How do I customise my dashboard and Quick Actions?

Show, hide and reorder dashboard sections, and pin up to 8 shortcuts to any feature. Your layout follows you to every device.

Arrange the dashboard 1. On the Dashboard, tap the sliders icon at the top right (Customize). 2. Use the arrows to move a section up or down. Tap the eye icon to hide or show it. 3. Tap Save, or Cancel to leave things as they were.

The sections are Stats, Quick Actions, Needs Attention, Favorites, Today's Schedule and Recent Alerts. On a wide screen, the web app puts Stats and Quick Actions across the top and the rest in two columns.

Choose your Quick Actions Quick Actions start as Add Horse, New Event, New Invoice and Check Feeding. To change them: 1. Tap the sliders icon next to the Quick Actions heading. 2. In Customize Quick Actions, tap any feature to add it. You can choose from the shortcuts (such as Barn/Horse Note, Record Payment or Time Clock) and from everything under More, grouped the same way as the More menu. 3. Type in Search features to find one quickly. 4. Your picks show at the top, with a count such as "5 of 8 selected". Use the arrows to put them in order. Tap a pick again to remove it. 5. Tap Save.

You can pin up to 8, and you need at least one.

Saved to your account Your layout and Quick Actions are saved to your account, not the device. Sign in on another phone or on app.stallwise.com and they look the same.

Favorites Star a horse or client on their profile to pin them under Favorites.

Staff logins open on their To-Do instead of the dashboard, so these settings apply to the barn owner's view.

Still stuck? Send us a message from this page.

Still stuck? Write to [email protected] with the email you sign in with, or use Help inside the app. A person on our team will answer.