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Home Templates

Video Walkthrough

What This Page Solves

Controls home screen layout template so teams see the most relevant widgets first.

Entry

  • Open this page from module navigation.
  • Module: home

Screenshot 1: page overview

Before You Start

  • Confirm which roles use this home layout.
  • Identify widgets that should be prioritized or hidden.
  • Capture current layout before modifying template.

Steps

  1. Open template settings and reorder widget sections.
  2. Enable/disable optional cards based on role needs.
  3. Save template and reload home to verify arrangement.
  4. Validate readability and interaction on desktop/mobile.

Screenshot 2: key action area

Acceptance Checklist

  • Home layout prioritizes key widgets for target roles.
  • Template changes persist after reload.
  • No critical card is hidden unintentionally.

FAQ

Why does the update not show immediately?

Check cache/filters, then refresh the page and reopen related detail view.

Why are results different across staff accounts?

Compare salon scope, date filters, and role permissions before further troubleshooting.

Page Metadata

  • Module: home
  • Route: HomeTemplate
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