  • Privacy Policy

  • Terms of Service

 

Search Bar

You can search for customers here.

 

Notification Area

You can see notifications here.

Notification types:

  • New appointment request.

  • New lead.

  • New text message(s).

 

Text Panel

You can access the text panel by clicking the “SMS” icon in the notification area.

 

System Alerts

System alerts will appear here, these can include:

  • Important Updates

  • Maintenance Notices

 

Statistics

You can see how well your business is performing, by reviewing your business statistics.

 

Available Statistics:

  • Total Customers

    • Total Active

    • Total Archived

  • Total Emails Sent

  • Total Leads

    • Active Leads

    • Archived Leads

  • Total SMS Received

  • Total SMS Sent

 

Support Chat

If your business plan includes support chat, you’ll see the following bubble; you can click on it to chat with support.

 

Note: If your subscription plan does not include support chat you can always click on “Help” in the navigation bar to submit a support ticket.

 

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