Dashboard and Onboarding

Your dashboard is the home page when you sign in. Use it to see today's trips, fleet summaries, and anything that needs attention.

Use the dashboard

When you sign in, the dashboard greets you by name and shows widgets your team has enabled — for example:

• Today's bookings and Tomorrow's bookings calendars
• Vehicles, Members, and Bookings overview cards
• Bookings this week and Revenue this week charts
• Incidents overview

Click any widget link to open the full page behind it.

An example of the dashboard showing overview widgets and a bookings calendar.

Customise the layout

On desktop, you can rearrange dashboard widgets:

1. Open the user menu or dashboard header.
2. Click Customise dashboard.
3. Drag widgets into the order you prefer.
4. Click Done customising.

To restore the default layout, click Reset layout.

Customise on desktop

Layout customisation is available on desktop. On mobile, use the standard widget order.

Start onboarding

New teams see a welcome message with Start onboarding the first time you visit the dashboard.

To return to onboarding later:

1. Click Onboarding in the dashboard header (the badge shows incomplete steps).
2. Work through each step — configure your team profile, subscription, compliance policy, import data (optional), users, first vehicle, and first booking.

Each step links to the page where you complete that task.

An example of the onboarding checklist showing setup progress.

Finish onboarding early

Completing onboarding helps your team get value from the platform quickly — vehicles, users, and bookings in place before you go live.

Open Alerts from the dashboard

Click Alerts in the dashboard header to jump to the alerts page. The badge shows how many items need attention.

See Managing Alerts.

Open Support from the dashboard

Click Support in the dashboard header to search the knowledge base. If you have billing access, you can also open tickets from that page. The badge shows how many tickets are Awaiting your reply.

See Support and Support Tickets.

Show walkthrough again

To replay page tips in the app:

1. Open the user menu.
2. Click Show walkthrough.

Related guides

• Managing Alerts — resolve items flagged on the dashboard
• Subscription Plans — complete the subscription onboarding step
• Managing Vehicles — add your first vehicle
• Importing Data — bulk import members, vehicles, and bookings
• Managing Bookings — create your first booking