Dashboard

The Overview dashboard is your operational home base. It gives you a live view of bookings, activity, plan usage, and key shortcuts without needing to jump between pages.

What the dashboard shows

Stats bar

At the top of the page, Genkō highlights the numbers most practices check first:

  • Today’s appointments
  • This week’s appointment count
  • Total patients
  • Team size

Each metric is paired with a usage indicator so you can quickly see how close you are to your plan limits.

Today’s schedule

This section lists the current day’s appointments with the patient name, time, service, provider, and appointment status. It is the fastest way to see what is happening right now.

Upcoming appointments

Genkō also shows the next set of appointments across the following days, which is useful for spotting gaps, preparing staff, or confirming provider coverage.

Quick actions

Quick actions help you jump directly into common work:

  • Create an appointment
  • Add a patient
  • Manage providers
  • Open analytics

Plan information

Your current plan and subscription status are visible from the dashboard so owners and admins can keep an eye on usage and feature availability.

Platform feature cards

On Group plans and above, admins also see live status cards for advanced capabilities such as:

  • Analytics
  • WhatsApp
  • HubSpot
  • AI Assistant

These cards act as a fast status check and a shortcut to configuration.

Customize your layout

Use Customize in the top-right corner of the overview to show, hide, or reorder dashboard sections. Preferences are saved in your browser, so your layout stays the way you like it.

Dashboard overview showing stats and upcoming appointments

When to use the dashboard

The dashboard is especially useful for:

  • Starting the day with a quick schedule review
  • Checking plan usage before inviting staff or adding patients
  • Jumping into urgent operational tasks
  • Opening analytics after you spot a trend worth investigating

Best practices

  • Use the dashboard as your first stop each morning.
  • Keep quick actions focused on the tasks your team performs most often.
  • Review feature cards after plan upgrades so new capabilities do not stay unconfigured.