1.4.3. The Dashboard

The dashboard is where most clinics start their day.

From here you can:

• See where you are in your clinic flow.
• Check for new memos.
• Confirm all microchips have been registered.
• Review appointments that have not been checked out.

Accessing the Dashboard

• No matter where you are in HQ, clicking your clinic’s name in the right corner will bring you back to the dashboard.

Calendar Snapshot

The calendar snapshot highlights two key metrics:

1. Checked-Out Animals – the number of animals checked out of HQ so far today.
2. Pending Appointments – the number of animals not yet checked in.

Microchip Alerts

On the dashboard, you may see a section for Unsuccessful Microchip Uploads.

This section displays error messages returned by the microchip company when an upload fails.

What to Do:

• If the error is fixable, correct the mistake in the record and then re-check out the appointment.
• If you’re unsure what the error means, see the Microchip section of this manual for details.
• As a last resort, you may open a help ticket for assistance.

✅ Pro Tip The Failed Uploads section only appears temporarily. If the error clears from the dashboard, you can review the Microchip Log for more details.

Memos

• Memos are short messages from HQ about important updates — anything from bug notifications to new features.
• Click the memo link to read it.
• When finished, click the X to delete it. ✅ Pro Tip: Deleting removes the memo from your view only. Once deleted, it cannot be restored.

Status: In Progress

On the right side of the dashboard, the In Progress section lists appointments that have not been checked out.

• All animals must be checked out by the end of the day.
• If animals remain “In Progress,” data will not flow into reports or accounting, and microchips will not be registered.
• This section should always be kept at 0 animals In Progress.
• Missed appointments remain In Progress until they are checked out.
• This list shows only previous-day and older in-progress appointments, not same-day ones.
• Click on the active links to access and close out these appointments.