Your dashboard

Overview is the first tab of Clients, and the screen Protocol opens on. It is the only screen in the product you lay out yourself; this page is what is on it, and Arranging your dashboard is how to move it around.

The heading tells you the date and how many active clients you have. Quick add in the top bar adds a client without leaving the screen.

The counts across the top

Four numbers, or five if you have the shop enabled. They do not change when you rearrange the cards underneath, and every one of them is a link.

Count	Underneath it	Clicking it opens
Active clients	how many joined this month, and how many churned	your roster, on the Clients tab
Check-ins waiting	how many of those have escalated	the check-ins list, already filtered to what is open, with no date limit
Tasks due today	how many are overdue	your tasks
Programs active	how many expire within seven days	the Programs tab
Monthly revenue	the change against last month, by name	your shop overview

Two of those deserve a note.

Active clients shows arrivals and churn together on purpose. A month that gained six and lost five is not the same month as one that gained six, and a single number cannot tell you which you had.

Programs expiring in seven days is the only count here that is a deadline rather than a state, which is why it turns amber when there are any. Nothing else on this screen will tell you a block of clients is about to run out.

On a phone the roster size and the revenue drop off and the other three stay. The three that stay are the ones with a clock on them.

The eight cards

You choose which of these are on the screen. Six are there by default, starting top left with Getting started, then Notifications, Today, Roster, Check-ins to review and Open tasks.

Card	What it lists	Narrow it by	Takes you to
Notifications	everything that happened while you were away, newest first	read or unread; check-ins and forms, clients, money, bookings and support	the thing itself, in a dialog
Needs your attention	clients who have missed a check-in, escalated first	escalated, or missed once	the check-in worklist
Check-ins to review	submitted check-ins waiting on your reply	with photos, with measurements, unassigned	the progress list
Today	everything on today’s calendar, in order	sessions, check-ins, consults	your calendar
Open tasks	your open tasks, soonest due first	board, assignee, labels	your tasks
Roster	how your clients are spread across lifecycle stages	—	the pipeline
Check-in trend	whether check-ins are climbing or falling, week by week	—	the progress list
Getting started	your setup checklist, and shortcuts once it is done	—	the step you clicked

Each card holds twenty rows and loads more as you reach the bottom, so a card is a working list rather than a preview of one.

Attention and review are opposites

These two get confused constantly, and they are asking about different halves of the same relationship.

Needs your attention is about silence. Somebody was due to check in and did not. Escalated means they have run out of reminders; missed once means the first one went unanswered. This is a list of people to chase, and an empty one is good news.

Check-ins to review is about work. Somebody did check in, and is waiting on you. An empty one means you are caught up.

If you only keep one, keep the one that matches how your week actually goes wrong.

Notifications open the thing, not a page

Clicking a notification opens what it is about without leaving your dashboard: a check-in becomes the review dialog, a returned form becomes the submission, a new booking becomes the appointment. You do not lose the feed to look at six things.

Each row shows who it is about, and an unread one is bold with a dot beside it. Urgent and high priority carry a chip; everything else does not, so a chip means something. The ⋯ menu on a row marks it read or unread, or deletes it. Marking read is reversible, which matters when you open something to see what it is and then cannot deal with it yet.

Getting started leads, then turns into something else

It sits top left on a new dashboard, and it is the only card that introduces the product. It shows how many steps are left, a bar that fills as you finish them, and two buttons underneath: Support, which opens the guide for whatever screen you are on, and Hide this card, which takes you to Configure so you can decide what goes in its place.

While any of your setup steps are unfinished, that card is your checklist, and it shows every step including the ticked ones, because the ticked ones are the evidence it is nearly over. If some of them are things you did years before you met Protocol, Mark all done clears the lot.

Once it is finished the same card becomes shortcuts instead. Assign a program stays hidden until you have at least one client, since there is nobody to assign one to.

Check-in trend needs a history

It draws the progress entries you have received week by week. With fewer than two weeks behind you there is no line to draw, and it says so rather than drawing a flat one.

Nothing here is compulsory

Every card can be taken off the screen, and taking one off switches nothing off. Remove Notifications and notifications still arrive; they just stop occupying a square. See Arranging your dashboard.